HMV Wealth Advisors
HMV Wealth Advisors reported 92 stocks worth $264M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AVUV (8.7%), AVDV (7.8%) and BSVO (7.1%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and DFNM, added to AVDV, BSVO and ITOT, trimmed AVUV, VTI and VGIT and sold out of XOM, COST and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUV American Centy ETF TR | $22.9M | 8.7% | 195K | −2,670 (−1%) | 8 of 8 | |
| 2 |  AVDV Avantis International Small Cap Value ETF | $20.4M | 7.8% | 187K | +15K (+8%) | 8 of 8 | |
| 3 |  BSVO EA Series Trust | $18.7M | 7.1% | 669K | +22K (+3%) | 8 of 8 | |
| 4 |  ITOT Ishares TR | $16.1M | 6.1% | 97K | +4,191 (+5%) | 8 of 8 | |
| 5 |  DFEM Dimensional ETF Trust | $15.5M | 5.9% | 390K | +22K (+6%) | 8 of 8 | |
| 6 | DIMENSIONAL U S TARGETED | $14.5M | 5.5% | 218K | −3,735 (−2%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $14.3M | 5.4% | 38K | −284 (−1%) | 8 of 8 | |
| 8 |  VGIT Vanguard Scottsdale Fds | $10.4M | 4.0% | 184K | −32K (−15%) | 8 of 8 | |
| 9 |  DIHP Dimensional Intern High | $8.2M | 3.1% | 242K | +16K (+7%) | 8 of 8 | |
| 10 | DIMENSIONAL ETF TRUST | $7.4M | 2.8% | 167K | −1,473 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $6.7M | 160K |
DIMENSIONAL ETF TRUST | $2.3M | 61K |
 XOM Exxon Mobil Corp | $530K | 3,879 |
 COST Costco Whsl Corp New | $243K | 260 |
 IBM Ibm Corp | $205K | 730 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HMV Wealth Advisors 13F FAQ
What does HMV Wealth Advisors own?
HMV Wealth Advisors reported 92 stocks worth $264M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AVUV (8.7%), AVDV (7.8%) and BSVO (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did HMV Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 29 added to, 20 trimmed and 6 sold out. New positions include DUHP, DFSV and DFNM. It sold all of XOM, COST and IBM.
When will HMV Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is HMV Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $264M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.