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CIK: 0002054904
Total reported value
$256.9M
$256.9M
80 檔
13.4%
At the close of Q1 2025, HMV Wealth Advisors, LLC disclosed equity holdings valued at approximately $256.9M, spread across 80 reported holdings.
In Q1 2025, HMV Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 6.75% | -0.47% | +66.23% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.42% | +0.95% | +101.21% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.02% | -1.62% | +31.40% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.88% | -0.63% | +134.84% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.26% | -0.46% | +0.42% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.03% | -0.54% | +3.76% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.01% | -0.61% | +244.72% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.76% | +0.23% | +127.50% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.53% | -0.60% | +82.64% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.33% | -0.51% | +27.21% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.14% | — | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.64% | +0.40% | +342.80% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.41% | -0.16% | -3.24% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.37% | -0.10% | +279.82% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.31% | -0.05% | +7.49% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.17% | +0.07% | +288.51% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.03% | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.95% | +0.02% | +76.87% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.64% | -0.18% | — | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.59% | -0.21% | -3.67% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.48% | — | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | -0.04% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.08% | -35.15% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.35% | -0.02% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.01% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.02% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | — | -13.79% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.07% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.04% | -2.23% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.10% | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.96% | +0.09% | -0.50% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.13% | -1.88% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.11% | NEW | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.74% | — | — | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.69% | -0.11% | — | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | -0.06% | — | |
| 37 | ROP | Roper Technologies Inc | Stock-Tech | 0.67% | -0.06% | — | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.44% | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.58% | — | — | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.57% | — | -1.29% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.11% | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.12% | — | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | -0.06% | — | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.52% | -0.13% | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.50% | -0.02% | -37.59% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.04% | -10.51% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.48% | -0.02% | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.01% | — | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.46% | +0.07% | — | |
| 50 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.46% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDV | Avantis Intl S/c Value ETF | +2.6% | +244.72% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.1% | +134.84% | Add |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | +1.9% | +101.21% | Add |
| 4 | DUHP | Dimensional US High Profi Et | +1.9% | +342.80% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +1.7% | +127.50% | Add |
| 6 | IDEV | Ishares Core Msci Dev Mkts | +1.6% | +279.82% | Add |
| 7 | DIHP | Dimensional International Hi | +1.5% | +288.51% | Add |
| 8 | DFAT | Dimensional US Target Value | +1.2% | +66.23% | Add |
| 9 | ITOT | Ishares Core S&p Total U.s. | +1% | +82.64% | Add |
| 10 | DISV | Dimensional International Sm | +0.7% | +76.87% | Add |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.5% | NEW | New buy |
| 12 | AVLV | Avantis US Large Cap Value | +0.3% | NEW | New buy |
| 13 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | NEW | New buy |
| 14 | DFIC | Dimensional International Co | +0.3% | NEW | New buy |
| 15 | DFSD | Dimensional Short Duration | +0.2% | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | +0.2% | NEW | New buy |
| 17 | VGIT | Vanguard Intermediate-term T | +0.1% | +27.21% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +40.64% | Add |
| 19 | T | At&t Inc | 0% | — | Unchanged |
| 20 | AWK | American Water Works Co Inc | 0% | — | Unchanged |
| 21 | VTIP | Vanguard Short-term Tips | 0% | +14.48% | Add |
| 22 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 23 | ROP | Roper Technologies Inc | -0.1% | — | Unchanged |
| 24 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 25 | V | Visa Inc-class A Shares | -0.2% | — | Unchanged |
| 26 | LLY | Eli Lilly & Co | -0.2% | — | Unchanged |
| 27 | GM | General Motors Co | -0.2% | EXIT | Sold out |
| 28 | ACN | Accenture plc | -0.3% | -1.29% | Trim |
| 29 | AVGO | Broadcom Inc | -0.3% | — | Unchanged |
| 30 | TSLA | Tesla Inc | -0.3% | EXIT | Sold out |
| 31 | JNJ | Johnson & Johnson | -0.3% | -59.13% | Trim |
| 32 | STZ | Constellation Brands Inc-a | -0.3% | -45.67% | Trim |
| 33 | AVUV | Avantis US Small Cap Value | -0.3% | +31.40% | Add |
| 34 | DFAX | Dimensional World Ex US Core | -0.3% | — | Unchanged |
| 35 | HD | Home Depot Inc | -0.3% | — | Unchanged |
| 36 | VGSH | Vanguard Short-term Treasury | -0.4% | EXIT | Sold out |
| 37 | AEP | American Electric Power | -0.4% | -37.59% | Trim |
| 38 | DFSV | Dimensional US Small Cap Val | -0.4% | -0.50% | Trim |
| 39 | DFIV | Dimensional International Va | -0.4% | +3.76% | Add |
| 40 | JGLO | Jpmorgan Glbl Slct Eq ETF | -0.5% | EXIT | Sold out |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.88% | Trim |
| 42 | BBUS | Jpmorgan Betabuilders US Equ | -0.5% | — | Unchanged |
| 43 | DFAU | Dimensional US Core Equity M | -0.5% | +7.49% | Add |
| 44 | SCHG | Schwab US Large-cap Growth | -0.6% | — | Unchanged |
| 45 | DFUV | Dimensional US Marketwide Va | -0.7% | -3.24% | Trim |
| 46 | MSFT | Microsoft CORP | -0.8% | -13.79% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.9% | — | Unchanged |
| 48 | AAPL | Apple Inc | -1.2% | — | Unchanged |
| 49 | DFAC | Dimensional US Core Equity 2 | -1.4% | +0.42% | Add |
| 50 | NVDA | Nvidia CORP | -1.9% | -35.15% | Trim |
According to official SEC Form 13F filings, HMV Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $256.9M across 80 disclosed positions in Q1 2025.
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 DFAT, BSVO, AVUV) accounted for 13.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVEM
市值: $653.1K
Top Position Liquidated / Trimmed
JGLO
前期市值: $471.6K
During Q1 2025, HMV Wealth Advisors, LLC's top holdings by market value included DFAT (6.8%)、BSVO (6.4%)、AVUV (5.0%). The largest single position, DFAT, represented 6.8% of total portfolio value.
In Q1 2025, HMV Wealth Advisors, LLC made 36 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 9 holdings, and fully liquidating 4 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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