HMV Wealth Advisors LLC Portfolio
Invests via HMV Wealth Advisors LLC | Managed by HMV Wealth Advisors LLC
Invests via HMV Wealth Advisors LLC
Managed by HMV Wealth Advisors LLC
Automatically Tracked
Company Profile
Boutique wealth management and advisory firm focusing on financial planning, investment advisory, and retirement solutions for high-net-worth individuals, families and small institutions. HMV Wealth Advisors LLC offers discretionary portfolio management, tax-aware strategies and behavioral planning, positioning itself as a client-centric advisor competing with regional RIAs and wirehouse teams while emphasizing personalized service, fee transparency and multi-generational wealth transfer execution.
Boutique wealth management and advisory firm focusing on financial planning, investment advisory, and retirement solutions for high-net-worth individuals, families and small institutions. HMV Wealth Advisors LLC offers discretionary portfolio management, tax-aware strategies and behavioral planning, positioning itself as a client-centric advisor competing with regional RIAs and wirehouse teams while emphasizing personalized service, fee transparency and multi-generational wealth transfer execution.
Investment Philosophy & Strategy
Combines goal‑based financial planning with tax‑aware, discretionary portfolio management to preserve and grow client capital across generations. Emphasizes customized asset allocation, risk‑limited total‑return orientation, and low‑turnover, tax‑efficient implementation using diversified ETFs, high‑quality bonds and selective active managers. Decision‑making prioritizes client objectives, liquidity needs and behavioral coaching, with transparent fees, ongoing rebalancing and estate‑aware strategies for HNW families and small institutions.
Combines goal‑based financial planning with tax‑aware, discretionary portfolio management to preserve and grow client capital across generations. Emphasizes customized asset allocation, risk‑limited total‑return orientation, and low‑turnover, tax‑efficient implementation using diversified ETFs, high‑quality bonds and selective active managers. Decision‑making prioritizes client objectives, liquidity needs and behavioral coaching, with transparent fees, ongoing rebalancing and estate‑aware strategies for HNW families and small institutions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.57%
Gain +0.49%
Monthly
1.83%
Yearly
24.3%
Drawdown
19.21%
$257.13M
Equity
Holdings
$257.13M
Investment
$209.29M
$49.68M
Profit +$782,982.13
Realized
$1.84M
Unrealized
$47.84M
Dividends
$5.72M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$782,982.13
Win %
76%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.23M
Win %
76%
This Month
Compared to last month
Gain
0.61%
Profit
$1.56M
Win %
76%
This Year
Compared to last year
Gain
0.12%
Profit
$298,638.93
Win %
76%
LLY Eli Lilly and Company
+4.76%
+$54,543.19 
SYK Stryker Corporation
+4.01%
+$9,333.8 
UNH UnitedHealth Group Incorporated
+3.88%
+$10,158.39 
HD The Home Depot, Inc.
+3.48%
+$31,790.93 
NFLX Netflix, Inc.
+3.21%
+$8,788.2 
V Visa Inc. Class A
+2.74%
+$44,370.12 
ROP Roper Technologies Inc.
+2.55%
+$12,678.64 
MA Mastercard Incorporated
+2.4%
+$17,204.84 
MIAX Miami International Holdings, Inc.
+2.35%
+$96,569.9 
XLV Health Care Select Sector SPDR Fund
+2.27%
+$9,696.79 
IBM International Business Machines Corporation
+2.24%
+$3,723 
AWK American Water Works Company, Inc.
+1.9%
+$4,877.48 
LMT Lockheed Martin Corporation
+1.84%
+$7,996.82 
WMT Walmart Inc.
+1.76%
+$7,531.68 
ABT Abbott Laboratories
+1.7%
+$7,393.56 
XLF Financial Select Sector SPDR Fund
+1.31%
+$6,143.28 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$3,432.72 
SDY SPDR S&P Dividend ETF
+1.24%
+$11,706.66 
MSFT Microsoft Corp.
