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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 Q4 2025 · Filed January 20, 2026 · Accession 0001725547-26-000034

Total Value
$199.9M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072877202,107$20.6M10.31%
2AMERICAN CENTY ETF TR025072802153,010$14.4M7.19%
3DIMENSIONAL ETF TRUST25434V609225,042$13.4M6.70%
4ISHARES TR46428715088,161$13.1M6.56%
5VANGUARD INDEX FDS92290876938,931$13.1M6.53%
6EA SERIES TRUST02072L532537,732$12.5M6.27%
7VANGUARD SCOTTSDALE FDS92206C706185,356$11.1M5.56%
8DIMENSIONAL ETF TRUST25434V732317,101$10.5M5.25%
9DIMENSIONAL ETF TRUST25434V708176,310$7.0M3.49%
10DIMENSIONAL ETF TRUST25434V807135,095$6.7M3.37%
11DIMENSIONAL ETF TRUST25434V765174,460$5.5M2.76%
12ISHARES TR46435G32662,195$5.1M2.57%
13ISHARES TR46432F33925,335$5.0M2.52%
14DIMENSIONAL ETF TRUST25434V72493,687$4.4M2.18%
15DIMENSIONAL ETF TRUST25434V831100,755$3.8M1.92%
16DIMENSIONAL ETF TRUST25434V78195,851$3.6M1.82%
17DIMENSIONAL ETF TRUST25434V10475,692$3.5M1.77%
18VANGUARD TAX-MANAGED FDS92194385846,470$2.9M1.45%
19DIMENSIONAL ETF TRUST25434V88077,663$2.5M1.27%
20VANGUARD BD INDEX FDS92193782731,887$2.5M1.26%
21AMERICAN CENTY ETF TR02507260430,040$2.3M1.16%
22ISHARES TR46434V45643,125$2.0M0.98%
23JPMORGAN CHASE & CO.VYLD6,080$2.0M0.98%
24VISA INCV3,675$1.3M0.64%
25SCHWAB STRATEGIC TR80852430038,126$1.2M0.62%
26APPLE INCAAPL4,518$1.2M0.61%
27HOME DEPOT INCHD3,355$1.2M0.58%
28META PLATFORMS INCMETA1,675$1.1M0.55%
29LAM RESEARCH CORPLRCX6,323$1.1M0.54%
30MICROSOFT CORPMSFT2,224$1.1M0.54%
31DIMENSIONAL ETF TRUST25434V81530,460$1.0M0.50%
32MARATHON PETE CORPMARA5,823$946,9940.47%
33CISCO SYS INCCSCO12,029$926,5940.46%
34ELI LILLY & COLLY818$879,0880.44%
35NVIDIA CORPORATIONNVDA4,579$853,9840.43%
36SCHWAB CHARLES CORPSCHW-PJ8,491$848,3360.42%
37VANGUARD MALVERN FDS92202080516,172$799,8680.40%
38MASTERCARD INCORPORATEDMA1,322$754,7030.38%
39AMAZON COM INCAMZN3,151$727,3140.36%
40DIMENSIONAL ETF TRUST25434V86414,940$716,3730.36%
41ABBOTT LABSABLZF5,344$669,5500.33%
42SCHWAB STRATEGIC TR80852440921,532$637,5630.32%
43ROPER TECHNOLOGIES INCROP1,420$632,0850.32%
44BERKSHIRE HATHAWAY INC DELBRK-A1,185$595,6400.30%
45ALPHABET INCGOOG1,837$574,9810.29%
46PIMCO ETF TR72201R20510,655$571,7470.29%
47UNION PAC CORPUNP2,471$571,5920.29%
48BROADCOM INCAVGO1,574$544,7610.27%
49PALANTIR TECHNOLOGIES INCPLTR2,928$520,4520.26%
50DIMENSIONAL ETF TRUST25434V30215,965$519,9800.26%
51DIMENSIONAL ETF TRUST25434V4016,295$466,9000.23%
52SELECT SECTOR SPDR TR81369Y6058,311$455,1930.23%
53TEXAS INSTRS INC8825081042,593$449,8600.23%
54DIMENSIONAL ETF TRUST25434V20311,405$434,6450.22%
55LOCKHEED MARTIN CORPLMT834$403,3810.20%
56EXXON MOBIL CORPXOM3,190$383,8850.19%
57VANGUARD WHITEHALL FDS9219464062,650$380,3280.19%
58STRYKER CORPORATIONSYK1,056$371,1520.19%
59NORTHROP GRUMMAN CORPNOC648$369,4960.18%
60NETFLIX INCNFLX3,880$363,7890.18%
61DIMENSIONAL ETF TRUST25434V79910,490$361,4850.18%
62SELECT SECTOR SPDR TR81369Y2092,227$344,7400.17%
63ISHARES INC46434G7644,610$335,0550.17%
64COCA COLA COKO4,674$326,7590.16%
65PACER FDS TR69374H8815,373$323,2930.16%
66ISHARES TR46432F3961,268$317,3930.16%
67PACER FDS TR69374H1055,500$305,6900.15%
68WALMART INCWMT2,725$303,5920.15%
69SPDR INDEX SHS FDS78463X8896,705$297,7690.15%
70SELECT SECTOR SPDR TR81369Y8032,062$296,8660.15%
71TESLA INCTSLA610$274,3290.14%
72ISHARES TR46432F3881,956$267,4440.13%
73ACCENTURE PLC IRELANDACN994$266,6900.13%
74AMERICAN WTR WKS CO INC NEW0304201032,021$263,7410.13%
75JOHNSON & JOHNSONJNJ1,249$258,4810.13%
76ISHARES TR46429B6972,681$252,4430.13%
77SCHWAB STRATEGIC TR8085247978,677$238,0100.12%
78UNITEDHEALTH GROUP INCUNH700$231,0770.12%
79DIMENSIONAL ETF TRUST25434V6587,875$208,0580.10%
80ROBINHOOD MKTS INC7707001021,827$206,6340.10%