HMV Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), HMV Wealth Advisors, LLC reported 78 stock positions worth $99.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 5.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 5.5%) and Avantis US Small Cap Value (AVUV, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- SHREVEPORT, LA
- CIK
- 0002054904
- Portfolio Value
- $99.9M (Q4 2024)
- SEC Filing
- 0001725547-25-000859 ↗ filed Feb 10, 2025
Holdings Value
Holdings 78 stocks · $99.9M
| DFAC Dimensional US Core Equity 2 | 5.61% | 162,038 | $5.6M | — |
| DFAT Dimensional US Target Value | 5.54% | 99,377 | $5.5M | — |
| AVUV Avantis US Small Cap Value | 5.34% | 55,285 | $5.3M | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 4.49% | 207,049 | $4.5M | — |
| DFIV Dimensional International Va | 4.42% | 124,445 | $4.4M | — |
| AAPL Apple Inc. | 3.90% | 15,551 | $3.9M | — |
| NVDA Nvidia Corp. | 3.29% | 24,510 | $3.3M | — |
| VGIT Vanguard Intermediate-Term T | 3.23% | 55,626 | $3.2M | — |
| DFUV Dimensional US Marketwide Va | 3.13% | 76,316 | $3.1M | — |
| AMZN Amazon.com Inc. | 3.01% | 13,728 | $3.0M | — |
| DFAU Dimensional US Core Equity M | 2.85% | 70,342 | $2.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.76% | 9,526 | $2.8M | — |
| ITOT iShares Core S&P Total U.S. | 2.57% | 19,950 | $2.6M | — |
| DFEM Dimensional Emrg MRKT Core | 2.06% | 78,655 | $2.1M | — |
| BSV Vanguard Short-Term Bond ETF | 2.06% | 26,640 | $2.1M | — |
| BBUS JPMorgan Betabuilders US Equ | 1.97% | 18,551 | $2.0M | — |
| DFAX Dimensional World Ex US Core | 1.96% | 78,663 | $2.0M | — |
| MSFT Microsoft Corp. | 1.94% | 4,599 | $1.9M | — |
| SCHG Schwab US Large-Cap Growth | 1.90% | 68,126 | $1.9M | — |
| META Meta Platforms Inc. Class A | 1.86% | 3,168 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 1.53% | 6,385 | $1.5M | — |
| AVDV Avantis Intl S/C Value ETF | 1.37% | 21,020 | $1.4M | — |
| V Visa Inc. Class A | 1.36% | 4,288 | $1.4M | — |
| DFSV Dimensional US Small Cap Val | 1.33% | 43,020 | $1.3M | — |
| HD Home Depot Inc. | 1.31% | 3,355 | $1.3M | — |
| MA Mastercard Inc. Class A | 1.30% | 2,471 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 1.30% | 6,866 | $1.3M | — |
| DISV Dimensional International SM | 1.27% | 47,830 | $1.3M | — |
| LLY Eli Lilly & Co. | 1.24% | 1,604 | $1.2M | — |
| UNH Unitedhealth Group Inc. | 0.94% | 1,857 | $939K | — |
| FISV Fiserv Inc. | 0.87% | 4,228 | $869K | — |
| AEP American Electric Power | 0.86% | 9,325 | $860K | — |
| SYK Stryker Corp. | 0.84% | 2,335 | $841K | — |
| MPC Marathon Petroleum Corp. | 0.83% | 5,967 | $832K | — |
| ACN Accenture PLC Class A | 0.82% | 2,323 | $817K | — |
| LRCX Lam Research Corp. | 0.82% | 11,282 | $815K | — |
| DUHP Dimensional US High Profi Et | 0.77% | 22,700 | $767K | — |
| ROP Roper Technologies Inc. | 0.75% | 1,434 | $745K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.74% | 11,425 | $737K | — |
| CSCO Cisco Systems Inc. | 0.68% | 11,507 | $681K | — |
| DIHP Dimensional International Hi | 0.66% | 26,100 | $659K | — |
| AVGO Broadcom Inc. | 0.64% | 2,762 | $640K | — |
| SCHW Schwab (charles) Corp. | 0.63% | 8,491 | $628K | — |
| ABT Abbott Laboratories | 0.61% | 5,372 | $608K | — |
| TXN Texas Instruments Inc. | 0.60% | 3,216 | $603K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,322 | $599K | — |
| SCHV Schwab US Large-Cap Value | 0.59% | 22,712 | $592K | — |
| T AT&T Inc. | 0.59% | 25,725 | $586K | — |
| UNP Union Pacific Corp. | 0.58% | 2,551 | $582K | — |
| STPZ PIMCO 1-5 Year US Tips Index | 0.56% | 10,655 | $557K | — |
| LMT Lockheed Martin Corp. | 0.53% | 1,084 | $527K | — |
| STZ Constellation Brands Inc. Class A | 0.49% | 2,216 | $490K | — |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.47% | 7,854 | $472K | — |
| JNJ Johnson & Johnson | 0.44% | 3,056 | $442K | — |
| VTIP Vanguard Short-Term Tips | 0.42% | 8,700 | $421K | — |
| XLF SS Financial Select Sector | 0.40% | 8,311 | $402K | — |
| JAVA JPMorgan Active Value ETF | 0.39% | 6,209 | $393K | — |
| XLV SS Health Care Select Sector | 0.39% | 2,847 | $392K | — |
| VGSH Vanguard Short-Term Treasury | 0.36% | 6,115 | $356K | — |
| NFLX Netflix Inc. | 0.35% | 388 | $346K | — |
| AWK American Water Works Co. Inc. | 0.34% | 2,735 | $340K | — |
| VYM Vanguard High DVD Yield ETF | 0.34% | 2,650 | $338K | — |
| JGRO JPMorgan Active Growth ETF | 0.32% | 3,914 | $317K | — |
| WMT Walmart Inc. | 0.32% | 3,505 | $317K | — |
| PRU Prudential Financial Inc. | 0.31% | 2,655 | $315K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.31% | 5,543 | $313K | — |
| NOC Northrop Grumman Corp. | 0.30% | 648 | $304K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 1,446 | $299K | — |
| PTLC Pacer Trendpilot US Large Ca | 0.29% | 5,500 | $294K | — |
| KO The Coca-Cola Co. | 0.29% | 4,674 | $291K | — |
| TSLA Tesla Inc. | 0.28% | 698 | $282K | — |
| SCHD Schwab US DVD Equity ETF | 0.26% | 9,427 | $258K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 2,813 | $250K | — |
| XLK SS Technology Select Sector | 0.24% | 1,031 | $240K | — |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 2,928 | $221K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 4,947 | $217K | — |
| GM General Motors Co. | 0.21% | 3,866 | $206K | — |
| PGX Invesco Preferred ETF | 0.12% | 10,095 | $116K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $256.9M | AVUV, BSVO, AVDV, DFAT, ITOT |
| Q1 2026 | 81 | $212.9M | AVUV, AVDV, ITOT, DFAT, BSVO |
| Q4 2025 | 80 | $199.9M | AVUV, AVDV, DFAT, ITOT, VTI |
| Q3 2025 | 81 | $181.8M | AVUV, DFAT, VTI, AVDV, BSVO |
| Q2 2025 | 79 | $152.5M | AVUV, DFAT, VTI, AVDV, BSVO |
| Q1 2025 | 80 | $126.1M | DFAT, BSVO, AVUV, VTI, DFAC |
| Q4 2024 | 78 | $99.9M | DFAC, DFAT, AVUV, BSVO, DFIV |