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CIK: 0002054904
Total reported value
$256.9M
$256.9M
80 檔
29.0%
At the close of Q4 2025, HMV Wealth Advisors, LLC disclosed equity holdings valued at approximately $256.9M, spread across 80 reported holdings.
During Q4 2025, HMV Wealth Advisors, LLC performed routine portfolio adjustments (0 new buys, 18 additions, 15 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 10.31% | -1.62% | +8.61% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.19% | -0.61% | +14.23% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 6.70% | -0.47% | -0.16% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.56% | -0.60% | +32.59% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.53% | -0.63% | -0.17% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.27% | +0.95% | +20.48% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.56% | -0.51% | +13.56% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.25% | +0.23% | +14.45% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.49% | -0.46% | -2.18% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.37% | -0.54% | +0.96% | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 2.76% | +0.07% | +24.59% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.57% | -0.10% | +22.67% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.52% | -0.15% | -0.63% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.18% | -0.16% | +3.12% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.92% | +0.40% | +51.41% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.82% | +0.02% | -1.37% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.77% | -0.05% | -0.45% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.45% | +0.09% | -1.09% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.27% | -0.18% | -0.28% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.26% | -0.21% | +1.85% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.16% | -0.13% | -2.69% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 0.98% | -0.11% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.01% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.02% | — | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | -0.02% | -10.80% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.14% | -5.52% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.10% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | -7.36% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.44% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | — | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.50% | +0.09% | -15.16% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.47% | -0.11% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.12% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.07% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.08% | -46.63% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.06% | — | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.40% | -0.01% | +14.53% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.04% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.03% | — | |
| 40 | DFSD | Dimensional Short Duration | ETF-Other | 0.36% | +0.04% | +20.73% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.11% | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | -0.02% | — | |
| 43 | ROP | Roper Technologies Inc | Stock-Tech | 0.32% | -0.06% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.04% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.13% | -7.08% | |
| 46 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.29% | -0.05% | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.07% | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.06% | — | |
| 50 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.26% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +1.2% | +32.59% | Add |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | +0.7% | +20.48% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.6% | +14.23% | Add |
| 4 | DUHP | Dimensional US High Profi Et | +0.5% | +51.41% | Add |
| 5 | DIHP | Dimensional International Hi | +0.4% | +24.59% | Add |
| 6 | DFEM | Dimensional Emrg Mrkt Core | +0.4% | +14.45% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +22.67% | Add |
| 8 | VGIT | Vanguard Intermediate-term T | +0.2% | +13.56% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.1% | +8.61% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +76.73% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | DFSD | Dimensional Short Duration | 0% | +20.73% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | -7.08% | Trim |
| 15 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 16 | VTIP | Vanguard Short-term Tips | 0% | +14.53% | Add |
| 17 | DFIC | Dimensional International Co | 0% | +11.36% | Add |
| 18 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | +1.32% | Add |
| 20 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 21 | DFIV | Dimensional International Va | 0% | +0.96% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 23 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 24 | HOOD | Robinhood Markets Inc - A | 0% | — | Unchanged |
| 25 | DFUV | Dimensional US Marketwide Va | -0.1% | +3.12% | Add |
| 26 | TXN | Texas Instruments Inc | -0.1% | -7.16% | Trim |
| 27 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 28 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 29 | DFAX | Dimensional World Ex US Core | -0.1% | -0.28% | Trim |
| 30 | ROP | Roper Technologies Inc | -0.1% | — | Unchanged |
| 31 | IQLT | Ishares Msci International Q | -0.1% | — | Unchanged |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 33 | NFLX | Netflix Inc | -0.1% | +884.77% | Add |
| 34 | DISV | Dimensional International Sm | -0.1% | -1.37% | Trim |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -19.96% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.09% | Trim |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.1% | +1.85% | Add |
| 39 | DFSV | Dimensional US Small Cap Val | -0.1% | -15.16% | Trim |
| 40 | SCHG | Schwab US Large-cap Growth | -0.1% | -10.80% | Trim |
| 41 | DFAU | Dimensional US Core Equity M | -0.1% | -0.45% | Trim |
| 42 | MPC | Marathon Petroleum CORP | -0.2% | — | Unchanged |
| 43 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -7.36% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -0.63% | Trim |
| 46 | DFAC | Dimensional US Core Equity 2 | -0.3% | -2.18% | Trim |
| 47 | NVDA | Nvidia CORP | -0.5% | -46.63% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -0.17% | Trim |
| 49 | DFAT | Dimensional US Target Value | -0.5% | -0.16% | Trim |
| 50 | T | At&t Inc | — | EXIT | Sold out |
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 Q4 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, AVDV, DFAT) accounted for 29.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
T
前期市值: $242.8K
During Q4 2025, HMV Wealth Advisors, LLC's top holdings by market value included AVUV (10.3%)、AVDV (7.2%)、DFAT (6.7%). The largest single position, AVUV, represented 10.3% of total portfolio value.
In Q4 2025, HMV Wealth Advisors, LLC made 34 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 1 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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