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Portfolio (Quarterly) Guide ↗

HMV Wealth Advisors, LLC

· CIK 0002054904
13F Portfolio $257M AUM 89 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 41 Added 19 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM SPDR SERIES TRUST 18,425.0 $1.7M 0.65% NEW $90.79 +2.9%
2 SDY SPDR SERIES TRUST 6,194.0 $943K 0.37% NEW $152.18 +2.4%
3 VOO VANGUARD INDEX FDS 538.0 $370K 0.14% NEW $686.81 +3.1%
4 UNH UNITEDHEALTH GROUP INC Healthcare 662.0 $275K 0.11% NEW $415.63 -4.4%
5 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 260.0 $243K 0.10% NEW $935.47 -2.1%
6 SCHF SCHWAB STRATEGIC TR 8,160.0 $226K 0.09% NEW $27.70 +3.2%
7 IBM INTERNATIONAL BUSINESS MACHS Technology 730.0 $205K 0.08% NEW $281.21 -16.5%
8 GLW CORNING INC Technology 802.0 $205K 0.08% NEW $255.43 -39.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Financial Services 17.8%
Communication Services 8.1%
Consumer Cyclical 8.1%
Energy 7.9%
Healthcare 7.4%
Industrials 6.9%
Consumer Defensive 3.8%
Utilities 1.9%