+1.17%
+$17,263.8 
COWZ Pacer US Cash Cows 100 ETF
+1.07%
+$4,002.89 
IQLT iShares MSCI International Quality Factor ETF
+1%
+$21,346.87 
DFAT Dimensional US Targeted Value ETF
+0.97%
+$144,054.3 
DFSV Dimensional US Small Cap Value ETF
+0.97%
+$22,102.58 
DIHP Dimensional International High Profitability Portfolio
+0.84%
+$64,501.2 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.82%
+$148,731.11 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$191,284 
USMV iShares MSCI USA Min Vol Factor ETF
+0.74%
+$2,010.75 
UNP Union Pacific Corporation
+0.71%
+$5,247.58 
DFIV Dimensional International Value ETF
+0.71%
+$50,996.87 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.67%
+$43,426.95 
DFGR Dimensional Global Real Estate ETF
+0.66%
+$1,615.5 
DUHP Dimensional US High Profitability ETF
+0.6%
+$40,801.28 
DFAI Dimensional International Core Equity Market ETF
+0.59%
+$3,727.92 
COST Costco Wholesale Corporation
+0.55%
+$1,409.2 
DFIC Dimensional International Core Equity Market ETF
+0.54%
+$2,179 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$3,498.6 
KO The Coca-Cola Company
+0.51%
+$2,255.25 
DISV Dimensional International Small Cap Equity Fund
+0.51%
+$26,415.12 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.5%
+$61,422.63 
NOC Northrop Grumman Corporation
+0.49%
+$1,614.55 
GOOGL Alphabet Inc
+0.46%
+$4,516.02 
GOOG Alphabet Inc
+0.45%
+$1,973.31 
DFUV Dimensional US Marketwide Value ETF
+0.44%
+$22,665.93 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.38%
+$28,650.1 
VLUE iShares MSCI USA Value Factor ETF
+0.37%
+$1,285.79 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$1,510.51 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.33%
+$1,072.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$12,894.75 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$17,732 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$1,955.25 
SCHF Schwab International Equity ETF
+0.3%
+$652.8 
META Meta Platforms Inc Class A
+0.3%
+$3,740.91 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$5,023.12 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$2,398.35 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$2,113.44 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.19%
+$1,065.5 
DFAU Dimensional US Core Equity Market ETF
+0.15%
+$6,208.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.15%
+$21,565.6 
PTLC Pacer Trendpilot US Large Cap ETF
+0.11%
+$357.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.1%
+$15,780.59 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$1,381.87 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$2,522.85 
VOO Vanguard S&P 500 ETF
+0.04%
+$156.03 
LRCX Lam Research Corporation
-4.84%
-$88,848.86 
GLW Corning Incorporated
-4.38%
-$4,948.34 
CSCO Cisco Systems, Inc.
-3.93%
-$54,422.25 
MPC Marathon Petroleum Corporation
-2.71%
-$74,543.28 
SCHW Charles Schwab Corporation
-2.62%
-$20,952.46 
AVGO Broadcom Inc.
-2.13%
-$15,297.3 
MTUM iShares MSCI USA Momentum Factor ETF
-2.04%
-$7,874.28 
OIH VanEck Oil Services ETF
-1.94%
-$4,136.6 
NVDA NVIDIA Corporation
-1.92%
-$27,693 
TSLA Tesla, Inc.
-1.88%
-$4,633.26 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.53%
-$7,949.7 
XLK State Street Technology Select Sector SPDR ETF
-1.43%
-$5,618.93 
TXN Texas Instruments Inc
-1.27%
-$8,613.74 
AEP American Electric Power Company, Inc.
-1.25%
-$3,226.36 
XOM Exxon Mobil Corporation
-1.23%
-$8,456.2 
CVX Chevron Corporation
-1.23%
-$3,606.71 
DFAE Dimensional Emerging Core Equity Market ETF
-1.14%
-$7,582.92 
AVEM Avantis Emerging Markets Equity ETF
-1.06%
-$28,110.45 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.04%
-$148,866.66 
PLTR Palantir Technologies Inc.
-0.7%
-$4,231.41 
JPM JPMorgan Chase & Co.
-0.33%
-$7,424.48 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.31%
-$3,337.62 
AVDV Avantis International Small Cap Value ETF
-0.19%
-$34,442.6 
AAPL Apple Inc.
