Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Hmv Wealth Advisors, LLCInvestment ActivityHmv Wealth Advisors, LLC has $256.87 million in total holdings as of June 30, 2026.Hmv Wealth Advisors, LLC owns shares of 89 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.34% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Hmv Wealth Advisors, LLC has purchased 81 new stocks and bought additional shares in 43 stocks.Hmv Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $24,602,672EA Bridgeway Omni Small-Cap Value ETF $18,875,724Avantis International Small Cap Value ETF $17,746,550Dimensional U.S. Targeted Value ETF $15,491,378iShares Core S&P Total U.S. Stock Market ETF $15,248,691 Largest New Holdings this Quarter 78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $1,672,806 Holding78464A763 - SPDR S&P Dividend ETF $942,603 Holding922908363 - Vanguard S&P 500 ETF $369,504 Holding91324P102 - UnitedHealth Group $275,147 Holding22160K105 - Costco Wholesale $243,222 Holding Largest Purchases this Quarter MIAMI INTL HLDGS INC 127,274 shares (about $4.73M)Dimensional U.S. Equity ETF 40,600 shares (about $3.33M)EA Bridgeway Omni Small-Cap Value ETF 109,755 shares (about $3.20M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 18,425 shares (about $1.67M)Dimensional US High Profitability ETF 32,810 shares (about $1.37M) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 18,526 shares (about $2.31M)Vanguard Total Stock Market ETF 2,505 shares (about $926.95K)iShares Core S&P Total U.S. Stock Market ETF 4,937 shares (about $811.00K)Dimensional U.S. Core Equity 2 ETF 16,110 shares (about $714.64K)Avantis Emerging Markets Equity ETF 3,055 shares (about $294.78K) 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$24,602,672$2,311,304 â–¼-8.6%197,2009.6%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$18,875,724$3,203,716 â–²20.4%646,6577.3%ETFAVDVAvantis International Small Cap Value ETF$17,746,550$1,230,211 â–²7.4%172,2136.9%ETFDFATDimensional U.S. Targeted Value ETF$15,491,378$3,845 â–²0.0%221,6226.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,248,691$811,001 â–¼-5.0%92,8275.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,938,139$935,534 â–²6.7%367,5725.8%ETFVTIVanguard Total Stock Market ETF$14,250,240$926,950 â–¼-6.1%38,5105.5%ETFVGITVanguard Intermediate-Term Treasury ETF$12,711,275$1,208,974 â–²10.5%215,5184.9%ETFDIHPDimensional International High Profitability ETF$7,723,170$1,096,778 â–²16.6%226,3203.0%ETFDFACDimensional U.S. Core Equity 2 ETF$7,475,991$714,640 â–¼-8.7%168,5302.9%ETFDFIVDimensional International Value ETF$6,974,299$118,898 â–¼-1.7%129,1062.7%ETFDUHPDimensional US High Profitability ETF$6,677,009$1,369,161 â–²25.8%160,0052.6%ETFIDEViShares Core MSCI International Developed Markets ETF$6,551,581$535,395 â–²8.9%73,6052.6%ETFQUALiShares MSCI USA Quality Factor ETF$5,441,864$83,383 â–¼-1.5%24,8002.1%ETFMIAMI INTL HLDGS INC$5,126,482$4,729,502 â–²1,191.4%137,9572.0%COMDFUVDimensional US Marketwide Value ETF$5,089,195$78,664 â–¼-1.5%92,5142.0%ETFDISVDimensional International Small Cap Value ETF$4,930,402$804,966 â–²19.5%122,8611.9%ETFVEAVanguard FTSE Developed Markets ETF$4,083,338$529,744 â–²14.9%57,3101.6%ETFDFAUDimensional US Core Equity Market ETF$4,011,506$88,131 â–²2.2%77,6071.6%ETFDFUSDimensional U.S. Equity ETF$3,758,588$3,326,764 â–²770.4%45,8701.5%ETFAVEMAvantis Emerging Markets Equity ETF$2,810,754$294,777 â–¼-9.5%29,1301.1%ETFLAM RESEARCH CORP$2,769,845$22,966 â–²0.8%6,3921.1%COM NEWDFAXDimensional World ex U.S. Core Equity 2 ETF$2,552,754$139,439 â–¼-5.2%69,2931.0%ETFDFSVDimensional US Small Cap Value ETF$2,348,928$414,859 â–²21.5%60,5550.9%ETFJPMJPMorgan Chase & Co.