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CIK: 0002054904
Total reported value
$256.9M
$256.9M
81 檔
25.9%
In Q3 2025, HMV Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $256.9M, distributed across 81 disclosed stock positions.
HMV Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 7 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 10.19% | -1.62% | +14.32% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 7.22% | -0.47% | -2.29% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.04% | -0.63% | +6.70% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.56% | -0.61% | +27.44% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.56% | +0.95% | +21.16% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.39% | -0.51% | +103.96% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.33% | -0.60% | +31.05% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.89% | +0.23% | +24.21% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.82% | -0.46% | -0.19% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.39% | -0.54% | +0.09% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.73% | -0.15% | -1.35% | |
| 12 | DIHP | Dimensional International Hi | ETF-Other | 2.34% | +0.07% | +44.96% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.24% | -0.10% | +50.56% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.23% | -0.16% | -1.32% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.91% | -0.05% | — | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.91% | +0.02% | -4.61% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.55% | +0.09% | -2.51% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.38% | +0.40% | +176.64% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.36% | -0.21% | -4.74% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.34% | -0.18% | -0.83% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | -0.13% | -5.91% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.01% | -2.80% | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.05% | -0.11% | -1.77% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.08% | +0.02% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | -0.02% | -3.41% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.10% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.04% | -6.71% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.02% | +0.05% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.14% | -51.34% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | — | -7.79% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.63% | +0.09% | +2.86% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.62% | -0.11% | -2.41% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | +0.44% | -1.11% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.12% | — | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | -0.06% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.04% | -1.56% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.11% | -4.54% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.01% | +12.60% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.39% | -0.06% | -0.98% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.03% | -2.57% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.34% | -0.02% | -5.20% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | -3.20% | |
| 43 | DFSD | Dimensional Short Duration | ETF-Other | 0.33% | +0.04% | +15.01% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.04% | -11.10% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.01% | -3.14% | |
| 46 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.32% | -0.05% | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.29% | -0.06% | -1.11% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | -0.07% | -3.87% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.07% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.28% | +0.07% | — |
According to official SEC Form 13F filings, HMV Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $256.9M across 81 disclosed positions in Q3 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 AVUV, DFAT, VTI) accounted for 25.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
QUAL
市值: $5.0M
Top Position Liquidated / Trimmed
BBUS
前期市值: $1.9M
During Q3 2025, HMV Wealth Advisors, LLC's top holdings by market value included AVUV (10.2%)、DFAT (7.2%)、VTI (7.0%). The largest single position, AVUV, represented 10.2% of total portfolio value.
In Q3 2025, HMV Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 7 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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