The Analysis of HMV Wealth Advisors, LLC's Holdings

Currently, HMV Wealth Advisors, LLC holds 81 types of securities in its portfolio with a total value $181.8M. In the most recent quarter, they have increased their positions in VGIT (+83.2K shares, valued at $5.0M), AVDV (+28.8K shares, valued at $2.6M), AVUV (+23.3K shares, valued at $2.3M); decreased their positions in AAPL (-5.0K shares, valued at $1.3M), T (-17.1K shares, valued at $483.7K), DFAT (-5.3K shares, valued at $307.9K); initiated new positions in TSLA (+610 shares, valued at $271.3K), HOOD (+1.8K shares, valued at $261.6K), JNJ (+1.2K shares, valued at $231.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR186.1K shares14.32%2025-09-302025-10-10

DFAT DIMENSIONAL ETF TRUST225.4K shares-2.29%2025-09-302025-10-10

VTI VANGUARD INDEX FDS39.0K shares6.70%2025-09-302025-10-10

AVDV AMERICAN CENTY ETF TR133.9K shares27.44%2025-09-302025-10-10

BSVO EA SERIES TRUST446.3K shares21.16%2025-09-302025-10-10

VGIT VANGUARD SCOTTSDALE FDS163.2K shares103.96%2025-09-302025-10-10

ITOT ISHARES TR66.5K shares31.05%2025-09-302025-10-10

DFEM DIMENSIONAL ETF TRUST277.1K shares24.21%2025-09-302025-10-10

Sponsored

DFAC DIMENSIONAL ETF TRUST180.2K shares-0.19%2025-09-302025-10-10

DFIV DIMENSIONAL ETF TRUST133.8K shares0.09%2025-09-302025-10-10

QUAL ISHARES TR25.5K shares-1.35%2025-09-302025-10-10

DIHP DIMENSIONAL ETF TRUST140.0K shares44.96%2025-09-302025-10-10

IDEV ISHARES TR50.7K shares50.56%2025-09-302025-10-10

DFUV DIMENSIONAL ETF TRUST90.9K shares-1.32%2025-09-302025-10-10

DFAU DIMENSIONAL ETF TRUST76.0K shares0.00%2025-09-302025-10-10

DISV DIMENSIONAL ETF TRUST97.2K shares-4.61%2025-09-302025-10-10

Sponsored

VEA VANGUARD TAX-MANAGED FDS47.0K shares-2.51%2025-09-302025-10-10

DUHP DIMENSIONAL ETF TRUST66.5K shares176.64%2025-09-302025-10-10

BSV VANGUARD BD INDEX FDS31.3K shares-4.74%2025-09-302025-10-10

DFAX DIMENSIONAL ETF TRUST77.9K shares-0.83%2025-09-302025-10-10

AVEM AMERICAN CENTY ETF TR30.9K shares-5.91%2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.6.1K shares-2.80%2025-09-302025-10-10

