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HMV Wealth Advisors, LLC

Q3 2026 13F filing

Updated 9 days ago

92 disclosed positions worth $263.7M

Portfolio value
$263.7M
Total holdings
92
New positions
9
Closed positions
6
Increased
29
Decreased
20
Turnover
16.3%
Filed
2026-10-27

Full holdings

Every line item disclosed in Q3 2026

?
1.N/A

AMERICAN CENTY ETF TR

-1.4%
Value
$22.9M
Shares
194.5K
% Port
8.69%
?
2.N/A

AMERICAN CENTY ETF TR

+8.4%
Value
$20.4M
Shares
186.8K
% Port
7.75%
?
3.N/A

EA SERIES TRUST

+3.4%
Value
$18.7M
Shares
668.8K
% Port
7.09%
E

ISHARES TR

+4.5%
Value
$16.1M
Shares
97.0K
% Port
6.12%
?
5.N/A

DIMENSIONAL ETF TRUST

+6.0%
Value
$15.5M
Shares
389.8K
% Port
5.87%
?
6.N/A

DIMENSIONAL ETF TRUST

-1.7%
Value
$14.5M
Shares
217.9K
% Port
5.49%
V

VANGUARD INDEX FDS

-0.7%
Value
$14.3M
Shares
38.2K
% Port
5.42%
V

VANGUARD SCOTTSDALE FDS

-14.7%
Value
$10.4M
Shares
183.9K
% Port
3.95%
N

DIMENSIONAL ETF TRUST

+6.9%
Value
$8.2M
Shares
242.0K
% Port
3.09%
?
10.N/A

DIMENSIONAL ETF TRUST

-0.9%
Value
$7.4M
Shares
167.1K
% Port
2.82%
E
11.ETHA

ISHARES TR

+11.6%
Value
$7.3M
Shares
82.1K
% Port
2.79%
M
12.MSFT

DIMENSIONAL ETF TRUST

-0.1%
Value
$7.2M
Shares
128.9K
% Port
2.73%
?
13.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$6.9M
Shares
164.0K
% Port
2.61%
E
14.ETHA

ISHARES TR

-0.4%
Value
$5.5M
Shares
24.7K
% Port
2.08%
?
15.N/A

DIMENSIONAL ETF TRUST

-0.7%
Value
$5.3M
Shares
122.0K
% Port
2.00%
M
16.MIAX

MIAMI INTL HLDGS INC

+7.2%
Value
$5M
Shares
147.9K
% Port
1.88%
?
17.N/A

DIMENSIONAL ETF TRUST

-3.8%
Value
$4.9M
Shares
89.0K
% Port
1.86%
V
18.VGES

VANGUARD TAX-MANAGED FDS

+0.5%
Value
$4.1M
Shares
57.6K
% Port
1.54%
?
19.N/A

DIMENSIONAL ETF TRUST

-0.1%
Value
$4.1M
Shares
77.5K
% Port
1.54%
?
20.N/A

DIMENSIONAL ETF TRUST

+0.4%
Value
$3.8M
Shares
46.0K
% Port
1.45%
?
21.N/A

AMERICAN CENTY ETF TR

-0.5%
Value
$2.7M
Shares
29.0K
% Port
1.03%
D
22.DIOD

DIMENSIONAL ETF TRUST

-0.3%
Value
$2.6M
Shares
69.1K
% Port
0.97%
A
23.AAPL

APPLE INC

+17.5%
Value
$2.5M
Shares
7.5K
% Port
0.94%
J

JPMORGAN CHASE & CO

+3.2%
Value
$2.3M
Shares
6.8K
% Port
0.86%
?
25.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$2.3M
Shares
60.2K
% Port
0.86%
M
26.MPC

MARATHON PETE CORP

Unchanged
Value
$2.2M
Shares
5.7K
% Port
0.85%
L
27.LRCX

LAM RESEARCH CORP

+5.2%
Value
$2.2M
Shares
6.7K
% Port
0.84%
E
28.ETHA

ISHARES TR

+0.1%
Value
$2.1M
Shares
43.2K
% Port
0.81%
V
29.VGES

VANGUARD BD INDEX FDS

-0.1%
Value
$2.1M
Shares
27.1K
% Port
0.79%
M
30.MSFT

MICROSOFT CORP

+36.9%
Value
$1.9M
Shares
3.8K
% Port
0.73%
?
31.N/A

DIMENSIONAL ETF TRUST

Value
$1.7M
Shares
37.4K
% Port
0.65%
S

SPDR SERIES TRUST

+0.7%
Value
$1.7M
Shares
18.6K
% Port
0.65%
N
33.NVDA

NVIDIA CORPORATION

+13.9%
Value
$1.7M
Shares
7.4K
% Port
0.64%
V
34.V

VISA INC

+7.9%
Value
$1.6M
Shares
4.5K
% Port
0.61%
C
35.CSCO

CISCO SYS INC

+4.4%
Value
$1.4M
Shares
12.7K
% Port
0.52%
L
36.LLY

ELI LILLY & CO

+11.3%
Value
$1.2M
Shares
1.1K
% Port
0.46%
A
37.AMZN

AMAZON COM INC

+29.4%
Value
$1.2M
Shares
4.8K
% Port
0.46%
?
38.N/A

DIMENSIONAL ETF TRUST

+13.4%
Value
$1.2M
Shares
24.8K
% Port
0.44%
M
39.META

META PLATFORMS INC

-8.4%
Value
$1.1M
Shares
1.6K
% Port
0.43%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$1.1M
Shares
30.3K
% Port
0.41%
V
41.VGES

VANGUARD MALVERN FDS

+5.3%
Value
$1M
Shares
21.2K
% Port
0.40%
G

ALPHABET INC

+1.9%
Value
$984K
Shares
2.9K
% Port
0.37%
A
43.AVGO

BROADCOM INC

+34.4%
Value
$977K
Shares
2.8K
% Port
0.37%
S

SPDR SERIES TRUST

Unchanged
Value
$907K
Shares
6.2K
% Port
0.34%
E
45.ETHA

ISHARES TR

Value
$866K
Shares
7.6K
% Port
0.33%
H
46.HD

HOME DEPOT INC

-2.6%
Value
$855K
Shares
3.0K
% Port
0.32%
S

CHARLES SCHWAB CORP (THE)

Unchanged
Value
$806K
Shares
8.2K
% Port
0.31%
G

ALPHABET INC

+69.0%
Value
$731K
Shares
2.1K
% Port
0.28%
U
49.UNP

UNION PAC CORP

Unchanged
Value
$703K
Shares
2.6K
% Port
0.27%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$666K
Shares
20.0K
% Port
0.25%