Filed: 7/23/2025ACC: 0001725547-25-003532
📋 What this filing means
HMV WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $152.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$152.55M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
COM$18.99M12.5%
US SML CP VALU$14.83M9.7%
US TARGETED VLU$12.45M8.2%
TOTAL STK MKT$11.11M7.3%
INTL SMCP VLU$8.33M5.5%
EA BRIDGEWAY OMN$7.51M4.9%
CORE S&P TTL STK$6.85M4.5%
Portfolio Concentration
Top 3$38.38M25.2%
4–10$46.30M30.3%
11–25$39.00M25.6%
Rest$28.86M18.9%
Top 3 weight
25.2%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
AMERICAN CENTY ETF TR
SOLEShares162.78K
TypeSH
Market value$14.83M
9.72%
Sole
0.00
Shared
0.00
None
162.78K
DIMENSIONAL ETF TRUST
SOLEShares230.70K
TypeSH
Market value$12.45M
8.16%
Sole
0.00
Shared
0.00
None
230.70K
VANGUARD INDEX FDS
SOLEShares36.55K
TypeSH
Market value$11.11M
7.28%
Sole
0.00
Shared
0.00
None
36.55K
AMERICAN CENTY ETF TR
SOLEShares105.11K
TypeSH
Market value$8.33M
5.46%
Sole
0.00
Shared
0.00
None
105.11K
EA SERIES TRUST
SOLEShares368.36K
TypeSH
Market value$7.51M
4.92%
Sole
0.00
Shared
0.00
None
368.36K
ISHARES TR
SOLEShares50.74K
TypeSH
Market value$6.85M
4.49%
Sole
0.00
Shared
0.00
None
50.74K
DIMENSIONAL ETF TRUST
SOLEShares223.06K
TypeSH
Market value$6.62M
4.34%
Sole
0.00
Shared
0.00
None
223.06K
DIMENSIONAL ETF TRUST
SOLEShares180.58K
TypeSH
Market value$6.47M
4.24%
Sole
0.00
Shared
0.00
None
180.58K
DIMENSIONAL ETF TRUST
SOLEShares133.68K
TypeSH
Market value$5.73M
3.75%
Sole
0.00
Shared
0.00
None
133.68K
VANGUARD SCOTTSDALE FDS
SOLEShares80.02K
TypeSH
Market value$4.79M
3.14%
Sole
0.00
Shared
0.00
None
80.02K
ISHARES TR
SOLEShares25.84K
TypeSH
Market value$4.72M
3.10%
Sole
0.00
Shared
0.00
None
25.84K
DIMENSIONAL ETF TRUST
SOLEShares92.07K
TypeSH
Market value$3.89M
2.55%
Sole
0.00
Shared
0.00
None
92.07K
DIMENSIONAL ETF TRUST
SOLEShares101.88K
TypeSH
Market value$3.35M
2.20%
Sole
0.00
Shared
0.00
None
101.88K
DIMENSIONAL ETF TRUST
SOLEShares76.04K
TypeSH
Market value$3.22M
2.11%
Sole
0.00
Shared
0.00
None
76.04K
DIMENSIONAL ETF TRUST
SOLEShares96.59K
TypeSH
Market value$2.85M
1.87%
Sole
0.00
Shared
0.00
None
96.59K
VANGUARD TAX-MANAGED FDS
SOLEShares48.19K
TypeSH
Market value$2.75M
1.80%
Sole
0.00
Shared
0.00
None
48.19K
VANGUARD BD INDEX FDS
SOLEShares32.86K
TypeSH
Market value$2.59M
1.70%
Sole
0.00
Shared
0.00
None
32.86K
ISHARES TR
SOLEShares33.67K
TypeSH
Market value$2.56M
1.68%
Sole
0.00
Shared
0.00
None
33.67K
DIMENSIONAL ETF TRUST
SOLEShares78.53K
TypeSH
Market value$2.31M
1.51%
Sole
0.00
Shared
0.00
None
78.53K
AMERICAN CENTY ETF TR
SOLEShares32.81K
TypeSH
Market value$2.25M
1.47%
Sole
0.00
Shared
0.00
None
32.81K
APPLE INC
SOLEShares9.83K
TypeSH
Market value$2.02M
1.32%
Sole
0.00
Shared
0.00
None
9.83K
ISHARES TR
SOLEShares43.90K
TypeSH
Market value$1.90M
1.24%
Sole
0.00
Shared
0.00
None
43.90K
JPMORGAN CHASE & CO.
SOLEShares6.25K
TypeSH
Market value$1.81M
1.19%
Sole
0.00
Shared
0.00
None
6.25K
META PLATFORMS INC
SOLEShares1.94K
TypeSH
Market value$1.43M
0.94%
Sole
0.00
Shared
0.00
None
1.94K
NVIDIA CORPORATION
SOLEShares8.58K
TypeSH
Market value$1.36M
0.89%
Sole
0.00
Shared
0.00
None
8.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 162.78K | SH | $14.83M 9.72% | 0.00 | 0.00 | 162.78K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 230.70K | SH | $12.45M 8.16% | 0.00 | 0.00 | 230.70K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 36.55K | SH | $11.11M 7.28% | 0.00 | 0.00 | 36.55K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 105.11K | SH | $8.33M 5.46% | 0.00 | 0.00 | 105.11K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 368.36K | SH | $7.51M 4.92% | 0.00 | 0.00 | 368.36K |
ISHARES TRSOLE | CORE S&P TTL STK | 50.74K | SH | $6.85M 4.49% | 0.00 | 0.00 | 50.74K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 223.06K | SH | $6.62M 4.34% | 0.00 | 0.00 | 223.06K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 180.58K | SH | $6.47M 4.24% | 0.00 | 0.00 | 180.58K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 133.68K | SH | $5.73M 3.75% | 0.00 | 0.00 | 133.68K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 80.02K | SH | $4.79M 3.14% | 0.00 | 0.00 | 80.02K |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.84K | SH | $4.72M 3.10% | 0.00 | 0.00 | 25.84K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 92.07K | SH | $3.89M 2.55% | 0.00 | 0.00 | 92.07K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 101.88K | SH | $3.35M 2.20% | 0.00 | 0.00 | 101.88K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 76.04K | SH | $3.22M 2.11% | 0.00 | 0.00 | 76.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 96.59K | SH | $2.85M 1.87% | 0.00 | 0.00 | 96.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 48.19K | SH | $2.75M 1.80% | 0.00 | 0.00 | 48.19K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 32.86K | SH | $2.59M 1.70% | 0.00 | 0.00 | 32.86K |
ISHARES TRSOLE | CORE MSCI INTL | 33.67K | SH | $2.56M 1.68% | 0.00 | 0.00 | 33.67K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 78.53K | SH | $2.31M 1.51% | 0.00 | 0.00 | 78.53K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.81K | SH | $2.25M 1.47% | 0.00 | 0.00 | 32.81K |
APPLE INCSOLE | COM | 9.83K | SH | $2.02M 1.32% | 0.00 | 0.00 | 9.83K |
ISHARES TRSOLE | MSCI INTL QUALTY | 43.90K | SH | $1.90M 1.24% | 0.00 | 0.00 | 43.90K |
JPMORGAN CHASE & CO.SOLE | COM | 6.25K | SH | $1.81M 1.19% | 0.00 | 0.00 | 6.25K |
META PLATFORMS INCSOLE | CL A | 1.94K | SH | $1.43M 0.94% | 0.00 | 0.00 | 1.94K |
NVIDIA CORPORATIONSOLE | COM | 8.58K | SH | $1.36M 0.89% | 0.00 | 0.00 | 8.58K |
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