HMV Wealth Advisors, LLC

13F filer · CIK 0002054904

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$257MU.S. long equity reported on 13F

Positions454 new · 0 closed

Net flow last quarter+$8.13MBuys minus sells

Top 10 positions weight10.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202645 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$6.55M	2.55%	Not reported	+8.9%	Q4 2024
MIAXMiami International Holdings, Inc.	$5.13M	2.00%	0.14%	+1191.4%	Q1 2026
LRCXLam Research Corp	$2.77M	1.08%	0.00%	+0.8%	Q4 2024
DFAXGulf Resources, Inc.	$2.55M	0.99%	Not reported	-5.2%	Q4 2024
JPMJPMorgan Chase & Co	$2.17M	0.84%	0.00%	+7.5%	Q4 2024
BSVNBank7 Corp.	$2.12M	0.82%	0.29%	-3.3%	Q4 2024
AAPLApple Inc.	$1.84M	0.72%	0.00%	+31.5%	Q4 2024
MPCMarathon Petroleum Corp	$1.45M	0.56%	0.00%	-2.3%	Q4 2024
CSCOCisco Systems, Inc.	$1.43M	0.56%	0.00%	Not reported	Q4 2024
VVisa Inc.	$1.42M	0.55%	0.00%	+11.1%	Q4 2024
NVDANvidia Corp	$1.3M	0.51%	0.00%	+23.8%	Q4 2024
LLYELI LILLY & Co	$1.14M	0.44%	0.00%	+10.6%	Q4 2024
HDHome Depot, Inc.	$1.09M	0.42%	0.00%	-8.0%	Q4 2024
MSFTMicrosoft Corp	$1.03M	0.40%	0.00%	+18.8%	Q4 2024
GOOGLAlphabet Inc.	$1M	0.39%	0.00%	+47.7%	Q4 2024
METAMeta Platforms, Inc.	$967K	0.38%	Not reported	+9.7%	Q4 2024
AMZNAmazon Com Inc	$890K	0.35%	0.00%	+14.5%	Q4 2024
AVGOBroadcom Inc.	$782K	0.30%	0.00%	+31.5%	Q4 2024
SCHWSchwab Charles Corp	$761K	0.30%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$722K	0.28%	0.00%	+3.4%	Q4 2024
UNPUnion Pacific Corp	$703K	0.27%	0.00%	+4.1%	Q4 2024
MAMastercard Inc	$611K	0.24%	0.00%	-0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$593K	0.23%	Not reported	Not reported	Q4 2024
EMXCEmax Holdings Corp	$557K	0.22%	Not reported	+18.1%	Q2 2025
XOMExxonMobil Holdings Corp	$530K	0.21%	0.00%	+18.2%	Q1 2025
ROPRoper Technologies Inc	$452K	0.18%	0.00%	-5.9%	Q4 2024
GOOGAlphabet Inc.	$448K	0.17%	Not reported	+73.8%	Q1 2026
LMTLockheed Martin Corp	$424K	0.17%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$419K	0.16%	Not reported	Not reported	Q4 2024
WMTWalmart Inc.	$418K	0.16%	0.00%	+11.6%	Q4 2024
KOCoca Cola Co	$394K	0.15%	0.00%	+3.0%	Q4 2024
ABTAbbott Laboratories	$384K	0.15%	0.00%	-20.7%	Q4 2024
VLUEiSHARES TRUST	$362K	0.14%	Not reported	-7.4%	Q2 2025
PLTRPalantir Technologies Inc.	$350K	0.14%	0.00%	+2.5%	Q4 2024
NOCNorthrop Grumman Corp	$336K	0.13%	0.00%	+1.7%	Q4 2024
TSLATesla, Inc.	$282K	0.11%	0.00%	+0.9%	Q4 2024
AEPAmerican Electric Power Co Inc	$279K	0.11%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$277K	0.11%	0.00%	-1.5%	Q4 2024
UNHUnitedhealth Group Inc	$275K	0.11%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$260K	0.10%	0.00%	-21.8%	Q4 2024
AWKAmerican Water Works Company, Inc.	$257K	0.10%	0.00%	-3.5%	Q4 2024
COSTCostco Wholesale Corp	$243K	0.09%	0.00%	Not reported	Q2 2025
CVXChevron Corp	$220K	0.09%	0.00%	+16.5%	Q1 2026
IBMInternational Business Machines Corp	$205K	0.08%	0.00%	Not reported	Q2 2025
GLWCorning Inc	$205K	0.08%	0.00%	New	Q2 2026
Q1 2026Reported Apr 14, 202641 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$5.65M	2.65%	Not reported	+8.7%	Q4 2024
DFAXGulf Resources, Inc.	$2.48M	1.17%	Not reported	-5.9%	Q4 2024
BSVNBank7 Corp.	$2.2M	1.03%	0.30%	-11.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.81M	0.85%	0.00%	+1.4%	Q4 2024
MPCMarathon Petroleum Corp	$1.42M	0.67%	0.00%	-0.3%	Q4 2024
LRCXLam Research Corp	$1.35M	0.64%	0.00%	+0.3%	Q4 2024
AAPLApple Inc.	$1.23M	0.58%	0.00%	+7.2%	Q4 2024
VVisa Inc.	$1.13M	0.53%	0.00%	+1.4%	Q4 2024
HDHome Depot, Inc.	$1.1M	0.52%	0.00%	0.0%	Q4 2024
CSCOCisco Systems, Inc.	$945K	0.44%	0.00%	+1.2%	Q4 2024
NVDANvidia Corp	$918K	0.43%	0.00%	+15.0%	Q4 2024
METAMeta Platforms, Inc.	$895K	0.42%	Not reported	-6.6%	Q4 2024
MSFTMicrosoft Corp	$860K	0.40%	0.00%	+4.5%	Q4 2024
LLYELI LILLY & Co	$788K	0.37%	0.00%	+4.8%	Q4 2024
SCHWSchwab Charles Corp	$775K	0.36%	0.00%	-2.9%	Q4 2024
AMZNAmazon Com Inc	$679K	0.32%	0.00%	+3.5%	Q4 2024
