Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hmv Wealth Advisors, LLCInvestment ActivityHmv Wealth Advisors, LLC has $181.83 million in total holdings as of September 30, 2025.Hmv Wealth Advisors, LLC owns shares of 81 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.25% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Hmv Wealth Advisors, LLC has purchased 79 new stocks and bought additional shares in 18 stocks.Hmv Wealth Advisors, LLC sold shares of 30 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $18,521,167Dimensional U.S. Targeted Value ETF $13,120,941Vanguard Total Stock Market ETF $12,797,317Avantis International Small Cap Value ETF $11,925,569EA Bridgeway Omni Small-Cap Value ETF $10,109,819 Largest New Holdings this Quarter 88160R101 - Tesla $271,279 Holding770700102 - Robinhood Markets $261,590 Holding478160104 - Johnson & Johnson $231,590 Holding25434V658 - Dimensional Global Real Estate ETF $215,066 Holding30231G102 - Exxon Mobil $203,514 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 83,196 shares (about $4.99M)Avantis International Small Cap Value ETF 28,840 shares (about $2.57M)Avantis U.S. Small Cap Value ETF 23,310 shares (about $2.32M)iShares Core S&P Total U.S. Stock Market ETF 15,755 shares (about $2.29M)EA Bridgeway Omni Small-Cap Value ETF 77,960 shares (about $1.77M) Largest Sales this Quarter Apple 5,046 shares (about $1.28M)AT&T 17,127 shares (about $483.67K)Dimensional U.S. Targeted Value ETF 5,290 shares (about $307.93K)Dimensional International Small Cap Value ETF 4,692 shares (about $167.46K)Accenture 679 shares (about $167.44K) 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$18,521,167$2,320,048 ▲14.3%186,08610.2%ETFDFATDimensional U.S. Targeted Value ETF$13,120,941$307,931 ▼-2.3%225,4077.2%ETFVTIVanguard Total Stock Market ETF$12,797,317$804,016 ▲6.7%38,9967.0%ETFAVDVAvantis International Small Cap Value ETF$11,925,569$2,567,625 ▲27.4%133,9506.6%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$10,109,819$1,765,895 ▲21.2%446,3245.6%ETFVGITVanguard Intermediate-Term Treasury ETF$9,798,113$4,994,264 ▲104.0%163,2205.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$9,684,414$2,294,716 ▲31.1%66,4915.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,885,148$1,731,683 ▲24.2%277,0554.9%ETFDFACDimensional U.S. Core Equity 2 ETF$6,951,934$12,921 ▼-0.2%180,2423.8%ETFDFIVDimensional International Value ETF$6,171,113$5,673 ▲0.1%133,8063.4%ETFQUALiShares MSCI USA Quality Factor ETF$4,958,778$68,075 ▼-1.4%25,4952.7%ETFDIHPDimensional International High Profitability ETF$4,256,060$1,320,055 ▲45.0%140,0252.3%ETFIDEViShares Core MSCI International Developed Markets ETF$4,064,619$1,364,894 ▲50.6%50,7002.2%ETFDFUVDimensional US Marketwide Value ETF$4,060,366$54,164 ▼-1.3%90,8562.2%ETFDFAUDimensional US Core Equity Market ETF$3,479,4530.0%76,0371.9%ETFDISVDimensional International Small Cap Value ETF$3,468,616$167,458 ▼-4.6%97,1871.9%ETFVEAVanguard FTSE Developed Markets ETF$2,815,042$72,503 ▼-2.5%46,9801.5%ETFDUHPDimensional US High Profitability ETF$2,513,405$1,604,848 ▲176.6%66,5451.4%ETFBSVVanguard Short-Term Bond ETF$2,470,435$122,863 ▼-4.7%31,3071.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,443,969$20,397 ▼-0.8%77,8831.3%ETFAVEMAvantis Emerging Markets Equity ETF$2,318,646$145,713 ▼-5.9%30,8701.3%ETFJPMJPMorgan Chase & Co.$1,917,814$55,200 ▼-2.8%6,0801.