Holders — by stockHoldings — by fund
HMV Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002054904
$256.9M
disclosed book value
89
positions
9.6%
largest position share
Positions, as of 2026-06-30
top 89 of 89 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 197,200 | $24.6M | 9.6% |
| 2 | BSVOEA SERIES TRUST | 646,657 | $18.9M | 7.3% |
| 3 | AVDVAMERICAN CENTY ETF TR | 172,213 | $17.7M | 6.9% |
| 4 | DFATDIMENSIONAL ETF TRUST | 221,622 | $15.5M | 6% |
| 5 | ITOTISHARES TR | 92,827 | $15.2M | 5.9% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 367,572 | $14.9M | 5.8% |
| 7 | VTIVANGUARD INDEX FDS | 38,510 | $14.3M | 5.5% |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 215,518 | $12.7M | 4.9% |
| 9 | DIHPDIMENSIONAL ETF TRUST | 226,320 | $7.7M | 3% |
| 10 | DFACDIMENSIONAL ETF TRUST | 168,530 | $7.5M | 2.9% |
| 11 | DFIVDIMENSIONAL ETF TRUST | 129,106 | $7.0M | 2.7% |
| 12 | DUHPDIMENSIONAL ETF TRUST | 160,005 | $6.7M | 2.6% |
| 13 | IDEVISHARES TR | 73,605 | $6.6M | 2.6% |
| 14 | QUALISHARES TR | 24,800 | $5.4M | 2.1% |
| 15 | MIAXMIAMI INTL HLDGS INC | 137,957 | $5.1M | 2% |
| 16 | DFUVDIMENSIONAL ETF TRUST | 92,514 | $5.1M | 2% |
| 17 | DISVDIMENSIONAL ETF TRUST | 122,861 | $4.9M | 1.9% |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 57,310 | $4.1M | 1.6% |
| 19 | DFAUDIMENSIONAL ETF TRUST | 77,607 | $4.0M | 1.6% |
| 20 | DFUSDIMENSIONAL ETF TRUST | 45,870 | $3.8M | 1.5% |
| 21 | AVEMAMERICAN CENTY ETF TR | 29,130 | $2.8M | 1.1% |
| 22 | LRCXLAM RESEARCH CORP | 6,392 | $2.8M | 1.1% |
| 23 | DFAXDIMENSIONAL ETF TRUST | 69,293 | $2.6M | 1% |
| 24 | DFSVDIMENSIONAL ETF TRUST | 60,555 | $2.3M | 0.9% |
| 25 | JPMJPMORGAN CHASE & CO | 6,629 | $2.2M | 0.8% |
| 26 | IQLTISHARES TR | 43,125 | $2.1M | 0.8% |
| 27 | BSVVANGUARD BD INDEX FDS | 27,152 | $2.1M | 0.8% |
| 28 | AAPLAPPLE INC | 6,367 | $1.8M | 0.7% |
| 29 | SPTMSPDR SERIES TRUST | 18,425 | $1.7M | 0.7% |
| 30 | MPCMARATHON PETE CORP | 5,673 | $1.5M | 0.6% |
| 31 | CSCOCISCO SYS INC | 12,175 | $1.4M | 0.6% |
| 32 | VVISA INC | 4,139 | $1.4M | 0.6% |
| 33 | NVDANVIDIA CORPORATION | 6,516 | $1.3M | 0.5% |
| 34 | LLYELI LILLY & CO | 948 | $1.1M | 0.4% |
| 35 | HDHOME DEPOT INC | 3,088 | $1.1M | 0.4% |
| 36 | DFSDDIMENSIONAL ETF TRUST | 21,823 | $1.0M | 0.4% |
| 37 | MSFTMICROSOFT CORP | 2,760 | $1.0M | 0.4% |
| 38 | SCHGSCHWAB STRATEGIC TR | 30,342 | $1.0M | 0.4% |
| 39 | VTIPVANGUARD MALVERN FDS | 20,128 | $1.0M | 0.4% |
| 40 | GOOGLALPHABET INC | 2,805 | $1.0M | 0.4% |
| 41 | METAMETA PLATFORMS INC | 1,716 | $966,606 | 0.4% |
| 42 | SDYSPDR SERIES TRUST | 6,194 | $942,603 | 0.4% |
| 43 | AMZNAMAZON COM INC | 3,735 | $890,200 | 0.3% |
