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HMV WEALTH ADVISORS, LLC
HMV WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
HMV WEALTH ADVISORS, LLC runs HMV WEALTH ADVISORS, LLC and currently holds 89 stock positions, which is fewer than the average of 230 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 #796 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%.
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89 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUV AMERICAN CENTY ETF TR | 9.58% | $95.12 | $126.43 | +32.92% | Trimmed -8.59% |
 AVDV AMERICAN CENTY ETF TR | 6.91% | $80.47 | $111.97 | +39.15% | Added +7.45% |
 DFAT DIMENSIONAL ETF TRUST | 6.03% | $53.99 | $71.70 | +32.80% | Added +0.02% |
 ITOT ISHARES TR | 5.94% | $136.99 | $167.98 | +22.62% | Trimmed -5.05% |
 DFEM DIMENSIONAL ETF TRUST | 5.82% | $29.83 | $39.90 | +33.76% | Added +6.68% |
 VTI VANGUARD INDEX FDS | 5.55% | $293.86 | $378.25 | +28.72% | Trimmed -6.11% |
 VGIT VANGUARD SCOTTSDALE FDS | 4.95% | $59.32 | $58.32 | -1.69% | Added +10.51% |
 DIHP DIMENSIONAL ETF TRUST | 3.01% | $29.62 | $35.75 | +20.68% | Added +16.55% |
 DFAC DIMENSIONAL ETF TRUST | 2.91% | $34.89 | $45.61 | +30.73% | Trimmed -8.73% |
 DFIV DIMENSIONAL ETF TRUST | 2.72% | $36.01 | $58.30 | +61.89% | Trimmed -1.68% |
Showing 1-10 of 89