13F Insight
DOSSIER · 13F-HR · Q3 2026

HMV Wealth Advisors, LLC

$264M in tracked AUM across 92 positions as of Q3 2026.

HW
CIK 0002054904 · last filed Sep 30, 2026
Total AUM
$264M
as of Q3 2026
Holdings
92
+3 QoQ
positions
Whale Score
57
57
tracked
Activity
64
+9 new, −6 sold
changes this Q
AI Analysis · Q3 2026

HMV Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. 64 position changes this quarter — 9 new, 6 exited, 29 added, 20 trimmed.

Quarter at a glance — Q3 2026

64 material changes this filing.

NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+164K sh
+$7M
2.6%
EXIT
DUHPDIMENSIONAL ETF TRUST
-160K sh
$-7M
—
ADD
AVDVAMERICAN CENTY ETF TR
+15K sh
+$3M
7.7%
EXIT
DFSVDIMENSIONAL ETF TRUST
-61K sh
$-2M
—
TRIM
VGITVANGUARD SCOTTSDALE FDS
-32K sh
$-2M
4.0%
NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+60K sh
+$2M
0.9%
NEW
DFNMDIMENSIONAL ETF TRUST
+37K sh
+$2M
0.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$23M195K8.7%02
AVDV
AMERICAN CENTY ETF TR
$20M187K7.7%03
BSVO
EA SERIES TRUST
$19M669K7.1%04
ITOT
ISHARES TR
$16M97K6.1%05
DFEM
DIMENSIONAL ETF TRUST
$15M390K5.9%06
DFAT
DIMENSIONAL ETF TRUST
$14M218K5.5%07
VTI
VANGUARD INDEX FDS
$14M38K5.4%08
VGIT
VANGUARD SCOTTSDALE FDS
$10M184K4.0%09
DIHP
DIMENSIONAL ETF TRUST
$8M242K3.1%10
DFAC
DIMENSIONAL ETF TRUST
$7M167K2.8%

Filing history

2026Q3Sep 30
$264M▲ 2.7%
92 positionsView →2026Q2Jun 30
$257M▲ 20.7%
89 positionsView →2026Q1Mar 31
$213M▲ 6.5%
81 positionsView →2025Q4Dec 31
$200M▲ 89.5%
80 positionsView →2025Q3Sep 30
$105M▲ 20.5%
49 positionsLocked2025Q2Jun 30
$88M▲ 13.0%
47 positionsLocked2025Q1Mar 31
$78M▼ 22.4%
44 positionsLocked2024Q4Dec 31
$100M—
78 positionsLocked