Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HMV Wealth Advisors, LLC (CIK 2054904) reported $212.9M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUV ($23.8M, 11.20%), AVDV ($16.0M, 7.52%), ITOT ($13.9M, 6.54%), DFAT ($13.8M, 6.50%), BSVO ($13.6M, 6.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $23.8M | 11.20% | 215,726 | Added |
| 2 | AVDV | AMERICAN CENTY ETF TR | $16.0M | 7.52% | 160,275 | Added |
| 3 | ITOT | ISHARES TR | $13.9M | 6.54% | 97,764 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $13.8M | 6.50% | 221,567 | Trimmed |
| 5 | BSVO | EA SERIES TRUST | $13.6M | 6.40% | 536,902 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $13.2M | 6.18% | 41,015 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $11.9M | 5.59% | 344,552 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $11.6M | 5.46% | 195,020 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $7.2M | 3.37% | 184,640 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $6.9M | 3.26% | 131,307 | Trimmed |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $6.3M | 2.94% | 194,180 | Added |
| 12 | IDEV | ISHARES TR | $5.6M | 2.65% | 67,590 | Added |
| 13 | QUAL | ISHARES TR | $4.8M | 2.27% | 25,180 | Trimmed |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $4.7M | 2.20% | 127,195 | Added |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $4.6M | 2.14% | 93,944 | Added |
| 16 | DISV | DIMENSIONAL ETF TRUST | $4.1M | 1.90% | 102,802 | Added |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $3.4M | 1.61% | 75,902 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $3.2M | 1.50% | 49,875 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $2.6M | 1.22% | 32,185 | Added |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $2.5M | 1.17% | 73,078 | Trimmed |
| 21 | BSV | VANGUARD BD INDEX FDS | $2.2M | 1.03% | 28,087 | Trimmed |
| 22 | IQLT | ISHARES TR | $2.0M | 0.94% | 43,125 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $1.8M | 0.85% | 6,164 | Added |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $1.7M | 0.82% | 49,860 | Added |
| 25 | MPC | MARATHON PETE CORP | $1.4M | 0.67% | 5,808 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31