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The Analysis of HMV Wealth Advisors, LLC's Holdings & P&L

Currently, HMV Wealth Advisors, LLC holds 81 types of securities in its portfolio with a total value $212.9M. In the most recent quarter, they have increased their positions in AVUV (+13.6K shares, valued at $1.5M), ITOT (+9.6K shares, valued at $1.4M), DUHP (+26.4K shares, valued at $971.9K); decreased their positions in BSV (-3.8K shares, valued at $298.0K), SCHG (-7.8K shares, valued at $227.1K), DFAT (-3.5K shares, valued at $217.0K); initiated new positions in MIAX (+10.7K shares, valued at $415.8K), AEP (+2.0K shares, valued at $267.7K), CVX (+1.1K shares, valued at $235.5K).

1M P&L

+6.3M+2.83%

3M P&L

+7.1M+3.22%

HY P&L

+29.2M+14.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.6M

90.4%

2Banks - Diversified1.8M

0.9%

3Credit Services1.7M

0.8%

Top Industries by Stock Count

1N/A46 stocks

60.5%

2Medical Devices2 stocks

2.6%

3Oil & Gas Integrated2 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR215.7K shares6.74%2026-03-312026-04-14

AVDV AMERICAN CENTY ETF TR160.3K shares4.75%2026-03-312026-04-14

ITOT ISHARES TR97.8K shares10.89%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST221.6K shares-1.54%2026-03-312026-04-14

BSVO EA SERIES TRUST536.9K shares-0.15%2026-03-312026-04-14

VTI VANGUARD INDEX FDS41.0K shares5.35%2026-03-312026-04-14

DFEM DIMENSIONAL ETF TRUST344.6K shares8.66%2026-03-312026-04-14

VGIT VANGUARD SCOTTSDALE FDS195.0K shares5.21%2026-03-312026-04-14

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DFAC DIMENSIONAL ETF TRUST184.6K shares4.72%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST131.3K shares-2.80%2026-03-312026-04-14

DIHP DIMENSIONAL ETF TRUST194.2K shares11.30%2026-03-312026-04-14

IDEV ISHARES TR67.6K shares8.67%2026-03-312026-04-14

QUAL ISHARES TR25.2K shares-0.61%2026-03-312026-04-14

DUHP DIMENSIONAL ETF TRUST127.2K shares26.24%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST93.9K shares0.27%2026-03-312026-04-14

DISV DIMENSIONAL ETF TRUST102.8K shares7.25%2026-03-312026-04-14

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DFAU DIMENSIONAL ETF TRUST75.9K shares0.28%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS49.9K shares7.33%2026-03-312026-04-14

AVEM AMERICAN CENTY ETF TR32.2K shares7.14%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST73.1K shares-5.90%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS28.1K shares-11.92%2026-03-312026-04-14

IQLT ISHARES TR43.1K shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO6.2K shares1.38%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST49.9K shares63.69%2026-03-312026-04-14

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MPC MARATHON PETE CORP5.8K shares-0.26%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP6.3K shares0.25%2026-03-312026-04-14

AAPL APPLE INC4.8K shares7.17%2026-03-312026-04-14

V VISA INC3.7K shares1.41%2026-03-312026-04-14

HD HOME DEPOT INC3.4K shares0.03%2026-03-312026-04-14

CSCO CISCO SYS INC12.2K shares1.21%2026-03-312026-04-14

NVDA NVIDIA CORPORATION5.3K shares14.96%2026-03-312026-04-14

META META PLATFORMS INC1.6K shares-6.57%2026-03-312026-04-14

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SCHG SCHWAB STRATEGIC TR30.3K shares-20.45%2026-03-312026-04-14

MSFT MICROSOFT CORP2.3K shares4.45%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS17.2K shares6.28%2026-03-312026-04-14

LLY ELI LILLY & CO857 shares4.77%2026-03-312026-04-14

DFSD DIMENSIONAL ETF TRUST16.4K shares10.01%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP8.2K shares-2.85%2026-03-312026-04-14

AMZN AMAZON COM INC3.3K shares3.49%2026-03-312026-04-14

SCHV SCHWAB STRATEGIC TR20.0K shares-7.15%2026-03-312026-04-14

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UNP UNION PAC CORP2.5K shares0.49%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST15.4K shares35.30%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.2K shares-9.68%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST17.4K shares9.19%2026-03-312026-04-14

STPZ PIMCO ETF TR10.7K shares0.00%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP3.3K shares2.88%2026-03-312026-04-14

