HMV Wealth Advisors, LLC
CIK: 0002054904SEC EDGAR →
Portfolio Value
$199.9M
Holdings
80
As of
Q4 2025
New Positions
5
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 202,107 | $20.6M | 10.31% |
| 2 | AMERICAN CENTY ETF TR | 153,010 | $14.4M | 7.19% |
| 3 | DIMENSIONAL ETF TRUST | 225,042 | $13.4M | 6.70% |
| 4 | ISHARES TR | 88,161 | $13.1M | 6.56% |
| 5 | VANGUARD INDEX FDS | 38,931 | $13.1M | 6.53% |
| 6 | EA SERIES TRUST | 537,732 | $12.5M | 6.27% |
| 7 | VANGUARD SCOTTSDALE FDS | 185,356 | $11.1M | 5.56% |
| 8 | DIMENSIONAL ETF TRUST | 317,101 | $10.5M | 5.25% |
| 9 | DIMENSIONAL ETF TRUST | 176,310 | $7.0M | 3.49% |
| 10 | DIMENSIONAL ETF TRUST | 135,095 | $6.7M | 3.37% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $169.0M | 84.6% |
| Unknown | 3 | $13.4M | 6.7% |
| Technology | 9 | $6.9M | 3.5% |
| Healthcare | 5 | $2.4M | 1.2% |
| Consumer Cyclical | 3 | $2.2M | 1.1% |
| Communication Services | 3 | $2.0M | 1.0% |
| Industrials | 4 | $2.0M | 1.0% |
| Energy | 2 | $1.3M | 0.7% |
| Consumer Defensive | 2 | $629K | 0.3% |