Sponsored

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

Currently, HMV Wealth Advisors, LLC holds 89 types of securities in its portfolio with a total value $256.9M. In the most recent quarter, they have increased their positions in MIAX (+127.3K shares, valued at $4.7M), DFUS (+40.6K shares, valued at $3.3M), BSVO (+109.8K shares, valued at $3.2M); decreased their positions in AVUV (-18.5K shares, valued at $2.3M), N/A (-2.5K shares, valued at $927.0K), ITOT (-4.9K shares, valued at $811.0K); initiated new positions in SPTM (+18.4K shares, valued at $1.7M), SDY (+6.2K shares, valued at $942.6K), VOO (+538 shares, valued at $369.5K).

1M P&L

-3.2M-1.26%

3M P&L

+1.4M+0.58%

HY P&L

+9.0M+3.73%

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/A208.6M

89.3%

2Capital Markets5.9M

2.5%

3Semiconductor Equipment & Materials2.8M

1.2%

Top Industries by Stock Count

1N/A49 stocks

63.6%

2Medical Devices2 stocks

2.6%

3Internet Content & Information2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR197.2K shares-8.59%2026-06-302026-07-13

BSVO EA SERIES TRUST646.7K shares20.44%2026-06-302026-07-13

AVDV AMERICAN CENTY ETF TR172.2K shares7.45%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST221.6K shares0.02%2026-06-302026-07-13

ITOT ISHARES TR92.8K shares-5.05%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST367.6K shares6.68%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS38.5K shares-6.11%2026-06-302026-07-13

VGIT VANGUARD SCOTTSDALE FDS215.5K shares10.51%2026-06-302026-07-13

Sponsored

DIHP DIMENSIONAL ETF TRUST226.3K shares16.55%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST168.5K shares-8.73%2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST129.1K shares-1.68%2026-06-302026-07-13

DUHP DIMENSIONAL ETF TRUST160.0K shares25.80%2026-06-302026-07-13

IDEV ISHARES TR73.6K shares8.90%2026-06-302026-07-13

QUAL ISHARES TR24.8K shares-1.51%2026-06-302026-07-13

MIAX MIAMI INTL HLDGS INC138.0K shares1191.37%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST92.5K shares-1.52%2026-06-302026-07-13

Sponsored

DISV DIMENSIONAL ETF TRUST122.9K shares19.51%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS57.3K shares14.91%2026-06-302026-07-13

DFAU DIMENSIONAL ETF TRUST77.6K shares2.25%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST45.9K shares770.40%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR29.1K shares-9.49%2026-06-302026-07-13

LRCX LAM RESEARCH CORP6.4K shares0.84%2026-06-302026-07-13

DFAX DIMENSIONAL ETF TRUST69.3K shares-5.18%2026-06-302026-07-13

DFSV DIMENSIONAL ETF TRUST60.6K shares21.45%2026-06-302026-07-13

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.6K shares7.54%2026-06-302026-07-13

IQLT ISHARES TR43.1K shares0.00%2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS27.2K shares-3.33%2026-06-302026-07-13

AAPL APPLE INC6.4K shares31.50%2026-06-302026-07-13

SPTM SPDR SERIES TRUST18.4K sharesnew addition2026-06-302026-07-13

MPC MARATHON PETE CORP5.7K shares-2.32%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC12.2K shares0.00%2026-06-302026-07-13

VISA INC VISA INC4.1K shares11.05%2026-06-302026-07-13

Sponsored

NVDA NVIDIA CORPORATION6.5K shares23.78%2026-06-302026-07-13

LLY ELI LILLY & CO948 shares10.62%2026-06-302026-07-13

HD HOME DEPOT INC3.1K shares-7.99%2026-06-302026-07-13

DFSD DIMENSIONAL ETF TRUST21.8K shares32.78%2026-06-302026-07-13

MSFT MICROSOFT CORP2.8K shares18.81%2026-06-302026-07-13

SCHG SCHWAB STRATEGIC TR30.3K shares0.04%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS20.1K shares17.11%2026-06-302026-07-13

