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:
0.71%
Gain
Monthly
0.04%
Yearly
0.46%
Drawdown
31.88%
$236.98M
Equity
Holdings
$236.98M
Investment
$186.69M
$51.02M
Profit -$146,226.29
Realized
$736,526.42
Unrealized
$50.28M
Dividends
$4.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$146,226.29
Win %
84%
This Week
Compared To Last Week
Gain
0.07%
Profit
$166,518.14
Win %
84%
This Month
Compared to last month
Gain
0.62%
Profit
$1.47M
Win %
84%
This Year
Compared to last year
Gain
11.33%
Profit
$24.11M
Win %
84%
ABT Abbott Laboratories
+10.48%
+$49,993.12 
SYK Stryker Corporation
+3.98%
+$13,305.6 
ROP Roper Technologies Inc.
+3.9%
+$19,326.2 
UNP Union Pacific Corporation
+3.28%
+$23,489.18 
AWK American Water Works Company, Inc.
+3.16%
+$8,255.78 
MPC Marathon Petroleum Corporation
+3.02%
+$52,504.32 
KO The Coca-Cola Company
+2.84%
+$11,047.3 
MA Mastercard Incorporated
+2.43%
+$15,522 
WMT Walmart Inc.
+2.41%
+$8,960.71 
XLV Health Care Select Sector SPDR Fund
+2.17%
+$8,382.92 
MSFT Microsoft Corp.
+2.13%
+$19,549.93 
SCHD Schwab U.S. Dividend Equity ETF
+2.1%
+$5,492.36 
V Visa Inc. Class A
+1.96%
+$25,980.54 
COWZ Pacer US Cash Cows 100 ETF
+1.8%
+$6,178.95 
CVX Chevron Corporation
+1.59%
+$3,288.82 
DFGR Dimensional Global Real Estate ETF
+1.48%
+$3,515.4 
DFSV Dimensional US Small Cap Value ETF
+1.47%
+$28,669.5 
LLY Eli Lilly and Company
+1.45%
+$14,406.17 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$223,782.67 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.38%
+$217,123.17 
MIAX Miami International Holdings, Inc.
+1.37%
+$6,196.14 
AAPL Apple Inc.
+1.36%
+$21,546.9 
XOM Exxon Mobil Corporation
+1.25%
+$5,907.6 
HD The Home Depot, Inc.
+1.17%
+$13,373.66 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$310,645.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.97%
+$2,493.33 
NFLX Netflix, Inc.
+0.82%
+$2,379.37 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$2,192.26 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$18,381.4 
LMT Lockheed Martin Corporation
+0.31%
+$1,316.14 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$1,245.5 
DUHP Dimensional US High Profitability ETF
+0.23%
+$12,083.52 
AEP American Electric Power Company, Inc.
+0.14%
+$387.98 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$4,227.48 
PLTR Palantir Technologies Inc.
+0.04%
+$161.04 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$338.58 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
+$1.64 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
LRCX Lam Research Corporation
-5.3%
-$112,706.79 
AVGO Broadcom Inc.
-4.51%
-$28,001.48 
TXN Texas Instruments Inc
-3.55%
-$25,058.38 
MTUM iShares MSCI USA Momentum Factor ETF
-3.25%
-$12,882.88 
GOOG Alphabet Inc
-2.99%
-$8,088.47 
GOOGL Alphabet Inc
-2.97%
-$20,889.02 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.7%
-$11,847.7 
NVDA NVIDIA Corporation
-2.61%
-$29,194.14 
CSCO Cisco Systems, Inc.
-2.51%
-$34,211.75 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$8,825.36 
META Meta Platforms Inc Class A
-2.06%
-$21,964.78 
DFAE Dimensional Emerging Core Equity Market ETF
-1.93%
-$12,986.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.82%
-$244,631.92 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$53,748.95 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$33,615.88 
JPM JPMorgan Chase & Co.
-1.18%
-$25,149.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$40,149.37 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$3,821.85 
TSLA Tesla, Inc.
-1.1%
-$2,897.27 
OIH VanEck Oil Services ETF
-1.08%
-$2,301.84 
AVDV Avantis International Small Cap Value ETF
-1.06%
-$178,706.62 
AMZN Amazon.com Inc
-0.94%
-$7,826.4 
VLUE iShares MSCI USA Value Factor ETF
-0.81%
-$3,012.24 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$7,734.15 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.73%
-$44,271.45 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$2,724.84 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$4,243.52 
DFUS Dimensional U.S. Equity Market ETF
-0.64%
-$2,766.75 
DFIV Dimensional International Value ETF
-0.62%
-$45,957.45 
IQLT iShares MSCI International Quality Factor ETF
-0.57%
-$12,290.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$90,920.52 
PTLC Pacer Trendpilot US Large Cap ETF
-0.54%
-$1,732.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$81,209.7 
DIHP Dimensional International High Profitability Portfolio
-0.53%
-$34,952.4 
SCHW Charles Schwab Corporation
-0.45%
-$3,794.54 
DFAU Dimensional US Core Equity Market ETF
-0.4%
-$15,939.42 
NOC Northrop Grumman Corporation
-0.4%
-$1,354.32 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$12,850.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$14,771.2 
XLF Financial Select Sector SPDR Fund
-0.11%
-$510.24 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$399.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$6,377.15 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$558.93 Events
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Dividends
Dividend Analysis
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| Trades 330 | Longs Won 259/330 78% | Profit Factor 21.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,572.15 |
| Average Win $206,563.75 | Best Trade (Jul 16) $3.16M | Sharpe Ratio -9.83 |
| Average Loss -$34,949.25 | Worst Trade (Jun 30) -$258,965.46 | Z-Score 15.38 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $154,601.86 |
| 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 | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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