HMV Wealth Advisors, LLC 13F Holdings
CIK 0002054904 · SHREVEPORT, LA
As of Sep 30, 2025, HMV Wealth Advisors, LLC reported 81 positions worth
CIK 0002054904 · SHREVEPORT, LA
As of Sep 30, 2025, HMV Wealth Advisors, LLC reported 81 positions worth
81.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 186,086 | 8.5M | 10.19% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 225,407 | 3.1M | 7.22% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 38,996 | 2.8M | 7.04% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 133,950 | 1.9M | 6.56% |
| EA SERIES TRUST | BSVO | — | 446,324 | 0.1M | 5.56% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 163,220 | $9.8M | 5.39% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 66,491 | $9.7M | 5.33% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 277,055 | $8.9M | 4.89% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 180,242 | $7.0M | 3.82% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 133,806 | $6.2M | 3.39% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 25,495 | $5.0M | 2.73% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 140,025 | $4.3M | 2.34% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 50,700 | $4.1M | 2.24% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 90,856 | $4.1M | 2.23% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 76,037 | $3.5M | 1.91% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 97,187 | $3.5M | 1.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 46,980 | $2.8M | 1.55% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 66,545 | $2.5M | 1.38% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 31,307 | $2.5M | 1.36% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 77,883 | $2.4M | 1.34% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 30,870 | $2.3M | 1.28% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,080 | .9M | 1.05% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 43,125 | .9M | 1.05% |
| NVIDIA CORP | NVDA | Technology | 8,579 | .6M | 0.88% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 42,744 | .4M | 0.75% |