GOOGL ALPHABET INC2.8K shares47.71%2026-06-302026-07-13

Sponsored

META PLATFORMS INC META PLATFORMS INC1.7K shares9.65%2026-06-302026-07-13

SDY SPDR SERIES TRUST6.2K sharesnew addition2026-06-302026-07-13

AMZN AMAZON COM INC3.7K shares14.54%2026-06-302026-07-13

BROADCOM INC BROADCOM INC2.1K shares31.51%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP8.2K shares0.00%2026-06-302026-07-13

TXN TEXAS INSTRS INC2.4K shares3.41%2026-06-302026-07-13

UNP UNION PAC CORP2.6K shares4.11%2026-06-302026-07-13

DFAE DIMENSIONAL ETF TRUST17.4K shares0.00%2026-06-302026-07-13

Sponsored

SCHV SCHWAB STRATEGIC TR20.0K shares0.00%2026-06-302026-07-13

DFAI DIMENSIONAL ETF TRUST15.2K shares-1.39%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares-0.42%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-06-302026-07-13

STPZ PIMCO ETF TR10.7K shares0.00%2026-06-302026-07-13

EMXC ISHARES INC5.4K shares18.11%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP3.9K shares18.19%2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR8.6K shares1.03%2026-06-302026-07-13

Sponsored

ROP ROPER TECHNOLOGIES INC1.3K shares-5.92%2026-06-302026-07-13

GOOG ALPHABET INC1.3K shares73.84%2026-06-302026-07-13

MTUM ISHARES TR1.3K shares0.00%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP833 shares0.00%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2026-06-302026-07-13

WMT WALMART INC3.7K shares11.61%2026-06-302026-07-13

DFIC DIMENSIONAL ETF TRUST10.9K shares0.00%2026-06-302026-07-13

KO COCA COLA CO4.8K shares2.95%2026-06-302026-07-13

Sponsored

XLK SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-13

XLV SELECT SECTOR SPDR TR2.5K shares0.57%2026-06-302026-07-13

ABT ABBOTT LABORATORIES4.2K shares-20.71%2026-06-302026-07-13

VOO VANGUARD INDEX FDS538 sharesnew addition2026-06-302026-07-13

VLUE ISHARES TR1.8K shares-7.41%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.0K shares2.49%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS6.7K shares0.00%2026-06-302026-07-13

NOC NORTHROP GRUMMAN CORP659 shares1.70%2026-06-302026-07-13

Sponsored

COWZ PACER FDS TR5.4K shares0.00%2026-06-302026-07-13

PTLC PACER FDS TR5.5K shares0.00%2026-06-302026-07-13

TSLA TESLA INC671 shares0.90%2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.3.9K shares-1.52%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC662 sharesnew addition2026-06-302026-07-13

SYK STRYKER CORPORATION826 shares-21.78%2026-06-302026-07-13

DFGR DIMENSIONAL ETF TRUST9.0K shares10.80%2026-06-302026-07-13

Sponsored

USMV ISHARES TR2.7K shares0.00%2026-06-302026-07-13

AWK AMERICAN WTR WKS CO INC NEW2.0K shares-3.46%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR8.1K shares0.00%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION260 sharesnew addition2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR8.2K sharesnew addition2026-06-302026-07-13

CVX CHEVRON CORPORATION1.3K shares16.52%2026-06-302026-07-13

OIH VANECK ETF TRUST559 shares0.54%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS730 sharesnew addition2026-06-302026-07-13

