Filed: 4/14/2026ACC: 0002054904-26-000001
📋 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 $212.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$212.87M
Total AUM (reported)
3.42M
Total Shares
Allocation by class
US SML CP VALU$23.83M11.2%
COM$17.56M8.3%
INTL SMCP VLU$16.01M7.5%
CORE S&P TTL STK$13.92M6.5%
US TARGETED VLU$13.84M6.5%
EA BRIDGEWAY OMN$13.62M6.4%
TOTAL STK MKT$13.16M6.2%
Portfolio Concentration
Top 3$53.76M25.3%
4–10$78.24M36.8%
11–25$50.89M23.9%
Rest$29.98M14.1%
Top 3 weight
25.3%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 3.42M
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
3.42M
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
SOLEShares215.73K
TypeSH
Market value$23.83M
11.20%
Sole
0.00
Shared
0.00
None
215.73K
AMERICAN CENTY ETF TR
SOLEShares160.28K
TypeSH
Market value$16.01M
7.52%
Sole
0.00
Shared
0.00
None
160.28K
ISHARES TR
SOLEShares97.76K
TypeSH
Market value$13.92M
6.54%
Sole
0.00
Shared
0.00
None
97.76K
DIMENSIONAL ETF TRUST
SOLEShares221.57K
TypeSH
Market value$13.84M
6.50%
Sole
0.00
Shared
0.00
None
221.57K
EA SERIES TRUST
SOLEShares536.90K
TypeSH
Market value$13.62M
6.40%
Sole
0.00
Shared
0.00
None
536.90K
VANGUARD INDEX FDS
SOLEShares41.02K
TypeSH
Market value$13.16M
6.18%
Sole
0.00
Shared
0.00
None
41.02K
DIMENSIONAL ETF TRUST
SOLEShares344.55K
TypeSH
Market value$11.90M
5.59%
Sole
0.00
Shared
0.00
None
344.55K
VANGUARD SCOTTSDALE FDS
SOLEShares195.02K
TypeSH
Market value$11.61M
5.46%
Sole
0.00
Shared
0.00
None
195.02K
DIMENSIONAL ETF TRUST
SOLEShares184.64K
TypeSH
Market value$7.18M
3.37%
Sole
0.00
Shared
0.00
None
184.64K
DIMENSIONAL ETF TRUST
SOLEShares131.31K
TypeSH
Market value$6.93M
3.26%
Sole
0.00
Shared
0.00
None
131.31K
DIMENSIONAL ETF TRUST
SOLEShares194.18K
TypeSH
Market value$6.26M
2.94%
Sole
0.00
Shared
0.00
None
194.18K
ISHARES TR
SOLEShares67.59K
TypeSH
Market value$5.65M
2.65%
Sole
0.00
Shared
0.00
None
67.59K
ISHARES TR
SOLEShares25.18K
TypeSH
Market value$4.83M
2.27%
Sole
0.00
Shared
0.00
None
25.18K
DIMENSIONAL ETF TRUST
SOLEShares127.19K
TypeSH
Market value$4.68M
2.20%
Sole
0.00
Shared
0.00
None
127.19K
DIMENSIONAL ETF TRUST
SOLEShares93.94K
TypeSH
Market value$4.55M
2.14%
Sole
0.00
Shared
0.00
None
93.94K
DIMENSIONAL ETF TRUST
SOLEShares102.80K
TypeSH
Market value$4.05M
1.90%
Sole
0.00
Shared
0.00
None
102.80K
DIMENSIONAL ETF TRUST
SOLEShares75.90K
TypeSH
Market value$3.42M
1.61%
Sole
0.00
Shared
0.00
None
75.90K
VANGUARD TAX-MANAGED FDS
SOLEShares49.88K
TypeSH
Market value$3.20M
1.50%
Sole
0.00
Shared
0.00
None
49.88K
AMERICAN CENTY ETF TR
SOLEShares32.19K
TypeSH
Market value$2.59M
1.22%
Sole
0.00
Shared
0.00
None
32.19K
DIMENSIONAL ETF TRUST
SOLEShares73.08K
TypeSH
Market value$2.48M
1.17%
Sole
0.00
Shared
0.00
None
73.08K
VANGUARD BD INDEX FDS
SOLEShares28.09K
TypeSH
Market value$2.20M
1.03%
Sole
0.00
Shared
0.00
None
28.09K
ISHARES TR
SOLEShares43.13K
TypeSH
Market value$1.99M
0.94%
Sole
0.00
Shared
0.00
None
43.13K
JPMORGAN CHASE & CO
SOLEShares6.16K
TypeSH
Market value$1.81M
0.85%
Sole
0.00
Shared
0.00
None
6.16K
DIMENSIONAL ETF TRUST
SOLEShares49.86K
TypeSH
Market value$1.75M
0.82%
Sole
0.00
Shared
0.00
None
49.86K
MARATHON PETE CORP
SOLEShares5.81K
TypeSH
Market value$1.42M
0.67%
Sole
0.00
Shared
0.00
None
5.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 215.73K | SH | $23.83M 11.20% | 0.00 | 0.00 | 215.73K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 160.28K | SH | $16.01M 7.52% | 0.00 | 0.00 | 160.28K |
ISHARES TRSOLE | CORE S&P TTL STK | 97.76K | SH | $13.92M 6.54% | 0.00 | 0.00 | 97.76K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 221.57K | SH | $13.84M 6.50% | 0.00 | 0.00 | 221.57K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 536.90K | SH | $13.62M 6.40% | 0.00 | 0.00 | 536.90K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.02K | SH | $13.16M 6.18% | 0.00 | 0.00 | 41.02K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 344.55K | SH | $11.90M 5.59% | 0.00 | 0.00 | 344.55K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 195.02K | SH | $11.61M 5.46% | 0.00 | 0.00 | 195.02K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 184.64K | SH | $7.18M 3.37% | 0.00 | 0.00 | 184.64K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 131.31K | SH | $6.93M 3.26% | 0.00 | 0.00 | 131.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 194.18K | SH | $6.26M 2.94% | 0.00 | 0.00 | 194.18K |
ISHARES TRSOLE | CORE MSCI INTL | 67.59K | SH | $5.65M 2.65% | 0.00 | 0.00 | 67.59K |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.18K | SH | $4.83M 2.27% | 0.00 | 0.00 | 25.18K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 127.19K | SH | $4.68M 2.20% | 0.00 | 0.00 | 127.19K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 93.94K | SH | $4.55M 2.14% | 0.00 | 0.00 | 93.94K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 102.80K | SH | $4.05M 1.90% | 0.00 | 0.00 | 102.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 75.90K | SH | $3.42M 1.61% | 0.00 | 0.00 | 75.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 49.88K | SH | $3.20M 1.50% | 0.00 | 0.00 | 49.88K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.19K | SH | $2.59M 1.22% | 0.00 | 0.00 | 32.19K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 73.08K | SH | $2.48M 1.17% | 0.00 | 0.00 | 73.08K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 28.09K | SH | $2.20M 1.03% | 0.00 | 0.00 | 28.09K |
ISHARES TRSOLE | MSCI INTL QUALTY | 43.13K | SH | $1.99M 0.94% | 0.00 | 0.00 | 43.13K |
JPMORGAN CHASE & COSOLE | COM | 6.16K | SH | $1.81M 0.85% | 0.00 | 0.00 | 6.16K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 49.86K | SH | $1.75M 0.82% | 0.00 | 0.00 | 49.86K |
MARATHON PETE CORPSOLE | COM | 5.81K | SH | $1.42M 0.67% | 0.00 | 0.00 | 5.81K |
Page 1 of 4