§ 13F · FUND PROFILE
HMV Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 81Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 216K | $24M | 11.2% | +7% |
| 2 | AVDV | AMERICAN CENTY ETF TR | 160K | $16M | 7.5% | +5% |
| 3 | ITOT | ISHARES TR | 98K | $14M | 6.5% | +11% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 222K | $14M | 6.5% | −2% |
| 5 | BSVO | EA SERIES TRUST | 537K | $14M | 6.4% | ±0% |
| 6 | VTI | VANGUARD INDEX FDS | 41K | $13M | 6.2% | +5% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 345K | $12M | 5.6% | +9% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 195K | $12M | 5.5% | +5% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 185K | $7M | 3.4% | +5% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 131K | $7M | 3.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HMV SIGNAL
AC read
HMV Wealth Advisors, LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed