Filed: 7/13/2026ACC: 0002054904-26-000003
📋 What this filing means
HMV WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $256.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$256.87M
Total AUM (reported)
3.86M
Total Shares
Allocation by class
COM$25.88M10.1%
US SML CP VALU$24.60M9.6%
BRID OMN SMA ETF$18.88M7.3%
INTL SMCP VLU$17.75M6.9%
US TARGETED VLU$15.49M6.0%
CORE S&P TTL STK$15.25M5.9%
EMERGING MKTS CO$14.94M5.8%
Portfolio Concentration
Top 3$61.22M23.8%
4–10$87.84M34.2%
11–25$65.30M25.4%
Rest$42.51M16.5%
Top 3 weight
23.8%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 3.86M
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
3.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
AMERICAN CENTY ETF TR
SOLEShares197.20K
TypeSH
Market value$24.60M
9.58%
Sole
0.00
Shared
0.00
None
197.20K
EA SERIES TRUST
SOLEShares646.66K
TypeSH
Market value$18.88M
7.35%
Sole
0.00
Shared
0.00
None
646.66K
AMERICAN CENTY ETF TR
SOLEShares172.21K
TypeSH
Market value$17.75M
6.91%
Sole
0.00
Shared
0.00
None
172.21K
DIMENSIONAL ETF TRUST
SOLEShares221.62K
TypeSH
Market value$15.49M
6.03%
Sole
0.00
Shared
0.00
None
221.62K
ISHARES TR
SOLEShares92.83K
TypeSH
Market value$15.25M
5.94%
Sole
0.00
Shared
0.00
None
92.83K
DIMENSIONAL ETF TRUST
SOLEShares367.57K
TypeSH
Market value$14.94M
5.82%
Sole
0.00
Shared
0.00
None
367.57K
VANGUARD INDEX FDS
SOLEShares38.51K
TypeSH
Market value$14.25M
5.55%
Sole
0.00
Shared
0.00
None
38.51K
VANGUARD SCOTTSDALE FDS
SOLEShares215.52K
TypeSH
Market value$12.71M
4.95%
Sole
0.00
Shared
0.00
None
215.52K
DIMENSIONAL ETF TRUST
SOLEShares226.32K
TypeSH
Market value$7.72M
3.01%
Sole
0.00
Shared
0.00
None
226.32K
DIMENSIONAL ETF TRUST
SOLEShares168.53K
TypeSH
Market value$7.48M
2.91%
Sole
0.00
Shared
0.00
None
168.53K
DIMENSIONAL ETF TRUST
SOLEShares129.11K
TypeSH
Market value$6.97M
2.72%
Sole
0.00
Shared
0.00
None
129.11K
DIMENSIONAL ETF TRUST
SOLEShares160K
TypeSH
Market value$6.68M
2.60%
Sole
0.00
Shared
0.00
None
160K
ISHARES TR
SOLEShares73.61K
TypeSH
Market value$6.55M
2.55%
Sole
0.00
Shared
0.00
None
73.61K
ISHARES TR
SOLEShares24.80K
TypeSH
Market value$5.44M
2.12%
Sole
0.00
Shared
0.00
None
24.80K
MIAMI INTL HLDGS INC
SOLEShares137.96K
TypeSH
Market value$5.13M
2.00%
Sole
0.00
Shared
0.00
None
137.96K
DIMENSIONAL ETF TRUST
SOLEShares92.51K
TypeSH
Market value$5.09M
1.98%
Sole
0.00
Shared
0.00
None
92.51K
DIMENSIONAL ETF TRUST
SOLEShares122.86K
TypeSH
Market value$4.93M
1.92%
Sole
0.00
Shared
0.00
None
122.86K
VANGUARD TAX-MANAGED FDS
SOLEShares57.31K
TypeSH
Market value$4.08M
1.59%
Sole
0.00
Shared
0.00
None
57.31K
DIMENSIONAL ETF TRUST
SOLEShares77.61K
TypeSH
Market value$4.01M
1.56%
Sole
0.00
Shared
0.00
None
77.61K
DIMENSIONAL ETF TRUST
SOLEShares45.87K
TypeSH
Market value$3.76M
1.46%
Sole
0.00
Shared
0.00
None
45.87K
AMERICAN CENTY ETF TR
SOLEShares29.13K
TypeSH
Market value$2.81M
1.09%
Sole
0.00
Shared
0.00
None
29.13K
LAM RESEARCH CORP
