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CIK: 0002054904
Total reported value
$256.9M
$256.9M
78 檔
9.9%
During the Q4 2024 filing period, HMV Wealth Advisors, LLC (CIK: 0002054904) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.9M across 78 reported positions.
During Q4 2024, HMV Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.61% | -0.46% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 5.54% | -0.47% | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.34% | -1.62% | — | |
| 4 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.49% | +0.95% | — | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.42% | -0.54% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.90% | +0.14% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.08% | — | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.23% | -0.51% | — | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.12% | -0.16% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | +0.03% | — | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.85% | -0.05% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.76% | -0.63% | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.57% | -0.60% | — | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.06% | +0.23% | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.06% | -0.21% | — | |
| 16 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.97% | — | — | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.96% | -0.18% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | — | — | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.90% | -0.02% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.04% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.01% | — | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.37% | -0.61% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.02% | — | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.33% | +0.09% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.10% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.04% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.13% | — | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 1.27% | +0.02% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.07% | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.11% | NEW | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.87% | — | — | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.86% | -0.02% | — | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.84% | -0.06% | — | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.83% | -0.11% | — | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.82% | — | — | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.82% | +0.44% | — | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.77% | +0.40% | — | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.75% | -0.06% | — | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.74% | -0.10% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.12% | — | |
| 41 | DIHP | Dimensional International Hi | ETF-Other | 0.66% | +0.07% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.07% | — | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | -0.06% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.11% | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.07% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.04% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | -0.02% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.59% | — | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.01% | — | |
| 50 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.56% | -0.05% | — |
According to official SEC Form 13F filings, HMV Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $256.9M across 78 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, AVUV) accounted for 9.9% of total reported equity market value during Q4 2024.
During Q4 2024, HMV Wealth Advisors, LLC's top holdings by market value included DFAC (5.6%)、DFAT (5.5%)、AVUV (5.3%). The largest single position, DFAC, represented 5.6% of total portfolio value.
In Q4 2024, HMV Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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