HMV Wealth Advisors, LLC Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$181.8B
Holdings
81
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 186,086 | $18.5B | 10.19% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 225,407 | $13.1B | 7.22% | |
| 3 | VTIVANGUARD INDEX FDS | 38,996 | $12.8B | 7.04% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 133,950 | $11.9B | 6.56% | |
| 5 | CTEFEA SERIES TRUST | 446,324 | $10.1B | 5.56% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 163,220 | $9.8B | 5.39% | |
| 7 | ITOTISHARES TR | 66,491 | $9.7B | 5.33% | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 277,055 | $8.9B | 4.89% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 180,242 | $7.0B | 3.82% | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 133,806 | $6.2B | 3.39% | |
| 11 | QUALISHARES TR | 25,495 | $5.0B | 2.73% | |
| 12 | DIHPDIMENSIONAL ETF TRUST | 140,025 | $4.3B | 2.34% | |
| 13 | IDEVISHARES TR | 50,700 | $4.1B | 2.24% | |
| 14 | DFUVDIMENSIONAL ETF TRUST | 90,856 | $4.1B | 2.23% | |
| 15 | DFAUDIMENSIONAL ETF TRUST | 76,037 | $3.5B | 1.91% | |
| 16 | DISVDIMENSIONAL ETF TRUST | 97,187 | $3.5B | 1.91% | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 46,980 | $2.8B | 1.55% | |
| 18 | DUHPDIMENSIONAL ETF TRUST | 66,545 | $2.5B | 1.38% | |
| 19 | BSVVANGUARD BD INDEX FDS | 31,307 | $2.5B | 1.36% | |
| 20 | DFAXDIMENSIONAL ETF TRUST | 77,883 | $2.4B | 1.34% | |
| 21 | AVEMAMERICAN CENTY ETF TR | 30,870 | $2.3B | 1.28% | |
| 22 | JPMJPMORGAN CHASE & CO. | 6,080 | $1.9B | 1.05% | |
| 23 | IQLTISHARES TR | 43,125 | $1.9B | 1.05% | |
| 24 | NVDANVIDIA CORPORATION | 8,579 | $1.6B | 0.88% | |
| 25 | SCHGSCHWAB STRATEGIC TR | 42,744 | $1.4B | 0.75% | |
| 26 | HDHOME DEPOT INC | 3,355 | $1.4B | 0.75% | |
| 27 | METAMETA PLATFORMS INC | 1,808 | $1.3B | 0.73% | |
| 28 | VVISA INC | 3,675 | $1.3B | 0.69% | |
| 29 | AAPLAPPLE INC | 4,782 | $1.2B | 0.67% | |
| 30 | MSFTMICROSOFT CORP | 2,224 | $1.2B | 0.63% | |
| 31 | DFSVDIMENSIONAL ETF TRUST | 35,905 | $1.1B | 0.63% | |
| 32 | MPCMARATHON PETE CORP | 5,823 | $1.1B | 0.62% | |
| 33 | LRCXLAM RESEARCH CORP | 6,323 | $846.6M | 0.47% | |
| 34 | CSCOCISCO SYS INC | 12,029 | $823.0M | 0.45% | |
| 35 | SCHWSCHWAB CHARLES CORP | 8,491 | $810.6M | 0.45% | |
| 36 | MAMASTERCARD INCORPORATED | 1,322 | $752.0M | 0.41% | |
| 37 | ABTABBOTT LABS | 5,344 | $715.8M | 0.39% | |
| 38 | VTIPVANGUARD MALVERN FDS | 14,120 | $714.9M | 0.39% | |
| 39 | ROPROPER TECHNOLOGIES INC | 1,420 | $708.1M | 0.39% | |
