HMV Wealth Advisors, LLC
All 13F Filings
- Location
- Shreveport, LA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 212,870
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 81 | 212,870 | 13F-HR | HMV Wealth Advisors, LLC |
| Q4 2025 | 1/20/2026 | 80 | 199,887 | 13F-HR | HMV Wealth Advisors, LLC |
| Q3 2025 | 10/10/2025 | 81 | 181,831 | 13F-HR | HMV Wealth Advisors, LLC |
| Q2 2025 | 7/23/2025 | 79 | 152,547 | 13F-HR | HMV Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.53 K | 17.6% | 0 | 158 K | -158 K |
| ETFs | 173.1 K | 81.3% | 171.3 K | 0 | 171.3 K |
| Debt | 2.202 K | 1.0% | 0 | 311 | -311 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
212,870
Holdings
81
QoQ value change ($000)
12,983
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.