HMV Wealth Advisors, LLC - Portfolio Stock Holdings
HMV Wealth Advisors, LLC disclosed 89 stock positions in a recent SEC 13F filing. $256,868,160 of stock holdings were filed, with the largest holdings including AVUV, BSVO, and AVDV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $464,771,467 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
89Est. Stock Holding Value:
$256,868,160Top Stock Holdings By Sector
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Portfolio Stock Holdings - HMV Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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