Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hmv Wealth Advisors, LLCInvestment ActivityHmv 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 $8,505,994EA Bridgeway Omni Small-Cap Value ETF $8,098,743Avantis U.S. Small Cap Value ETF $6,332,465Vanguard Total Stock Market ETF $6,148,446Dimensional U.S. Core Equity 2 ETF $5,368,034 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $653,145 Holding025072349 - Avantis U.S. Large Cap Value ETF $412,779 Holding25434V401 - Dimensional U.S. Equity ETF $380,722 Holding25434V799 - Dimensional International Core Equity 2 ETF $319,216 Holding25434V864 - 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 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 PortfolioSectorDFATDimensional U.S. Targeted Value ETF$8,505,994$3,389,072 ▲66.2%165,1976.7%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$8,098,743$4,073,710 ▲101.2%416,6026.4%ETFAVUVAvantis U.S. Small Cap Value ETF$6,332,465$1,513,271 ▲31.4%72,6455.0%ETFVTIVanguard Total Stock Market ETF$6,148,446$3,530,320 ▲134.8%22,3714.9%ETFDFACDimensional U.S. Core Equity 2 ETF$5,368,034$22,400 ▲0.4%162,7174.3%ETFDFIVDimensional International Value ETF$5,082,083$183,929 ▲3.8%129,1184.0%ETFAVDVAvantis International Small Cap Value ETF$5,053,360$3,587,425 ▲244.7%72,4604.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,734,768$2,653,561 ▲127.5%178,9413.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,445,556$2,011,457 ▲82.6%36,4363.5%ETFVGITVanguard Intermediate-Term Treasury ETF$4,203,347$899,143 ▲27.2%70,7633.3%ETFAAPLApple$3,454,3440.0%15,5512.7%Computer and TechnologyDUHPDimensional US High Profitability ETF$3,331,067$2,578,789 ▲342.8%100,5152.6%ETFDFUVDimensional US Marketwide Value ETF$3,042,953$102,036 ▼-3.2%73,8402.4%ETFIDEViShares Core MSCI International Developed Markets ETF$2,989,482$2,202,414 ▲279.8%43,3952.4%ETFDFAUDimensional US Core Equity Market ETF$2,906,525$202,579 ▲7.5%75,6122.3%ETFDIHPDimensional International High Profitability ETF$2,731,716$2,028,582 ▲288.5%101,4002.2%ETFAMZNAmazon.com$2,611,8890.0%13,7282.1%Retail/WholesaleDISVDimensional International Small Cap Value ETF$2,463,497$1,070,686 ▲76.9%84,5982.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,060,9710.0%78,6631.6%ETFBSVVanguard Short-Term Bond ETF$2,008,792$76,557 ▼-3.7%25,6621.6%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$1,871,6100.0%18,5511.5%ETFMETAMeta Platforms$1,825,9080.0%3,1681.4%Computer and TechnologyNVDANVIDIA$1,722,700$933,694 ▼-35.1%15,8951.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,705,8750.0%68,1261.4%ETFJPMJPMorgan Chase & Co.$1,566,2410.0%6,3851.2%FinanceVVisa$1,502,7720.0%4,2881.2%Business ServicesMSFTMicrosoft$1,488,421$237,997 ▼-13.8%3,9651.2%Computer and TechnologyLLYEli Lilly and Company$1,324,7600.0%1,6041.1%MedicalMAMastercard$1,324,258$30,147 ▼-2.2%2,4161.1%Business ServicesHDHome Depot$1,229,5740.0%3,3551.0%Retail/WholesaleDFSVDimensional US Small Cap Value ETF$1,204,961$6,052 ▼-0.5%42,8051.0%ETFGOOGLAlphabet$1,041,810$19,949 ▼-1.9%6,7370.8%Computer and TechnologyUNHUnitedHealth Group$956,891$15,712 ▼-1.6%1,8270.8%MedicalFIFiserv$933,6690.0%4,2280.7%Business ServicesMPCMarathon Petroleum$869,3320.0%5,9670.7%EnergySYKStryker$869,2040.0%2,3350.7%MedicalROPRoper Technologies$845,4580.0%1,4340.7%Computer and TechnologyLAM RESEARCH CORP$820,2010.0%11,2820.7%COM NEWTAT&T$727,5030.0%25,7250.6%Computer and TechnologyACNAccenture$715,508$9,361 ▼-1.3%2,2930.6%Computer and TechnologyABTAbbott Laboratories$712,5960.0%5,3720.6%MedicalCSCOCisco Systems$710,0970.0%11,5070.6%Computer and TechnologySCHWCharles Schwab$664,6750.0%8,4910.5%FinanceAVEMAvantis Emerging Markets Equity ETF$653,145$653,145 ▲New Holding10,8550.5%ETFAEPAmerican Electric Power$635,951$382,991 ▼-37.6%5,8200.5%UtilitiesBRK.BBerkshire Hathaway$630,042$74,029 ▼-10.5%1,1830.5%FinanceSCHVSchwab U.S. Large-Cap Value ETF$603,6850.0%22,7120.5%ETFUNPUnion Pacific$602,6480.0%2,5510.5%TransportationTXNTexas Instruments$577,9150.0%3,2160.5%Computer and TechnologySTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$575,5830.0%10,6550.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$497,004$62,874 ▲14.5%9,9600.4%ManufacturingLMTLockheed Martin$484,2340.0%1,0840.4%AerospaceAVGOBroadcom$462,4420.0%2,7620.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$413,9710.0%8,3110.3%ETFAVLVAvantis U.S. Large Cap Value ETF$412,779$412,779 ▲New Holding6,3300.3%ETFAWKAmerican Water Works$403,4670.0%2,7350.3%UtilitiesXLVHealth Care Select Sector SPDR Fund$402,404$13,287 ▼-3.2%2,7560.3%ETFJAVAJPMorgan Active Value ETF$394,5200.0%6,2090.3%ETFDFUSDimensional U.S. Equity ETF$380,722$380,722 ▲New Holding6,2950.3%ETFNFLXNetflix$361,8220.0%3880.3%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$347,559$100,436 ▲40.6%4,1180.3%CL AVYMVanguard High Dividend Yield ETF$341,7440.0%2,6500.3%ETFKOCoca-Cola$334,7520.0%4,6740.3%Consumer StaplesNOCNorthrop Grumman$331,7820.0%6480.3%AerospaceDFICDimensional International Core Equity 2 ETF$319,216$319,216 ▲New Holding11,4950.3%ETFWMTWalmart$307,7040.0%3,5050.2%Retail/WholesalePRUPrudential Financial$296,5100.0%2,6550.2%FinanceCOWZPacer US Cash Cows 100 ETF$294,225$9,309 ▼-3.1%5,3730.2%ETFJGROJPMorgan Active Growth ETF$288,8140.0%3,9140.2%ETFPTLCPacer Trendpilot US Large Cap ETF$282,9750.0%5,5000.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$276,566$276,566 ▲New Holding5,8200.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$256,301$35,979 ▼-12.3%1,2680.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$255,692$7,774 ▼-3.0%2,7300.2%ETFSCHDSchwab US Dividend Equity ETF$242,609$20,970 ▼-8.0%8,6770.2%ETFSTZConstellation Brands$220,958$185,722 ▼-45.7%1,2040.2%Consumer StaplesXOMExxon Mobil$214,669$214,669 ▲New Holding1,8050.2%EnergyXLKTechnology Select Sector SPDR Fund$212,8810.0%1,0310.2%ETFJNJJohnson & Johnson$207,134$299,673 ▼-59.1%1,2490.2%MedicalBACBank of America$206,4380.0%4,9470.2%FinancePGXInvesco Preferred ETF$113,2660.0%10,0950.1%ETFJ P MORGAN EXCHANGE TRADED F$0$471,554 ▼-100.0%00.0%GLOBAL SEL EQUITVGSHVanguard Short-Term Treasury ETF$0$355,771 ▼-100.0%00.0%ETFTSLATesla$0$281,880 ▼-100.0%00.0%Auto/Tires/TrucksGMGeneral Motors$0$205,942 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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