HMV Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 2054904 · latest 13F-HR filed 2026-04-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$212.9M
Long-equity book
Holdings
81
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+5 / −4 / ↑27 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$3.2M +15.6%
- AMERICAN CENTY ETF TR$1.6M +11.3%
- DIMENSIONAL ETF TRUST$1.4M +13.5%
- EA SERIES TRUST$1.1M +8.7%
- DIMENSIONAL ETF TRUST$844.0K +22.0%
Top Trims
- SCHWAB STRATEGIC TR-$360.2K -29.0%
- VANGUARD BD INDEX FDS-$310.7K -12.4%
- MICROSOFT CORP-$215.7K -20.1%
- META PLATFORMS INC-$210.3K -19.0%
- VISA INC-$162.4K -12.6%
New Positions
- MIAMI INTL HLDGS INC$415.8K
- AMERICAN ELEC PWR CO INC$267.7K
- CHEVRON CORPORATION$235.5K
- VANECK ETF TRUST$224.7K
- ALPHABET INC$209.4K
Exited Positions
- ACCENTURE PLC IRELAND$266.7K
- JOHNSON & JOHNSON$258.5K
- UNITEDHEALTH GROUP INC$231.1K
- ROBINHOOD MKTS INC$206.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $23.8M | 11.20% | 215,726 | SH |
| 2 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $16.0M | 7.52% | 160,275 | SH |
| 3 | ISHARES TR | ITOT | 464287150 | $13.9M | 6.54% | 97,764 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $13.8M | 6.50% | 221,567 | SH |
| 5 | EA SERIES TRUST | BSVO | 02072L532 | $13.6M | 6.40% | 536,902 | SH |
| 6 | VANGUARD INDEX FDS | VTI | 922908769 | $13.2M | 6.18% | 41,015 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $11.9M | 5.59% | 344,552 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $11.6M | 5.46% | 195,020 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $7.2M | 3.37% | 184,640 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $6.9M | 3.26% | 131,307 | SH |
| 11 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $6.3M | 2.94% | 194,180 | SH |
| 12 | ISHARES TR | IDEV | 46435G326 | $5.6M | 2.65% | 67,590 | SH |
| 13 | ISHARES TR | QUAL | 46432F339 | $4.8M | 2.27% | 25,180 | SH |
| 14 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $4.7M | 2.20% | 127,195 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $4.6M | 2.14% | 93,944 | SH |
| 16 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $4.1M | 1.90% | 102,802 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $3.4M | 1.61% | 75,902 | SH |
| 18 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.2M | 1.50% | 49,875 | SH |
| 19 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.6M | 1.22% | 32,185 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $2.5M | 1.17% | 73,078 | SH |
| 21 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.2M | 1.03% | 28,087 | SH |
| 22 | ISHARES TR | IQLT | 46434V456 | $2.0M | 0.94% | 43,125 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.8M | 0.85% | 6,164 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $1.7M | 0.82% | 49,860 | SH |
| 25 | MARATHON PETE CORP | MPC | 56585A102 | $1.4M | 0.67% | 5,808 | SH |
| 26 | LAM RESEARCH CORP | LRCX | 512807306 | $1.4M | 0.64% | 6,339 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $1.2M | 0.58% | 4,842 | SH |
| 28 | VISA INC | V | 92826C839 | $1.1M | 0.53% | 3,727 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $1.1M | 0.52% | 3,356 | SH |
| 30 | CISCO SYS INC | CSCO | 17275R102 | $944.7K | 0.44% | 12,175 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $918.0K | 0.43% | 5,264 | SH |
| 32 | META PLATFORMS INC | META | 30303M102 | $895.4K | 0.42% | 1,565 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $883.5K | 0.42% | 30,330 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $859.9K | 0.40% | 2,323 | SH |
| 35 | VANGUARD MALVERN FDS | VTIP | 922020805 | $858.5K | 0.40% | 17,187 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $788.2K | 0.37% | 857 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $786.9K | 0.37% | 16,435 | SH |
| 38 | SCHWAB CHARLES CORP | SCHW | 808513105 | $775.2K | 0.36% | 8,249 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $679.2K | 0.32% | 3,261 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $609.8K | 0.29% | 19,992 | SH |
| 41 | UNION PAC CORP | UNP | 907818108 | $602.4K | 0.28% | 2,483 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $601.2K | 0.28% | 15,431 | SH |
| 43 | MASTERCARD INCORPORATED | MA | 57636Q104 | $596.6K | 0.28% | 1,194 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $590.2K | 0.28% | 17,432 | SH |
| 45 | PIMCO ETF TR | STPZ | 72201R205 | $576.5K | 0.27% | 10,655 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $567.9K | 0.27% | 1,185 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $556.8K | 0.26% | 3,282 | SH |
| 48 | ABBOTT LABORATORIES | ABT | 002824100 | $548.7K | 0.26% | 5,344 | SH |
| 49 | ALPHABET INC | GOOGL | 02079K305 | $546.1K | 0.26% | 1,899 | SH |
| 50 | LOCKHEED MARTIN CORP | LMT | 539830109 | $503.5K | 0.24% | 833 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $212.9M | 81 | 0002054904-26-000001 |
| 2025-12-31 | 2026-01-20 | $199.9M | 80 | 0001725547-26-000034 |