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CIK: 0002054904
Total reported value
$256.9M
$256.9M
79 檔
21.1%
The Q2 2025 SEC filing reveals that HMV Wealth Advisors, LLC held a total portfolio value of $256.9M, covering 79 public equity positions.
HMV Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 8 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, DFAT, VTI) accounted for 21.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 9.72% | -1.62% | +124.07% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 8.16% | -0.47% | +39.65% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.28% | -0.63% | +63.36% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.46% | -0.61% | +45.06% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.92% | +0.95% | -11.58% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.49% | -0.60% | +39.25% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.34% | +0.23% | +24.65% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.24% | -0.46% | +10.98% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.75% | -0.54% | +3.54% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.14% | -0.51% | +13.09% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.10% | -0.15% | — | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.55% | -0.16% | +24.69% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.20% | +0.02% | +20.43% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.11% | -0.05% | +0.56% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.87% | +0.07% | -4.74% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | +0.09% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.70% | -0.21% | +28.06% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.68% | -0.10% | -22.40% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.51% | -0.18% | -0.17% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.47% | -0.13% | +202.26% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.14% | -36.80% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.24% | -0.11% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.01% | -2.04% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.04% | -38.83% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.08% | -46.04% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.02% | -14.34% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | -0.02% | -35.04% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.10% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | — | -39.17% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.67% | +0.09% | -18.46% | |
| 31 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.65% | -0.11% | — | |
| 32 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.56% | +0.40% | -76.07% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.12% | +4.54% | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 0.53% | -0.06% | — | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.51% | -0.06% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.11% | +4.21% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.04% | -44.41% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.49% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.03% | -76.44% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.07% | -47.32% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +12.68% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.01% | +25.90% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.41% | -0.02% | — | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.44% | -43.33% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.01% | — | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.07% | -13.15% | |
| 47 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.38% | -0.05% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.07% | +1.55% | |
| 49 | DFSD | Dimensional Short Duration | ETF-Other | 0.34% | +0.04% | +84.88% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +4.7% | +124.07% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +3.1% | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +2.4% | +63.36% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +1.8% | NEW | New buy |
| 5 | AVDV | Avantis Intl S/c Value ETF | +1.5% | +45.06% | Add |
| 6 | DFAT | Dimensional US Target Value | +1.4% | +39.65% | Add |
| 7 | IQLT | Ishares Msci International Q | +1.2% | NEW | New buy |
| 8 | ITOT | Ishares Core S&p Total U.s. | +1% | +39.25% | Add |
| 9 | AVEM | Avantis Emerging Markets Eq | +1% | +202.26% | Add |
| 10 | DFEM | Dimensional Emrg Mrkt Core | +0.6% | +24.65% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | +0.3% | NEW | New buy |
| 12 | DFAI | Dimensional International Co | +0.3% | NEW | New buy |
| 13 | DISV | Dimensional International Sm | +0.3% | +20.43% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | NEW | New buy |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | NEW | New buy |
| 16 | VLUE | Ishares Msci USA Value Facto | +0.2% | NEW | New buy |
| 17 | DFUV | Dimensional US Marketwide Va | +0.1% | +24.69% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 19 | DFSD | Dimensional Short Duration | +0.1% | +84.88% | Add |
| 20 | BSV | Vanguard Short-term Bond ETF | +0.1% | +28.06% | Add |
| 21 | DFAC | Dimensional US Core Equity 2 | 0% | +10.98% | Add |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | -2.04% | Trim |
| 23 | DFAX | Dimensional World Ex US Core | -0.1% | -0.17% | Trim |
| 24 | XOM | Exxon Mobil CORP | -0.2% | EXIT | Sold out |
| 25 | STZ | Constellation Brands Inc-a | -0.2% | EXIT | Sold out |
| 26 | VGIT | Vanguard Intermediate-term T | -0.2% | +13.09% | Add |
| 27 | DFAU | Dimensional US Core Equity M | -0.2% | +0.56% | Add |
| 28 | JGRO | Jpmorgan Active Growth ETF | -0.2% | EXIT | Sold out |
| 29 | PRU | Prudential Financial Inc | -0.2% | EXIT | Sold out |
| 30 | ACN | Accenture plc | -0.2% | -27.04% | Trim |
| 31 | DFIV | Dimensional International Va | -0.3% | +3.54% | Add |
| 32 | JAVA | Jpmorgan Active Value ETF | -0.3% | EXIT | Sold out |
| 33 | AVLV | Avantis US Large Cap Value | -0.3% | EXIT | Sold out |
| 34 | MSFT | Microsoft CORP | -0.4% | -39.17% | Trim |
| 35 | SYK | Stryker CORP | -0.4% | -54.78% | Trim |
| 36 | NVDA | Nvidia CORP | -0.5% | -46.04% | Trim |
| 37 | AEP | American Electric Power | -0.5% | EXIT | Sold out |
| 38 | SCHG | Schwab US Large-cap Growth | -0.5% | -35.04% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.5% | -38.83% | Trim |
| 40 | MA | Mastercard Inc - A | -0.6% | -44.41% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.6% | -70.65% | Trim |
| 42 | FISV | Fiserv Inc | -0.6% | -72.04% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.6% | -61.69% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.6% | -47.32% | Trim |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -0.7% | -22.40% | Trim |
| 46 | AAPL | Apple Inc | -1.4% | -36.80% | Trim |
| 47 | BBUS | Jpmorgan Betabuilders US Equ | -1.5% | EXIT | Sold out |
| 48 | BSVO | EA Bridgeway Omni Sm-Cp Val | -1.5% | -11.58% | Trim |
| 49 | AMZN | Amazon.com Inc | -1.6% | -76.44% | Trim |
| 50 | DUHP | Dimensional US High Profi Et | -2.1% | -76.07% | 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 79 disclosed positions in Q2 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.
Top New Position Initiated
QUAL
市值: $4.7M
Top Position Liquidated / Trimmed
BBUS
前期市值: $1.9M
During Q2 2025, HMV Wealth Advisors, LLC's top holdings by market value included AVUV (9.7%)、DFAT (8.2%)、VTI (7.3%). The largest single position, AVUV, represented 9.7% of total portfolio value.
In Q2 2025, HMV Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 8 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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