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Hmv Wealth Advisors - Q1 2026 13F Filings

HM

Hmv Wealth Advisors, LLC

CIK: 0002054904
Address: Louisiana Shreveport 333 Texas Street Suite 1525
$212.87 M
Portfolio Value
81
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IDEV Ishares Core Msci Dev Mkts
+$5.65 M
2. AVUV Avantis Us Small Cap Value Etf
+$1.5 M
3. ITOT Ishares Core S&P Total Us Stock Market Etf
+$1.37 M
4. DUHP Dimensional Us High Profitability Etf
+$971,934.36
5. DFEM Dimensional Emerging Markets Core Equity 2 Etf
+$948,431.44

Top Sells

Q1 2026
1. BSV Vanguard Short-Term Bond Etf
−$297,958.04
2. ACN Accenture PLC
−$266,690
3. JNJ Johnson & Johnson
−$258,481
4. UNH Unitedhealth Group Incorporated
−$231,077
5. SCHG Schwab Us Large-Cap Growth Etf
−$227,097.51

Asset Allocation

Stocks/ETFs
+9.75%
$212.87 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Hmv Wealth Advisors Q1 2026 Filing Summary

Hmv Wealth Advisors, LLC filed its 13F report for Q1 2026 on April 14, 2026. The portfolio totaled 212.87 M reflecting a +6.50% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 62.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Hmv Wealth Advisors’s Q1 2026 Filing

Hmv Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Hmv Wealth Advisors reported a managed portfolio value of 212.87 M, consisting of 81 individual positions.

This page displays the raw filing documents. To see which stocks Hmv Wealth Advisors bought or sold during Q1 2026, please visit Hmv Wealth Advisors's Portfolio Analysis page.