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CIK: 0002054904
Total reported value
$263.7M
$263.7M
89 檔
34.9%
As reported in its official Q2 2026 Form 13F filing, HMV Wealth Advisors, LLC's tracked investment portfolio stood at $263.7M with 89 total positions.
In Q2 2026, HMV Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 43 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 | 9.58% | -0.89% | -8.59% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 7.35% | -0.26% | +20.44% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.91% | +0.84% | +7.45% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.03% | -0.54% | +0.02% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.94% | +0.18% | -5.05% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.82% | +0.05% | +6.68% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.55% | -0.13% | -6.11% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.95% | -1.00% | +10.51% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.01% | +0.08% | +16.55% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.91% | -0.09% | -8.73% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.72% | +0.01% | -1.68% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.60% | -2.60% | EXIT | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.55% | +0.24% | +8.90% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.12% | -0.04% | -1.51% | |
| 15 | MIAX | Miami International Holdings | Stock-Other | 2.00% | -0.12% | +1191.37% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.98% | -0.12% | -1.52% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.92% | +0.08% | +19.51% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.05% | +14.91% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.56% | -0.02% | +2.25% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.46% | -0.01% | +770.40% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.09% | -0.06% | -9.49% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.08% | -0.24% | +0.84% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.99% | -0.02% | -5.18% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.91% | -0.91% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.02% | +7.54% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.83% | -0.02% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.82% | -0.03% | -3.33% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.22% | +31.50% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.65% | — | — | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.56% | +0.29% | -2.32% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | -0.04% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.06% | +11.05% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.13% | +23.78% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.02% | +10.62% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.10% | -7.99% | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.41% | +0.03% | +32.78% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.33% | +18.81% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | +0.01% | +0.04% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | +0.01% | +17.11% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.02% | +47.71% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.05% | +9.65% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | -0.03% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.11% | +14.54% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.07% | +31.51% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.30% | +0.01% | — | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.28% | -0.03% | +3.41% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | — | +4.11% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.27% | -0.02% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.27% | -0.02% | — | |
| 50 | DFAI | Dimensional International Co | ETF-Other | 0.24% | — | -1.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MIAX | Miami International Holdings | +1.8% | +1191.37% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +1.3% | +770.40% | Add |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | +1% | +20.44% | Add |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.7% | NEW | New buy |
| 5 | LRCX | Lam Research CORP | +0.4% | +0.84% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.4% | +25.80% | Add |
| 7 | SDY | Ss Spdr S&p Dividend ETF | +0.4% | NEW | New buy |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +6.68% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +31.50% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +47.71% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +14.91% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | +0.1% | +21.45% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 17 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.1% | +23.78% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 20 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 21 | DIHP | Dimensional International Hi | +0.1% | +16.55% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +10.62% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +31.51% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | +3.41% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +73.84% | Add |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +18.11% | Add |
| 27 | DFSD | Dimensional Short Duration | 0% | +32.78% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +14.54% | Add |
| 29 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 30 | DISV | Dimensional International Sm | 0% | +19.51% | Add |
| 31 | V | Visa Inc-class A Shares | 0% | +11.05% | Add |
| 32 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 33 | VLUE | Ishares Msci USA Value Facto | 0% | -7.41% | Trim |
| 34 | MSFT | Microsoft CORP | — | +18.81% | Add |
| 35 | DFGR | Dim Global Real Estate ETF | — | +10.80% | Add |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +7.54% | Add |
| 37 | VTIP | Vanguard Short-term Tips | 0% | +17.11% | Add |
| 38 | DFAE | Dimensional Emerging Core Eq | 0% | — | Unchanged |
| 39 | UNP | Union Pacific CORP | 0% | +4.11% | Add |
| 40 | TSLA | Tesla Inc | 0% | +0.90% | Add |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 42 | SCHG | Schwab US Large-cap Growth | 0% | +0.04% | Add |
| 43 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 44 | XLF | Ss Financial Select Sector | 0% | +1.03% | Add |
| 45 | KO | Coca-cola Co/the | 0% | +2.95% | Add |
| 46 | PTLC | Pacer Trendpilot US Large Ca | 0% | — | Unchanged |
| 47 | XLV | Ss Health Care Select Sector | 0% | +0.57% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 49 | DFIC | Dimensional International Co | 0% | — | Unchanged |
| 50 | CVX | Chevron CORP | 0% | +16.52% | Add |
According to official SEC Form 13F filings, HMV Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $263.7M across 89 disclosed positions in Q2 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, BSVO, AVDV) accounted for 34.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPTM
市值: $1.7M
Top Position Liquidated / Trimmed
AVUV
前期市值: $23.8M
During Q2 2026, HMV Wealth Advisors, LLC's top holdings by market value included AVUV (9.6%)、BSVO (7.3%)、AVDV (6.9%). The largest single position, AVUV, represented 9.6% of total portfolio value.
In Q2 2026, HMV Wealth Advisors, LLC made 71 total portfolio adjustments, initiating 8 new buys, adding to 43 positions, trimming 20 holdings, and fully liquidating 0 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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