HMV WEALTH ADVISORS, LLC 13F Portfolio
HMV WEALTH ADVISORS, LLC runs HMV WEALTH ADVISORS, LLC and currently holds 89 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $256.87M. Their top holdings are AVUV, AVDV, DFAT, ITOT, DFEM. The top five represent 34.3% of reported portfolio weight. HMV WEALTH ADVISORS, LLC ranks #795 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HMV WEALTH ADVISORS, LLC initiated 7 new positions. They added to 43 existing positions. They trimmed 20 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
Portfolio Value
$256.87M
Alpha Score
27.6
#795 of 1000
Holdings
89
HMV WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from HMV WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
89 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUV AMERICAN CENTY ETF TR | 9.58% | $95.12 | $119.63 | +25.77% | Trimmed -8.59% |
 AVDV AMERICAN CENTY ETF TR | 6.91% | $80.47 | $108.42 | +34.73% | Added +7.45% |
 DFAT DIMENSIONAL ETF TRUST | 6.03% | $53.99 | $67.30 | +24.65% | Added +0.02% |
 ITOT ISHARES TR | 5.94% | $136.99 | $169.61 | +23.81% | Trimmed -5.05% |
 DFEM DIMENSIONAL ETF TRUST | 5.82% | $29.83 | $40.01 | +34.13% | Added +6.68% |
 VTI VANGUARD INDEX FDS | 5.55% | $293.86 | $381.92 | +29.97% | Trimmed -6.11% |
 VGIT VANGUARD SCOTTSDALE FDS | 4.95% | $59.32 | $56.70 | -4.42% | Added +10.51% |
 DIHP DIMENSIONAL ETF TRUST | 3.01% | $29.62 | $33.96 | +14.64% | Added +16.55% |
 DFAC DIMENSIONAL ETF TRUST | 2.91% | $34.89 | $45.31 | +29.85% | Trimmed -8.73% |
 DFIV DIMENSIONAL ETF TRUST | 2.72% | $36.01 | $55.43 | +53.92% | Trimmed -1.68% |
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