HMV Wealth Advisors, LLC

Est. AUM

$256.9M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US SML CP VALU	$24.6M	197200	9.58%	SOLE
2	EA SERIES TRUST	BRID OMN SMA ETF	$18.9M	646657	7.35%	SOLE
3	AMERICAN CENTY ETF TR	INTL SMCP VLU	$17.7M	172213	6.91%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$15.5M	221622	6.03%	SOLE
5	ISHARES TR	CORE S&P TTL STK	$15.2M	92827	5.94%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$14.9M	367572	5.82%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$14.3M	38510	5.55%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$12.7M	215518	4.95%	SOLE
9	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$7.7M	226320	3.01%	SOLE
10	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$7.5M	168530	2.91%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.0M	129106	2.72%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$6.7M	160005	2.60%	SOLE
13	ISHARES TR	CORE MSCI INTL	$6.6M	73605	2.55%	SOLE
14	ISHARES TR	MSCI USA QLT FCT	$5.4M	24800	2.12%	SOLE
15	MIAMI INTL HLDGS INC	COM	$5.1M	137957	2.00%	SOLE
16	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$5.1M	92514	1.98%	SOLE
17	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.9M	122861	1.92%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	57310	1.59%	SOLE
19	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.0M	77607	1.56%	SOLE
20	DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$3.8M	45870	1.46%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.8M	29130	1.09%	SOLE
22	LAM RESEARCH CORP	COM NEW	$2.8M	6392	1.08%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.6M	69293	0.99%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.3M	60555	0.91%	SOLE
25	JPMORGAN CHASE & CO	COM	$2.2M	6629	0.84%	SOLE
26	ISHARES TR	MSCI INTL QUALTY	$2.1M	43125	0.83%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	27152	0.82%	SOLE
28	APPLE INC	COM	$1.8M	6367	0.72%	SOLE
29	SPDR SERIES TRUST	ST STR PR SP1500	$1.7M	18425	0.65%	SOLE
30	MARATHON PETE CORP	COM	$1.4M	5673	0.56%	SOLE
31	CISCO SYS INC	COM	$1.4M	12175	0.56%	SOLE
32	VISA INC	COM CL A	$1.4M	4139	0.55%	SOLE
33	NVIDIA CORPORATION	COM	$1.3M	6516	0.51%	SOLE
34	ELI LILLY & CO	COM	$1.1M	948	0.44%	SOLE
35	HOME DEPOT INC	COM	$1.1M	3088	0.42%	SOLE
36	DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.0M	21823	0.41%	SOLE
37	MICROSOFT CORP	COM	$1.0M	2760	0.40%	SOLE
38	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	30342	0.40%	SOLE
39	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	20128	0.39%	SOLE
40	ALPHABET INC	CAP STK CL A	$1.0M	2805	0.39%	SOLE
41	META PLATFORMS INC	CL A	$967K	1716	0.38%	SOLE
42	SPDR SERIES TRUST	ST STR SP DIV	$943K	6194	0.37%	SOLE
43	AMAZON COM INC	COM	$890K	3735	0.35%	SOLE
44	BROADCOM INC	COM	$782K	2070	0.30%	SOLE
45	SCHWAB CHARLES CORP	COM	$761K	8249	0.30%	SOLE
46	TEXAS INSTRS INC	COM	$722K	2423	0.28%	SOLE
47	UNION PAC CORP	COM	$703K	2585	0.27%	SOLE
48	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$701K	17432	0.27%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP VA ETF	$696K	19992	0.27%	SOLE
50	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$628K	15216	0.24%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.