$2,169,871$152,208 â–²7.5%6,6290.8%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,136,8440.0%43,1250.8%ETFBSVVanguard Short-Term Bond ETF$2,115,412$72,846 â–¼-3.3%27,1520.8%ETFAAPLApple$1,842,355$441,274 â–²31.5%6,3670.7%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,672,806$1,672,806 â–²New Holding18,4250.7%ETFMPCMarathon Petroleum$1,450,416$34,515 â–¼-2.3%5,6730.6%EnergyCSCOCisco Systems$1,430,0760.0%12,1750.6%Computer and TechnologyVVisa$1,420,050$141,353 â–²11.1%4,1390.6%Business ServicesNVDANVIDIA$1,303,786$250,513 â–²23.8%6,5160.5%Computer and TechnologyLLYEli Lilly and Company$1,137,060$109,148 â–²10.6%9480.4%MedicalHDHome Depot$1,089,076$94,518 â–¼-8.0%3,0880.4%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$1,042,048$257,277 â–²32.8%21,8230.4%ETFMSFTMicrosoft$1,029,535$163,010 â–²18.8%2,7600.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,026,773$406 â–²0.0%30,3420.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,011,049$147,729 â–²17.1%20,1280.4%ManufacturingGOOGLAlphabet$1,002,423$323,777 â–²47.7%2,8050.4%Computer and TechnologyMETAMeta Platforms$966,606$85,057 â–²9.6%1,7160.4%Computer and TechnologySDYSPDR S&P Dividend ETF$942,603$942,603 â–²New Holding6,1940.4%ETFAMZNAmazon.com$890,200$112,973 â–²14.5%3,7350.3%Retail/WholesaleAVGOBroadcom$781,943$187,364 â–²31.5%2,0700.3%Computer and TechnologySCHWCharles Schwab$761,1350.0%8,2490.3%FinanceTXNTexas Instruments$722,224$23,846 â–²3.4%2,4230.3%Computer and TechnologyUNPUnion Pacific$703,120$27,744 â–²4.1%2,5850.3%TransportationDFAEDimensional Emerging Core Equity Market ETF$700,9410.0%17,4320.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$695,9220.0%19,9920.3%ETFDFAIDimensional International Core Equity Market ETF$627,660$8,869 â–¼-1.4%15,2160.2%ETFMAMastercard$610,670$2,568 â–¼-0.4%1,1890.2%Business ServicesBRK.BBerkshire Hathaway$592,9620.0%1,1850.2%FinanceSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$568,3370.0%10,6550.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$557,024$85,421 â–²18.1%5,4450.2%ManufacturingXOMExxonMobil$530,337$81,622 â–²18.2%3,8790.2%EnergyXLFFinancial Select Sector SPDR Fund$460,617$4,718 â–²1.0%8,5920.2%ETFROPER TECHNOLOGIES INC$452,089$28,425 â–¼-5.9%1,3360.2%COMGOOGAlphabet$448,376$190,445 â–²73.8%1,2690.2%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$434,7080.0%1,2680.2%ETFLMTLockheed Martin$424,3800.0%8330.2%AerospaceVYMVanguard High Dividend Yield ETF$418,7800.0%2,6500.2%Financial ServicesWALMART INC$418,156$43,492 â–²11.6%3,6920.2%COMDFICDimensional International Core Equity 2 ETF$405,9480.0%10,8950.2%ETFKOCocaCola$394,160$11,297 â–²3.0%4,8500.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$392,8520.0%2,0620.2%ETFXLVHealth Care Select Sector SPDR Fund$389,986$2,221 â–²0.6%2,4580.2%ETFABTAbbott Laboratories$384,465$100,449 â–¼-20.7%4,2370.1%MedicalVOOVanguard S&P 500 ETF$369,504$369,504 â–²New Holding5380.1%ETFVLUEiShares MSCI USA Value Factor ETF$361,856$28,972 â–¼-7.4%1,8110.1%ETFPALANTIR TECHNOLOGIES INC$350,127$8,517 â–²2.5%3,0010.1%CL ASPDWSPDR Portfolio Developed World ex-US ETF$337,8650.0%6,7050.1%ETFNOCNorthrop Grumman$335,635$5,602 â–²1.7%6590.1%AerospaceCOWZPacer US Cash Cows 100 ETF$334,2010.0%5,3730.1%ETFPTLCPacer Trendpilot US Large Cap ETF$320,4300.0%5,5000.1%ETFTSLATesla$282,223$2,524 â–²0.9%6710.1%Auto/Tires/TrucksAEPAmerican Electric Power$279,3660.0%2,0420.1%UtilitiesNFLXNetflix$277,032$4,284 â–¼-1.5%3,8800.1%Consumer DiscretionaryUNHUnitedHealth Group$275,147$275,147 â–²New Holding6620.1%MedicalSYKStryker$260,058$72,413 â–¼-21.8%8260.1%MedicalDFGRDimensional Global Real Estate ETF$260,006$25,349 â–²10.8%8,9750.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$258,6090.0%2,6810.1%ETFAWKAmerican Water Works$256,713$9,211 â–¼-3.5%1,9510.1%UtilitiesSCHDSchwab US Dividend Equity ETF$256,1220.0%8,0770.1%ETFCOSTCostco Wholesale$243,222$243,222 â–²New Holding2600.1%Retail/WholesaleSCHFSchwab International Equity ETF$226,032$226,032 â–²New Holding8,1600.1%ETFCVXChevron$219,798$31,163 â–²16.5%1,3260.1%EnergyOIHVanEck Oil Services ETF$207,965$1,116 â–²0.5%5590.1%ETFIBMInternational Business Machines$205,283$205,283 â–²New Holding7300.1%Computer and TechnologyGLWCorning$204,855$204,855 â–²New Holding8020.1%Computer and TechnologyShowing largest 100 holdings. 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