HMV Wealth Advisors, LLC holds a focused book of 89 stocks worth $256.9M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened SS SPDR P S&P 1500 Comp ETF and trimmed Avantis US Small Cap Value. Their largest long position is Avantis US Small Cap Value at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as HMV Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $523.3B |
| JPMorgan Chase & Co | 80 / 80 | $506.2B |
| UBS Group AG | 80 / 80 | $131.1B |
| Raymond James Financial Inc | 80 / 80 | $94.3B |
| LPL Financial LLC | 80 / 80 | $72.4B |
| Osaic Holdings, Inc. | 80 / 80 | $17.0B |
| Allworth Financial LP | 80 / 80 | $9.8B |
| NewEdge Advisors, LLC | 80 / 80 | $9.0B |
Ranked by the share of each fund's own book sitting in the names it shares with HMV Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $24.6M | 197.2K | 9.6% | ▼−8.6% Reduced · −19K sh | |
| 2 | Ea Series Trust BRID OMN SMA ETF | $18.9M | 646.7K | 7.3% | ▲+20% Added · +110K sh | |
| 3 | American Centy ETF TR INTL SMCP VLU | $17.7M | 172.2K | 6.9% | ▲+7.4% Added · +12K sh | |
| 4 | Dimensional ETF Trust US TARGETED VLU | $15.5M | 221.6K | 6.0% | ▲~0% Added · +55 sh | |
| 5 | Ishares TR CORE S&P TTL STK | $15.2M | 92.8K | 5.9% | ▼−5.0% Reduced · −5K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $14.9M | 367.6K | 5.8% | ▲+6.7% Added · +23K sh | |
| 7 | Vanguard Index FDS TOTAL STK MKT | $14.3M | 38.5K | 5.5% | ▼−6.1% Reduced · −3K sh | |
| 8 | Vanguard Scottsdale FDS INTER TERM TREAS | $12.7M | 215.5K | 4.9% | ▲+11% Added · +20K sh | |
| 9 | Dimensional ETF Trust INTL HIGH PROFIT | $7.7M | 226.3K | 3.0% | ▲+17% Added · +32K sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $7.5M | 168.5K | 2.9% | ▼−8.7% Reduced · −16K sh | |
| 11 | Dimensional ETF Trust INTERNATNAL VAL | $7.0M | 129.1K | 2.7% | ▼−1.7% Reduced · −2K sh | |
| 12 | Dimensional ETF Trust US HIGH PROF ETF | $6.7M | 160.0K | 2.6% | ▲+26% Added · +33K sh | |
| 13 | Ishares TR CORE MSCI INTL | $6.6M | 73.6K | 2.6% | ▲+8.9% Added · +6K sh | |
| 14 | Ishares TR MSCI USA QLT FCT | $5.4M | 24.8K | 2.1% | ▼−1.5% Reduced · −380 sh | |
| 15 | Miami Intl Hldgs Inc COM | $5.1M | 138.0K | 2.0% | ▲13× Added · +127K sh | |
| 16 | Dimensional ETF Trust US MKTWIDE VALUE | $5.1M | 92.5K | 2.0% | ▼−1.5% Reduced · −1K sh | |
| 17 | Dimensional ETF Trust INTL SMALL CAP V | $4.9M | 122.9K | 1.9% | ▲+20% Added · +20K sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.1M | 57.3K | 1.6% | ▲+15% Added · +7K sh | |
| 19 | Dimensional ETF Trust US CORE EQT MKT | $4.0M | 77.6K | 1.6% | ▲+2.2% Added · +2K sh | |
| 20 | Dimensional ETF Trust US EQUI MARK ETF | $3.8M | 45.9K | 1.5% | ▲+770% Added · +41K sh | |
| 21 | American Centy ETF TR AVANTIS EMGMKT | $2.8M | 29.1K | 1.1% | ▼−9.5% Reduced · −3K sh | |
| 22 | Lam Research Corp COM NEW | $2.8M | 6.4K | 1.1% | ▲+0.8% Added · +53 sh | |