IQLT ISHARES TR43.1K shares-1.77%2025-09-302025-10-10

NVDA NVIDIA CORPORATION8.6K shares0.02%2025-09-302025-10-10

Sponsored

SCHG SCHWAB STRATEGIC TR42.7K shares-3.41%2025-09-302025-10-10

HD HOME DEPOT INC3.4K shares0.00%2025-09-302025-10-10

META META PLATFORMS INC1.8K shares-6.71%2025-09-302025-10-10

V VISA INC3.7K shares0.05%2025-09-302025-10-10

AAPL APPLE INC4.8K shares-51.34%2025-09-302025-10-10

MSFT MICROSOFT CORP2.2K shares-7.79%2025-09-302025-10-10

DFSV DIMENSIONAL ETF TRUST35.9K shares2.86%2025-09-302025-10-10

MPC MARATHON PETE CORP5.8K shares-2.41%2025-09-302025-10-10

Sponsored

LRCX LAM RESEARCH CORP6.3K shares-1.11%2025-09-302025-10-10

CSCO CISCO SYS INC12.0K shares0.00%2025-09-302025-10-10

SCHW SCHWAB CHARLES CORP8.5K shares0.00%2025-09-302025-10-10

MA MASTERCARD INCORPORATED1.3K shares-1.56%2025-09-302025-10-10

ABT ABBOTT LABS5.3K shares-4.54%2025-09-302025-10-10

VTIP VANGUARD MALVERN FDS14.1K shares12.60%2025-09-302025-10-10

ROP ROPER TECHNOLOGIES INC1.4K shares-0.98%2025-09-302025-10-10

AMZN AMAZON COM INC3.2K shares-2.57%2025-09-302025-10-10

Sponsored

SCHV SCHWAB STRATEGIC TR21.5K shares-5.20%2025-09-302025-10-10

LLY ELI LILLY & CO818 shares-3.20%2025-09-302025-10-10

DFSD DIMENSIONAL ETF TRUST12.4K shares15.01%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-11.10%2025-09-302025-10-10

UNP UNION PAC CORP2.5K shares-3.14%2025-09-302025-10-10

STPZ PIMCO ETF TR10.7K shares0.00%2025-09-302025-10-10

PLTR PALANTIR TECHNOLOGIES INC2.9K shares-1.11%2025-09-302025-10-10

LMT LOCKHEED MARTIN CORP1.0K shares-3.87%2025-09-302025-10-10

Sponsored

AVGO BROADCOM INC1.6K shares0.00%2025-09-302025-10-10

TXN TEXAS INSTRS INC2.8K shares0.00%2025-09-302025-10-10

DFAE DIMENSIONAL ETF TRUST16.0K shares0.00%2025-09-302025-10-10

GOOGL ALPHABET INC2.0K shares0.00%2025-09-302025-10-10

NFLX NETFLIX INC394 shares0.00%2025-09-302025-10-10

DFUS DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-10-10

XLF SELECT SECTOR SPDR TR8.3K shares0.00%2025-09-302025-10-10

DFAI DIMENSIONAL ETF TRUST11.5K shares0.00%2025-09-302025-10-10

Sponsored

NOC NORTHROP GRUMMAN CORP648 shares0.00%2025-09-302025-10-10

SYK STRYKER CORPORATION1.1K shares0.00%2025-09-302025-10-10

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-09-302025-10-10

MTUM ISHARES TR1.3K shares0.00%2025-09-302025-10-10

KO COCA COLA CO4.7K shares0.00%2025-09-302025-10-10

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-10-10

DFIC DIMENSIONAL ETF TRUST9.4K shares21.94%2025-09-302025-10-10

COWZ PACER FDS TR5.4K shares0.00%2025-09-302025-10-10

Sponsored

EMXC ISHARES INC4.5K shares28.71%2025-09-302025-10-10

PTLC PACER FDS TR5.5K shares0.00%2025-09-302025-10-10

XLK SELECT SECTOR SPDR TR1.0K shares0.00%2025-09-302025-10-10

SPDW SPDR INDEX SHS FDS6.7K shares0.00%2025-09-302025-10-10

AWK AMERICAN WTR WKS CO INC NEW2.0K shares0.00%2025-09-302025-10-10

WMT WALMART INC2.7K shares-1.41%2025-09-302025-10-10

TSLA TESLA INC610 sharesnew addition2025-09-302025-10-10

HOOD ROBINHOOD MKTS INC1.8K sharesnew addition2025-09-302025-10-10

Sponsored

USMV ISHARES TR2.7K shares0.00%2025-09-302025-10-10

ACN ACCENTURE PLC IRELAND994 shares-40.59%2025-09-302025-10-10

VLUE ISHARES TR2.0K shares0.00%2025-09-302025-10-10

T AT&T INC8.6K shares-66.58%2025-09-302025-10-10

UNH UNITEDHEALTH GROUP INC700 shares0.00%2025-09-302025-10-10

SCHD SCHWAB STRATEGIC TR8.7K shares0.00%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-10

DFGR DIMENSIONAL ETF TRUST7.9K sharesnew addition2025-09-302025-10-10

Sponsored

XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available