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$1,905,694$34,247 ▼-1.8%43,1251.0%ETFNVDANVIDIA$1,600,670$373 ▲0.0%8,5790.9%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,363,961$48,216 ▼-3.4%42,7440.8%ETFHDHome Depot$1,359,4120.0%3,3550.7%Retail/WholesaleMETAMeta Platforms$1,327,759$95,469 ▼-6.7%1,8080.7%Computer and TechnologyVVisa$1,254,572$683 ▲0.1%3,6750.7%Business ServicesAAPLApple$1,217,641$1,284,863 ▼-51.3%4,7820.7%Computer and TechnologyMSFTMicrosoft$1,151,921$97,375 ▼-7.8%2,2240.6%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,143,215$31,840 ▲2.9%35,9050.6%ETFMPCMarathon Petroleum$1,122,325$27,755 ▼-2.4%5,8230.6%EnergyLAM RESEARCH CORP$846,650$9,507 ▼-1.1%6,3230.5%COM NEWCSCOCisco Systems$823,0240.0%12,0290.5%Computer and TechnologySCHWCharles Schwab$810,6360.0%8,4910.4%FinanceMAMastercard$751,967$11,945 ▼-1.6%1,3220.4%Business ServicesABTAbbott Laboratories$715,775$34,021 ▼-4.5%5,3440.4%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$714,896$79,995 ▲12.6%14,1200.4%ManufacturingROPER TECHNOLOGIES INC$708,140$6,982 ▼-1.0%1,4200.4%COMAMZNAmazon.com$691,865$18,224 ▼-2.6%3,1510.4%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$626,797$34,350 ▼-5.2%21,5320.3%ETFLLYEli Lilly and Company$624,134$20,601 ▼-3.2%8180.3%MedicalDFSDDimensional Short-Duration Fixed Income ETF$596,351$77,827 ▲15.0%12,3750.3%ETFBRK.BBerkshire Hathaway$595,747$74,406 ▼-11.1%1,1850.3%FinanceUNPUnion Pacific$584,070$18,910 ▼-3.1%2,4710.3%TransportationSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$577,2680.0%10,6550.3%ETFPALANTIR TECHNOLOGIES INC$534,126$6,020 ▼-1.1%2,9280.3%CL ALMTLockheed Martin$520,177$20,967 ▼-3.9%1,0420.3%AerospaceAVGOBroadcom$519,2780.0%1,5740.3%Computer and TechnologyTXNTexas Instruments$513,1580.0%2,7930.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$503,3760.0%15,9650.3%ETFGOOGLAlphabet$480,6090.0%1,9770.3%Computer and TechnologyNFLXNetflix$472,3740.0%3940.3%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$456,0100.0%6,2950.3%ETFXLFFinancial Select Sector SPDR Fund$447,7140.0%8,3110.2%ETFDFAIDimensional International Core Equity Market ETF$417,8430.0%11,4950.2%ETFNOCNorthrop Grumman$394,8390.0%6480.2%AerospaceSYKStryker$390,3720.0%1,0560.2%MedicalVYMVanguard High Dividend Yield ETF$373,5180.0%2,6500.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$325,1790.0%1,2680.2%ETFKOCocaCola$309,9800.0%4,6740.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$309,9320.0%2,2270.2%ETFDFICDimensional International Core Equity 2 ETF$308,882$55,579 ▲21.9%9,4200.2%ETFCOWZPacer US Cash Cows 100 ETF$308,7860.0%5,3730.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$307,171$68,523 ▲28.7%4,5500.2%ManufacturingPTLCPacer Trendpilot US Large Cap ETF$301,1800.0%5,5000.2%ETFXLKTechnology Select Sector SPDR Fund$290,5980.0%1,0310.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$286,9070.0%6,7050.2%ETFAWKAmerican Water Works$281,3030.0%2,0210.2%UtilitiesWMTWalmart$280,839$4,019 ▼-1.4%2,7250.2%Retail/WholesaleTSLATesla$271,279$271,279 ▲New Holding6100.1%Auto/Tires/TrucksHOODRobinhood Markets$261,590$261,590 ▲New Holding1,8270.1%FinanceUSMViShares MSCI USA Min Vol Factor ETF$255,0700.0%2,6810.1%ETFACNAccenture$245,120$167,441 ▼-40.6%9940.1%Computer and TechnologyVLUEiShares MSCI USA Value Factor ETF$244,5980.0%1,9560.1%ETFTAT&T$242,808$483,667 ▼-66.6%8,5980.1%Computer and TechnologyUNHUnitedHealth Group$241,7100.0%7000.1%MedicalSCHDSchwab US Dividend Equity ETF$236,8820.0%8,6770.1%ETFJNJJohnson & Johnson$231,590$231,590 ▲New Holding1,2490.1%MedicalDFGRDimensional Global Real Estate ETF$215,066$215,066 ▲New Holding7,8750.1%ETFXOMExxon Mobil$203,514$203,514 ▲New Holding1,8050.1%EnergyCOSTCostco Wholesale$0$210,857 ▼-100.0%00.0%Retail/WholesaleIBMInternational Business Machines$0$205,167 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$203,789 ▼-100.0%00.0%Business ServicesShowing 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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