Hmv Wealth Advisors, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 81 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 $18.5B, Dimensional ETF Tr U S Target with a value of $13.1B, Vanguard Total Stock Market Et with a value of $12.8B, American Centy ETF Tr Avantis with a value of $11.9B, and Ea Series Trust with a value of $10.1B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $153B to 182B.

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 $182 Billion
ETFs: $145 Billion
Technology: $6.87 Billion
Financial Services: $5.33 Billion
Communication Services: $2.52 Billion
Consumer Cyclical: $2.32 Billion
Industrials: $2.21 Billion
Healthcare: $2.2 Billion
Energy: $1.33 Billion
Other: $872 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $182 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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