StockDriftsStockDriftsTop 50 Hmv Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 8.69% | 194.5K | $22.9M | -1.35%(-2.67K) | $93.77(+31.10%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 7.75% | 186.8K | $20.4M | +8.44%(+14.54K) | $80.06(+33.58%) | 2026-09-30 | |
| BSVO | EA SERIES TRUST | 7.09% | 668.8K | $18.7M | +3.42%(+22.09K) | $22.69(+27.18%) | 2026-09-30 | |
| ITOT | ISHARES TR | 6.12% | 97.0K | $16.1M | +4.51%(+4.19K) | $136.74(+22.71%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.87% | 389.8K | $15.5M | +6.05%(+22.23K) | $29.92(+24.92%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.49% | 217.9K | $14.5M | -1.69%(-3.73K) | $54.22(+28.05%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.42% | 38.2K | $14.3M | -0.74%(-284) | $289.82(+28.85%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.95% | 183.9K | $10.4M | -14.66%(-31.60K) | $59.58(-3.69%) | 2026-09-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.09% | 242.0K | $8.2M | +6.91%(+15.63K) | $29.39(+16.31%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.82% | 167.1K | $7.4M | -0.87%(-1.47K) | $34.64(+30.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.03% |
Hmv Wealth Advisors LLC reports $263.73M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (8.7%), AVDV (7.8%) and BSVO (7.1%). The top 20 holdings account for 75.19% of reported assets. Its disclosed equity book has returned +27.24% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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