HMV Wealth Advisors, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$152.5B
Holdings
79
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 162,776 | $14.8B | 9.72% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 230,697 | $12.4B | 8.16% | |
| 3 | VTIVANGUARD INDEX FDS | 36,546 | $11.1B | 7.28% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 105,110 | $8.3B | 5.46% | |
| 5 | CTEFEA SERIES TRUST | 368,364 | $7.5B | 4.92% | |
| 6 | ITOTISHARES TR | 50,736 | $6.9B | 4.49% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 223,058 | $6.6B | 4.34% | |
| 8 | DFACDIMENSIONAL ETF TRUST | 180,577 | $6.5B | 4.24% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 133,683 | $5.7B | 3.75% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 80,024 | $4.8B | 3.14% | |
| 11 | QUALISHARES TR | 25,845 | $4.7B | 3.10% | |
| 12 | DFUVDIMENSIONAL ETF TRUST | 92,068 | $3.9B | 2.55% | |
| 13 | DISVDIMENSIONAL ETF TRUST | 101,879 | $3.4B | 2.20% | |
| 14 | DFAUDIMENSIONAL ETF TRUST | 76,037 | $3.2B | 2.11% | |
| 15 | DIHPDIMENSIONAL ETF TRUST | 96,595 | $2.8B | 1.87% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 48,190 | $2.7B | 1.80% | |
| 17 | BSVVANGUARD BD INDEX FDS | 32,864 | $2.6B | 1.70% | |
| 18 | IDEVISHARES TR | 33,675 | $2.6B | 1.68% | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 78,533 | $2.3B | 1.51% | |
| 20 | AVEMAMERICAN CENTY ETF TR | 32,810 | $2.2B | 1.47% | |
| 21 | AAPLAPPLE INC | 9,828 | $2.0B | 1.32% | |
| 22 | IQLTISHARES TR | 43,900 | $1.9B | 1.24% | |
| 23 | JPMJPMORGAN CHASE & CO. | 6,255 | $1.8B | 1.19% | |
| 24 | METAMETA PLATFORMS INC | 1,938 | $1.4B | 0.94% | |
| 25 | NVDANVIDIA CORPORATION | 8,577 | $1.4B | 0.89% | |
| 26 | VVISA INC | 3,673 | $1.3B | 0.85% | |
| 27 | SCHGSCHWAB STRATEGIC TR | 44,255 | $1.3B | 0.85% | |
| 28 | HDHOME DEPOT INC | 3,355 | $1.2B | 0.81% | |
| 29 | MSFTMICROSOFT CORP | 2,412 | $1.2B | 0.79% | |
| 30 | DFSVDIMENSIONAL ETF TRUST | 34,905 | $1.0B | 0.67% | |
| 31 | MPCMARATHON PETE CORP | 5,967 | $991.2M | 0.65% | |
| 32 | DUHPDIMENSIONAL ETF TRUST | 24,055 | $855.4M | 0.56% | |
| 33 | CSCOCISCO SYS INC | 12,029 | $834.6M | 0.55% | |
| 34 | ROPROPER TECHNOLOGIES INC | 1,434 | $812.8M | 0.53% | |
| 35 | SCHWSCHWAB CHARLES CORP | 8,491 | $774.7M | 0.51% | |
| 36 | ABTABBOTT LABS | 5,598 | $761.4M | 0.50% | |
| 37 | MAMASTERCARD INCORPORATED | 1,343 | $754.7M | 0.49% | |
| 38 | TAT&T INC | 25,725 | $744.5M | 0.49% | |
| 39 | AMZNAMAZON COM INC | 3,234 | $709.5M | 0.47% | |
| 40 | LLYELI LILLY & CO | 845 | $658.7M | 0.43% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,333 | $647.5M | 0.42% | |
| 42 | VTIPVANGUARD MALVERN FDS | 12,540 | $630.4M | 0.41% | |
| 43 | SCHVSCHWAB STRATEGIC TR | 22,712 | $628.4M | 0.41% | |
| 44 | LRCXLAM RESEARCH CORP | 6,394 | $622.4M | 0.41% | |
| 45 | UNPUNION PAC CORP | 2,551 | $586.9M | 0.38% | |
| 46 | TXNTEXAS INSTRS INC | 2,793 | $579.9M | 0.38% | |
| 47 | STPZPIMCO ETF TR | 10,655 | $573.3M | 0.38% | |
| 48 | NFLXNETFLIX INC | 394 | $527.6M | 0.35% | |
| 49 | DFSDDIMENSIONAL ETF TRUST | 10,760 | $516.6M | 0.34% | |
| 50 | LMTLOCKHEED MARTIN CORP | 1,084 | $502.0M | 0.33% | |
| 51 | ACNACCENTURE PLC IRELAND | 1,673 | $500.0M | 0.33% | |
| 52 | DFAEDIMENSIONAL ETF TRUST | 15,965 | $462.2M | 0.30% | |
| 53 | XLFSELECT SECTOR SPDR TR | 8,311 | $435.2M | 0.29% | |
| 54 | AVGOBROADCOM INC | 1,574 | $433.9M | 0.28% | |
| 55 | DFUSDIMENSIONAL ETF TRUST | 6,295 | $421.9M | 0.28% | |
| 56 | SYKSTRYKER CORPORATION | 1,056 | $417.8M | 0.27% | |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 2,961 | $403.6M | 0.26% | |
| 58 | DFAIDIMENSIONAL ETF TRUST | 11,495 | $397.4M | 0.26% | |
| 59 | VYMVANGUARD WHITEHALL FDS | 2,650 | $353.3M | 0.23% | |
| 60 | GOOGLALPHABET INC | 1,977 | $348.4M | 0.23% | |
| 61 | KOCOCA COLA CO | 4,674 | $330.7M | 0.22% | |
| 62 | NOCNORTHROP GRUMMAN CORP | 648 | $324.0M | 0.21% | |
| 63 | MTUMISHARES TR | 1,268 | $304.7M | 0.20% | |
| 64 | XLVSELECT SECTOR SPDR TR | 2,227 | $300.2M | 0.20% | |
| 65 | COWZPACER FDS TR | 5,373 | $296.1M | 0.19% | |
| 66 | AWCAMERICAN WTR WKS CO INC NEW | 2,021 | $281.1M | 0.18% | |
| 67 | PTLCPACER FDS TR | 5,500 | $279.2M | 0.18% | |
| 68 | SPDWSPDR INDEX SHS FDS | 6,705 | $271.5M | 0.18% | |
| 69 | WMTWALMART INC | 2,764 | $270.3M | 0.18% | |
| 70 | XLKSELECT SECTOR SPDR TR | 1,031 | $261.1M | 0.17% | |
| 71 | USMVISHARES TR | 2,681 | $251.7M | 0.16% | |
| 72 | DFICDIMENSIONAL ETF TRUST | 7,725 | $240.2M | 0.16% | |
| 73 | SCHDSCHWAB STRATEGIC TR | 8,677 | $229.9M | 0.15% | |
| 74 | EMXCISHARES INC | 3,535 | $223.2M | 0.15% | |
| 75 | VLUEISHARES TR | 1,956 | $221.4M | 0.15% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 700 | $218.4M | 0.14% | |
| 77 | COSTCOSTCO WHSL CORP NEW | 213 | $210.9M | 0.14% | |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 696 | $205.2M | 0.13% | |
| 79 | FISVFISERV INC | 1,182 | $203.8M | 0.13% |