SOLEShares6.39K
TypeSH
Market value$2.77M
1.08%
Sole
0.00
Shared
0.00
None
6.39K
DIMENSIONAL ETF TRUST
SOLEShares69.29K
TypeSH
Market value$2.55M
0.99%
Sole
0.00
Shared
0.00
None
69.29K
DIMENSIONAL ETF TRUST
SOLEShares60.55K
TypeSH
Market value$2.35M
0.91%
Sole
0.00
Shared
0.00
None
60.55K
JPMORGAN CHASE & CO
SOLEShares6.63K
TypeSH
Market value$2.17M
0.84%
Sole
0.00
Shared
0.00
None
6.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 197.20K | SH | $24.60M 9.58% | 0.00 | 0.00 | 197.20K |
EA SERIES TRUSTSOLE | BRID OMN SMA ETF | 646.66K | SH | $18.88M 7.35% | 0.00 | 0.00 | 646.66K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 172.21K | SH | $17.75M 6.91% | 0.00 | 0.00 | 172.21K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 221.62K | SH | $15.49M 6.03% | 0.00 | 0.00 | 221.62K |
ISHARES TRSOLE | CORE S&P TTL STK | 92.83K | SH | $15.25M 5.94% | 0.00 | 0.00 | 92.83K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 367.57K | SH | $14.94M 5.82% | 0.00 | 0.00 | 367.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.51K | SH | $14.25M 5.55% | 0.00 | 0.00 | 38.51K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 215.52K | SH | $12.71M 4.95% | 0.00 | 0.00 | 215.52K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 226.32K | SH | $7.72M 3.01% | 0.00 | 0.00 | 226.32K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 168.53K | SH | $7.48M 2.91% | 0.00 | 0.00 | 168.53K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 129.11K | SH | $6.97M 2.72% | 0.00 | 0.00 | 129.11K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 160K | SH | $6.68M 2.60% | 0.00 | 0.00 | 160K |
ISHARES TRSOLE | CORE MSCI INTL | 73.61K | SH | $6.55M 2.55% | 0.00 | 0.00 | 73.61K |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.80K | SH | $5.44M 2.12% | 0.00 | 0.00 | 24.80K |
MIAMI INTL HLDGS INCSOLE | COM | 137.96K | SH | $5.13M 2.00% | 0.00 | 0.00 | 137.96K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 92.51K | SH | $5.09M 1.98% | 0.00 | 0.00 | 92.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 122.86K | SH | $4.93M 1.92% | 0.00 | 0.00 | 122.86K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.31K | SH | $4.08M 1.59% | 0.00 | 0.00 | 57.31K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 77.61K | SH | $4.01M 1.56% | 0.00 | 0.00 | 77.61K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 45.87K | SH | $3.76M 1.46% | 0.00 | 0.00 | 45.87K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 29.13K | SH | $2.81M 1.09% | 0.00 | 0.00 | 29.13K |
LAM RESEARCH CORPSOLE | COM NEW | 6.39K | SH | $2.77M 1.08% | 0.00 | 0.00 | 6.39K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 69.29K | SH | $2.55M 0.99% | 0.00 | 0.00 | 69.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 60.55K | SH | $2.35M 0.91% | 0.00 | 0.00 | 60.55K |
JPMORGAN CHASE & COSOLE | COM | 6.63K | SH | $2.17M 0.84% | 0.00 | 0.00 | 6.63K |
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