HMV Wealth Advisors, LLC
- SEC CIK
- 0002054904
- Latest filing
- Jul 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only.
- Positions
- 78
- No filing for Q3 2024
- Portfolio value
- $99.9M
- No filing for Q3 2024
HMV Wealth Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 162,038 | $5.60M | 5.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 99,377 | $5.53M | 5.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 55,285 | $5.34M | 5.3% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 207,049 | $4.48M | 4.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 124,445 | $4.42M | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 15,551 | $3.89M | 3.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 24,510 | $3.29M | 3.3% | – | – | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 55,626 | $3.23M | 3.2% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 76,316 | $3.12M | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,728 | $3.01M | 3.0% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 70,342 | $2.85M | 2.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,526 | $2.76M | 2.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,950 | $2.57M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 78,655 | $2.06M | 2.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 26,640 | $2.06M | 2.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 18,551 | $1.96M | 2.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 78,663 | $1.96M | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,599 | $1.94M | 1.9% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 68,126 | $1.90M | 1.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,168 | $1.85M | 1.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,385 | $1.53M | 1.5% | – | – | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,020 | $1.37M | 1.4% | – | – | – |
| VVisa Inc. | Stock | 4,288 | $1.36M | 1.4% | – | – | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 43,020 | $1.32M | 1.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,355 | $1.31M | 1.3% | – | – | History |
| MAMastercard Inc | Stock | 2,471 | $1.30M | 1.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,866 | $1.30M | 1.3% | – | – | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 47,830 | $1.27M | 1.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,604 | $1.24M | 1.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,857 | $939.4K | 0.9% | – | – | History |
| FISVFiserv Inc | Stock | 4,228 | $868.5K | 0.9% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 9,325 | $860.0K | 0.9% | – | – | History |
| SYKStryker Corp | Stock | 2,335 | $840.7K | 0.8% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 5,967 | $832.4K | 0.8% | – | – | History |
| ACNAccenture plc | Stock | 2,323 | $817.2K | 0.8% | – | – | History |
| LRCXLam Research Corp | Stock | 11,282 | $814.9K | 0.8% | – | – | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 22,700 | $767.0K | 0.8% | – | – | – |
| ROPRoper Technologies Inc | Stock | 1,434 | $745.5K | 0.7% | – | – | History |
| iShares Tr46435G326 | CORE MSCI INTL | 11,425 | $736.6K | 0.7% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,507 | $681.2K | 0.7% | – | – | History |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 26,100 | $658.5K | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,762 | $640.3K | 0.6% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 8,491 | $628.4K | 0.6% | – | – | History |
| ABTAbbott Laboratories | Stock | 5,372 | $607.6K | 0.6% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,216 | $603.0K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,322 | $599.2K | 0.6% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 22,712 | $592.1K | 0.6% | – | – | – |
| TAT&T Inc. | Stock | 25,725 | $585.8K | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,551 | $581.7K | 0.6% | – | – | History |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,655 | $557.2K | 0.6% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,084 | $526.8K | 0.5% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 2,216 | $489.7K | 0.5% | – | – | History |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 7,854 | $471.6K | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,056 | $442.0K | 0.4% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,700 | $421.3K | 0.4% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,311 | $401.7K | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 6,209 | $393.0K | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,847 | $391.7K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,115 | $355.8K | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 388 | $345.8K | 0.3% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 2,735 | $340.5K | 0.3% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,650 | $338.1K | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 3,914 | $317.2K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,505 | $316.7K | 0.3% | – | – | History |
| PRUPrudential Financial Inc | Stock | 2,655 | $314.7K | 0.3% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,543 | $313.1K | 0.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 648 | $304.1K | 0.3% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,446 | $299.2K | 0.3% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,500 | $293.9K | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 4,674 | $291.0K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 698 | $281.9K | 0.3% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,427 | $257.5K | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,813 | $249.8K | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,031 | $239.7K | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 2,928 | $221.4K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 4,947 | $217.4K | 0.2% | – | – | History |
| GMGeneral Motors Co | COM | 3,866 | $205.9K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 10,095 | $116.4K | 0.1% | – | – | – |