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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USMV ISHARES TR 2,681.0 $259K 0.10% $96.46 +4.5%
82 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,951.0 $257K 0.10% -70.0 -3.5% $131.58 +6.9%
83 SCHD SCHWAB STRATEGIC TR 8,077.0 $256K 0.10% $31.71 +9.7%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 260.0 $243K 0.10% NEW $935.47 -2.1%
85 SCHF SCHWAB STRATEGIC TR 8,160.0 $226K 0.09% NEW $27.70 +3.2%
86 CVX CHEVRON CORPORATION Energy 1,326.0 $220K 0.09% +188.0 +16.5% $165.76 +25.8%
87 OIH VANECK ETF TRUST 559.0 $208K 0.08% +3.0 +0.5% $372.03 +14.9%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 730.0 $205K 0.08% NEW $281.21 -16.5%
89 GLW CORNING INC Technology 802.0 $205K 0.08% NEW $255.43 -39.6%
Page 5 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%