HMV Wealth Advisors, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$199.9M
Holdings
80
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 202,107 | $20.6M | 10.31% | |
| 2 | AVDVAMERICAN CENTY ETF TR | 153,010 | $14.4M | 7.19% | |
| 3 | DFATDIMENSIONAL ETF TRUST | 225,042 | $13.4M | 6.70% | |
| 4 | ITOTISHARES TR | 88,161 | $13.1M | 6.56% | |
| 5 | VTIVANGUARD INDEX FDS | 38,931 | $13.1M | 6.53% | |
| 6 | CTEFEA SERIES TRUST | 537,732 | $12.5M | 6.27% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 185,356 | $11.1M | 5.56% | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 317,101 | $10.5M | 5.25% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 176,310 | $7.0M | 3.49% | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 135,095 | $6.7M | 3.37% | |
| 11 | DIHPDIMENSIONAL ETF TRUST | 174,460 | $5.5M | 2.76% | |
| 12 | IDEVISHARES TR | 62,195 | $5.1M | 2.57% | |
| 13 | QUALISHARES TR | 25,335 | $5.0M | 2.52% | |
| 14 | DFUVDIMENSIONAL ETF TRUST | 93,687 | $4.4M | 2.18% | |
| 15 | DUHPDIMENSIONAL ETF TRUST | 100,755 | $3.8M | 1.92% | |
| 16 | DISVDIMENSIONAL ETF TRUST | 95,851 | $3.6M | 1.82% | |
| 17 | DFAUDIMENSIONAL ETF TRUST | 75,692 | $3.5M | 1.77% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 46,470 | $2.9M | 1.45% | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 77,663 | $2.5M | 1.27% | |
| 20 | BSVVANGUARD BD INDEX FDS | 31,887 | $2.5M | 1.26% | |
| 21 | AVEMAMERICAN CENTY ETF TR | 30,040 | $2.3M | 1.16% | |
| 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% | |
| 26 | AAPLAPPLE INC | 4,518 | $1.2M | 0.61% | |
| 27 | HDHOME DEPOT INC | 3,355 | $1.2M | 0.58% | |
| 28 | METAMETA PLATFORMS INC | 1,675 | $1.1M | 0.55% | |
| 29 | LRCXLAM RESEARCH CORP | 6,323 | $1.1M | 0.54% | |
| 30 | MSFTMICROSOFT CORP | 2,224 | $1.1M | 0.54% | |
| 31 | DFSVDIMENSIONAL ETF TRUST | 30,460 | $1.0M | 0.50% | |
| 32 | MPCMARATHON PETE CORP | 5,823 | $946K | 0.47% | |
| 33 | CSCOCISCO SYS INC | 12,029 | $926K | 0.46% | |
| 34 | LLYELI LILLY & CO | 818 | $879K | 0.44% | |
| 35 | NVDANVIDIA CORPORATION | 4,579 | $853K | 0.43% | |
| 36 | SCHWSCHWAB CHARLES CORP | 8,491 | $848K | 0.42% | |
| 37 | VTIPVANGUARD MALVERN FDS | 16,172 | $799K | 0.40% | |
| 38 | MAMASTERCARD INCORPORATED | 1,322 | $754K | 0.38% | |
| 39 | AMZNAMAZON COM INC | 3,151 | $727K | 0.36% | |
| 40 | DFSDDIMENSIONAL ETF TRUST | 14,940 | $716K | 0.36% | |
| 41 | ABTABBOTT LABS | 5,344 | $669K | 0.33% | |
| 42 | SCHVSCHWAB STRATEGIC TR | 21,532 | $637K | 0.32% | |
| 43 | ROPROPER TECHNOLOGIES INC | 1,420 | $632K | 0.32% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,185 | $595K | 0.30% | |
| 45 | GOOGLALPHABET INC | 1,837 | $574K | 0.29% | |
| 46 | UNPUNION PAC CORP | 2,471 | $571K | 0.29% | |
| 47 | STPZPIMCO ETF TR | 10,655 | $571K | 0.29% | |
| 48 | AVGOBROADCOM INC | 1,574 | $544K | 0.27% | |
| 49 | PLTRPALANTIR TECHNOLOGIES INC | 2,928 | $520K | 0.26% | |
| 50 | DFAEDIMENSIONAL ETF TRUST | 15,965 | $519K | 0.26% | |
| 51 | DFUSDIMENSIONAL ETF TRUST | 6,295 | $466K | 0.23% | |
| 52 | XLFSELECT SECTOR SPDR TR | 8,311 | $455K | 0.23% | |
| 53 | TXNTEXAS INSTRS INC | 2,593 | $449K | 0.22% | |
| 54 | DFAIDIMENSIONAL ETF TRUST | 11,405 | $434K | 0.22% | |
| 55 | LMTLOCKHEED MARTIN CORP | 834 | $403K | 0.20% | |
| 56 | XOMEXXON MOBIL CORP | 3,190 | $383K | 0.19% | |
| 57 | VYMVANGUARD WHITEHALL FDS | 2,650 | $380K | 0.19% | |
| 58 | SYKSTRYKER CORPORATION | 1,056 | $371K | 0.19% | |
| 59 | NOCNORTHROP GRUMMAN CORP | 648 | $369K | 0.18% | |
| 60 | NFLXNETFLIX INC | 3,880 | $363K | 0.18% | |
| 61 | DFICDIMENSIONAL ETF TRUST | 10,490 | $361K | 0.18% | |
| 62 | XLVSELECT SECTOR SPDR TR | 2,227 | $344K | 0.17% | |
| 63 | EMXCISHARES INC | 4,610 | $335K | 0.17% | |
| 64 | KOCOCA COLA CO | 4,674 | $326K | 0.16% | |
| 65 | COWZPACER FDS TR | 5,373 | $323K | 0.16% | |
| 66 | MTUMISHARES TR | 1,268 | $317K | 0.16% | |
| 67 | PTLCPACER FDS TR | 5,500 | $305K | 0.15% | |
| 68 | WMTWALMART INC | 2,725 | $303K | 0.15% | |
| 69 | SPDWSPDR INDEX SHS FDS | 6,705 | $297K | 0.15% | |
| 70 | XLKSELECT SECTOR SPDR TR | 2,062 | $296K | 0.15% | |
| 71 | TSLATESLA INC | 610 | $274K | 0.14% | |
| 72 | VLUEISHARES TR | 1,956 | $267K | 0.13% | |
| 73 | ACNACCENTURE PLC IRELAND | 994 | $266K | 0.13% | |
| 74 | AWCAMERICAN WTR WKS CO INC NEW | 2,021 | $263K | 0.13% | |
| 75 | JNJJOHNSON & JOHNSON | 1,249 | $258K | 0.13% | |
| 76 | USMVISHARES TR | 2,681 | $252K | 0.13% | |
| 77 | SCHDSCHWAB STRATEGIC TR | 8,677 | $238K | 0.12% | |
| 78 | UNHUNITEDHEALTH GROUP INC | 700 | $231K | 0.12% | |
| 79 | DFGRDIMENSIONAL ETF TRUST | 7,875 | $208K | 0.10% | |
| 80 | HOODROBINHOOD MKTS INC | 1,827 | $206K | 0.10% |