Filed: 10/10/2025ACC: 0001725547-25-004112
📋 What this filing means
HMV WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $181.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$181.83M
Total AUM (reported)
2.98M
Total Shares
Allocation by class
US SML CP VALU$18.52M10.2%
COM$18.20M10.0%
US TARGETED VLU$13.12M7.2%
TOTAL STK MKT$12.80M7.0%
INTL SMCP VLU$11.93M6.6%
EA BRIDGEWAY OMN$10.11M5.6%
INTER TERM TREAS$9.80M5.4%
Portfolio Concentration
Top 3$44.44M24.4%
4–10$63.53M34.9%
11–25$43.64M24.0%
Rest$30.23M16.6%
Top 3 weight
24.4%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 2.98M
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
2.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
AMERICAN CENTY ETF TR
SOLEShares186.09K
TypeSH
Market value$18.52M
10.19%
Sole
0.00
Shared
0.00
None
186.09K
DIMENSIONAL ETF TRUST
SOLEShares225.41K
TypeSH
Market value$13.12M
7.22%
Sole
0.00
Shared
0.00
None
225.41K
VANGUARD INDEX FDS
SOLEShares39K
TypeSH
Market value$12.80M
7.04%
Sole
0.00
Shared
0.00
None
39K
AMERICAN CENTY ETF TR
SOLEShares133.95K
TypeSH
Market value$11.93M
6.56%
Sole
0.00
Shared
0.00
None
133.95K
EA SERIES TRUST
SOLEShares446.32K
TypeSH
Market value$10.11M
5.56%
Sole
0.00
Shared
0.00
None
446.32K
VANGUARD SCOTTSDALE FDS
SOLEShares163.22K
TypeSH
Market value$9.80M
5.39%
Sole
0.00
Shared
0.00
None
163.22K
ISHARES TR
SOLEShares66.49K
TypeSH
Market value$9.68M
5.33%
Sole
0.00
Shared
0.00
None
66.49K
DIMENSIONAL ETF TRUST
SOLEShares277.06K
TypeSH
Market value$8.89M
4.89%
Sole
0.00
Shared
0.00
None
277.06K
DIMENSIONAL ETF TRUST
SOLEShares180.24K
TypeSH
Market value$6.95M
3.82%
Sole
0.00
Shared
0.00
None
180.24K
DIMENSIONAL ETF TRUST
SOLEShares133.81K
TypeSH
Market value$6.17M
3.39%
Sole
0.00
Shared
0.00
None
133.81K
ISHARES TR
SOLEShares25.50K
TypeSH
Market value$4.96M
2.73%
Sole
0.00
Shared
0.00
None
25.50K
DIMENSIONAL ETF TRUST
SOLEShares140.03K
TypeSH
Market value$4.26M
2.34%
Sole
0.00
Shared
0.00
None
140.03K
ISHARES TR
SOLEShares50.70K
TypeSH
Market value$4.06M
2.24%
Sole
0.00
Shared
0.00
None
50.70K
DIMENSIONAL ETF TRUST
SOLEShares90.86K
TypeSH
Market value$4.06M
2.23%
Sole
0.00
Shared
0.00
None
90.86K
DIMENSIONAL ETF TRUST
SOLEShares76.04K
TypeSH
Market value$3.48M
1.91%
Sole
0.00
Shared
0.00
None
76.04K
DIMENSIONAL ETF TRUST
SOLEShares97.19K
TypeSH
Market value$3.47M
1.91%
Sole
0.00
Shared
0.00
None
97.19K
VANGUARD TAX-MANAGED FDS
SOLEShares46.98K
TypeSH
Market value$2.82M
1.55%
Sole
0.00
Shared
0.00
None
46.98K
DIMENSIONAL ETF TRUST
SOLEShares66.55K
TypeSH
Market value$2.51M
1.38%
Sole
0.00
Shared
0.00
None
66.55K
VANGUARD BD INDEX FDS
SOLEShares31.31K
TypeSH
Market value$2.47M
1.36%
Sole
0.00
Shared
0.00
None
31.31K
DIMENSIONAL ETF TRUST
SOLEShares77.88K
TypeSH
Market value$2.44M
1.34%
Sole
0.00
Shared
0.00
None
77.88K
AMERICAN CENTY ETF TR
SOLEShares30.87K
TypeSH
Market value$2.32M
1.28%
Sole
0.00
Shared
0.00
None
30.87K
JPMORGAN CHASE & CO.
