The Analysis of HMV Wealth Advisors, LLC's Holdings
Currently, HMV Wealth Advisors, LLC holds 80 types of securities in its portfolio with a total value $199.9M. In the most recent quarter, they have increased their positions in ITOT (+21.7K shares, valued at $3.2M), BSVO (+91.4K shares, valued at $2.1M), AVDV (+19.1K shares, valued at $1.8M); decreased their positions in NVDA (-4.0K shares, valued at $746.0K), DFSV (-5.4K shares, valued at $179.1K), DFAC (-3.9K shares, valued at $155.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUV AMERICAN CENTY ETF TR202.1K shares8.61%2025-12-312026-01-20
AVDV AMERICAN CENTY ETF TR153.0K shares14.23%2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST225.0K shares-0.16%2025-12-312026-01-20 ITOT ISHARES TR88.2K shares32.59%2025-12-312026-01-20 VTI VANGUARD INDEX FDS38.9K shares-0.17%2025-12-312026-01-20 BSVO EA SERIES TRUST537.7K shares20.48%2025-12-312026-01-20 VGIT VANGUARD SCOTTSDALE FDS185.4K shares13.56%2025-12-312026-01-20 DFEM DIMENSIONAL ETF TRUST317.1K shares14.45%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST176.3K shares-2.18%2025-12-312026-01-20 DFIV DIMENSIONAL ETF TRUST135.1K shares0.96%2025-12-312026-01-20 DIHP DIMENSIONAL ETF TRUST174.5K shares24.59%2025-12-312026-01-20 IDEV ISHARES TR62.2K shares22.67%2025-12-312026-01-20 QUAL ISHARES TR25.3K shares-0.63%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST93.7K shares3.12%2025-12-312026-01-20 DUHP DIMENSIONAL ETF TRUST100.8K shares51.41%2025-12-312026-01-20 DISV DIMENSIONAL ETF TRUST95.9K shares-1.37%2025-12-312026-01-20 DFAU DIMENSIONAL ETF TRUST75.7K shares-0.45%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS46.5K shares-1.09%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST77.7K shares-0.28%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS31.9K shares1.85%2025-12-312026-01-20 AVEM AMERICAN CENTY ETF TR30.0K shares-2.69%2025-12-312026-01-20 IQLT ISHARES TR43.1K shares0.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.6.1K shares0.00%2025-12-312026-01-20 V VISA INC3.7K shares0.00%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR38.1K shares-10.80%2025-12-312026-01-20 AAPL APPLE INC4.5K shares-5.52%2025-12-312026-01-20 HD HOME DEPOT INC3.4K shares0.00%2025-12-312026-01-20 META META PLATFORMS INC1.7K shares-7.36%2025-12-312026-01-20 MSFT MICROSOFT CORP2.2K shares0.00%2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST30.5K shares-15.17%2025-12-312026-01-20 MPC MARATHON PETE CORP5.8K shares0.00%2025-12-312026-01-20 CSCO CISCO SYS INC12.0K shares0.00%2025-12-312026-01-20 LLY ELI LILLY & CO818 shares0.00%2025-12-312026-01-20 NVDA NVIDIA CORPORATION4.6K shares-46.63%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP8.5K shares0.00%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS16.2K shares14.53%2025-12-312026-01-20 MA MASTERCARD INCORPORATED1.3K shares0.00%2025-12-312026-01-20 AMZN AMAZON COM INC3.2K shares0.00%2025-12-312026-01-20 DFSD DIMENSIONAL ETF TRUST14.9K shares20.73%2025-12-312026-01-20 ABT ABBOTT LABS5.3K shares0.00%2025-12-312026-01-20 SCHV SCHWAB STRATEGIC TR21.5K shares0.00%2025-12-312026-01-20 ROP ROPER TECHNOLOGIES INC1.4K shares0.00%2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.8K shares-7.08%2025-12-312026-01-20 STPZ PIMCO ETF TR10.7K shares0.00%2025-12-312026-01-20 UNP UNION PAC CORP2.5K shares0.00%2025-12-312026-01-20 BROADCOM INC BROADCOM INC1.6K shares0.00%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC2.9K shares0.00%2025-12-312026-01-20 DFAE DIMENSIONAL ETF TRUST16.0K shares0.00%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST6.3K shares0.00%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR8.3K shares0.00%2025-12-312026-01-20 TXN TEXAS INSTRS INC2.6K shares-7.16%2025-12-312026-01-20 DFAI DIMENSIONAL ETF TRUST11.4K shares-0.78%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP834 shares-19.96%2025-12-312026-01-20 XOM EXXON MOBIL CORP3.2K shares76.73%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-12-312026-01-20 SYK STRYKER CORPORATION1.1K shares0.00%2025-12-312026-01-20 NOC NORTHROP GRUMMAN CORP648 shares0.00%2025-12-312026-01-20 NFLX NETFLIX INC3.9K shares884.77%2025-12-312026-01-20 DFIC DIMENSIONAL ETF TRUST10.5K shares11.36%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR2.2K shares0.00%2025-12-312026-01-20 EMXC ISHARES INC4.6K shares1.32%2025-12-312026-01-20 KO COCA COLA CO4.7K shares0.00%2025-12-312026-01-20 COWZ PACER FDS TR5.4K shares0.00%2025-12-312026-01-20 MTUM ISHARES TR1.3K shares0.00%2025-12-312026-01-20 PTLC PACER FDS TR5.5K shares0.00%2025-12-312026-01-20 WMT WALMART INC2.7K shares0.00%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS6.7K shares0.00%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR2.1K shares100.00%2025-12-312026-01-20 TSLA TESLA INC610 shares0.00%2025-12-312026-01-20 VLUE ISHARES TR2.0K shares0.00%2025-12-312026-01-20 AWK AMERICAN WTR WKS CO INC NEW2.0K shares0.00%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-20 USMV ISHARES TR2.7K shares0.00%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR8.7K shares0.00%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC700 shares0.00%2025-12-312026-01-20 DFGR DIMENSIONAL ETF TRUST7.9K shares0.00%2025-12-312026-01-20 HOOD ROBINHOOD MKTS INC1.8K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available