StockDriftsStockDriftsTop 50 HMV Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 9.58% | 197.2K | $24.6M | -8.59%(-18.53K) | $93.77(+35.93%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 7.35% | 646.7K | $18.9M | +20.44%(+109.75K) | $22.49(+32.71%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 6.91% | 172.2K | $17.7M | +7.45%(+11.94K) | $77.85(+41.03%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.03% | 221.6K | $15.5M | +0.02%(+55) | $54.22(+33.12%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.94% | 92.8K | $15.2M | -5.05%(-4.94K) | $135.36(+25.28%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.82% | 367.6K | $14.9M | +6.68%(+23.02K) | $29.30(+34.50%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.55% | 38.5K | $14.3M | -6.11%(-2.50K) | $289.82(+31.82%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.95% | 215.5K | $12.7M | +10.51%(+20.50K) | $59.58(-2.03%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.01% | 226.3K | $7.7M | +16.55%(+32.14K) | $29.08(+22.80%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.91% | 168.5K | $7.5M | -8.73%(-16.11K) | $34.64(+32.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.55% |
HMV Wealth Advisors, LLC reports $256.87M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (9.6%), BSVO (7.3%) and AVDV (6.9%). The top 20 holdings account for 78.55% of reported assets. Its disclosed equity book has returned +28.58% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track HMV Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from HMV Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054904). View HMV Wealth Advisors, LLC’s 13F filings on SEC