13F HOLDINGS REPORT
HMV Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001725547-25-003532
Total Value
$152.5M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 162,776 | $14.8M | 9.72% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 230,697 | $12.4M | 8.16% |
| 3 | VANGUARD INDEX FDS | 922908769 | 36,546 | $11.1M | 7.28% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 105,110 | $8.3M | 5.46% |
| 5 | EA SERIES TRUST | 02072L532 | 368,364 | $7.5M | 4.92% |
| 6 | ISHARES TR | 464287150 | 50,736 | $6.9M | 4.49% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 223,058 | $6.6M | 4.34% |
| 8 | DIMENSIONAL ETF TRUST | 25434V708 | 180,577 | $6.5M | 4.24% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 133,683 | $5.7M | 3.75% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C706 | 80,024 | $4.8M | 3.14% |
| 11 | ISHARES TR | 46432F339 | 25,845 | $4.7M | 3.10% |
| 12 | DIMENSIONAL ETF TRUST | 25434V724 | 92,068 | $3.9M | 2.55% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 101,879 | $3.4M | 2.20% |
| 14 | DIMENSIONAL ETF TRUST | 25434V104 | 76,037 | $3.2M | 2.11% |
| 15 | DIMENSIONAL ETF TRUST | 25434V765 | 96,595 | $2.8M | 1.87% |
| 16 | VANGUARD TAX-MANAGED FDS | 921943858 | 48,190 | $2.7M | 1.80% |
| 17 | VANGUARD BD INDEX FDS | 921937827 | 32,864 | $2.6M | 1.70% |
| 18 | ISHARES TR | 46435G326 | 33,675 | $2.6M | 1.68% |
| 19 | DIMENSIONAL ETF TRUST | 25434V880 | 78,533 | $2.3M | 1.51% |
| 20 | AMERICAN CENTY ETF TR | 025072604 | 32,810 | $2.2M | 1.47% |
| 21 | APPLE INC | AAPL | 9,828 | $2.0M | 1.32% |
| 22 | ISHARES TR | 46434V456 | 43,900 | $1.9M | 1.24% |
| 23 | JPMORGAN CHASE & CO. | VYLD | 6,255 | $1.8M | 1.19% |
| 24 | META PLATFORMS INC | META | 1,938 | $1.4M | 0.94% |
| 25 | NVIDIA CORPORATION | NVDA | 8,577 | $1.4M | 0.89% |
| 26 | VISA INC | V | 3,673 | $1.3M | 0.85% |
| 27 | SCHWAB STRATEGIC TR | 808524300 | 44,255 | $1.3M | 0.85% |
| 28 | HOME DEPOT INC | HD | 3,355 | $1.2M | 0.81% |
| 29 | MICROSOFT CORP | MSFT | 2,412 | $1.2M | 0.79% |
| 30 | DIMENSIONAL ETF TRUST | 25434V815 | 34,905 | $1.0M | 0.67% |
| 31 | MARATHON PETE CORP | MARA | 5,967 | $991,178 | 0.65% |
| 32 | DIMENSIONAL ETF TRUST | 25434V831 | 24,055 | $855,396 | 0.56% |
| 33 | CISCO SYS INC | CSCO | 12,029 | $834,572 | 0.55% |
| 34 | ROPER TECHNOLOGIES INC | ROP | 1,434 | $812,849 | 0.53% |
| 35 | SCHWAB CHARLES CORP | SCHW-PJ | 8,491 | $774,719 | 0.51% |
| 36 | ABBOTT LABS | ABLZF | 5,598 | $761,384 | 0.50% |
| 37 | MASTERCARD INCORPORATED | MA | 1,343 | $754,685 | 0.49% |
| 38 | AT&T INC | T-PC | 25,725 | $744,482 | 0.49% |
