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RODERICK WILLIAMS

Hmv Wealth Advisors, Llc

Assets Managed
$256.868M
Holdings
89
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
20.67%(2Q avg: 13.59%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Hmv Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Hmv Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.868M in assets, with a quarterly growth rate of 20.67% and a 2-quarter average growth rate of 13.59%. The portfolio is managed by RODERICK WILLIAMS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -8.58%
9.58%
$24.603M
197,200 shares@ $124.76 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 20.45%
7.35%
$18.876M
646,657 shares@ $29.19 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 7.45%
6.91%
$17.747M
172,213 shares@ $103.06 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.03%
6.04%
$15.491M
221,622 shares@ $69.91 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -5.04%
5.94%
$15.249M
92,827 shares@ $164.27 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 6.69%
5.82%
$14.938M
367,572 shares@ $40.65 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.1%
5.55%
$14.25M
38,510 shares@ $370.04 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 10.52%
4.95%
$12.711M
215,518 shares@ $58.99 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 16.56%
3.01%
$7.723M
226,320 shares@ $34.13 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -8.72%
2.92%
$7.476M
168,530 shares@ $44.37 avg price

1-10 of 89