Q2 2026 13F · SEC CIK 2054904

HMV Wealth Advisors, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $256.9M
Reported positions: 89
Holdings vs S&P 500, 3 yrs: —
Assets under management: $567.4M

HMV Wealth Advisors, LLC is a wealth manager that reported 89 positions worth $256.9M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Avantis US Small Cap Value ETF (AVUV, 9.6%), Ea Bridgeway Omni Small-Cap Value ETF (BSVO, 7.3%), Avantis International Small Cap Value Et (AVDV, 6.9%).

HMV Wealth Advisors, LLC holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HMV Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVUVAvantis US Small Cap Value ETF	9.6%	11.2%	197,200	-8.6%	$24.6M
BSVOEa Bridgeway Omni Small-Cap Value ETF	7.3%	6.4%	646,657	+20.4%	$18.9M
AVDVAvantis International Small Cap Value Et	6.9%	7.5%	172,213	+7.4%	$17.7M
DFATDimensional U.s. Targeted Value	6.0%	6.5%	221,622	+0.0%	$15.5M
ITOTIshares Total US Stock Market ETF	5.9%	6.5%	92,827	-5.0%	$15.2M
DFEMDimensional	5.8%	5.6%	367,572	+6.7%	$14.9M
VTIVanguard Index Fds	5.5%	6.2%	38,510	-6.1%	$14.3M
VGITVanguard Intermediate Treasury ETF	4.9%	5.5%	215,518	+10.5%	$12.7M
DIHPDimensional ETF Trust	3.0%	2.9%	226,320	+16.6%	$7.7M
DFACDimensional U.s. Core Equity 2	2.9%	3.4%	168,530	-8.7%	$7.5M
DFIVDimensional ETF Trust	2.7%	3.3%	129,106	-1.7%	$7.0M
DUHPDimensional ETF Trust	2.6%	2.2%	160,005	+25.8%	$6.7M
IDEVIshares Tr	2.6%	2.7%	73,605	+8.9%	$6.6M
QUALIshares Msci USA Quality Factor ETF	2.1%	2.3%	24,800	-1.5%	$5.4M
MIAXMiami Intl Hldgs Inc	2.0%	—	137,957	—	$5.1M
DFUVDimensional U.s. Marketwide Val	2.0%	2.1%	92,514	-1.5%	$5.1M
DISVDimensional ETF Trust	1.9%	1.9%	122,861	+19.5%	$4.9M
VEAVanguard Tax-Managed Fds	1.6%	1.5%	57,310	+14.9%	$4.1M
DFAUDimensional US Core Equity Market ETF	1.6%	1.6%	77,607	+2.2%	$4.0M
DFUSDimensional ETF Trust	1.5%	—	45,870	—	$3.8M
AVEMAmerican Centy ETF Tr	1.1%	1.2%	29,130	-9.5%	$2.8M
LRCXLam Research Corp	1.1%	0.6%	6,392	+0.8%	$2.8M
DFAXDimensional World Ex U.s. Core	1.0%	1.2%	69,293	-5.2%	$2.6M
DFSVDfa U.s. Small Cap Value ETF	0.9%	0.8%	60,555	+21.5%	$2.3M
JPMJpmorgan Chase & Co	0.8%	0.9%	6,629	+7.5%	$2.2M
IQLTIshares Tr	0.8%	0.9%	43,125	+0.0%	$2.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	1.0%	27,152	-3.3%	$2.1M
AAPLApple Inc	0.7%	0.6%	6,367	+31.5%	$1.8M
SPTMSpdr Series Trust	0.7%	—	18,425	—	$1.7M
MPCMarathon Petroleum Corporation	0.6%	0.7%	5,673	-2.3%	$1.5M
CSCOCisco Sys Inc	0.6%	0.4%	12,175	+0.0%	$1.4M
VVisa Inc Com Cl A	0.6%	0.5%	4,139	+11.1%	$1.4M
NVDANvidia Corporation Com	0.5%	0.4%	6,516	+23.8%	$1.3M
LLYLilly Eli & Co	0.4%	0.4%	948	+10.6%	$1.1M
HDHome Depot Inc Com	0.4%	0.5%	3,088	-8.0%	$1.1M
DFSDDimensional ETF Trust	0.4%	0.4%	21,823	+32.8%	$1.0M
MSFTMicrosoft Corp	0.4%	0.4%	2,760	+18.8%	$1.0M
SCHGSchwab U.s. Large-Cap Growth ETF	0.4%	0.4%	30,342	+0.0%	$1.0M
VTIPVanguard Malvern Fds	0.4%	0.4%	20,128	+17.1%	$1.0M
GOOGLAlphabet Inc	0.4%	0.3%	2,805	+47.7%	$1.0M
METAMeta Platforms Inc Class A	0.4%	0.4%	1,716	+9.6%	$967K
SDYSpdr Series Trust	0.4%	—	6,194	—	$943K
AMZNAmazon Com Inc Com	0.3%	0.3%	3,735	+14.5%	$890K
AVGOBroadcom Inc	0.3%	—	2,070	—	$782K
SCHWSchwab Charles Corp	0.3%	0.4%	8,249	+0.0%	$761K
TXNTexas Instruments Inc	0.3%	—	2,423	—	$722K
UNPUnion Pac Corp	0.3%	0.3%	2,585	+4.1%	$703K
DFAEDimensional ETF Trust	0.3%	0.3%	17,432	+0.0%	$701K
SCHVSchwab Strategic Tr	0.3%	0.3%	19,992	+0.0%	$696K
DFAIDimensional International Core Equity Ma	0.2%	0.3%	15,216	-1.4%	$628K

What HMV Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$256.9M	89
Q1 2026	$212.9M	81
Q4 2025	$199.9M	80
Q3 2025	$181.8M	81
Q2 2025	$152.5M	79
Q1 2025	$126.1M	80
Q4 2024	$99.9M	78

Questions about HMV Wealth Advisors, LLC's portfolio

What stocks does HMV Wealth Advisors, LLC own?

HMV Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 89 positions worth $256.9M. The largest are Avantis US Small Cap Value ETF (AVUV) at 9.6%, Ea Bridgeway Omni Small-Cap Value ETF (BSVO) at 7.3%, Avantis International Small Cap Value Et (AVDV) at 6.9%, Dimensional U.s. Targeted Value (DFAT) at 6.0% and Ishares Total US Stock Market ETF (ITOT) at 5.9%.

What did HMV Wealth Advisors, LLC buy last quarter?

In Q2 2026, HMV Wealth Advisors, LLC added Alphabet Inc (GOOGL) (+47.7% shares), Dimensional ETF Trust (DFSD) (+32.8% shares) and Apple Inc (AAPL) (+31.5% shares), compared with its Q1 2026 filing.

What did HMV Wealth Advisors, LLC sell last quarter?

In Q2 2026, HMV Wealth Advisors, LLC cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Pimco ETF Tr (STPZ), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Abbott Laboratories (ABT), American Centy ETF Tr (AVEM) (-9.5% shares), Dimensional U.s. Core Equity 2 (DFAC) (-8.7% shares) and Avantis US Small Cap Value ETF (AVUV) (-8.6% shares), compared with its Q1 2026 filing.

When is HMV Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HMV Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HMV Wealth Advisors, LLC manage?

HMV Wealth Advisors, LLC reported $567.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $256.9M.