HMV Wealth Advisors, LLC 13F Holdings · Q2 2026
HMV Wealth Advisors, LLC reported 89 securities worth $256.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUV (9.58%), BSVO (7.35%), AVDV (6.91%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $24.6M | 9.58% | 197,200 | Trimmed |
| 2 | BSVO | EA SERIES TRUST | $18.9M | 7.35% | 646,657 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $17.7M | 6.91% | 172,213 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $15.5M | 6.03% | 221,622 | Added |
| 5 | ITOT | ISHARES TR | $15.2M | 5.94% | 92,827 | Trimmed |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $14.9M | 5.82% | 367,572 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $14.3M | 5.55% | 38,510 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $12.7M | 4.95% | 215,518 | Added |
| 9 | DIHP | DIMENSIONAL ETF TRUST | $7.7M | 3.01% | 226,320 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $7.5M | 2.91% | 168,530 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $7.0M | 2.72% | 129,106 | Trimmed |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $6.7M | 2.60% | 160,005 | Added |
| 13 | IDEV | ISHARES TR | $6.6M | 2.55% | 73,605 | Added |
| 14 | QUAL | ISHARES TR | $5.4M | 2.12% | 24,800 | Trimmed |
| 15 | MIAX | MIAMI INTL HLDGS INC | $5.1M | 2.00% | 137,957 | Added |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $5.1M | 1.98% | 92,514 | Trimmed |
| 17 | DISV | DIMENSIONAL ETF TRUST | $4.9M | 1.92% | 122,861 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.59% | 57,310 | Added |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $4.0M | 1.56% | 77,607 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $3.8M | 1.46% | 45,870 | Added |
| 21 | AVEM | AMERICAN CENTY ETF TR | $2.8M | 1.09% | 29,130 | Trimmed |
| 22 | LRCX | LAM RESEARCH CORP | $2.8M | 1.08% | 6,392 | Added |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $2.6M | 0.99% | 69,293 | Trimmed |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $2.3M | 0.91% | 60,555 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $2.2M | 0.84% | 6,629 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR