HMV Wealth Advisors, LLC holds a focused book of 89 stocks worth $256.9M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-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.
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.
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, no cost basis
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 |
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 ~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.