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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HMV Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001725547-25-004112

Total Value
$181.8M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072877186,086$18.5M10.19%
2DIMENSIONAL ETF TRUST25434V609225,407$13.1M7.22%
3VANGUARD INDEX FDS92290876938,996$12.8M7.04%
4AMERICAN CENTY ETF TR025072802133,950$11.9M6.56%
5EA SERIES TRUST02072L532446,324$10.1M5.56%
6VANGUARD SCOTTSDALE FDS92206C706163,220$9.8M5.39%
7ISHARES TR46428715066,491$9.7M5.33%
8DIMENSIONAL ETF TRUST25434V732277,055$8.9M4.89%
9DIMENSIONAL ETF TRUST25434V708180,242$7.0M3.82%
10DIMENSIONAL ETF TRUST25434V807133,806$6.2M3.39%
11ISHARES TR46432F33925,495$5.0M2.73%
12DIMENSIONAL ETF TRUST25434V765140,025$4.3M2.34%
13ISHARES TR46435G32650,700$4.1M2.24%
14DIMENSIONAL ETF TRUST25434V72490,856$4.1M2.23%
15DIMENSIONAL ETF TRUST25434V10476,037$3.5M1.91%
16DIMENSIONAL ETF TRUST25434V78197,187$3.5M1.91%
17VANGUARD TAX-MANAGED FDS92194385846,980$2.8M1.55%
18DIMENSIONAL ETF TRUST25434V83166,545$2.5M1.38%
19VANGUARD BD INDEX FDS92193782731,307$2.5M1.36%
20DIMENSIONAL ETF TRUST25434V88077,883$2.4M1.34%
21AMERICAN CENTY ETF TR02507260430,870$2.3M1.28%
22JPMORGAN CHASE & CO.VYLD6,080$1.9M1.05%
23ISHARES TR46434V45643,125$1.9M1.05%
24NVIDIA CORPORATIONNVDA8,579$1.6M0.88%
25SCHWAB STRATEGIC TR80852430042,744$1.4M0.75%
26HOME DEPOT INCHD3,355$1.4M0.75%
27META PLATFORMS INCMETA1,808$1.3M0.73%
28VISA INCV3,675$1.3M0.69%
29APPLE INCAAPL4,782$1.2M0.67%
30MICROSOFT CORPMSFT2,224$1.2M0.63%
31DIMENSIONAL ETF TRUST25434V81535,905$1.1M0.63%
32MARATHON PETE CORPMARA5,823$1.1M0.62%
33LAM RESEARCH CORPLRCX6,323$846,6500.47%
34CISCO SYS INCCSCO12,029$823,0240.45%
35SCHWAB CHARLES CORPSCHW-PJ8,491$810,6360.45%
36MASTERCARD INCORPORATEDMA1,322$751,9670.41%
37ABBOTT LABSABLZF5,344$715,7750.39%
38VANGUARD MALVERN FDS92202080514,120$714,8960.39%
39ROPER TECHNOLOGIES INCROP1,420$708,1400.39%
40AMAZON COM INCAMZN3,151$691,8650.38%
41SCHWAB STRATEGIC TR80852440921,532$626,7970.34%
42ELI LILLY & COLLY818$624,1340.34%
43DIMENSIONAL ETF TRUST25434V86412,375$596,3510.33%
44BERKSHIRE HATHAWAY INC DELBRK-A1,185$595,7470.33%
45UNION PAC CORPUNP2,471$584,0700.32%
46PIMCO ETF TR72201R20510,655$577,2680.32%
47PALANTIR TECHNOLOGIES INCPLTR2,928$534,1260.29%
48LOCKHEED MARTIN CORPLMT1,042$520,1770.29%
49BROADCOM INCAVGO1,574$519,2780.29%
50TEXAS INSTRS INC8825081042,793$513,1580.28%
51DIMENSIONAL ETF TRUST25434V30215,965$503,3760.28%
52ALPHABET INCGOOG1,977$480,6090.26%
53NETFLIX INCNFLX394$472,3740.26%
54DIMENSIONAL ETF TRUST25434V4016,295$456,0100.25%
55SELECT SECTOR SPDR TR81369Y6058,311$447,7140.25%
56DIMENSIONAL ETF TRUST25434V20311,495$417,8430.23%
57NORTHROP GRUMMAN CORPNOC648$394,8390.22%
58STRYKER CORPORATIONSYK1,056$390,3720.21%
59VANGUARD WHITEHALL FDS9219464062,650$373,5180.21%
60ISHARES TR46432F3961,268$325,1790.18%
61COCA COLA COKO4,674$309,9800.17%
62SELECT SECTOR SPDR TR81369Y2092,227$309,9320.17%
63DIMENSIONAL ETF TRUST25434V7999,420$308,8820.17%
64PACER FDS TR69374H8815,373$308,7860.17%
65ISHARES INC46434G7644,550$307,1710.17%
66PACER FDS TR69374H1055,500$301,1800.17%
67SELECT SECTOR SPDR TR81369Y8031,031$290,5980.16%
68SPDR INDEX SHS FDS78463X8896,705$286,9070.16%
69AMERICAN WTR WKS CO INC NEW0304201032,021$281,3030.15%
70WALMART INCWMT2,725$280,8390.15%
71TESLA INCTSLA610$271,2790.15%
72ROBINHOOD MKTS INC7707001021,827$261,5900.14%
73ISHARES TR46429B6972,681$255,0700.14%
74ACCENTURE PLC IRELANDACN994$245,1200.13%
75ISHARES TR46432F3881,956$244,5980.13%
76AT&T INCT-PC8,598$242,8080.13%
77UNITEDHEALTH GROUP INCUNH700$241,7100.13%
78SCHWAB STRATEGIC TR8085247978,677$236,8820.13%
79JOHNSON & JOHNSONJNJ1,249$231,5900.13%
80DIMENSIONAL ETF TRUST25434V6587,875$215,0660.12%
81EXXON MOBIL CORPXOM1,805$203,5140.11%