-0.18%
-$3,979.31 
AMZN Amazon.com Inc
-0.1%
-$989.78 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.08%
-$2,078.79 Events
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Dividends
Dividend Analysis
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| Trades 401 | Longs Won 298/401 74% | Profit Factor 10.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,558.78 |
| Average Win $184,154.84 | Best Trade (Oct 15) $2.62M | Sharpe Ratio -11.72 |
| Average Loss -$50,486.93 | Worst Trade (Oct 14) -$1.78M | Z-Score 13.82 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $123,885.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,102 | 4,592 | 4,082 | 3,571 | 3,061 | 2,551 | 2,041 | 1,531 | 1,020 | 510 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,367 | $1.65M | $2.18M | - | $524,747.58 | 31.71% | -0.182% |
| ABT Abbott Laboratories | 4,237 | $484,422.53 | $443,677.45 | - | -$40,745.08 | -8.41% | +1.695% |
| AEP American Electric Power Company, Inc. | 2,042 | $267,665 | $254,331.1 | - | -$13,333.9 | -4.98% | -1.253% |
| AMZN Amazon.com Inc | 3,735 | $827,180.77 | $947,999.02 | - | $120,818.25 | 14.61% | -0.104% |
| AVDV Avantis International Small Cap Value ETF | 172,213 | $13.86M | $18.44M | - | $4.58M | 33.07% | -0.186% |
| AVEM Avantis Emerging Markets Equity ETF | 29,130 | $1.98M | $2.62M | - | $643,007.7 | 32.47% | -1.06% |
| AVGO Broadcom Inc. | 2,070 | $552,280.23 | $701,440.2 | - | $149,159.97 | 27.01% | -2.134% |
| AVUV Avantis U.S. Small Cap Value ETF | 197,200 | $18.73M | $23.7M | - | $4.96M | 26.51% | +0.814% |
| AWK American Water Works Company, Inc. | 1,951 | $242,879.88 | $261,843.71 | - | $18,963.83 | 7.81% | +1.898% |
| BRK-B Berkshire Hathaway Inc. | 1,185 | $542,010.13 | $625,680 | - | $83,669.87 | 15.44% | +0.313% |
| BSV Vanguard Short-Term Bond ETF | 27,152 | $2.11M | $2.08M | - | -$29,524.5 | -1.4% | +0.242% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 646,657 | $14.42M | $18.34M | - | $3.92M | 27.19% | +0.818% |
| COST Costco Wholesale Corporation | 260 | $243,222 | $256,729.2 | - | $13,507.2 | 5.55% | +0.552% |
| COWZ Pacer US Cash Cows 100 ETF | 5,373 | $303,467.39 | $376,566.7 | - | $73,099.31 | 24.09% | +1.074% |
| CSCO Cisco Systems, Inc. | 12,175 | $728,758.5 | $1.33M | - | $600,386.25 | 82.38% | -3.933% |
| CVX Chevron Corporation | 1,326 | $270,386.16 | $290,818.32 | - | $20,432.16 | 7.56% | -1.225% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 168,530 | $5.89M | $7.59M | - | $1.71M | 29.01% | +0.379% |
| DFAE Dimensional Emerging Core Equity Market ETF | 17,432 | $511,859.66 | $657,796.52 | - | $145,936.86 | 28.51% | -1.14% |
| DFAI Dimensional International Core Equity Market ETF | 15,216 | $543,691.18 | $630,474.96 | - | $86,783.78 | 15.96% | +0.595% |
| DFAT Dimensional US Targeted Value ETF | 221,622 | $11.95M | $15.03M | - | $3.08M | 25.79% | +0.968% |
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FAQ
Which stocks have generated the highest profits for HMV Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Small Cap Value ETF - $952,489.67, Avantis International Small Cap Value ETF - $628,470.13, Vanguard Intermediate-Term Treasury Fund - $578,076.93, Dimensional International Value ETF - $452,185.14, and VANGUARD TOTAL STOCK MKT ETF - $422,439.87. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $326,888.1, Apple Inc - $216,130.44, Accenture plc Class A - $175,855.7, Fiserv, Inc - $139,565.16, and Tesla, Inc - $100,986.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does HMV Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.72M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $628,470.13, Vanguard Intermediate-Term Treasury Fund - $578,076.93, Avantis U.S. Small Cap Value ETF - $429,500.67, Dimensional Emerging Markets Core Equity 2 ETF - $366,834.27, and Dimensional International Value ETF - $345,847.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are HMV Wealth Advisors LLC's monthly returns?
HMV Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can HMV Wealth Advisors LLC's strategy be considered aggressive or moderate?
HMV Wealth Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow HMV Wealth Advisors LLC's strategy?
HMV Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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