Hmv Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $8.51B, Ea Series Trust with a value of $8.1B, American Centy ETF Tr Avantis with a value of $6.33B, Vanguard Total Stock Market Et with a value of $6.15B, and Dimensional ETF Tr U S Core Eq with a value of $5.37B.

Examining the 13F form we can see an increase of $26.1B in the current position value, from $99.9B to 126B.

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 $126 Billion
ETFs: $80.6 Billion
Technology: $10.4 Billion
Financial Services: $6.19 Billion
Healthcare: $4.07 Billion
Communication Services: $3.96 Billion
Consumer Cyclical: $3.84 Billion
Industrials: $2.26 Billion
Energy: $1.08 Billion
Other: $1.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $126 Billion
  • Prior Value $99.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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