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HMV Wealth Advisors, LLC
hedge fundUpdated 9 days agoManaged by Hmv Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$263.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
44.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $199.9M |
| Q1 2026 | $212.9M |
| Q2 2026 | $256.9M |
| Q3 2026 | $263.7M |
Top holdings
92 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $22.9M | 194.5K | 8.69% | Trimmed(-1.4%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $20.4M | 186.8K | 7.75% | Added(+8.4%) |
| 3 | ? N/A EA SERIES TRUST | $18.7M | 668.8K | 7.09% | Added(+3.4%) |
| 4 | $16.1M | 97.0K | 6.12% | Added(+4.5%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $15.5M | 389.8K | 5.87% | Added(+6.0%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $14.5M | 217.9K | 5.49% | Trimmed(-1.7%) |
| 7 | $14.3M | 38.2K | 5.42% | Trimmed(-0.7%) | |
| 8 | $10.4M | 183.9K | 3.95% | Trimmed(-14.7%) | |
| 9 | $8.2M | 242.0K | 3.09% | Added(+6.9%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $7.4M | 167.1K | 2.82% | Trimmed(-0.9%) |
| 11 | $7.3M | 82.1K | 2.79% | Added(+11.6%) | |
| 12 | $7.2M | 128.9K | 2.73% | Trimmed(-0.1%) | |
| 13 | ? N/A DFA INVT DIMENSIONS GROUP IN | $6.9M | 164.0K | 2.61% | — |
| 14 | $5.5M | 24.7K | 2.08% | Trimmed(-0.4%) | |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 122.0K | 2.00% | Trimmed(-0.7%) |
| 16 | $5M | 147.9K | 1.88% | Added(+7.2%) | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 89.0K | 1.86% | Trimmed(-3.8%) |
| 18 | $4.1M | 57.6K | 1.54% | Added(+0.5%) | |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $4.1M | 77.5K | 1.54% | Trimmed(-0.1%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $3.8M | 46.0K | 1.45% | Added(+0.4%) |