account_balance

Investment manager · 13F filer · SEC CIK 2054904

HMV Wealth Advisors, LLC

Reported value$264Mas of Sep 30, 2026
Positions92 6 new, 3 sold out
Top 10 weight56.3%AVUV alone is 9%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUV American Centy ETF Tr 8.7% Held
AVDV American Centy ETF Tr 7.7% Added +8%
BSVO Ea Series Trust 7.1% Added +3%
ITOT iShares Tr 6.1% Added +5%
DFEM Dimensional ETF Trust 5.9% Added +6%
DFAT Dimensional ETF Trust 5.5% Held
VTI Vanguard Index FDS 5.4% Held
VGIT Vanguard Scottsdale FDS 4.0% Trimmed −15%
DIHP Dimensional ETF Trust 3.1% Added +7%
DFAC Dimensional ETF Trust 2.8% Held
IDEV iShares Tr 2.8% Added +12%
DFIV Dimensional ETF Trust 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • DFNM $1.72M
  • IEI $866K
  • VLO $307K
  • ABBV $241K
arrow_upwardAdded
arrow_downwardTrimmed
  • VGIT −15%
  • XOM −12%
  • META −8%
  • DFAE −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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