Investor
HMV Wealth Advisors, LLC
CIK 0002054904 · filed 2026-04-14 · SEC filing
13F book
$212.9M
Positions
81
5 new · 4 sold
Largest name
11.2%
American Centy Etf Tr
Est. mark
$3.68M
Price effect on 76 names still held. Flow $9.31M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 215.7K | $23.8M | 11.2% | $1.72M | Added$3.22M |
| American Centy Etf Tr | — | 160.3K | $16M | 7.5% | $901.2K | Added$1.63M |
| Ishares Tr | — | 97.8K | $13.9M | 6.5% | −$551.9K | Added$815.9K |
| Dimensional Etf Trust | — | 221.6K | $13.8M | 6.5% | $644.8K | Cut$437.9K |
| Ea Series Trust | — | 536.9K | $13.6M | 6.4% | $1.11M | Cut$1.09M |
| Vanguard Index Fds | — | 41K | $13.2M | 6.2% | −$562.9K | Added$105.6K |
| Dimensional Etf Trust | — | 344.6K | $11.9M | 5.6% | $466.1K | Added$1.41M |
| Vanguard Scottsdale Fds | — | 195K | $11.6M | 5.5% | −$70.5K | Added$505K |
| Dimensional Etf Trust | — | 184.6K | $7.18M | 3.4% | −$128.7K | Added$195K |
| Dimensional Etf Trust | — | 131.3K | $6.93M | 3.3% | $378.1K | Cut$189.1K |
| Dimensional Etf Trust | — | 194.2K | $6.26M | 2.9% | $96.8K | Added$732.2K |
| Ishares Tr | — | 67.6K | $5.65M | 2.7% | $67.8K | Added$518.7K |
| Ishares Tr | — | 25.2K | $4.83M | 2.3% | −$171.5K | Cut−$202.3K |
| Dimensional Etf Trust | — | 127.2K | $4.68M | 2.2% | −$128K | Added$844K |
| Dimensional Etf Trust | — | 93.9K | $4.55M | 2.1% | $175.2K | Added$187.7K |
| Dimensional Etf Trust | — | 102.8K | $4.05M | 1.9% | $138K | Added$412.2K |
| Dimensional Etf Trust | — | 75.9K | $3.42M | 1.6% | −$127.2K | Added−$117.7K |
| Vanguard Tax-Managed Fds | — | 49.9K | $3.2M | 1.5% | $74.8K | Added$293K |
| American Centy Etf Tr | — | 32.2K | $2.59M | 1.2% | $106.9K | Added$279.8K |
| Dimensional Etf Trust | — | 73.1K | $2.48M | 1.2% | $90.6K | Cut−$59.5K |
| Vanguard Bd Index Fds | — | 28.1K | $2.2M | 1.0% | −$11.2K | Cut−$310.7K |
| Ishares Tr | — | 43.1K | $1.99M | 0.9% | $33.6K | Held |
| Jpmorgan Chase & Co. | — | 6.16K | $1.81M | 0.9% | −$170.6K | Added−$145.9K |
| Dimensional Etf Trust | — | 49.9K | $1.75M | 0.8% | $65.5K | Added$745.3K |
| Marathon Pete Corp | — | 5.81K | $1.42M | 0.7% | $473.6K | Cut$471.2K |
| Lam Research Corp | LRCX | 6.34K | $1.35M | 0.6% | $268.6K | Added$272K |
| Apple Inc. | AAPL | 4.84K | $1.23M | 0.6% | −$81.6K | Added$588 |
| Visa Inc. | V | 3.73K | $1.13M | 0.5% | −$178.1K | Added−$162.4K |
| Home Depot, Inc. | HD | 3.36K | $1.1M | 0.5% | −$51K | Added−$50.7K |
| Cisco Sys Inc | — | 12.2K | $944.7K | 0.4% | $6.74K | Added$18.1K |
| Nvidia Corp | NVDA | 5.26K | $918K | 0.4% | −$55.4K | Added$64.1K |
| Meta Platforms, Inc. | META | 1.56K | $895.4K | 0.4% | −$137.7K | Cut−$210.3K |
| Schwab Strategic Tr | — | 30.3K | $883.5K | 0.4% | −$105.9K | Cut−$360.2K |
| Microsoft Corp | MSFT | 2.32K | $859.9K | 0.4% | −$252.3K | Added−$215.7K |
| Vanguard Malvern Fds | — | 17.2K | $858.5K | 0.4% | $7.92K | Added$58.6K |
| Eli Lilly & Co | LLY | 857 | $788.2K | 0.4% | −$126.7K | Added−$90.8K |
| Dimensional Etf Trust | — | 16.4K | $786.9K | 0.4% | −$1.05K | Added$70.5K |
