Hmv Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $14.8B, Dimensional ETF Tr U S Target with a value of $12.4B, Vanguard Total Stock Market Et with a value of $11.1B, American Centy ETF Tr Avantis with a value of $8.33B, and Ea Series Trust with a value of $7.51B.

Examining the 13F form we can see an increase of $26.5B in the current position value, from $126B to 153B.

Hmv Wealth Advisors, LLC is based out at Shreveport, LA

Below you can find more details about Hmv Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
ETFs: $118 Billion
Technology: $7.73 Billion
Financial Services: $5.29 Billion
Communication Services: $3.05 Billion
Industrials: $2.23 Billion
Healthcare: $2.06 Billion
Consumer Cyclical: $1.94 Billion
Energy: $991 Million
Other: $1.09 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $153 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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