Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hmv Wealth Advisors, LLCInvestment ActivityHmv Wealth Advisors, LLC has $152.55 million in total holdings as of June 30, 2025.Hmv Wealth Advisors, LLC owns shares of 79 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 25.29% of the portfolio was purchased this quarter.About 14.40% of the portfolio was sold this quarter.This quarter, Hmv Wealth Advisors, LLC has purchased 80 new stocks and bought additional shares in 20 stocks.Hmv Wealth Advisors, LLC sold shares of 30 stocks and completely divested from 11 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $14,828,862Dimensional U.S. Targeted Value ETF $12,448,410Vanguard Total Stock Market ETF $11,107,426Avantis International Small Cap Value ETF $8,333,121EA Bridgeway Omni Small-Cap Value ETF $7,507,258 Largest New Holdings this Quarter 46432F339 - iShares MSCI USA Quality Factor ETF $4,724,983 Holding921943858 - Vanguard FTSE Developed Markets ETF $2,747,312 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $1,897,358 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $462,187 Holding25434V203 - Dimensional International Core Equity Market ETF $397,382 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 90,131 shares (about $8.21M)iShares MSCI USA Quality Factor ETF 25,845 shares (about $4.72M)Vanguard Total Stock Market ETF 14,175 shares (about $4.31M)Dimensional U.S. Targeted Value ETF 65,500 shares (about $3.53M)Vanguard FTSE Developed Markets ETF 48,190 shares (about $2.75M) Largest Sales this Quarter Dimensional US High Profitability ETF 76,460 shares (about $2.72M)Amazon.com 10,494 shares (about $2.30M)Apple 5,723 shares (about $1.17M)NVIDIA 7,318 shares (about $1.16M)EA Bridgeway Omni Small-Cap Value ETF 48,238 shares (about $983.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHmv Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$14,828,862$8,210,917 ▲124.1%162,7769.7%ETFDFATDimensional U.S. Targeted Value ETF$12,448,410$3,534,380 ▲39.6%230,6978.2%ETFVTIVanguard Total Stock Market ETF$11,107,426$4,308,208 ▲63.4%36,5467.3%ETFAVDVAvantis International Small Cap Value ETF$8,333,121$2,588,492 ▲45.1%105,1105.5%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$7,507,258$983,090 ▼-11.6%368,3644.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,851,389$1,931,072 ▲39.2%50,7364.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,620,353$1,309,391 ▲24.7%223,0584.3%ETFDFACDimensional U.S. Core Equity 2 ETF$6,471,880$640,102 ▲11.0%180,5774.2%ETFDFIVDimensional International Value ETF$5,725,637$195,519 ▲3.5%133,6833.8%ETFVGITVanguard Intermediate-Term Treasury ETF$4,786,258$553,903 ▲13.1%80,0243.1%ETFQUALiShares MSCI USA Quality Factor ETF$4,724,983$4,724,983 ▲New Holding25,8453.1%ETFDFUVDimensional US Marketwide Value ETF$3,892,647$770,682 ▲24.7%92,0682.6%ETFDISVDimensional International Small Cap Value ETF$3,352,823$568,715 ▲20.4%101,8792.2%ETFDFAUDimensional US Core Equity Market ETF$3,220,927$18,003 ▲0.6%76,0372.1%ETFDIHPDimensional International High Profitability ETF$2,848,587$141,699 ▼-4.7%96,5951.9%ETFVEAVanguard FTSE Developed Markets ETF$2,747,312$2,747,312 ▲New Holding48,1901.8%ETFBSVVanguard Short-Term Bond ETF$2,586,405$566,799 ▲28.1%32,8641.7%ETFIDEViShares Core MSCI International Developed Markets ETF$2,560,647$739,109 ▼-22.4%33,6751.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,306,514$3,818 ▼-0.2%78,5331.5%ETFAVEMAvantis Emerging Markets Equity ETF$2,248,797$1,504,795 ▲202.3%32,8101.5%ETFAAPLApple$2,016,411$1,174,188 ▼-36.8%9,8281.3%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$1,897,358$1,897,358 ▲New Holding43,9001.2%ETFJPMJPMorgan Chase & Co.