Institutional Manager · CIK 0002054904
HMV Wealth Advisors, LLC
SHREVEPORT, LA · File #028-24849
Latest AUM
$199.9M
Positions
80
Top-10 Concentration
64.4%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 202,107 | $20.6M | 10.84% |
| 2 | AMERICAN CENTY ETF TR | 025072802 | 153,010 | $14.4M | 7.56% |
| 3 | DIMENSIONAL ETF TRUST | 25434V609 | 225,042 | $13.4M | 7.05% |
| 4 | ISHARES TR | 464287150 | 88,161 | $13.1M | 6.89% |
| 5 | VANGUARD INDEX FDS | 922908769 | 38,931 | $13.1M | 6.87% |
| 6 | EA SERIES TRUST | 02072L532 | 537,732 | $12.5M | 6.59% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C706 | 185,356 | $11.1M | 5.84% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 317,101 | $10.5M | 5.52% |
| 9 | DIMENSIONAL ETF TRUST | 25434V708 | 176,310 | $7.0M | 3.67% |
| 10 | DIMENSIONAL ETF TRUST | 25434V807 | 135,095 | $6.7M | 3.55% |
| 11 | DIMENSIONAL ETF TRUST | 25434V765 | 174,460 | $5.5M | 2.91% |
| 12 | ISHARES TR | 46435G326 | 62,195 | $5.1M | 2.70% |
| 13 | ISHARES TR | 46432F339 | 25,335 | $5.0M | 2.65% |
| 14 | DIMENSIONAL ETF TRUST | 25434V724 | 93,687 | $4.4M | 2.30% |
| 15 | DIMENSIONAL ETF TRUST | 25434V831 | 100,755 | $3.8M | 2.02% |
| 16 | DIMENSIONAL ETF TRUST | 25434V781 | 95,851 | $3.6M | 1.92% |
| 17 | DIMENSIONAL ETF TRUST | 25434V104 | 75,692 | $3.5M | 1.86% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 46,470 | $2.9M | 1.53% |
| 19 | DIMENSIONAL ETF TRUST | 25434V880 | 77,663 | $2.5M | 1.34% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 31,887 | $2.5M | 1.32% |