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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
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEM AMERICAN CENTY ETF TR 29,130.0 $2.8M 1.09% -3K -9.5% $96.49 +0.3%
22 LRCX LAM RESEARCH CORP Technology 6,392.0 $2.8M 1.08% +53.0 +0.8% $433.33 -29.0%
23 DFAX DIMENSIONAL ETF TRUST 69,293.0 $2.6M 0.99% -4K -5.2% $36.84 +4.8%
24 DFSV DIMENSIONAL ETF TRUST 60,555.0 $2.3M 0.91% +11K +21.4% $38.79 +4.3%
25 JPM JPMORGAN CHASE & CO Financial Services 6,629.0 $2.2M 0.84% +465.0 +7.5% $327.33 +9.6%
26 ISHARES TR 43,125.0 $2.1M 0.83% $49.55
27 BSV VANGUARD BD INDEX FDS 27,152.0 $2.1M 0.82% -935.0 -3.3% $77.91 -0.9%
28 AAPL APPLE INC Technology 6,367.0 $1.8M 0.72% +2K +31.5% $289.36 +10.6%
29 SPTM SPDR SERIES TRUST 18,425.0 $1.7M 0.65% NEW $90.79 +2.9%
30 MPC MARATHON PETE CORP Energy 5,673.0 $1.5M 0.56% -135.0 -2.3% $255.67 +52.1%
31 CSCO CISCO SYS INC Technology 12,175.0 $1.4M 0.56% $117.46 -7.0%
32 V VISA INC Financial Services 4,139.0 $1.4M 0.55% +412.0 +11.1% $343.09 +9.3%
33 NVDA NVIDIA CORPORATION Technology 6,516.0 $1.3M 0.51% +1K +23.8% $200.09 +15.1%
34 LLY ELI LILLY & CO Healthcare 948.0 $1.1M 0.44% +91.0 +10.6% $1199.43 -4.3%
35 HD HOME DEPOT INC Consumer Cyclical 3,088.0 $1.1M 0.42% -268.0 -8.0% $352.68 -9.0%
36 DFSD DIMENSIONAL ETF TRUST 21,823.0 $1.0M 0.41% +5K +32.8% $47.75 -1.2%
37 MSFT MICROSOFT CORP Technology 2,760.0 $1.0M 0.40% +437.0 +18.8% $373.02 +34.0%
38 SCHG SCHWAB STRATEGIC TR 30,342.0 $1.0M 0.40% $33.84 +5.0%
39 VTIP VANGUARD MALVERN FDS 20,128.0 $1.0M 0.39% +3K +17.1% $50.23 -1.0%
40 GOOGL ALPHABET INC Communication Services 2,805.0 $1.0M 0.39% +906.0 +47.7% $357.37 -5.3%
Page 2 of 5  ·  89 positions

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%