HMV Wealth Advisors, LLC: 13F holdings
CIK 20549042026Q2
| Positions | 89 |
|---|---|
| Reported value | $256.9m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUV AMERICAN CENTY ETF TR | 197,200 | $24.6m | 9.6% |
| EA SERIES TRUST | 646,657 | $18.9m | 7.3% |
| AVDV AMERICAN CENTY ETF TR | 172,213 | $17.7m | 6.9% |
| DIMENSIONAL ETF TRUST | 221,622 | $15.5m | 6.0% |
| ITOT ISHARES TR | 92,827 | $15.2m | 5.9% |
| DFEM DIMENSIONAL ETF TRUST | 367,572 | $14.9m | 5.8% |
| VTI VANGUARD INDEX FDS | 38,510 | $14.3m | 5.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 215,518 | $12.7m | 4.9% |
| DIHP DIMENSIONAL ETF TRUST | 226,320 | $7.7m | 3.0% |
| DIMENSIONAL ETF TRUST | 168,530 | $7.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054904")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.