SOLEShares6.08K
TypeSH
Market value$1.92M
1.05%
Sole
0.00
Shared
0.00
None
6.08K
ISHARES TR
SOLEShares43.13K
TypeSH
Market value$1.91M
1.05%
Sole
0.00
Shared
0.00
None
43.13K
NVIDIA CORPORATION
SOLEShares8.58K
TypeSH
Market value$1.60M
0.88%
Sole
0.00
Shared
0.00
None
8.58K
SCHWAB STRATEGIC TR
SOLEShares42.74K
TypeSH
Market value$1.36M
0.75%
Sole
0.00
Shared
0.00
None
42.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 186.09K | SH | $18.52M 10.19% | 0.00 | 0.00 | 186.09K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 225.41K | SH | $13.12M 7.22% | 0.00 | 0.00 | 225.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39K | SH | $12.80M 7.04% | 0.00 | 0.00 | 39K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 133.95K | SH | $11.93M 6.56% | 0.00 | 0.00 | 133.95K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 446.32K | SH | $10.11M 5.56% | 0.00 | 0.00 | 446.32K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 163.22K | SH | $9.80M 5.39% | 0.00 | 0.00 | 163.22K |
ISHARES TRSOLE | CORE S&P TTL STK | 66.49K | SH | $9.68M 5.33% | 0.00 | 0.00 | 66.49K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 277.06K | SH | $8.89M 4.89% | 0.00 | 0.00 | 277.06K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 180.24K | SH | $6.95M 3.82% | 0.00 | 0.00 | 180.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 133.81K | SH | $6.17M 3.39% | 0.00 | 0.00 | 133.81K |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.50K | SH | $4.96M 2.73% | 0.00 | 0.00 | 25.50K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 140.03K | SH | $4.26M 2.34% | 0.00 | 0.00 | 140.03K |
ISHARES TRSOLE | CORE MSCI INTL | 50.70K | SH | $4.06M 2.24% | 0.00 | 0.00 | 50.70K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 90.86K | SH | $4.06M 2.23% | 0.00 | 0.00 | 90.86K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 76.04K | SH | $3.48M 1.91% | 0.00 | 0.00 | 76.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 97.19K | SH | $3.47M 1.91% | 0.00 | 0.00 | 97.19K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 46.98K | SH | $2.82M 1.55% | 0.00 | 0.00 | 46.98K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 66.55K | SH | $2.51M 1.38% | 0.00 | 0.00 | 66.55K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 31.31K | SH | $2.47M 1.36% | 0.00 | 0.00 | 31.31K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 77.88K | SH | $2.44M 1.34% | 0.00 | 0.00 | 77.88K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 30.87K | SH | $2.32M 1.28% | 0.00 | 0.00 | 30.87K |
JPMORGAN CHASE & CO.SOLE | COM | 6.08K | SH | $1.92M 1.05% | 0.00 | 0.00 | 6.08K |
ISHARES TRSOLE | MSCI INTL QUALTY | 43.13K | SH | $1.91M 1.05% | 0.00 | 0.00 | 43.13K |
NVIDIA CORPORATIONSOLE | COM | 8.58K | SH | $1.60M 0.88% | 0.00 | 0.00 | 8.58K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 42.74K | SH | $1.36M 0.75% | 0.00 | 0.00 | 42.74K |
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