Hmv Wealth Advisors, LLC Portfolio Holdings

Hmv Wealth Advisors, LLC

  • $153 Billion
  • Q2 2025

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$2.02 Billion 1.32% of portfolio
9,828
Q2 2025 Reduced 36.8%
$855B
$1.81 Billion 1.19% of portfolio
6,255
Q2 2025 Reduced 2.04%
$1.58T
$1.43 Billion 0.94% of portfolio
1,938
Q2 2025 Reduced 38.83%
$416B
$1.36 Billion 0.89% of portfolio
8,577
Q2 2025 Reduced 46.04%
$575B
$1.3 Billion 0.85% of portfolio
3,673
Q2 2025 Reduced 14.34%
$380B
$1.23 Billion 0.81% of portfolio
3,355
Q4 2024 New
$3.77T
$1.2 Billion 0.79% of portfolio
2,412
Q2 2025 Reduced 39.17%
$280B
$835 Million 0.55% of portfolio
12,029
Q2 2025 Added 4.54%
$220B
$761 Million 0.5% of portfolio
5,598
Q2 2025 Added 4.21%
$533B
$755 Million 0.49% of portfolio
1,343
Q2 2025 Reduced 44.41%
$2.32T
$710 Million 0.47% of portfolio
3,234
Q2 2025 Reduced 76.44%
$738B
$659 Million 0.43% of portfolio
845
Q2 2025 Reduced 47.32%
$622B
$648 Million 0.42% of portfolio
1,333
Q2 2025 Added 12.68%
$530B
$528 Million 0.35% of portfolio
394
Q2 2025 Added 1.55%
$293B
$404 Million 0.26% of portfolio
2,961
Q2 2025 Reduced 28.1%
$1.14T
$348 Million 0.23% of portfolio
1,977
Q2 2025 Reduced 70.65%
$260B
$270 Million 0.18% of portfolio
2,764
Q2 2025 Reduced 21.14%
$417B
$211 Million 0.14% of portfolio
213
Q2 2025 New
$267B
$218 Million 0.14% of portfolio
700
Q2 2025 Reduced 61.69%
$253B
$205 Million 0.13% of portfolio
696
Q2 2025 New

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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