Hmv Wealth Advisors, Llc Portfolio Stock Holdings
Hmv Wealth Advisors, Llc disclosed 81 stock positions valued at approximately $212.9 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $212.9M
Holdings by Sector
Hmv Wealth Advisors, Llc Portfolio Holdings in Q1 2026
80 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 11.20% | 215,726 | +13,619 | +6.74% | $23,831,251 |
| AMERICAN CENTY ETF TR | AVDV | Other | 7.52% | 160,275 | +7,265 | +4.75% | $16,005,062 |
| ISHARES TR | ITOT | Other | 6.54% | 97,764 | +9,603 | +10.89% | $13,924,527 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.50% | 221,567 | -3,475 | -1.54% | $13,836,859 |
| EA SERIES TRUST | BSVO | Other | 6.40% | 536,902 | -830 | -0.15% | $13,621,204 |
| VANGUARD INDEX FDS | VTI | Other | 6.18% | 41,015 | +2,084 | +5.35% | $13,158,022 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.59% | 344,552 | +27,451 | +8.66% | $11,904,264 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.46% | 195,020 | +9,664 | +5.21% | $11,613,417 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 3.37% | 184,640 | +8,330 | +4.72% | $7,175,110 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.26% | 131,307 | -3,788 | -2.80% | $6,930,357 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.94% | 194,180 | +19,720 | +11.30% | $6,256,480 |
| ISHARES TR | IDEV | Other | 2.65% | 67,590 | +5,395 | +8.67% | $5,648,496 |
| ISHARES TR | QUAL | Other | 2.27% | 25,180 | -155 | -0.61% | $4,829,776 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 2.20% | 127,195 | +26,440 | +26.24% | $4,675,688 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.14% | 93,944 | +257 | +0.27% | $4,552,520 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.90% | 102,802 | +6,951 | +7.25% | $4,054,531 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.61% | 75,902 | +210 | +0.28% | $3,424,698 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.50% | 49,875 | +3,405 | +7.33% | $3,195,990 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.22% | 32,185 | +2,145 | +7.14% | $2,593,467 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.17% | 73,078 | -4,585 | -5.90% | $2,482,460 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.03% | 28,087 | -3,800 | -11.92% | $2,202,302 |
| ISHARES TR | IQLT | Other | 0.94% | 43,125 | - | - | $1,993,669 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.85% | 6,164 | +84 | +1.38% | $1,813,202 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.82% | 49,860 | +19,400 | +63.69% | $1,747,094 |
| MARATHON PETE CORP | MPC | Energy | 0.67% | 5,808 | -15 | -0.26% | $1,418,197 |
| LAM RESEARCH CORP | LRCX | Other | 0.64% | 6,339 | +16 | +0.25% | $1,354,391 |
| APPLE INC | AAPL | Technology | 0.58% | 4,842 | +324 | +7.17% | $1,228,851 |
| VISA INC | V | Financial Services | 0.53% | 3,727 | +52 | +1.41% | $1,126,448 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.52% | 3,356 | +1 | +0.03% | $1,103,755 |
| CISCO SYS INC | CSCO | Technology | 0.44% | 12,175 | +146 | +1.21% | $944,658 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 5,264 | +685 | +14.96% | $918,042 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 1,565 | -110 | -6.57% | $895,383 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.42% | 30,330 | -7,796 | -20.45% | $883,513 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 2,323 | +99 | +4.45% | $859,905 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.40% | 17,187 | +1,015 | +6.28% | $858,492 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 857 | +39 | +4.77% | $788,243 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.37% | 16,435 | +1,495 | +10.01% | $786,908 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.36% | 8,249 | -242 | -2.85% | $775,241 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.32% | 3,261 | +110 | +3.49% | $679,168 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.29% | 19,992 | -1,540 | -7.15% | $609,756 |
| UNION PAC CORP | UNP | Industrials | 0.28% | 2,483 | +12 | +0.49% | $602,425 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.28% | 15,431 | +4,026 | +35.30% | $601,192 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.28% | 1,194 | -128 | -9.68% | $596,594 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.28% | 17,432 | +1,467 | +9.19% | $590,248 |
| PIMCO ETF TR | STPZ | Other | 0.27% | 10,655 | - | - | $576,506 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 1,185 | - | - | $567,852 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 3,282 | +92 | +2.88% | $556,824 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.26% | 5,344 | - | - | $548,668 |
| ALPHABET INC | GOOGL | Communication Services | 0.26% | 1,899 | +62 | +3.38% | $546,076 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.24% | 833 | -1 | -0.12% | $503,457 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.24% | 1,420 | - | - | $502,481 |
| BROADCOM INC | AVGO | Technology | 0.23% | 1,574 | - | - | $487,169 |
| TEXAS INSTRS INC | TXN | Technology | 0.21% | 2,343 | -250 | -9.64% | $454,870 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.21% | 648 | - | - | $442,092 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.20% | 2,928 | - | - | $428,308 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.20% | 8,504 | +193 | +2.32% | $419,842 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 3,308 | +583 | +21.39% | $411,118 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.18% | 2,650 | - | - | $392,465 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.18% | 10,895 | +405 | +3.86% | $387,099 |
| NETFLIX INC. | NFLX | Communication Services | 0.18% | 3,940 | +60 | +1.55% | $378,831 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.18% | 5,270 | -1,025 | -16.28% | $373,696 |
| ISHARES INC | EMXC | Other | 0.17% | 4,610 | - | - | $362,623 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.17% | 2,444 | +217 | +9.74% | $358,315 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 4,711 | +37 | +0.79% | $358,272 |
| STRYKER CORPORATION | SYK | Healthcare | 0.16% | 1,056 | - | - | $346,991 |
| PACER FDS TR | COWZ | Other | 0.16% | 5,373 | - | - | $336,135 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.14% | 6,705 | - | - | $306,083 |
| ISHARES TR | MTUM | Other | 0.14% | 1,268 | - | - | $304,307 |
| PACER FDS TR | PTLC | Other | 0.14% | 5,500 | - | - | $288,530 |
| ISHARES TR | VLUE | Other | 0.13% | 1,956 | - | - | $278,124 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 0.13% | 2,021 | - | - | $275,038 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.13% | 2,062 | - | - | $274,040 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.13% | 2,042 | +2,042 | +100.00% | $267,665 |
| ISHARES TR | USMV | Other | 0.12% | 2,681 | - | - | $248,636 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.12% | 8,077 | -600 | -6.91% | $247,802 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 665 | +55 | +9.02% | $247,214 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 1,138 | +1,138 | +100.00% | $235,452 |
| VANECK ETF TRUST | OIH | Other | 0.11% | 556 | +556 | +100.00% | $224,741 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.10% | 8,100 | +225 | +2.86% | $215,298 |
| ALPHABET INC | GOOG | Communication Services | 0.10% | 730 | +730 | +100.00% | $209,408 |