Hmv Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$212.9M
Q ending 2026-03-31
Prior quarter
$199.9M
Q ending 2025-12-31
Change
+6.5% QoQ · +68.9% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUV | Shares | $23.8M | 216K |
| American Centy Etf Tr | AVDV | Shares | $16.0M | 160K |
| Ishares Tr | ITOT | Shares | $13.9M | 98K |
| Dimensional Etf Trust | DFAT | Shares | $13.8M | 222K |
| Ea Series Trust | BSVO | Shares | $13.6M | 537K |
| Vanguard Index Fds | VTI | Shares | $13.2M | 41K |
| Dimensional Etf Trust | DFEM | Shares | $11.9M | 345K |
| Vanguard Scottsdale Fds | VGIT | Shares | $11.6M | 195K |
| Dimensional Etf Trust | DFAC | Shares | $7.2M | 185K |
| Dimensional Etf Trust | DFIV | Shares | $6.9M | 131K |
| Dimensional Etf Trust | DIHP | Shares | $6.3M | 194K |
| Ishares Tr | IDEV | Shares | $5.6M | 68K |
| Ishares Tr | QUAL | Shares | $4.8M | 25K |
| Dimensional Etf Trust | DUHP | Shares | $4.7M | 127K |
| Dimensional Etf Trust | DFUV | Shares | $4.6M | 94K |
| Dimensional Etf Trust | DISV | Shares | $4.1M | 103K |
| Dimensional Etf Trust | DFAU | Shares | $3.4M | 76K |
| Vanguard Tax-Managed Fds | VEA | Shares | $3.2M | 50K |
| American Centy Etf Tr | AVEM | Shares | $2.6M | 32K |
| Dimensional Etf Trust | DFAX | Shares | $2.5M | 73K |
| Vanguard Bd Index Fds | BSV | Shares | $2.2M | 28K |
| Ishares Tr | IQLT | Shares | $2.0M | 43K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Dimensional Etf Trust | DFSV | Shares | $1.7M | 50K |
| Marathon Pete Corp | MPC | Shares | $1.4M | 6K |
| Lam Research Corp | LRCX | Shares | $1.4M | 6K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Cisco Sys Inc | CSCO | Shares | $945K | 12K |
| Nvidia Corporation | NVDA | Shares | $918K | 5K |
| Meta Platforms Inc | META | Shares | $895K | 2K |
| Schwab Strategic Tr | SCHG | Shares | $884K | 30K |
| Microsoft Corp | MSFT | Shares | $860K | 2K |
| Vanguard Malvern Fds | VTIP | Shares | $858K | 17K |
| Eli Lilly & Co | LLY | Shares | $788K | 857 |
| Dimensional Etf Trust | DFSD | Shares | $787K | 16K |
| Schwab Charles Corp | SCHW | Shares | $775K | 8K |
| Amazon Com Inc | AMZN | Shares | $679K | 3K |
| Schwab Strategic Tr | SCHV | Shares | $610K | 20K |
| Union Pac Corp | UNP | Shares | $602K | 2K |
| Dimensional Etf Trust | DFAI | Shares | $601K | 15K |
| Mastercard Incorporated | MA | Shares | $597K | 1K |
| Dimensional Etf Trust | DFAE | Shares | $590K | 17K |
| Pimco Etf Tr | STPZ | Shares | $577K | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $568K | 1K |
| Exxon Mobil Corp | XOM | Shares | $557K | 3K |
| Abbott Laboratories | ABT | Shares | $549K | 5K |
| Alphabet Inc | GOOGL | Shares | $546K | 2K |
| Lockheed Martin Corp | LMT | Shares | $503K | 833 |
| Roper Technologies Inc | ROP | Shares | $502K | 1K |
| Broadcom Inc | AVGO | Shares | $487K | 2K |
| Texas Instrs Inc | TXN | Shares | $455K | 2K |
| Northrop Grumman Corp | NOC | Shares | $442K | 648 |
| Palantir Technologies Inc | PLTR | Shares | $428K | 3K |
| Select Sector Spdr Tr | XLF | Shares | $420K | 9K |
| Miami Intl Hldgs Inc | MIAX | Shares | $416K | 11K |
| Walmart Inc | WMT | Shares | $411K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $392K | 3K |
| Dimensional Etf Trust | DFIC | Shares | $387K | 11K |
| Netflix Inc. | NFLX | Shares | $379K | 4K |
| Dimensional Etf Trust | DFUS | Shares | $374K | 5K |
| Ishares Inc | EMXC | Shares | $363K | 5K |
| Select Sector Spdr Tr | XLV | Shares | $358K | 2K |
| Coca Cola Co | KO | Shares | $358K | 5K |
| Stryker Corporation | SYK | Shares | $347K | 1K |
| Pacer Fds Tr | COWZ | Shares | $336K | 5K |
| Spdr Index Shs Fds | SPDW | Shares | $306K | 7K |
| Ishares Tr | MTUM | Shares | $304K | 1K |
| Pacer Fds Tr | PTLC | Shares | $289K | 6K |
| Ishares Tr | VLUE | Shares | $278K | 2K |
| American Wtr Wks Co Inc New | AWK | Shares | $275K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $274K | 2K |
| American Elec Pwr Co Inc | AEP | Shares | $268K | 2K |
| Ishares Tr | USMV | Shares | $249K | 3K |
| Schwab Strategic Tr | SCHD | Shares | $248K | 8K |
| Tesla Inc | TSLA | Shares | $247K | 665 |
| Chevron Corporation | CVX | Shares | $235K | 1K |
| Vaneck Etf Trust | OIH | Shares | $225K | 556 |
| Dimensional Etf Trust | DFGR | Shares | $215K | 8K |
| Alphabet Inc | GOOG | Shares | $209K | 730 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.