ABT ABBOTT LABORATORIES5.3K shares0.00%2026-03-312026-04-14

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ALPHABET INC ALPHABET INC1.9K shares3.38%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP833 shares-0.12%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-04-14

TXN TEXAS INSTRS INC2.3K shares-9.64%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP648 shares0.00%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC2.9K shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR8.5K shares2.32%2026-03-312026-04-14

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MIAX MIAMI INTL HLDGS INC10.7K sharesnew addition2026-03-312026-04-14

WMT WALMART INC3.3K shares21.39%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2026-03-312026-04-14

DFIC DIMENSIONAL ETF TRUST10.9K shares3.86%2026-03-312026-04-14

NFLX NETFLIX INC.3.9K shares1.55%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST5.3K shares-16.28%2026-03-312026-04-14

EMXC ISHARES INC4.6K shares0.00%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR2.4K shares9.74%2026-03-312026-04-14

Sponsored

KO COCA COLA CO4.7K shares0.79%2026-03-312026-04-14

SYK STRYKER CORPORATION1.1K shares0.00%2026-03-312026-04-14

COWZ PACER FDS TR5.4K shares0.00%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS6.7K shares0.00%2026-03-312026-04-14

MTUM ISHARES TR1.3K shares0.00%2026-03-312026-04-14

PTLC PACER FDS TR5.5K shares0.00%2026-03-312026-04-14

VLUE ISHARES TR2.0K shares0.00%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW2.0K shares0.00%2026-03-312026-04-14

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XLK SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC2.0K sharesnew addition2026-03-312026-04-14

USMV ISHARES TR2.7K shares0.00%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR8.1K shares-6.91%2026-03-312026-04-14

TSLA TESLA INC665 shares9.02%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-14

OIH VANECK ETF TRUST556 sharesnew addition2026-03-312026-04-14

DFGR DIMENSIONAL ETF TRUST8.1K shares2.86%2026-03-312026-04-14

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ALPHABET INC ALPHABET INC730 sharesnew addition2026-03-312026-04-14

AVUV

AMERICAN CENTY ETF TR

6.74%

Shares215.7K

Event2026-03-31

Filed2026-04-14

AVDV

AMERICAN CENTY ETF TR

4.75%

Shares160.3K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

10.89%

Shares97.8K

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL ETF TRUST

-1.54%

Shares221.6K

Event2026-03-31

Filed2026-04-14

BSVO

EA SERIES TRUST

-0.15%

Shares536.9K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

5.35%

Shares41.0K

Event2026-03-31

Filed2026-04-14

DFEM

DIMENSIONAL ETF TRUST

8.66%

Shares344.6K

Event2026-03-31

Filed2026-04-14

VGIT

VANGUARD SCOTTSDALE FDS

5.21%

Shares195.0K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

4.72%

Shares184.6K

Event2026-03-31

Filed2026-04-14

DFIV

DIMENSIONAL ETF TRUST

-2.80%

Shares131.3K

Event2026-03-31

Filed2026-04-14

DIHP

DIMENSIONAL ETF TRUST

11.30%

Shares194.2K

Event2026-03-31

Filed2026-04-14

IDEV

ISHARES TR

8.67%

Shares67.6K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

-0.61%

Shares25.2K

Event2026-03-31

Filed2026-04-14

DUHP

DIMENSIONAL ETF TRUST

26.24%

Shares127.2K

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL ETF TRUST

0.27%

Shares93.9K

Event2026-03-31

Filed2026-04-14

DISV

DIMENSIONAL ETF TRUST

7.25%

Shares102.8K

Event2026-03-31

Filed2026-04-14

DFAU

DIMENSIONAL ETF TRUST

0.28%

Shares75.9K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

7.33%

Shares49.9K

Event2026-03-31

Filed2026-04-14

AVEM

AMERICAN CENTY ETF TR

7.14%

Shares32.2K

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

-5.90%

Shares73.1K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-11.92%

Shares28.1K

Event2026-03-31

Filed2026-04-14

IQLT

ISHARES TR

0.00%

Shares43.1K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

1.38%

Shares6.2K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

63.69%

Shares49.9K

Event2026-03-31

Filed2026-04-14

MPC

MARATHON PETE CORP

-0.26%

Shares5.8K

Event2026-03-31

Filed2026-04-14

LAM RESEARCH CORP

0.25%

Shares6.3K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

7.17%

Shares4.8K

Event2026-03-31

Filed2026-04-14

VISA INC

1.41%

Shares3.7K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

1.21%

Shares12.2K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

14.96%

Shares5.3K

Event2026-03-31

Filed2026-04-14