HMV Wealth Advisors, LLC
CIK: 0002054904Latest portfolio: $199.9M · Q4 2025
Holdings
80
Total Value
$199.9M
New Positions
0
Closed Positions
1
Top Holdings
View All 80 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 202,107 | $20.6M | 10.31% | +16K | |
| 2 | AVDVAMERICAN CENTY ETF TR | 153,010 | $14.4M | 7.19% | +19K | |
| 3 | DFATDIMENSIONAL ETF TRUST | 225,042 | $13.4M | 6.70% | -365 | |
| 4 | ITOTISHARES TR | 88,161 | $13.1M | 6.56% | +22K | |
| 5 | VTIVANGUARD INDEX FDS | 38,931 | $13.1M | 6.53% | -65 | |
| 6 | CTEFEA SERIES TRUST | 537,732 | $12.5M | 6.27% | +91K | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 185,356 | $11.1M | 5.56% | +22K | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 317,101 | $10.5M | 5.25% | +40K | |
| 9 | DFACDIMENSIONAL ETF TRUST | 176,310 | $7.0M | 3.49% | -3,932 | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 135,095 | $6.7M | 3.37% | +1K | |
| 11 | DIHPDIMENSIONAL ETF TRUST | 174,460 | $5.5M | 2.76% | +34K | |
| 12 | IDEVISHARES TR | 62,195 | $5.1M | 2.57% | +11K | |
| 13 | QUALISHARES TR | 25,335 | $5.0M | 2.52% | -160 | |
| 14 | DFUVDIMENSIONAL ETF TRUST | 93,687 | $4.4M | 2.18% | +3K | |
| 15 | DUHPDIMENSIONAL ETF TRUST | 100,755 | $3.8M | 1.92% | +34K | |
| 16 | DISVDIMENSIONAL ETF TRUST | 95,851 | $3.6M | 1.82% | -1,336 | |
| 17 | DFAUDIMENSIONAL ETF TRUST | 75,692 | $3.5M | 1.77% | -345 | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 46,470 | $2.9M | 1.45% | -510 | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 77,663 | $2.5M | 1.27% | -220 | |
| 20 | BSVVANGUARD BD INDEX FDS | 31,887 | $2.5M | 1.26% | +580 | |
| 21 | AVEMAMERICAN CENTY ETF TR | 30,040 | $2.3M | 1.16% | -830 | |
| 22 | IQLTISHARES TR | 43,125 | $2.0M | 0.98% | — | |
| 23 | JPMJPMORGAN CHASE & CO. | 6,080 | $2.0M | 0.98% | — | |
| 24 | VVISA INC | 3,675 | $1.3M | 0.64% | — | |
| 25 | SCHGSCHWAB STRATEGIC TR | 38,126 | $1.2M | 0.62% | -4,618 |
Quarterly Changes
New Positions
No new positions this quarter
Closed Positions
- TCLOSED$242.8M
Sector Breakdown
Financial Services0.0% ($2.0610143781339914e+169T)
Technology0.0% ($122810821075926859776.0T)
Healthcare0.0% ($879669.4T)
Industrials0.0% ($632.6T)
Unknown0.0% ($12.5T)
Consumer Cyclical0.0% ($1.2T)
Communication Services0.0% ($1.1T)
Energy0.0% ($946.4M)
Consumer Defensive0.0% ($326.3M)
Filing History
Fund Information
HMV Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $199.9M across 80 holdings. The largest position is AMERICAN CENTY ETF TR (AVUV), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.