| 40 | AMZNAMAZON COM INC | 3,151 | $691.9M | 0.38% | |
| 41 | SCHVSCHWAB STRATEGIC TR | 21,532 | $626.8M | 0.34% | |
| 42 | LLYELI LILLY & CO | 818 | $624.1M | 0.34% | |
| 43 | DFSDDIMENSIONAL ETF TRUST | 12,375 | $596.4M | 0.33% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,185 | $595.7M | 0.33% | |
| 45 | UNPUNION PAC CORP | 2,471 | $584.1M | 0.32% | |
| 46 | STPZPIMCO ETF TR | 10,655 | $577.3M | 0.32% | |
| 47 | PLTRPALANTIR TECHNOLOGIES INC | 2,928 | $534.1M | 0.29% | |
| 48 | LMTLOCKHEED MARTIN CORP | 1,042 | $520.2M | 0.29% | |
| 49 | AVGOBROADCOM INC | 1,574 | $519.3M | 0.29% | |
| 50 | TXNTEXAS INSTRS INC | 2,793 | $513.2M | 0.28% | |
| 51 | DFAEDIMENSIONAL ETF TRUST | 15,965 | $503.4M | 0.28% | |
| 52 | GOOGLALPHABET INC | 1,977 | $480.6M | 0.26% | |
| 53 | NFLXNETFLIX INC | 394 | $472.4M | 0.26% | |
| 54 | DFUSDIMENSIONAL ETF TRUST | 6,295 | $456.0M | 0.25% | |
| 55 | XLFSELECT SECTOR SPDR TR | 8,311 | $447.7M | 0.25% | |
| 56 | DFAIDIMENSIONAL ETF TRUST | 11,495 | $417.8M | 0.23% | |
| 57 | NOCNORTHROP GRUMMAN CORP | 648 | $394.8M | 0.22% | |
| 58 | SYKSTRYKER CORPORATION | 1,056 | $390.4M | 0.21% | |
| 59 | VYMVANGUARD WHITEHALL FDS | 2,650 | $373.5M | 0.21% | |
| 60 | MTUMISHARES TR | 1,268 | $325.2M | 0.18% | |
| 61 | KOCOCA COLA CO | 4,674 | $310.0M | 0.17% | |
| 62 | XLVSELECT SECTOR SPDR TR | 2,227 | $309.9M | 0.17% | |
| 63 | DFICDIMENSIONAL ETF TRUST | 9,420 | $308.9M | 0.17% | |
| 64 | COWZPACER FDS TR | 5,373 | $308.8M | 0.17% | |
| 65 | EMXCISHARES INC | 4,550 | $307.2M | 0.17% | |
| 66 | PTLCPACER FDS TR | 5,500 | $301.2M | 0.17% | |
| 67 | XLKSELECT SECTOR SPDR TR | 1,031 | $290.6M | 0.16% | |
| 68 | SPDWSPDR INDEX SHS FDS | 6,705 | $286.9M | 0.16% | |
| 69 | AWCAMERICAN WTR WKS CO INC NEW | 2,021 | $281.3M | 0.15% | |
| 70 | WMTWALMART INC | 2,725 | $280.8M | 0.15% | |
| 71 | TSLATESLA INC | 610 | $271.3M | 0.15% | |
| 72 | HOODROBINHOOD MKTS INC | 1,827 | $261.6M | 0.14% | |
| 73 | USMVISHARES TR | 2,681 | $255.1M | 0.14% | |
| 74 | ACNACCENTURE PLC IRELAND | 994 | $245.1M | 0.13% | |
| 75 | VLUEISHARES TR | 1,956 | $244.6M | 0.13% | |
| 76 | TAT&T INC | 8,598 | $242.8M | 0.13% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 700 | $241.7M | 0.13% | |
| 78 | SCHDSCHWAB STRATEGIC TR | 8,677 | $236.9M | 0.13% | |
| 79 | JNJJOHNSON & JOHNSON | 1,249 | $231.6M | 0.13% | |
| 80 | DFGRDIMENSIONAL ETF TRUST | 7,875 | $215.1M | 0.12% | |
| 81 | XOMEXXON MOBIL CORP | 1,805 | $203.5M | 0.11% |