$1,813,387$37,688 ▼-2.0%6,2551.2%FinanceMETAMeta Platforms$1,430,418$907,850 ▼-38.8%1,9380.9%Computer and TechnologyNVDANVIDIA$1,355,080$1,156,171 ▼-46.0%8,5770.9%Computer and TechnologyVVisa$1,304,099$218,356 ▼-14.3%3,6730.9%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$1,292,689$697,272 ▼-35.0%44,2550.8%ETFHDHome Depot$1,230,0770.0%3,3550.8%Retail/WholesaleMSFTMicrosoft$1,199,753$772,478 ▼-39.2%2,4120.8%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,027,254$232,497 ▼-18.5%34,9050.7%ETFMPCMarathon Petroleum$991,1780.0%5,9670.6%EnergyDUHPDimensional US High Profitability ETF$855,396$2,718,918 ▼-76.1%24,0550.6%ETFCSCOCisco Systems$834,572$36,216 ▲4.5%12,0290.5%Computer and TechnologyROPRoper Technologies$812,8490.0%1,4340.5%Computer and TechnologySCHWCharles Schwab$774,7190.0%8,4910.5%FinanceABTAbbott Laboratories$761,384$30,738 ▲4.2%5,5980.5%MedicalMAMastercard$754,685$602,961 ▼-44.4%1,3430.5%Business ServicesTAT&T$744,4820.0%25,7250.5%Computer and TechnologyAMZNAmazon.com$709,507$2,302,278 ▼-76.4%3,2340.5%Retail/WholesaleLLYEli Lilly and Company$658,703$591,663 ▼-47.3%8450.4%MedicalBRK.BBerkshire Hathaway$647,531$72,865 ▲12.7%1,3330.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$630,386$129,697 ▲25.9%12,5400.4%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$628,4410.0%22,7120.4%ETFLAM RESEARCH CORP$622,392$475,798 ▼-43.3%6,3940.4%COM NEWUNPUnion Pacific$586,9340.0%2,5510.4%TransportationTXNTexas Instruments$579,883$87,823 ▼-13.2%2,7930.4%Computer and TechnologySTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$573,3460.0%10,6550.4%ETFNFLXNetflix$527,617$8,035 ▲1.5%3940.3%Consumer DiscretionaryDFSDDimensional Short-Duration Fixed Income ETF$516,588$237,170 ▲84.9%10,7600.3%ETFLMTLockheed Martin$502,0440.0%1,0840.3%AerospaceACNAccenture$500,043$185,312 ▼-27.0%1,6730.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$462,187$462,187 ▲New Holding15,9650.3%ETFXLFFinancial Select Sector SPDR Fund$435,2470.0%8,3110.3%ETFAVGOBroadcom$433,873$327,472 ▼-43.0%1,5740.3%Computer and TechnologyDFUSDimensional U.S. Equity ETF$421,8910.0%6,2950.3%ETFSYKStryker$417,785$506,010 ▼-54.8%1,0560.3%MedicalPALANTIR TECHNOLOGIES INC$403,644$157,722 ▼-28.1%2,9610.3%CL ADFAIDimensional International Core Equity Market ETF$397,382$397,382 ▲New Holding11,4950.3%ETFVYMVanguard High Dividend Yield ETF$353,2720.0%2,6500.2%ETFGOOGLAlphabet$348,407$838,855 ▼-70.7%1,9770.2%Computer and TechnologyKOCocaCola$330,6860.0%4,6740.2%Consumer StaplesNOCNorthrop Grumman$323,9870.0%6480.2%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$304,7260.0%1,2680.2%ETFXLVHealth Care Select Sector SPDR Fund$300,177$71,304 ▼-19.2%2,2270.2%ETFCOWZPacer US Cash Cows 100 ETF$296,0520.0%5,3730.2%ETFAWKAmerican Water Works$281,141$99,324 ▼-26.1%2,0210.2%UtilitiesPTLCPacer Trendpilot US Large Cap ETF$279,1800.0%5,5000.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$271,485$271,485 ▲New Holding6,7050.2%ETFWMTWalmart$270,264$72,455 ▼-21.1%2,7640.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$261,0800.0%1,0310.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$251,665$4,600 ▼-1.8%2,6810.2%ETFDFICDimensional International Core Equity 2 ETF$240,170$117,209 ▼-32.8%7,7250.2%ETFSCHDSchwab US Dividend Equity ETF$229,9410.0%8,6770.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$223,200$223,200 ▲New Holding3,5350.1%ManufacturingVLUEiShares MSCI USA Value Factor ETF$221,439$221,439 ▲New Holding1,9560.1%ETFUNHUnitedHealth Group$218,379$351,590 ▼-61.7%7000.1%MedicalCOSTCostco Wholesale$210,857$210,857 ▲New Holding2130.1%Retail/WholesaleIBMInternational Business Machines$205,167$205,167 ▲New Holding6960.1%Computer and TechnologyFIFiserv$203,789$525,162 ▼-72.0%1,1820.1%Business ServicesBBUSJPMorgan BetaBuilders U.S. Equity ETF$0$1,871,610 ▼-100.0%00.0%ETFAEPAmerican Electric Power$0$635,951 ▼-100.0%00.0%UtilitiesAVLVAvantis U.S. Large Cap Value ETF$0$412,779 ▼-100.0%00.0%ETFJAVAJPMorgan Active Value ETF$0$394,520 ▼-100.0%00.0%ETFPRUPrudential Financial$0$296,510 ▼-100.0%00.0%FinanceJGROJPMorgan Active Growth ETF$0$288,814 ▼-100.0%00.0%ETFSTZConstellation Brands$0$220,958 ▼-100.0%00.0%Consumer StaplesXOMExxon Mobil$0$214,669 ▼-100.0%00.0%EnergyJNJJohnson & Johnson$0$207,134 ▼-100.0%00.0%MedicalBACBank of America$0$206,438 ▼-100.0%00.0%FinancePGXInvesco Preferred ETF$0$113,266 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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