HMV Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$256,868
Net value change ($000)
+43,998 (20.7%)
New positions
8
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BSVO 5,255 38.6%
MIAX 4,710 1132.2%
DFUS 3,385 905.1%
DFEM 3,034 25.5%
DUHP 2,001 42.8%
AVDV 1,742 10.9%
SPTM 1,673 NEW
DFAT 1,654 12.0%
DIHP 1,467 23.4%
LRCX 1,416 104.6%
Top Reduces (Value $000, Stocks/ETFs)
ABT -165 -30.1%
NOC -106 -24.0%
NFLX -102 -26.9%
SYK -87 -25.1%
LMT -79 -15.7%
PLTR -78 -18.2%
ROP -50 -10.0%
XOM -27 -4.8%
AWK -18 -6.5%
OIH -17 -7.6%
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