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CIK: 0002054904
Total reported value
$256.9M
$256.9M
81 檔
31.6%
During the Q1 2026 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 81 reported positions.
In Q1 2026, HMV Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.20% | -1.62% | +6.74% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.52% | -0.61% | +4.75% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.54% | -0.60% | +10.89% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.50% | -0.47% | -1.54% | |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.40% | +0.95% | -0.15% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.18% | -0.63% | +5.35% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.59% | +0.23% | +8.66% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.46% | -0.51% | +5.21% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.37% | -0.46% | +4.72% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.26% | -0.54% | -2.80% | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 2.94% | +0.07% | +11.30% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.65% | -0.10% | +8.67% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.27% | -0.15% | -0.61% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.20% | +0.40% | +26.24% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.14% | -0.16% | +0.27% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.90% | +0.02% | +7.25% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.61% | -0.05% | +0.28% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | +0.09% | +7.33% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.22% | -0.13% | +7.14% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | -0.18% | -5.90% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.03% | -0.21% | -11.92% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 0.94% | -0.11% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.01% | +1.38% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.82% | +0.09% | +63.69% | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.11% | -0.26% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.64% | +0.44% | +0.25% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.14% | +7.17% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | +1.42% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.10% | +0.03% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.12% | +1.21% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.08% | +14.96% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | -6.57% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | -0.02% | -20.45% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | — | +4.45% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.40% | -0.01% | +6.28% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.07% | +4.77% | |
| 37 | DFSD | Dimensional Short Duration | ETF-Other | 0.37% | +0.04% | +10.01% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.36% | -0.06% | -2.85% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.03% | +3.49% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.29% | -0.02% | -7.15% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.01% | +0.49% | |
| 42 | DFAI | Dimensional International Co | ETF-Other | 0.28% | -0.04% | +35.30% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.04% | -9.68% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.28% | -0.01% | +9.19% | |
| 45 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.27% | -0.05% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.04% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.05% | +2.88% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.11% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.13% | +3.38% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.24% | -0.07% | -0.12% |
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 Q1 2026.
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, ITOT) accounted for 31.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
MIAX
市值: $415.8K
Top Position Liquidated / Trimmed
ACN
前期市值: $266.7K
During Q1 2026, HMV Wealth Advisors, LLC's top holdings by market value included AVUV (11.2%)、AVDV (7.5%)、ITOT (6.5%). The largest single position, AVUV, represented 11.2% of total portfolio value.
In Q1 2026, HMV Wealth Advisors, LLC made 66 total portfolio adjustments, initiating 5 new buys, adding to 41 positions, trimming 16 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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