| Schwab Charles Corp | — | 8.25K | $775.2K | 0.4% | −$48.9K | Cut−$73.1K |
| Amazon Com Inc | AMZN | 3.26K | $679.2K | 0.3% | −$71.1K | Added−$48.1K |
| Schwab Strategic Tr | — | 20K | $609.8K | 0.3% | $17.8K | Cut−$27.8K |
| Union Pac Corp | — | 2.48K | $602.4K | 0.3% | $27.9K | Added$30.8K |
| Dimensional Etf Trust | — | 15.4K | $601.2K | 0.3% | $9.69K | Added$166.5K |
| Mastercard Inc | MA | 1.19K | $596.6K | 0.3% | −$85K | Cut−$158.1K |
| Dimensional Etf Trust | — | 17.4K | $590.2K | 0.3% | $20.6K | Added$70.3K |
| Pimco Etf Tr | — | 10.7K | $576.5K | 0.3% | $4.76K | Held |
| Berkshire Hathaway Inc Del | — | 1.19K | $567.9K | 0.3% | −$27.8K | Held |
| Exxon Mobil Corp | — | 3.28K | $556.8K | 0.3% | $157.3K | Added$172.9K |
| Abbott Labs | ABT | 5.34K | $548.7K | 0.3% | −$120.9K | Held |
| Alphabet Inc | — | 1.9K | $546.1K | 0.3% | −$46.7K | Added−$28.9K |
| Lockheed Martin Corp | LMT | 833 | $503.5K | 0.2% | $100.6K | Cut$100.1K |
| Roper Technologies Inc | ROP | 1.42K | $502.5K | 0.2% | −$129.6K | Held |
| Broadcom Inc. | AVGO | 1.57K | $487.2K | 0.2% | −$57.6K | Held |
| Texas Instrs Inc | — | 2.34K | $454.9K | 0.2% | $48.4K | Cut$5.01K |
| Northrop Grumman Corp | — | 648 | $442.1K | 0.2% | $72.6K | Held |
| Palantir Technologies Inc. | PLTR | 2.93K | $428.3K | 0.2% | −$92.1K | Held |
| Select Sector Spdr Tr | — | 8.5K | $419.8K | 0.2% | −$44.9K | Added−$35.4K |
| Miami Intl Hldgs Inc | — | 10.7K | $415.8K | 0.2% | — | New |
| Walmart Inc. | WMT | 3.31K | $411.1K | 0.2% | $35.1K | Added$107.5K |
| Vanguard Whitehall Fds | — | 2.65K | $392.5K | 0.2% | $12.1K | Held |
| Dimensional Etf Trust | — | 10.9K | $387.1K | 0.2% | $11.2K | Added$25.6K |
| Netflix Inc | NFLX | 3.94K | $378.8K | 0.2% | $9.27K | Added$15K |
| Dimensional Etf Trust | — | 5.27K | $373.7K | 0.2% | −$17.2K | Cut−$93.2K |
| Ishares Inc | — | 4.61K | $362.6K | 0.2% | $27.6K | Held |
| Select Sector Spdr Tr | — | 2.44K | $358.3K | 0.2% | −$18.2K | Added$13.6K |
| Coca Cola Co | KO | 4.71K | $358.3K | 0.2% | $28.7K | Added$31.5K |
| Stryker Corp | SYK | 1.06K | $347K | 0.2% | −$24.2K | Held |
| Pacer Fds Tr | — | 5.37K | $336.1K | 0.2% | $12.8K | Held |
| Spdr Index Shs Fds | — | 6.71K | $306.1K | 0.1% | $8.31K | Held |
| Ishares Tr | — | 1.27K | $304.3K | 0.1% | −$13.1K | Held |
| Pacer Fds Tr | — | 5.5K | $288.5K | 0.1% | −$17.2K | Held |
| Ishares Tr | — | 1.96K | $278.1K | 0.1% | $10.7K | Held |
| American Wtr Wks Co Inc New | — | 2.02K | $275K | 0.1% | $11.3K | Held |
| Select Sector Spdr Tr | — | 2.06K | $274K | 0.1% | −$22.8K | Held |
| American Elec Pwr Co Inc | — | 2.04K | $267.7K | 0.1% | — | New |
| Ishares Tr | — | 2.68K | $248.6K | 0.1% | −$3.81K | Held |
| Schwab Strategic Tr | — | 8.08K | $247.8K | 0.1% | $26.2K | Cut$9.79K |
| Tesla, Inc. | TSLA | 665 | $247.2K | 0.1% | −$47.6K | Added−$27.1K |
| Chevron Corp New | CVX | 1.14K | $235.5K | 0.1% | — | New |
| Vaneck Etf Trust | — | 556 | $224.7K | 0.1% | — | New |
| Dimensional Etf Trust | — | 8.1K | $215.3K | 0.1% | $1.26K | Added$7.24K |
| Alphabet Inc | — | 730 | $209.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.