| 23 | Dimensional ETF Trust WORLD EX US CORE | $2.6M | 69.3K | 1.0% | ▼−5.2% Reduced · −4K sh | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $2.3M | 60.6K | 0.9% | ▲+21% Added · +11K sh | |
| 25 | JPMorgan Chase & Co COM | $2.2M | 6.6K | 0.8% | ▲+7.5% Added · +465 sh | |
| 26 | Ishares TR MSCI INTL QUALTY | $2.1M | 43.1K | 0.8% | —Held | |
| 27 | Vanguard BD Index FDS SHORT TRM BOND | $2.1M | 27.2K | 0.8% | ▼−3.3% Reduced · −935 sh | |
| 28 | Apple Inc COM | $1.8M | 6.4K | 0.7% | ▲+31% Added · +2K sh | |
| 29 | SPDR Series Trust ST STR PR SP1500 | $1.7M | 18.4K | 0.7% | ▲New New position | |
| 30 | Marathon Pete Corp COM | $1.5M | 5.7K | 0.6% | ▼−2.3% Reduced · −135 sh | |
| 31 | Cisco Sys Inc COM | $1.4M | 12.2K | 0.6% | —Held | |
| 32 | Visa Inc COM CL A | $1.4M | 4.1K | 0.6% | ▲+11% Added · +412 sh | |
| 33 | Nvidia Corporation COM | $1.3M | 6.5K | 0.5% | ▲+24% Added · +1K sh | |
| 34 | Eli Lilly & Co COM | $1.1M | 948 | 0.4% | ▲+11% Added · +91 sh | |
| 35 | Home Depot Inc COM | $1.1M | 3.1K | 0.4% | ▼−8.0% Reduced · −268 sh | |
| 36 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.0M | 21.8K | 0.4% | ▲+33% Added · +5K sh | |
| 37 | Microsoft Corp COM | $1.0M | 2.8K | 0.4% | ▲+19% Added · +437 sh | |
| 38 | Schwab Strategic TR US LCAP GR ETF | $1.0M | 30.3K | 0.4% | ▲~0% Added · +12 sh | |
| 39 | Vanguard Malvern FDS STRM INFPROIDX | $1.0M | 20.1K | 0.4% | ▲+17% Added · +3K sh | |
| 40 | Alphabet Inc CAP STK CL A | $1.0M | 2.8K | 0.4% | ▲+48% Added · +906 sh | |
| 41 | Meta Platforms Inc CL A | $967K | 1.7K | 0.4% | ▲+9.6% Added · +151 sh | |
| 42 | SPDR Series Trust ST STR SP DIV | $943K | 6.2K | 0.4% | ▲New New position | |
| 43 | Amazon Com Inc COM | $890K | 3.7K | 0.3% | ▲+15% Added · +474 sh | |
| 44 | Broadcom Inc COM | $782K | 2.1K | 0.3% | ▲+32% Added · +496 sh | |
| 45 | Schwab Charles Corp COM | $761K | 8.2K | 0.3% | —Held | |
| 46 | Texas Instrs Inc COM | $722K | 2.4K | 0.3% | ▲+3.4% Added · +80 sh | |
| 47 | Union Pac Corp COM | $703K | 2.6K | 0.3% | ▲+4.1% Added · +102 sh | |
| 48 | Dimensional ETF Trust EMGR CRE EQT MNG | $701K | 17.4K | 0.3% | —Held | |
| 49 | Schwab Strategic TR US LCAP VA ETF | $696K | 20.0K | 0.3% | —Held | |
| 50 | Dimensional ETF Trust INTL CORE EQT MK | $628K | 15.2K | 0.2% | ▼−1.4% Reduced · −215 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054904/holdings"
Use Arkolith to show HMV Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 89 | $256.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 81 | $212.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 80 | $199.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 81 | $181.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 79 | $152.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 80 | $126.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 78 | $99.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.