Sponsored

GLW CORNING INC802 sharesnew addition2026-06-302026-07-13

AVUV

AMERICAN CENTY ETF TR

-8.59%

Shares197.2K

Event2026-06-30

Filed2026-07-13

BSVO

EA SERIES TRUST

20.44%

Shares646.7K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

7.45%

Shares172.2K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

0.02%

Shares221.6K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

-5.05%

Shares92.8K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

6.68%

Shares367.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-6.11%

Shares38.5K

Event2026-06-30

Filed2026-07-13

VGIT

VANGUARD SCOTTSDALE FDS

10.51%

Shares215.5K

Event2026-06-30

Filed2026-07-13

DIHP

DIMENSIONAL ETF TRUST

16.55%

Shares226.3K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

-8.73%

Shares168.5K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

-1.68%

Shares129.1K

Event2026-06-30

Filed2026-07-13

DUHP

DIMENSIONAL ETF TRUST

25.80%

Shares160.0K

Event2026-06-30

Filed2026-07-13

IDEV

ISHARES TR

8.90%

Shares73.6K

Event2026-06-30

Filed2026-07-13

QUAL

ISHARES TR

-1.51%

Shares24.8K

Event2026-06-30

Filed2026-07-13

MIAX

MIAMI INTL HLDGS INC

1191.37%

Shares138.0K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

-1.52%

Shares92.5K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

19.51%

Shares122.9K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

14.91%

Shares57.3K

Event2026-06-30

Filed2026-07-13

DFAU

DIMENSIONAL ETF TRUST

2.25%

Shares77.6K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

770.40%

Shares45.9K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

-9.49%

Shares29.1K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

0.84%

Shares6.4K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

-5.18%

Shares69.3K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

21.45%

Shares60.6K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

7.54%

Shares6.6K

Event2026-06-30

Filed2026-07-13

IQLT

ISHARES TR

0.00%

Shares43.1K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

-3.33%

Shares27.2K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

31.50%

Shares6.4K

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

New

Shares18.4K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

-2.32%

Shares5.7K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-13

VISA INC

11.05%

Shares4.1K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

23.78%

Shares6.5K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

10.62%

Shares948

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-7.99%

Shares3.1K

Event2026-06-30

Filed2026-07-13

DFSD

DIMENSIONAL ETF TRUST

32.78%

Shares21.8K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

18.81%

Shares2.8K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

0.04%

Shares30.3K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

17.11%

Shares20.1K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

47.71%

Shares2.8K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

9.65%

Shares1.7K

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

14.54%

Shares3.7K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

31.51%

Shares2.1K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

3.41%

Shares2.4K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

4.11%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-13

DFAI

DIMENSIONAL ETF TRUST

-1.39%

Shares15.2K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

-0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

STPZ

PIMCO ETF TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

18.11%

Shares5.4K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

18.19%

Shares3.9K

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

1.03%

Shares8.6K

Event2026-06-30

Filed2026-07-13

ROP

ROPER TECHNOLOGIES INC

-5.92%

Shares1.3K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

73.84%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MTUM

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares833

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

11.61%

Shares3.7K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

2.95%

Shares4.8K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-20.71%

Shares4.2K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

New

Shares538

Event2026-06-30

Filed2026-07-13

VLUE

ISHARES TR

-7.41%

Shares1.8K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

2.49%

Shares3.0K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

1.70%

Shares659

Event2026-06-30

Filed2026-07-13

COWZ

PACER FDS TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-13

PTLC

PACER FDS TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

0.90%

Shares671

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

-1.52%

Shares3.9K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

New

Shares662

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

-21.78%

Shares826

Event2026-06-30

Filed2026-07-13

DFGR

DIMENSIONAL ETF TRUST

10.80%

Shares9.0K

Event2026-06-30

Filed2026-07-13

USMV

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

AWK

AMERICAN WTR WKS CO INC NEW

-3.46%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

New

Shares260

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

New

Shares8.2K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

16.52%

Shares1.3K

Event2026-06-30

Filed2026-07-13

OIH

VANECK ETF TRUST

0.54%

Shares559

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares730

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

New

Shares802

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available