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Hmv Wealth Advisors - Q4 2025 13F Filings

HM

Hmv Wealth Advisors, LLC

CIK: 0002054904
Address: Louisiana Shreveport 333 Texas Street Suite 1525
$199.89 M
Portfolio Value
80
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ITOT Ishares Core S&P Total Us Stock Market Etf
+$3.22 M
2. BSVO Ea Bridgeway Omni Small-Cap Value Etf
+$2.13 M
3. AVDV Avantis International Small Cap Value Etf
+$1.79 M
4. AVUV Avantis Us Small Cap Value Etf
+$1.63 M
5. VGIT Vanguard Intermediate-Term Treasury Etf
+$1.33 M

Top Sells

Q4 2025
1. NVDA Nvidia Corporation
−$746,000.44
2. T At&T
−$242,808
3. DFSV Dimensional Us Small Cap Value Etf
−$179,085.98
4. DFAC Dimensional Us Core Equity 2 Etf
−$155,667.88
5. SCHG Schwab Us Large-Cap Growth Etf
−$150,639.15

Asset Allocation

Stocks/ETFs
+9.55%
$193.96 M 97.03%
Options
$0 0.00%
Debt
$0 0.00%
Other
+24.07%
$5.93 M 2.97%

Sector Allocation (Stocks)

Hmv Wealth Advisors Q4 2025 Filing Summary

Hmv Wealth Advisors, LLC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 199.89 M reflecting a +9.93% change from the prior quarter, spanning 80 assets. The top 10 holdings comprised 63.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Hmv Wealth Advisors’s Q4 2025 Filing

Hmv Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Hmv Wealth Advisors reported a managed portfolio value of 199.89 M, consisting of 80 individual positions.

This page displays the raw filing documents. To see which stocks Hmv Wealth Advisors bought or sold during Q4 2025, please visit Hmv Wealth Advisors's Portfolio Analysis page.