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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 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)

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

Map of 500 Largest Holdings ofHmv Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$8,505,994$3,389,072 66.2%165,1976.7%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$8,098,743$4,073,710 101.2%416,6026.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$6,332,465$1,513,271 31.4%72,6455.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,148,446$3,530,320 134.8%22,3714.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$5,368,034$22,400 0.4%162,7174.3%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$5,082,083$183,929 3.8%129,1184.0%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,053,360$3,587,425 244.7%72,4604.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,734,768$2,653,561 127.5%178,9413.8%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$4,445,556$2,011,457 82.6%36,4363.5%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$4,203,347$899,143 27.2%70,7633.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,454,3440.0%15,5512.7%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$3,331,067$2,578,789 342.8%100,5152.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$3,042,953$102,036 -3.2%73,8402.4%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$2,989,482$2,202,414 279.8%43,3952.4%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$2,906,525$202,579 7.5%75,6122.3%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$2,731,716$2,028,582 288.5%101,4002.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,611,8890.0%13,7282.1%Retail/Wholesale
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,463,497$1,070,686 76.9%84,5982.0%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$2,060,9710.0%78,6631.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,008,792$76,557 -3.7%25,6621.6%ETF
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$1,871,6100.0%18,5511.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,825,9080.0%3,1681.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,722,700$933,694 -35.1%15,8951.4%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,705,8750.0%68,1261.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,566,2410.0%6,3851.2%Finance
Visa Inc. stock logo
V
Visa
$1,502,7720.0%4,2881.2%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$1,488,421$237,997 -13.8%3,9651.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,324,7600.0%1,6041.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$1,324,258$30,147 -2.2%2,4161.1%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,229,5740.0%3,3551.0%Retail/Wholesale
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,204,961$6,052 -0.5%42,8051.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,041,810$19,949 -1.9%6,7370.8%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$956,891$15,712 -1.6%1,8270.8%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$933,6690.0%4,2280.7%Business Services
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$869,3320.0%5,9670.7%Energy
Stryker Co. stock logo
SYK
Stryker
$869,2040.0%2,3350.7%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$845,4580.0%1,4340.7%Computer and Technology
LAM RESEARCH CORP
$820,2010.0%11,2820.7%COM NEW
AT&T Inc. stock logo
T
AT&T
$727,5030.0%25,7250.6%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$715,508$9,361 -1.3%2,2930.6%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$712,5960.0%5,3720.6%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$710,0970.0%11,5070.6%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$664,6750.0%8,4910.5%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$653,145$653,145 New Holding10,8550.5%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$635,951$382,991 -37.6%5,8200.5%Utilities
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$630,042$74,029 -10.5%1,1830.5%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$603,6850.0%22,7120.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$602,6480.0%2,5510.5%Transportation
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$577,9150.0%3,2160.5%Computer and Technology
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock logo
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
$575,5830.0%10,6550.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$497,004$62,874 14.5%9,9600.4%Manufacturing
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$484,2340.0%1,0840.4%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$462,4420.0%2,7620.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$413,9710.0%8,3110.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$412,779$412,779 New Holding6,3300.3%ETF
American Water Works Company, Inc. stock logo
AWK
American Water Works
$403,4670.0%2,7350.3%Utilities
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$402,404$13,287 -3.2%2,7560.3%ETF
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$394,5200.0%6,2090.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$380,722$380,722 New Holding6,2950.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$361,8220.0%3880.3%Consumer Discretionary
PALANTIR TECHNOLOGIES INC
$347,559$100,436 40.6%4,1180.3%CL A
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$341,7440.0%2,6500.3%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$334,7520.0%4,6740.3%Consumer Staples
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$331,7820.0%6480.3%Aerospace
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$319,216$319,216 New Holding11,4950.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$307,7040.0%3,5050.2%Retail/Wholesale
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$296,5100.0%2,6550.2%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$294,225$9,309 -3.1%5,3730.2%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$288,8140.0%3,9140.2%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$282,9750.0%5,5000.2%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$276,566$276,566 New Holding5,8200.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$256,301$35,979 -12.3%1,2680.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$255,692$7,774 -3.0%2,7300.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$242,609$20,970 -8.0%8,6770.2%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$220,958$185,722 -45.7%1,2040.2%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$214,669$214,669 New Holding1,8050.2%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$212,8810.0%1,0310.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$207,134$299,673 -59.1%1,2490.2%Medical
Bank of America Co. stock logo
BAC
Bank of America
$206,4380.0%4,9470.2%Finance
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$113,2660.0%10,0950.1%ETF
J P MORGAN EXCHANGE TRADED F
$0$471,554 -100.0%00.0%GLOBAL SEL EQUIT
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$0$355,771 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$281,880 -100.0%00.0%Auto/Tires/Trucks
General Motors stock logo
GM
General Motors
$0$205,942 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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