Hmv Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002054904

Type: FundHoldings: 80Value: $126.1MLatest: 2025Q1

HMV Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 80 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABT",
  "GOOGL",
  "T",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "HD",
  null,
  null,
  "UNP",
  "META",
  null,
  "BBUS",
  "LRCX",
  "MPC",
  "MA",
  "MSFT",
  "NOC",
  null,
  null,
  "VGIT",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "PLTR",
  "PRU",
  "LMT",
  null,
  null,
  "ROP",
  "SYK",
  "TXN",
  "SCHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "FI",
  "AEP",
  "AMZN",
  null,
  null,
  null,
  "BSV",
  "V",
  "WMT",
  null,
  "SCHD",
  "SCHG",
  "MTUM",
  "BAC",
  "BRK-B",
  "CSCO",
  "KO",
  "STZ",
  null,
  null,
  "DFAX",
  "DFAC",
  "USMV",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "AWK",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 80
Total Value: 126052185
Accession Number: 0001725547-25-001415
Form Type: 13F-HR
CIK: hmv-wealth-advisors
Manager Name: Hmv-Wealth-Advisors

Data Enrichment

66% identified

53 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $126.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V609

Shares:165.2K

Value:$8.5M

% of Portfolio:6.7% ($8.5M/$126.1M)

02072L532

Shares:416.6K

Value:$8.1M

% of Portfolio:6.4% ($8.1M/$126.1M)

025072877

Shares:72.6K

Value:$6.3M

% of Portfolio:5.0% ($6.3M/$126.1M)

922908769

VTI|922908769

Shares:22.4K

Value:$6.1M

% of Portfolio:4.9% ($6.1M/$126.1M)

25434V708

DFAC|25434V708

Shares:162.7K

Value:$5.4M

% of Portfolio:4.3% ($5.4M/$126.1M)

25434V807

Shares:129.1K

Value:$5.1M

% of Portfolio:4.0% ($5.1M/$126.1M)

025072802

Shares:72.5K

Value:$5.1M

% of Portfolio:4.0% ($5.1M/$126.1M)

25434V732

Shares:178.9K

Value:$4.7M

% of Portfolio:3.8% ($4.7M/$126.1M)

464287150

ITOT|464287150

Shares:36.4K

Value:$4.4M

% of Portfolio:3.5% ($4.4M/$126.1M)

92206C706

VGIT|92206C706

Shares:70.8K

Value:$4.2M

% of Portfolio:3.3% ($4.2M/$126.1M)

Apple Inc.

AAPL|037833100

Shares:15.6K

Value:$3.5M

% of Portfolio:2.7% ($3.5M/$126.1M)

25434V831

Shares:100.5K

Value:$3.3M

% of Portfolio:2.6% ($3.3M/$126.1M)

25434V724

Shares:73.8K

Value:$3.0M

% of Portfolio:2.4% ($3.0M/$126.1M)

46435G326

Shares:43.4K

Value:$3.0M

% of Portfolio:2.4% ($3.0M/$126.1M)

25434V104

Shares:75.6K

Value:$2.9M

% of Portfolio:2.3% ($2.9M/$126.1M)

25434V765

Shares:101.4K

Value:$2.7M

% of Portfolio:2.2% ($2.7M/$126.1M)

AMAZON COM INC

AMZN|023135106

Shares:13.7K

Value:$2.6M

% of Portfolio:2.1% ($2.6M/$126.1M)

25434V781

Shares:84.6K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$126.1M)

25434V880

DFAX|25434V880

Shares:78.7K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$126.1M)

921937827

BSV|921937827

Shares:25.7K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$126.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V609)✕	165.2K	QoQ +66.23% (+65.8K) YoY-	All Managers (Combined)	$8.5M	6.7% ($8.5M/$126.1M)	QoQ +53.77% (+$3.0M) YoY-
(cusip02072L532)✕	416.6K	QoQ +101.20% (+209.6K) YoY-	All Managers (Combined)	$8.1M	6.4% ($8.1M/$126.1M)	QoQ +80.67% (+$3.6M) YoY-
(cusip025072877)✕	72.6K	QoQ +31.40% (+17.4K) YoY-	All Managers (Combined)	$6.3M	5.0% ($6.3M/$126.1M)	QoQ +18.65% (+$995.8K) YoY-
(VTIcusip922908769)	22.4K	QoQ +134.84% (+12.8K) YoY-	All Managers (Combined)	$6.1M	4.9% ($6.1M/$126.1M)	QoQ +122.71% (+$3.4M) YoY-
(DFACcusip25434V708)	162.7K	QoQ +0.41% (-679) YoY-	All Managers (Combined)	$5.4M	4.3% ($5.4M/$126.1M)	QoQ -4.22% (-$236.9K) YoY-
(cusip25434V807)✕	129.1K	QoQ +3.75% (+4.7K) YoY-	All Managers (Combined)	$5.1M	4.0% ($5.1M/$126.1M)	QoQ +15.10% (+$666.8K) YoY-
(cusip025072802)✕	72.5K	QoQ +244.71% (+51.4K) YoY-	All Managers (Combined)	$5.1M	4.0% ($5.1M/$126.1M)	QoQ +269.40% (+$3.7M) YoY-
(cusip25434V732)✕	178.9K	QoQ +127.50% (+100.3K) YoY-	All Managers (Combined)	$4.7M	3.8% ($4.7M/$126.1M)	QoQ +129.84% (+$2.7M) YoY-
(ITOTcusip464287150)	36.4K	QoQ +82.63% (+16.5K) YoY-	All Managers (Combined)	$4.4M	3.5% ($4.4M/$126.1M)	QoQ +73.25% (+$1.9M) YoY-
(VGITcusip92206C706)	70.8K	QoQ +27.21% (+15.1K) YoY-	All Managers (Combined)	$4.2M	3.3% ($4.2M/$126.1M)	QoQ +30.28% (+$977.0K) YoY-
Apple Inc.(AAPLcusip037833100)	15.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.5M	2.7% ($3.5M/$126.1M)	QoQ -11.29% (-$439.9K) YoY-
(cusip25434V831)✕	100.5K	QoQ +342.79% (+77.8K) YoY-	All Managers (Combined)	$3.3M	2.6% ($3.3M/$126.1M)	QoQ +334.27% (+$2.6M) YoY-
(cusip25434V724)✕	73.8K	QoQ -3.24% (-2.5K) YoY-	All Managers (Combined)	$3.0M	2.4% ($3.0M/$126.1M)	QoQ -2.55% (-$79.9K) YoY-
(cusip46435G326)✕	43.4K	QoQ +279.82% (+32.0K) YoY-	All Managers (Combined)	$3.0M	2.4% ($3.0M/$126.1M)	QoQ +305.86% (+$2.3M) YoY-
(cusip25434V104)✕	75.6K	QoQ +7.49% (+5.3K) YoY-	All Managers (Combined)	$2.9M	2.3% ($2.9M/$126.1M)	QoQ +2.04% (+$58.4K) YoY-
(cusip25434V765)✕	101.4K	QoQ +288.50% (+75.3K) YoY-	All Managers (Combined)	$2.7M	2.2% ($2.7M/$126.1M)	QoQ +314.83% (+$2.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	13.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.6M	2.1% ($2.6M/$126.1M)	QoQ -13.27% (-$399.9K) YoY-
(cusip25434V781)✕	84.6K	QoQ +76.87% (+36.8K) YoY-	All Managers (Combined)	$2.5M	2.0% ($2.5M/$126.1M)	QoQ +93.84% (+$1.2M) YoY-
(DFAXcusip25434V880)	78.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$126.1M)	QoQ +5.39% (+$105.4K) YoY-
(BSVcusip921937827)	25.7K	QoQ -3.67% (-978) YoY-	All Managers (Combined)	$2.0M	1.6% ($2.0M/$126.1M)	QoQ -2.41% (-$49.7K) YoY-