Hmv Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hmv Wealth Advisors, LLCInvestment ActivityHmv Wealth Advisors, LLC has $99.93 million in total holdings as of December 31, 2024.Hmv Wealth Advisors, LLC owns shares of 78 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $5,604,894Dimensional U.S. Targeted Value ETF $5,531,324Avantis U.S. Small Cap Value ETF $5,336,661EA Bridgeway Omni Small-Cap Value ETF $4,482,611Dimensional International Value ETF $4,415,309 Sector AllocationMap of 500 Largest Holdings ofHmv Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$5,604,894162,0385.6%ETFDFATDimensional U.S. Targeted Value ETF$5,531,32499,3775.5%ETFAVUVAvantis U.S. Small Cap Value ETF$5,336,66155,2855.3%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$4,482,611207,0494.5%ETFDFIVDimensional International Value ETF$4,415,309124,4454.4%ETFAAPLApple$3,894,28115,5513.9%Computer and TechnologyNVDANVIDIA$3,291,44824,5103.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$3,226,33655,6263.2%ETFDFUVDimensional US Marketwide Value ETF$3,122,84576,3163.1%ETFAMZNAmazon.com$3,011,78613,7283.0%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$2,848,14870,3422.9%ETFVTIVanguard Total Stock Market ETF$2,760,7309,5262.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,565,96919,9502.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,059,97478,6552.1%ETFBSVVanguard Short-Term Bond ETF$2,058,47726,6402.1%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$1,964,92218,5512.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,955,56278,6632.0%ETFMSFTMicrosoft$1,938,4794,5991.9%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,898,67268,1261.9%ETFMETAMeta Platforms$1,854,8963,1681.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,530,5486,3851.5%FinanceAVDVAvantis International Small Cap Value ETF$1,367,98221,0201.4%ETFVVisa$1,355,1804,2881.4%Business ServicesDFSVDimensional US Small Cap Value ETF$1,324,15643,0201.3%ETFHDHome Depot$1,305,0613,3551.3%Retail/WholesaleMAMastercard$1,301,1542,4711.3%Business ServicesGOOGLAlphabet$1,299,7346,8661.3%Computer and TechnologyDISVDimensional International Small Cap Value ETF$1,270,84347,8301.3%ETFLLYEli Lilly and Company$1,238,2881,6041.2%MedicalUNHUnitedHealth Group$939,3821,8570.9%MedicalFIFiserv$868,5164,2280.9%Business ServicesAEPAmerican Electric Power$860,0459,3250.9%UtilitiesSYKStryker$840,7172,3350.8%MedicalMPCMarathon Petroleum$832,3975,9670.8%Oils/EnergyACNAccenture$817,2082,3230.8%Computer and TechnologyLAM RESEARCH CORP$814,89911,2820.8%COM NEWDUHPDimensional US High Profitability ETF$767,03322,7000.8%ETFROPRoper Technologies$745,4651,4340.7%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$736,57011,4250.7%ETFCSCOCisco Systems$681,21411,5070.7%Computer and TechnologyDIHPDimensional International High Profitability ETF$658,50326,1000.7%ETFAVGOBroadcom$640,3422,7620.6%Computer and TechnologySCHWCharles Schwab$628,4198,4910.6%FinanceABTAbbott Laboratories$607,6275,3720.6%MedicalTXNTexas Instruments$603,0323,2160.6%Computer and TechnologyBRK.BBerkshire Hathaway$599,2361,3220.6%FinanceSCHVSchwab U.S. Large-Cap Value ETF$592,10222,7120.6%ETFTAT&T$585,75825,7250.6%Computer and TechnologyUNPUnion Pacific$581,7302,5510.6%TransportationSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$557,24810,6550.6%ETFLMTLockheed Martin$526,7591,0840.5%AerospaceSTZConstellation Brands$489,7362,2160.5%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$471,5547,8540.5%GLOBAL SEL EQUITJNJJohnson & Johnson$441,9593,0560.4%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$421,2548,7000.4%ManufacturingXLFFinancial Select Sector SPDR Fund$401,6718,3110.4%ETFJAVAJPMorgan Active Value ETF$393,0306,2090.4%ETFXLVHealth Care Select Sector SPDR Fund$391,6622,8470.4%ETFVGSHVanguard Short-Term Treasury Index ETF$355,7716,1150.4%ETFNFLXNetflix$345,8323880.3%Consumer DiscretionaryAWKAmerican Water Works$340,4802,7350.3%UtilitiesVYMVanguard High Dividend Yield ETF$338,1142,6500.3%ETFJGROJPMorgan Active Growth ETF$317,1513,9140.3%ETFWMTWalmart$316,6773,5050.3%Retail/WholesalePRUPrudential Financial$314,6972,6550.3%FinanceCOWZPacer US Cash Cows 100 ETF$313,0695,5430.3%ETFNOCNorthrop Grumman$304,1006480.3%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$299,2061,4460.3%ETFPTLCPacer Trendpilot US Large Cap ETF$293,9205,5000.3%ETFKOCoca-Cola$291,0034,6740.3%Consumer StaplesTSLATesla$281,8806980.3%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$257,5469,4270.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$249,7662,8130.2%ETFXLKTechnology Select Sector SPDR Fund$239,7281,0310.2%ETFPALANTIR TECHNOLOGIES INC$221,4452,9280.2%CL ABACBank of America$217,4214,9470.2%FinanceGMGeneral Motors$205,9423,8660.2%Auto/Tires/TrucksPGXInvesco Preferred ETF$116,39510,0950.1%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
