HMV Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$212,870
Net value change ($000)
+12,983 (6.5%)
New positions
5
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 3,220 15.6%
AVDV 1,627 11.3%
DFEM 1,414 13.5%
BSVO 1,092 8.7%
DUHP 844 22.0%
ITOT 816 6.2%
DFSV 745 74.4%
DIHP 732 13.3%
IDEV 518 10.1%
VGIT 505 4.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -360 -28.9%
ACN -267 -100.0%
JNJ -258 -100.0%
UNH -231 -100.0%
MSFT -216 -20.1%
META -211 -19.1%
HOOD -207 -100.0%
QUAL -202 -4.0%
V -163 -12.6%
MA -158 -20.9%
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