HMV Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, HMV Wealth Advisors, LLC held in its portfolio 80 assets valued at $199,886,516 (i.e. $199.89M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($20.61M), AMERICAN CENTY ETF TR ($14.38M), and DIMENSIONAL ETF TRUST ($13.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HMV Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 202107 | 20610849 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 153010 | 14378350 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 225042 | 13399001 | US TARGETED VLU |
| ISHARES TR | 88161 | 13108659 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 38931 | 13052396 | TOTAL STK MKT |
| EA SERIES TRUST | 537732 | 12529156 | EA BRIDGEWAY OMN |
| VANGUARD SCOTTSDALE FDS | 185356 | 11108385 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 317101 | 10489716 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 176310 | 6980113 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 135095 | 6741255 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 174460 | 5524276 | INTL HIGH PROFIT |
| ISHARES TR | 62195 | 5129844 | CORE MSCI INTL |
| ISHARES TR | 25335 | 5032038 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 93687 | 4364860 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 100755 | 3831713 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 95851 | 3642351 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 75692 | 3542386 | US CORE EQT MKT |
| VANGUARD TAX-MANAGED FDS | 46470 | 2902981 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 77663 | 2541910 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 31887 | 2513014 | SHORT TRM BOND |
| AMERICAN CENTY ETF TR | 30040 | 2313681 | AVANTIS EMGMKT |
| ISHARES TR | 43125 | 1960031 | MSCI INTL QUALTY |
| JPMORGAN CHASE & CO. | 6080 | 1959098 | COM |
| VISA INC | 3675 | 1288859 | COM CL A |
| SCHWAB STRATEGIC TR | 38126 | 1243670 | US LCAP GR ETF |
| APPLE INC | 4518 | 1228263 | COM |
| HOME DEPOT INC | 3355 | 1154456 | COM |
| META PLATFORMS INC | 1675 | 1105651 | CL A |
| LAM RESEARCH CORP | 6323 | 1082371 | COM NEW |
| MICROSOFT CORP | 2224 | 1075571 | COM |
| DIMENSIONAL ETF TRUST | 30460 | 1001829 | US SMALL CAP VAL |
| MARATHON PETE CORP | 5823 | 946994 | COM |
| CISCO SYS INC | 12029 | 926594 | COM |
| ELI LILLY & CO | 818 | 879088 | COM |
| NVIDIA CORPORATION | 4579 | 853984 | COM |
| SCHWAB CHARLES CORP | 8491 | 848336 | COM |
| VANGUARD MALVERN FDS | 16172 | 799868 | STRM INFPROIDX |
| MASTERCARD INCORPORATED | 1322 | 754703 | CL A |
| AMAZON COM INC | 3151 | 727314 | COM |
| DIMENSIONAL ETF TRUST | 14940 | 716373 | SHORT DURATION F |
| ABBOTT LABS | 5344 | 669550 | COM |
| SCHWAB STRATEGIC TR | 21532 | 637563 | US LCAP VA ETF |
| ROPER TECHNOLOGIES INC | 1420 | 632085 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1185 | 595640 | CL B NEW |
| ALPHABET INC | 1837 | 574981 | CAP STK CL A |
| PIMCO ETF TR | 10655 | 571747 | 1-5 US TIP IDX |
| UNION PAC CORP | 2471 | 571592 | COM |
| BROADCOM INC | 1574 | 544761 | COM |
| PALANTIR TECHNOLOGIES INC | 2928 | 520452 | CL A |
| DIMENSIONAL ETF TRUST | 15965 | 519980 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 6295 | 466900 | US EQUITY MARKET |
| SELECT SECTOR SPDR TR | 8311 | 455193 | STATE STREET FIN |
| TEXAS INSTRS INC | 2593 | 449860 | COM |
| DIMENSIONAL ETF TRUST | 11405 | 434645 | INTL CORE EQT MK |
| LOCKHEED MARTIN CORP | 834 | 403381 | COM |
| EXXON MOBIL CORP | 3190 | 383885 | COM |
| VANGUARD WHITEHALL FDS | 2650 | 380328 | HIGH DIV YLD |
| STRYKER CORPORATION | 1056 | 371152 | COM |
| NORTHROP GRUMMAN CORP | 648 | 369496 | COM |
| NETFLIX INC | 3880 | 363789 | COM |
| DIMENSIONAL ETF TRUST | 10490 | 361485 | INTL CORE EQUITY |
| SELECT SECTOR SPDR TR | 2227 | 344740 | STATE STREET HEA |
| ISHARES INC | 4610 | 335055 | MSCI EMRG CHN |
| COCA COLA CO | 4674 | 326759 | COM |
| PACER FDS TR | 5373 | 323293 | US CASH COWS 100 |
| ISHARES TR | 1268 | 317393 | MSCI USA MMENTM |
| PACER FDS TR | 5500 | 305690 | TRENDP US LAR CP |
| WALMART INC | 2725 | 303592 | COM |
| SPDR INDEX SHS FDS | 6705 | 297769 | PORTFOLIO DEVLPD |
| SELECT SECTOR SPDR TR | 2062 | 296866 | STATE STREET TEC |
| TESLA INC | 610 | 274329 | COM |
| ISHARES TR | 1956 | 267444 | MSCI USA VALUE |
| ACCENTURE PLC IRELAND | 994 | 266690 | SHS CLASS A |
| AMERICAN WTR WKS CO INC NEW | 2021 | 263741 | COM |
| JOHNSON & JOHNSON | 1249 | 258481 | COM |
| ISHARES TR | 2681 | 252443 | MSCI USA MIN VOL |
| SCHWAB STRATEGIC TR | 8677 | 238010 | US DIVIDEND EQ |
| UNITEDHEALTH GROUP INC | 700 | 231077 | COM |
| DIMENSIONAL ETF TRUST | 7875 | 208058 | GLOBAL REAL EST |
| ROBINHOOD MKTS INC | 1827 | 206634 | COM CL A |
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