HMV Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Shreveport, LA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$263,732
Net value change ($000)
+6,864 (2.7%)
New positions
9
Sold out positions
6
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 6,872 NEW
AVDV 2,680 15.1%
DFA INVT DIMENSIONS GROUP IN 2,256 NEW
DFNM 1,722 NEW
MSFT 908 88.2%
ITOT 883 5.8%
IEI 866 NEW
IDEV 795 12.1%
MPC 793 54.7%
AAPL 649 35.2%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -6,677 -100.0%
DFSV -2,349 -100.0%
VGIT -2,290 -18.0%
AVUV -1,693 -6.9%
DFAT -1,015 -6.6%
LRCX -560 -20.2%
XOM -530 -100.0%
COST -243 -100.0%
HD -234 -21.5%
GLW -205 -100.0%
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