| 39 | AMAZON COM INC | AMZN | 3,234 | $709,507 | 0.47% |
| 40 | ELI LILLY & CO | LLY | 845 | $658,703 | 0.43% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,333 | $647,531 | 0.42% |
| 42 | VANGUARD MALVERN FDS | 922020805 | 12,540 | $630,386 | 0.41% |
| 43 | SCHWAB STRATEGIC TR | 808524409 | 22,712 | $628,441 | 0.41% |
| 44 | LAM RESEARCH CORP | LRCX | 6,394 | $622,392 | 0.41% |
| 45 | UNION PAC CORP | UNP | 2,551 | $586,934 | 0.38% |
| 46 | TEXAS INSTRS INC | 882508104 | 2,793 | $579,883 | 0.38% |
| 47 | PIMCO ETF TR | 72201R205 | 10,655 | $573,346 | 0.38% |
| 48 | NETFLIX INC | NFLX | 394 | $527,617 | 0.35% |
| 49 | DIMENSIONAL ETF TRUST | 25434V864 | 10,760 | $516,588 | 0.34% |
| 50 | LOCKHEED MARTIN CORP | LMT | 1,084 | $502,044 | 0.33% |
| 51 | ACCENTURE PLC IRELAND | ACN | 1,673 | $500,043 | 0.33% |
| 52 | DIMENSIONAL ETF TRUST | 25434V302 | 15,965 | $462,187 | 0.30% |
| 53 | SELECT SECTOR SPDR TR | 81369Y605 | 8,311 | $435,247 | 0.29% |
| 54 | BROADCOM INC | AVGO | 1,574 | $433,873 | 0.28% |
| 55 | DIMENSIONAL ETF TRUST | 25434V401 | 6,295 | $421,891 | 0.28% |
| 56 | STRYKER CORPORATION | SYK | 1,056 | $417,785 | 0.27% |
| 57 | PALANTIR TECHNOLOGIES INC | PLTR | 2,961 | $403,644 | 0.26% |
| 58 | DIMENSIONAL ETF TRUST | 25434V203 | 11,495 | $397,382 | 0.26% |
| 59 | VANGUARD WHITEHALL FDS | 921946406 | 2,650 | $353,272 | 0.23% |
| 60 | ALPHABET INC | GOOG | 1,977 | $348,407 | 0.23% |
| 61 | COCA COLA CO | KO | 4,674 | $330,686 | 0.22% |
| 62 | NORTHROP GRUMMAN CORP | NOC | 648 | $323,987 | 0.21% |
| 63 | ISHARES TR | 46432F396 | 1,268 | $304,726 | 0.20% |
| 64 | SELECT SECTOR SPDR TR | 81369Y209 | 2,227 | $300,177 | 0.20% |
| 65 | PACER FDS TR | 69374H881 | 5,373 | $296,052 | 0.19% |
| 66 | AMERICAN WTR WKS CO INC NEW | 030420103 | 2,021 | $281,141 | 0.18% |
| 67 | PACER FDS TR | 69374H105 | 5,500 | $279,180 | 0.18% |
| 68 | SPDR INDEX SHS FDS | 78463X889 | 6,705 | $271,485 | 0.18% |
| 69 | WALMART INC | WMT | 2,764 | $270,264 | 0.18% |
| 70 | SELECT SECTOR SPDR TR | 81369Y803 | 1,031 | $261,080 | 0.17% |
| 71 | ISHARES TR | 46429B697 | 2,681 | $251,665 | 0.16% |
| 72 | DIMENSIONAL ETF TRUST | 25434V799 | 7,725 | $240,170 | 0.16% |
| 73 | SCHWAB STRATEGIC TR | 808524797 | 8,677 | $229,941 | 0.15% |
| 74 | ISHARES INC | 46434G764 | 3,535 | $223,200 | 0.15% |
| 75 | ISHARES TR | 46432F388 | 1,956 | $221,439 | 0.15% |
| 76 | UNITEDHEALTH GROUP INC | UNH | 700 | $218,379 | 0.14% |
| 77 | COSTCO WHSL CORP NEW | 22160K105 | 213 | $210,857 | 0.14% |
| 78 | INTERNATIONAL BUSINESS MACHS | INTR | 696 | $205,167 | 0.13% |
| 79 | FISERV INC | FISV | 1,182 | $203,789 | 0.13% |