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Livermore
Livermore
ZHEN

HMV Wealth Advisors, LLC

SEC CIK
0002054904
Latest filing
Jul 13, 2026

The latest 13F from HMV Wealth Advisors, LLC covers Q2 2026 (filed Jul 13, 2026): 89 long positions worth $256.9M. The top 10 holdings make up 58.0% of the portfolio, and the largest is American Centy ETF Tr at 9.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$4.14M
Added
43
Est. +$22.4M
Reduced
20
Est. −$5.94M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. American Centy ETF Tr025072877
    9.6%$24.6M
  2. Ea Series Trust02072L532
    7.3%$18.9M
  3. American Centy ETF Tr025072802
    6.9%$17.7M
  4. Dimensional U.S. Targeted Value ETF25434V609
    6.0%$15.5M
  5. iShares Tr464287150
    5.9%$15.2M

Biggest buys

New and added positions, by estimated amount bought

  1. MIAXMiami International Holdings, Inc.
    +$4.73MAddedHistory
  2. Dimensional ETF Trust25434V401
    +$3.33MAdded
  3. Ea Series Trust02072L532
    +$3.20MAdded
  4. SPDR Series Trust78464A805
    +$1.67MNew
  5. Dimensional ETF Trust25434V831
    +$1.37MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MIAXMiami International Holdings, Inc.
    +1.80 pp0.2% → 2.0%History
  2. Dimensional ETF Trust25434V401
    +1.29 pp0.2% → 1.5%
  3. Ea Series Trust02072L532
    +0.95 pp6.4% → 7.3%
  4. SPDR Series Trust78464A805
    +0.65 pp0.0% → 0.7%
  5. LRCXLam Research Corp
    +0.44 pp0.6% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. American Centy ETF Tr025072877
    −$2.31MReduced
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$927.0KReduced
  3. iShares Tr464287150
    −$811.0KReduced
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    −$714.6KReduced
  5. American Centy ETF Tr025072604
    −$294.8KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. American Centy ETF Tr025072877
    −1.62 pp11.2% → 9.6%
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −0.63 pp6.2% → 5.5%
  3. iShares Tr464287150
    −0.60 pp6.5% → 5.9%
  4. Dimensional ETF Trust25434V807
    −0.54 pp3.3% → 2.7%
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.46 pp3.4% → 2.9%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$256.9M
+$44.0M (+20.7%) vs. prior quarter
Positions
89
+8 vs. prior quarter
Top 10 concentration
58.0%
Top 10 as share of value
Turnover
2.5%
Q2 2026, one quarter
Average holding period
6.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $256.9M (Q2 2026)

Q4 2024: $99.9MQ1 2025: $126.1MQ2 2025: $152.5MQ3 2025: $181.8MQ4 2025: $199.9MQ1 2026: $212.9MQ2 2026: $256.9M
Q4 2024Q2 2026
13F filings of HMV Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 13, 202689$256.9MAmerican Centy ETF TrEa Series TrustAmerican Centy ETF Trvs. Q1 2026SEC
Q1 2026Apr 14, 202681$212.9MAmerican Centy ETF TrAmerican Centy ETF TriShares Trvs. Q4 2025SEC
Q4 2025Jan 20, 202680$199.9MAmerican Centy ETF TrAmerican Centy ETF TrDimensional U.S. Targeted Value ETFvs. Q3 2025SEC
Q3 2025Oct 10, 202581$181.8MAmerican Centy ETF TrDimensional U.S. Targeted Value ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2025SEC
Q2 2025Jul 23, 202579$152.5MAmerican Centy ETF TrDimensional U.S. Targeted Value ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025Apr 16, 202580$126.1MDimensional U.S. Targeted Value ETFEa Series TrustAmerican Centy ETF Trvs. Q4 2024SEC
Q4 2024Feb 10, 202578$99.9MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFAmerican Centy ETF Tr–SEC