Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hmv Wealth Advisors, LLC

Investment Activity

Hmv Wealth Advisors, LLC has $126.05 million in total holdings as of March 31, 2025.
Hmv Wealth Advisors, LLC owns shares of 80 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 25.68% of the portfolio was purchased this quarter.
About 3.00% of the portfolio was sold this quarter.
This quarter, Hmv Wealth Advisors, LLC has purchased 78 new stocks and bought additional shares in 17 stocks.
Hmv Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Dimensional U.S. Targeted Value ETF: $8,505,994
EA Bridgeway Omni Small-Cap Value ETF: $8,098,743
Avantis U.S. Small Cap Value ETF: $6,332,465
Vanguard Total Stock Market ETF: $6,148,446
Dimensional U.S. Core Equity 2 ETF: $5,368,034

Largest New Holdings this Quarter

025072604 - Avantis Emerging Markets Equity ETF: $653,145 Holding
025072349 - Avantis U.S. Large Cap Value ETF: $412,779 Holding
25434V401 - Dimensional U.S. Equity ETF: $380,722 Holding
25434V799 - Dimensional International Core Equity 2 ETF: $319,216 Holding
25434V864 - Dimensional Short-Duration Fixed Income ETF: $276,566 Holding

Largest Purchases this Quarter

EA Bridgeway Omni Small-Cap Value ETF: 209,553 shares (about $4.07M)
Avantis International Small Cap Value ETF: 51,440 shares (about $3.59M)
Vanguard Total Stock Market ETF: 12,845 shares (about $3.53M)
Dimensional U.S. Targeted Value ETF: 65,820 shares (about $3.39M)
Dimensional Emerging Markets Core Equity 2 ETF: 100,286 shares (about $2.65M)