| 44 | AVGOBROADCOM INC | 2,070 | $781,943 | 0.3% |
| 45 | SCHWSCHWAB CHARLES CORP | 8,249 | $761,135 | 0.3% |
| 46 | TXNTEXAS INSTRS INC | 2,423 | $722,224 | 0.3% |
| 47 | UNPUNION PAC CORP | 2,585 | $703,120 | 0.3% |
| 48 | DFAEDIMENSIONAL ETF TRUST | 17,432 | $700,941 | 0.3% |
| 49 | SCHVSCHWAB STRATEGIC TR | 19,992 | $695,922 | 0.3% |
| 50 | DFAIDIMENSIONAL ETF TRUST | 15,216 | $627,660 | 0.2% |
| 51 | MAMASTERCARD INCORPORATED | 1,189 | $610,670 | 0.2% |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,185 | $592,962 | 0.2% |
| 53 | STPZPIMCO ETF TR | 10,655 | $568,337 | 0.2% |
| 54 | EMXCISHARES INC | 5,445 | $557,024 | 0.2% |
| 55 | XOMEXXON MOBIL CORP | 3,879 | $530,337 | 0.2% |
| 56 | XLFSELECT SECTOR SPDR TR | 8,592 | $460,617 | 0.2% |
| 57 | ROPROPER TECHNOLOGIES INC | 1,336 | $452,089 | 0.2% |
| 58 | GOOGALPHABET INC | 1,269 | $448,376 | 0.2% |
| 59 | MTUMISHARES TR | 1,268 | $434,708 | 0.2% |
| 60 | LMTLOCKHEED MARTIN CORP | 833 | $424,380 | 0.2% |
| 61 | VYMVANGUARD WHITEHALL FDS | 2,650 | $418,780 | 0.2% |
| 62 | WMTWALMART INC | 3,692 | $418,156 | 0.2% |
| 63 | DFICDIMENSIONAL ETF TRUST | 10,895 | $405,948 | 0.2% |
| 64 | KOCOCA COLA CO | 4,850 | $394,160 | 0.2% |
| 65 | XLKSELECT SECTOR SPDR TR | 2,062 | $392,852 | 0.2% |
| 66 | XLVSELECT SECTOR SPDR TR | 2,458 | $389,986 | 0.2% |
| 67 | ABTABBOTT LABORATORIES | 4,237 | $384,465 | 0.1% |
| 68 | VOOVANGUARD INDEX FDS | 538 | $369,504 | 0.1% |
| 69 | VLUEISHARES TR | 1,811 | $361,856 | 0.1% |
| 70 | PLTRPALANTIR TECHNOLOGIES INC | 3,001 | $350,127 | 0.1% |
| 71 | SPDWSPDR INDEX SHS FDS | 6,705 | $337,865 | 0.1% |
| 72 | NOCNORTHROP GRUMMAN CORP | 659 | $335,635 | 0.1% |
| 73 | COWZPACER FDS TR | 5,373 | $334,201 | 0.1% |
| 74 | PTLCPACER FDS TR | 5,500 | $320,430 | 0.1% |
| 75 | TSLATESLA INC | 671 | $282,223 | 0.1% |
| 76 | AEPAMERICAN ELEC PWR CO INC | 2,042 | $279,366 | 0.1% |
| 77 | NFLXNETFLIX INC. | 3,880 | $277,032 | 0.1% |
| 78 | UNHUNITEDHEALTH GROUP INC | 662 | $275,147 | 0.1% |
| 79 | SYKSTRYKER CORPORATION | 826 | $260,058 | 0.1% |
| 80 | DFGRDIMENSIONAL ETF TRUST | 8,975 | $260,006 | 0.1% |
| 81 | USMVISHARES TR | 2,681 | $258,609 | 0.1% |
| 82 | AWKAMERICAN WTR WKS CO INC NEW | 1,951 | $256,713 | 0.1% |
| 83 | SCHDSCHWAB STRATEGIC TR | 8,077 | $256,122 | 0.1% |
| 84 | COSTCOSTCO WHOLESALE CORPORATION | 260 | $243,222 | 0.1% |
| 85 | SCHFSCHWAB STRATEGIC TR | 8,160 | $226,032 | 0.1% |
| 86 | CVXCHEVRON CORPORATION | 1,326 | $219,798 | 0.1% |
| 87 | OIHVANECK ETF TRUST | 559 | $207,965 | 0.1% |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 730 | $205,283 | 0.1% |
| 89 | GLWCORNING INC | 802 | $204,855 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.