HMV Wealth Advisors, LLC
•CIK: 2054904•Filing: Q4 2025
**HMV Wealth Advisors, LLC** manages $200M across a diversified portfolio of 80 positions. The strategy exhibits notable allocations to factor-tilted and thematic opportunities, highlighted by significant holdings in AVUV ($20.6M) and AVDV ($14.4M). Further concentration is observed in DFAT ($13.4M) and ITOT ($13.1M), suggesting a focus on factor exposure and broad market themes. This positioning indicates a tactical approach blending factor investing with core equity market exposure.
Total AUM
$199.9M
QoQ Performance
+9.9%
Positions
51
Top 10 Concentration
61.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUV
AVDV
DFAT
ITOT
VTI
BSVO
VGIT
DFEM
AVUV10.3%
AVDV7.2%
DFAT6.7%
ITOT6.6%
VTI6.5%
BSVO6.3%
VGIT5.6%
DFEM5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.5%
Technology4.1%
Financial2.7%
Consumer1.2%
Healthcare1.0%
Energy0.7%
Industrial0.5%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑19 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024