Largest Sales this Quarter

NVIDIA: 8,615 shares (about $933.69K)
American Electric Power: 3,505 shares (about $382.99K)
Johnson & Johnson: 1,807 shares (about $299.67K)
Microsoft: 634 shares (about $238.00K)
Constellation Brands: 1,012 shares (about $185.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAT Dimensional U.S. Targeted Value ETF	$8,505,994	$3,389,072 ▲	66.2%	165,197	6.7%	ETF
BSVO EA Bridgeway Omni Small-Cap Value ETF	$8,098,743	$4,073,710 ▲	101.2%	416,602	6.4%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$6,332,465	$1,513,271 ▲	31.4%	72,645	5.0%	ETF
VTI Vanguard Total Stock Market ETF	$6,148,446	$3,530,320 ▲	134.8%	22,371	4.9%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$5,368,034	$22,400 ▲	0.4%	162,717	4.3%	ETF
DFIV Dimensional International Value ETF	$5,082,083	$183,929 ▲	3.8%	129,118	4.0%	ETF
AVDV Avantis International Small Cap Value ETF	$5,053,360	$3,587,425 ▲	244.7%	72,460	4.0%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$4,734,768	$2,653,561 ▲	127.5%	178,941	3.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$4,445,556	$2,011,457 ▲	82.6%	36,436	3.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$4,203,347	$899,143 ▲	27.2%	70,763	3.3%	ETF
AAPL Apple	$3,454,344		0.0%	15,551	2.7%	Computer and Technology
DUHP Dimensional US High Profitability ETF	$3,331,067	$2,578,789 ▲	342.8%	100,515	2.6%	ETF
DFUV Dimensional US Marketwide Value ETF	$3,042,953	$102,036 ▼	-3.2%	73,840	2.4%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$2,989,482	$2,202,414 ▲	279.8%	43,395	2.4%	ETF
DFAU Dimensional US Core Equity Market ETF	$2,906,525	$202,579 ▲	7.5%	75,612	2.3%	ETF
DIHP Dimensional International High Profitability ETF	$2,731,716	$2,028,582 ▲	288.5%	101,400	2.2%	ETF
AMZN Amazon.com	$2,611,889		0.0%	13,728	2.1%	Retail/Wholesale
DISV Dimensional International Small Cap Value ETF	$2,463,497	$1,070,686 ▲	76.9%	84,598	2.0%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$2,060,971		0.0%	78,663	1.6%	ETF
BSV Vanguard Short-Term Bond ETF	$2,008,792	$76,557 ▼	-3.7%	25,662	1.6%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$1,871,610		0.0%	18,551	1.5%	ETF
META Meta Platforms	$1,825,908		0.0%	3,168	1.4%	Computer and Technology
NVDA NVIDIA	$1,722,700	$933,694 ▼	-35.1%	15,895	1.4%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$1,705,875		0.0%	68,126	1.4%	ETF
JPM JPMorgan Chase & Co.	$1,566,241		0.0%	6,385	1.2%	Finance
V Visa	$1,502,772		0.0%	4,288	1.2%	Business Services
MSFT Microsoft	$1,488,421	$237,997 ▼	-13.8%	3,965	1.2%	Computer and Technology
LLY Eli Lilly and Company	$1,324,760		0.0%	1,604	1.1%	Medical
MA Mastercard	$1,324,258	$30,147 ▼	-2.2%	2,416	1.1%	Business Services
HD Home Depot	$1,229,574		0.0%	3,355	1.0%	Retail/Wholesale
DFSV Dimensional US Small Cap Value ETF	$1,204,961	$6,052 ▼	-0.5%	42,805	1.0%	ETF
GOOGL Alphabet	$1,041,810	$19,949 ▼	-1.9%	6,737	0.8%	Computer and Technology
UNH UnitedHealth Group	$956,891	$15,712 ▼	-1.6%	1,827	0.8%	Medical
FI Fiserv	$933,669		0.0%	4,228	0.7%	Business Services
MPC Marathon Petroleum	$869,332		0.0%	5,967	0.7%	Energy
SYK Stryker	$869,204		0.0%	2,335	0.7%	Medical
ROP Roper Technologies	$845,458		0.0%	1,434	0.7%	Computer and Technology
LAM RESEARCH CORP	$820,201		0.0%	11,282	0.7%	COM NEW
T AT&T	$727,503		0.0%	25,725	0.6%	Computer and Technology
ACN Accenture	$715,508	$9,361 ▼	-1.3%	2,293	0.6%	Computer and Technology
ABT Abbott Laboratories	$712,596		0.0%	5,372	0.6%	Medical
CSCO Cisco Systems	$710,097		0.0%	11,507	0.6%	Computer and Technology
SCHW Charles Schwab	$664,675		0.0%	8,491	0.5%	Finance
AVEM Avantis Emerging Markets Equity ETF	$653,145	$653,145 ▲	New Holding	10,855	0.5%	ETF
AEP American Electric Power	$635,951	$382,991 ▼	-37.6%	5,820	0.5%	Utilities
BRK.B Berkshire Hathaway	$630,042	$74,029 ▼	-10.5%	1,183	0.5%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$603,685		0.0%	22,712	0.5%	ETF
UNP Union Pacific	$602,648		0.0%	2,551	0.5%	Transportation
TXN Texas Instruments	$577,915		0.0%	3,216	0.5%	Computer and Technology
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	$575,583		0.0%	10,655	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$497,004	$62,874 ▲	14.5%	9,960	0.4%	Manufacturing
LMT Lockheed Martin	$484,234		0.0%	1,084	0.4%	Aerospace
AVGO Broadcom	$462,442		0.0%	2,762	0.4%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$413,971		0.0%	8,311	0.3%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$412,779	$412,779 ▲	New Holding	6,330	0.3%	ETF
AWK American Water Works	$403,467		0.0%	2,735	0.3%	Utilities
XLV Health Care Select Sector SPDR Fund	$402,404	$13,287 ▼	-3.2%	2,756	0.3%	ETF
JAVA JPMorgan Active Value ETF	$394,520		0.0%	6,209	0.3%	ETF
DFUS Dimensional U.S. Equity ETF	$380,722	$380,722 ▲	New Holding	6,295	0.3%	ETF
NFLX Netflix	$361,822		0.0%	388	0.3%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$347,559	$100,436 ▲	40.6%	4,118	0.3%	CL A
VYM Vanguard High Dividend Yield ETF	$341,744		0.0%	2,650	0.3%	ETF
KO CocaCola	$334,752		0.0%	4,674	0.3%	Consumer Staples
NOC Northrop Grumman	$331,782		0.0%	648	0.3%	Aerospace
DFIC Dimensional International Core Equity 2 ETF	$319,216	$319,216 ▲	New Holding	11,495	0.3%	ETF
WMT Walmart	$307,704		0.0%	3,505	0.2%	Retail/Wholesale
PRU Prudential Financial	$296,510		0.0%	2,655	0.2%	Finance
COWZ Pacer US Cash Cows 100 ETF	$294,225	$9,309 ▼	-3.1%	5,373	0.2%	ETF
JGRO JPMorgan Active Growth ETF	$288,814		0.0%	3,914	0.2%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$282,975		0.0%	5,500	0.2%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$276,566	$276,566 ▲	New Holding	5,820	0.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$256,301	$35,979 ▼	-12.3%	1,268	0.2%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$255,692	$7,774 ▼	-3.0%	2,730	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$242,609	$20,970 ▼	-8.0%	8,677	0.2%	ETF
STZ Constellation Brands	$220,958	$185,722 ▼	-45.7%	1,204	0.2%	Consumer Staples
XOM Exxon Mobil	$214,669	$214,669 ▲	New Holding	1,805	0.2%	Energy
XLK Technology Select Sector SPDR Fund	$212,881		0.0%	1,031	0.2%	ETF
JNJ Johnson & Johnson	$207,134	$299,673 ▼	-59.1%	1,249	0.2%	Medical
BAC Bank of America	$206,438		0.0%	4,947	0.2%	Finance
PGX Invesco Preferred ETF	$113,266		0.0%	10,095	0.1%	ETF
J P MORGAN EXCHANGE TRADED F	$0	$471,554 ▼	-100.0%	0	0.0%	GLOBAL SEL EQUIT
VGSH Vanguard Short-Term Treasury ETF	$0	$355,771 ▼	-100.0%	0	0.0%	ETF
TSLA Tesla	$0	$281,880 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
GM General Motors	$0	$205,942 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

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Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hmv Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Hmv Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHmv Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools