Q3 2026 13F · SEC CIK 2054904

HMV Wealth Advisors, LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.7M
Reported positions: 92
Holdings vs S&P 500, 3 yrs: —
Assets under management: $567.4M

HMV Wealth Advisors, LLC is a wealth manager that reported 92 positions worth $263.7M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were American Centy ETF Tr (AVUV, 8.7%), American Centy ETF Tr (AVDV, 7.7%), Ea Series Trust (BSVO, 7.1%).

HMV Wealth Advisors, LLC holdings largest 50 of 92 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HMV Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AVUVAmerican Centy ETF Tr	8.7%	9.6%	194,530	-1.4%	$22.9M
AVDVAmerican Centy ETF Tr	7.7%	6.9%	186,751	+8.4%	$20.4M
BSVOEa Series Trust	7.1%	7.3%	668,752	+3.4%	$18.7M
ITOTIshares Tr	6.1%	5.9%	97,018	+4.5%	$16.1M
DFEMDimensional ETF Trust	5.9%	5.8%	389,804	+6.0%	$15.5M
DFATDimensional ETF Trust	5.5%	6.0%	217,887	-1.7%	$14.5M
VTIVanguard Index Fds	5.4%	5.5%	38,226	-0.7%	$14.3M
VGITVanguard Scottsdale Fds	4.0%	4.9%	183,920	-14.7%	$10.4M
DIHPDimensional International High Profitabi	3.1%	3.0%	241,955	+6.9%	$8.2M
DFACDimensional ETF Trust	2.8%	2.9%	167,057	-0.9%	$7.4M
IDEVIshares Tr	2.8%	2.6%	82,107	+11.6%	$7.3M
DFIVDimensional ETF Trust	2.7%	2.7%	128,916	-0.1%	$7.2M
DUHPDfa Invt Dimensions Group in	2.6%	—	163,980	—	$6.9M
QUALIshares Tr	2.1%	2.1%	24,695	-0.4%	$5.5M
DISVDimensional ETF Trust	2.0%	1.9%	121,974	-0.7%	$5.3M
MIAXMiami Intl Hldgs Inc	1.9%	2.0%	147,938	+7.2%	$5.0M
DFUVDimensional ETF Trust	1.9%	2.0%	88,991	-3.8%	$4.9M
VEAVanguard Ftse Developed Markets Index Fu	1.5%	1.6%	57,600	+0.5%	$4.1M
DFAUDimensional ETF Trust	1.5%	1.6%	77,497	-0.1%	$4.1M
DFUSDimensional ETF Trust	1.4%	1.5%	46,040	+0.4%	$3.8M
AVEMAmerican Centy ETF Tr	1.0%	1.1%	28,990	-0.5%	$2.7M
DFAXDimensional ETF Trust	1.0%	1.0%	69,123	-0.2%	$2.6M
AAPLApple Inc	0.9%	0.7%	7,479	+17.5%	$2.5M
JPMJpmorgan Chase & Co	0.9%	0.8%	6,840	+3.2%	$2.3M
DFSVDfa Invt Dimensions Group in	0.9%	—	60,220	—	$2.3M
MPCMarathon Petroleum	0.9%	0.6%	5,673	+0.0%	$2.2M
LRCXLam Research Corp	0.8%	1.1%	6,727	+5.2%	$2.2M
IQLTIshares Tr	0.8%	0.8%	43,173	+0.1%	$2.1M
BSVVanguard Bd Index Fds	0.8%	0.8%	27,122	-0.1%	$2.1M
MSFTMicrosoft Corp	0.7%	0.4%	3,778	+36.9%	$1.9M
DFNMDimensional ETF Trust	0.7%	—	37,410	—	$1.7M
SPTMSpdr Series Trust	0.6%	0.7%	18,560	+0.7%	$1.7M
NVDANvidia Corporation	0.6%	0.5%	7,421	+13.9%	$1.7M
VVisa Inc	0.6%	0.6%	4,465	+7.9%	$1.6M
CSCOCisco Sys Inc	0.5%	0.6%	12,713	+4.4%	$1.4M
LLYEli Lilly & Co	0.5%	0.4%	1,055	+11.3%	$1.2M
AMZNAmazon Com Inc	0.5%	0.3%	4,834	+29.4%	$1.2M
DFSDDimensional Short-Duration Fixed Income	0.4%	0.4%	24,758	+13.4%	$1.2M
METAMeta Platforms Inc	0.4%	0.4%	1,571	-8.4%	$1.1M
SCHGSchwab Strategic Tr	0.4%	0.4%	30,342	+0.0%	$1.1M
VTIPVanguard Malvern Fds	0.4%	0.4%	21,205	+5.4%	$1.0M
GOOGLAlphabet Inc	0.4%	0.4%	2,859	+1.9%	$984K
AVGOBroadcom Inc	0.4%	0.3%	2,783	+34.4%	$977K
SDYSpdr Ser Tr	0.3%	0.4%	6,194	+0.0%	$907K
IEIIshares Tr	0.3%	—	7,630	—	$866K
HDHome Depot Inc	0.3%	0.4%	3,007	-2.6%	$855K
SCHWCharles Schwab Corp (the)	0.3%	0.3%	8,249	+0.0%	$806K
GOOGAlphabet Inc	0.3%	—	2,144	—	$731K
UNPUnion Pac Corp	0.3%	0.3%	2,585	+0.0%	$703K
SCHVSchwab Strategic Tr	0.3%	0.3%	19,992	+0.0%	$666K

What HMV Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MSFT Microsoft Corp+36.9% shares
AVGO Broadcom Inc+34.4% shares
AMZN Amazon Com Inc+29.4% shares
AAPL Apple Inc+17.5% shares
NVDA Nvidia Corporation+13.9% shares
DFSD Dimensional Short-Duration Fixed Income +13.4% shares
IDEV Ishares Tr+11.6% shares
LLY Eli Lilly & Co+11.3% shares

Reduced

VGIT Vanguard Scottsdale Fds-14.7% shares
META Meta Platforms Inc-8.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$263.7M	92
Q2 2026	$256.9M	89
Q1 2026	$212.9M	81
Q4 2025	$199.9M	80
Q3 2025	$181.8M	81
Q2 2025	$152.5M	79
Q1 2025	$126.1M	80
Q4 2024	$99.9M	78

Questions about HMV Wealth Advisors, LLC's portfolio

What stocks does HMV Wealth Advisors, LLC own?

HMV Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 92 positions worth $263.7M. The largest are American Centy ETF Tr (AVUV) at 8.7%, American Centy ETF Tr (AVDV) at 7.7%, Ea Series Trust (BSVO) at 7.1%, Ishares Tr (ITOT) at 6.1% and Dimensional ETF Trust (DFEM) at 5.9%.

What did HMV Wealth Advisors, LLC buy last quarter?

In Q3 2026, HMV Wealth Advisors, LLC added Microsoft Corp (MSFT) (+36.9% shares), Broadcom Inc (AVGO) (+34.4% shares) and Amazon Com Inc (AMZN) (+29.4% shares), compared with its Q2 2026 filing.

What did HMV Wealth Advisors, LLC sell last quarter?

In Q3 2026, HMV Wealth Advisors, LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Dimensional ETF Trust (DFAE), cut from its top 50 Dimensional ETF Trust (DFAI), Vanguard Scottsdale Fds (VGIT) (-14.7% shares) and Meta Platforms Inc (META) (-8.4% shares), compared with its Q2 2026 filing.

When is HMV Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HMV Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does HMV Wealth Advisors, LLC manage?

HMV Wealth Advisors, LLC reported $567.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $263.7M.