§ 13F · FUND PROFILE
HMV Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.5T (13F)Positions · 79Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 202K | $20.6T | 10.3% | +9% |
| 2 | AVDV | AMERICAN CENTY ETF TR | 153K | $14.4T | 7.2% | +14% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 225K | $13.4T | 6.7% | ±0% |
| 4 | ITOT | ISHARES TR | 88K | $13.1T | 6.6% | +33% |
| 5 | VTI | VANGUARD INDEX FDS | 39K | $13.1T | 6.5% | ±0% |
| 6 | BSVO | EA SERIES TRUST | 538K | $12.5T | 6.3% | +20% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 185K | $11.1T | 5.6% | +14% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 317K | $10.5T | 5.2% | +14% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 176K | $7.0T | 3.5% | −2% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 135K | $6.7T | 3.4% | +1% |
§ 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 $152546.5 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed