HMV Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
81
Total value ($000)
$181,831
Net value change ($000)
+29,284 (19.2%)
New positions
5
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 5,012 104.7%
AVUV 3,692 24.9%
AVDV 3,593 43.1%
ITOT 2,833 41.4%
BSVO 2,603 34.7%
DFEM 2,265 34.2%
VTI 1,690 15.2%
DUHP 1,658 193.9%
IDEV 1,504 58.7%
DIHP 1,407 49.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -798 -39.6%
T -501 -67.3%
ACN -255 -51.0%
COST -211 -100.0%
IBM -205 -100.0%
FISV -204 -100.0%
ROP -105 -12.9%
META -102 -7.1%
TXN -67 -11.6%
NFLX -56 -10.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type