HMV Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s contact information and the name of the authorized representative, Roderick Williams, who serves as CCO and Vice President.
The portfolio consists of 92 distinct positions. The largest holding in the filing is American Century Investments Trust's US Small Cap Value ETF, which is reported to hold 194,530 shares. Other notable individual stock positions include Alphabet Inc. Class A (285,929 shares), Amazon.com Inc. (4,834 shares), and Apple Inc. (7,479 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Major ETFs listed in the filing include Dimensional ETF Trust Emerging Markets Core Equity (389,804 shares), Vanguard Morningstar Total Stock Market ETF (38,226 shares), and Vanguard Short-Term Bond Index Fund (27,122 shares). The filing also includes positions in various sector-specific ETFs, such as the Select Sector SPDR Trust Financials ETF and the Schwab Strategic Trust US Large Cap Growth ETF.
