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:
53.68%
Gain +0.96%
Monthly
2.17%
Yearly
29.43%
Drawdown
19.21%
$264.09M
Equity
Holdings
$264.09M
Investment
$209.29M
$56.64M
Profit +$1.25M
Realized
$1.84M
Unrealized
$54.8M
Dividends
$4.84M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.96%
Profit
$1.25M
Win %
79%
This Week
Compared To Last Week
Gain
0.48%
Profit
$1.25M
Win %
79%
This Month
Compared to last month
Gain
2.15%
Profit
$5.56M
Win %
79%
This Year
Compared to last year
Gain
2.83%
Profit
$7.26M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$134,758.76 
GOOG Alphabet Inc
+6.88%
+$29,148.93 
GOOGL Alphabet Inc
+6.73%
+$63,028.35 
META Meta Platforms Inc Class A
+3.28%
+$30,338.86 
MSFT Microsoft Corp.
+3.02%
+$37,591.17 
NVDA NVIDIA Corporation
+2.93%
+$37,206.41 
OIH VanEck Oil Services ETF
+2.39%
+$5,019.83 
CVX Chevron Corporation
+2.35%
+$5,993.52 
MIAX Miami International Holdings, Inc.
+2.26%
+$143,475.42 
GLW Corning Incorporated
+2.24%
+$2,430.06 
CSCO Cisco Systems, Inc.
+2.14%
+$29,585.25 
LMT Lockheed Martin Corporation
+1.5%
+$7,188.79 
NOC Northrop Grumman Corporation
+1.43%
+$5,028.17 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$11,529.96 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$5,118.3 
UNP Union Pacific Corporation
+0.92%
+$6,901.98 
SCHW Charles Schwab Corporation
+0.87%
+$7,506.59 
IBM International Business Machines Corporation
+0.86%
+$1,394.29 
TSLA Tesla, Inc.
+0.76%
+$1,583.55 
MPC Marathon Petroleum Corporation
+0.76%
+$13,558.54 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$2,365 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,614.7 
ROP Roper Technologies Inc.
+0.7%
+$3,633.92 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$25,687.25 
PLTR Palantir Technologies Inc.
+0.65%
+$2,400.79 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$10,318 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$89,114.85 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$21,729.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$74,709.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,963.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$58,811.52 
AVGO Broadcom Inc.
+0.37%
+$2,980.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,204.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$26,964.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,039.77 
JPM JPMorgan Chase & Co.
+0.27%
+$6,231.26 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$11,101.68 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$698.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$9,920.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$484.62 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,621.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$241.29 
WMT Walmart Inc.
+0.09%
+$369.21 
ABT Abbott Laboratories
+0.09%
+$381.33 
AEP American Electric Power Company, Inc.
+0.06%
+$142.94 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$7,888 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$156,118.84 
SYK Stryker Corporation
-6.42%
-$18,452.84 
NFLX Netflix, Inc.
-2%
-$5,664.8 
AWK American Water Works Company, Inc.
-1.93%
-$5,150.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,680.35 
LRCX Lam Research Corporation
-1.58%
-$30,042.47 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,966.09 
TXN Texas Instruments Inc
-1.08%
-$7,317.51 
KO The Coca-Cola Company
-1.02%
-$4,365 
XOM Exxon Mobil Corporation
-0.97%
-$5,934.87 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$17,681.25 
MA Mastercard Incorporated
-0.74%
-$5,053.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$48,579.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,413.79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$26,935.47 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$4,108.35 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$49,790.4 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,384.26 
SCHF Schwab International Equity ETF
-0.58%
-$1,305.6 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,396.9 
LLY Eli Lilly and Company
-0.53%
-$5,811.24 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$27,029.42 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,346.25 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$86,106.5 
DFIV Dimensional International Value ETF
-0.47%
-$34,858.62 
HD The Home Depot, Inc.
-0.42%
-$4,292.38 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,725.36 
DUHP Dimensional US High Profitability ETF
-0.27%
-$17,600.55 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,799.28 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$47,205.96 
COST Costco Wholesale Corporation
-0.24%
-$592.79 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,543.44 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$783.54 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$21,551.8 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$24,378.42 
XLF Financial Select Sector SPDR Fund
-0.1%
-$515.52 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,629.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$654.69 
V Visa Inc. Class A
-0.04%
-$579.42 Events
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Dividends
Dividend Analysis
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| Trades 401 | Longs Won 305/401 76% | Profit Factor 19.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,648.53 |
| Average Win $195,507.97 | Best Trade (Aug 05) $3.39M | Sharpe Ratio -9.87 |
| Average Loss -$31,153.19 | Worst Trade (Aug 20) -$446,731.74 | Z-Score 15.59 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $141,244.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,367 | $1.65M | $1.97M | - | $311,930.61 | 18.85% | -7.354% |
| ABT Abbott Laboratories | 4,237 | $484,422.53 | $447,850.9 | - | -$36,571.63 | -7.55% | +0.085% |
| AEP American Electric Power Company, Inc. | 2,042 | $267,665 | $261,069.7 | - | -$6,595.3 | -2.46% | +0.055% |
| AMZN Amazon.com Inc | 3,735 | $827,180.77 | $1.01M | - | $187,170.49 | 22.63% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 172,213 | $13.86M | $18.02M | - | $4.16M | 30.03% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 29,130 | $1.98M | $2.61M | - | $627,131.85 | 31.67% | +0.101% |
| AVGO Broadcom Inc. | 2,070 | $552,280.23 | $805,809.6 | - | $253,529.37 | 45.91% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 197,200 | $18.73M | $24.71M | - | $5.97M | 31.9% | +0.032% |
| AWK American Water Works Company, Inc. | 1,951 | $242,879.88 | $261,765.67 | - | $18,885.79 | 7.78% | -1.93% |
| BRK-B Berkshire Hathaway Inc. | 1,185 | $542,010.13 | $606,174.9 | - | $64,164.77 | 11.84% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 27,152 | $2.11M | $2.11M | - | -$2,779.78 | -0.13% | -0.077% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 646,657 | $14.42M | $18.93M | - | $4.51M | 31.28% | -0.249% |
| COST Costco Wholesale Corporation | 260 | $243,222 | $247,491.4 | - | $4,269.4 | 1.76% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 5,373 | $303,467.39 | $359,507.43 | - | $56,040.04 | 18.47% | +0.195% |
| CSCO Cisco Systems, Inc. | 12,175 | $728,758.5 | $1.41M | - | $683,419.75 | 93.78% | +2.14% |
| CVX Chevron Corporation | 1,326 | $270,386.16 | $260,996.58 | - | -$9,389.58 | -3.47% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 168,530 | $5.89M | $7.5M | - | $1.61M | 27.38% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 17,432 | $511,859.66 | $654,048.64 | - | $142,188.98 | 27.78% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 15,216 | $543,691.18 | $640,593.57 | - | $96,902.39 | 17.82% | -0.637% |
| DFAT Dimensional US Targeted Value ETF | 221,622 | $11.95M | $15.68M | - | $3.72M | 31.17% | -0.155% |
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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 - $870,809.43, Avantis International Small Cap Value ETF - $536,112.3, Vanguard Intermediate-Term Treasury Fund - $492,839.56, Dimensional International Value ETF - $415,761.76, and VANGUARD TOTAL STOCK MKT ETF - $385,643.56. 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 - $328,423.94, 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 $4.84M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $536,112.3, Vanguard Intermediate-Term Treasury Fund - $492,839.56, Avantis U.S. Small Cap Value ETF - $347,820.43, Dimensional International Value ETF - $309,423.72, and Dimensional US Targeted Value ETF - $272,899.21. 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.