UNPUnion Pacific Corp	$602K	0.28%	0.00%	+0.5%	Q4 2024
MAMastercard Inc	$597K	0.28%	0.00%	-9.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$568K	0.27%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$557K	0.26%	0.00%	+2.9%	Q1 2025
ABTAbbott Laboratories	$549K	0.26%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$546K	0.26%	0.00%	+3.4%	Q4 2024
LMTLockheed Martin Corp	$503K	0.24%	0.00%	-0.1%	Q4 2024
ROPRoper Technologies Inc	$502K	0.24%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$487K	0.23%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$455K	0.21%	0.00%	-9.6%	Q4 2024
NOCNorthrop Grumman Corp	$442K	0.21%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$428K	0.20%	0.00%	Not reported	Q4 2024
MIAXMiami International Holdings, Inc.	$416K	0.20%	0.01%	New	Q1 2026
WMTWalmart Inc.	$411K	0.19%	0.00%	+21.4%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$392K	0.18%	Not reported	Not reported	Q4 2024
NFLXNetflix Inc	$379K	0.18%	0.00%	+1.6%	Q4 2024
EMXCEmax Holdings Corp	$363K	0.17%	Not reported	Not reported	Q2 2025
KOCoca Cola Co	$358K	0.17%	0.00%	+0.8%	Q4 2024
SYKStryker Corp	$347K	0.16%	0.00%	Not reported	Q4 2024
VLUEiSHARES TRUST	$278K	0.13%	Not reported	Not reported	Q2 2025
AWKAmerican Water Works Company, Inc.	$275K	0.13%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$268K	0.13%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$247K	0.12%	0.00%	+9.0%	Q4 2024
CVXChevron Corp	$235K	0.11%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$209K	0.10%	Not reported	New	Q1 2026
Q4 2025Reported Jan 20, 202641 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$5.13M	2.57%	Not reported	+22.7%	Q4 2024
DFAXGulf Resources, Inc.	$2.54M	1.27%	Not reported	-0.3%	Q4 2024
BSVNBank7 Corp.	$2.51M	1.26%	0.34%	+1.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.96M	0.98%	0.00%	Not reported	Q4 2024
VVisa Inc.	$1.29M	0.64%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$1.23M	0.61%	0.00%	-5.5%	Q4 2024
HDHome Depot, Inc.	$1.15M	0.58%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.11M	0.55%	Not reported	-7.4%	Q4 2024
LRCXLam Research Corp	$1.08M	0.54%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.08M	0.54%	0.00%	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$947K	0.47%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$927K	0.46%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$879K	0.44%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$854K	0.43%	0.00%	-46.6%	Q4 2024
SCHWSchwab Charles Corp	$848K	0.42%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$755K	0.38%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$727K	0.36%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$670K	0.33%	0.00%	Not reported	Q4 2024
ROPRoper Technologies Inc	$632K	0.32%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$596K	0.30%	Not reported	Not reported	Q4 2024
GOOGLAlphabet Inc.	$575K	0.29%	0.00%	-7.1%	Q4 2024
UNPUnion Pacific Corp	$572K	0.29%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$545K	0.27%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$520K	0.26%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$450K	0.23%	0.00%	-7.2%	Q4 2024
LMTLockheed Martin Corp	$403K	0.20%	0.00%	-20.0%	Q4 2024
XOMExxonMobil Holdings Corp	$384K	0.19%	0.00%	+76.7%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$380K	0.19%	Not reported	Not reported	Q4 2024
SYKStryker Corp	$371K	0.19%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$369K	0.18%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$364K	0.18%	0.00%	-1.5%	Q4 2024
EMXCEmax Holdings Corp	$335K	0.17%	Not reported	+1.3%	Q2 2025
KOCoca Cola Co	$327K	0.16%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$304K	0.15%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$274K	0.14%	0.00%	Not reported	Q4 2024
VLUEiSHARES TRUST	$267K	0.13%	Not reported	Not reported	Q2 2025
ACNAccenture plc	$267K	0.13%	0.00%	Not reported	Q4 2024
AWKAmerican Water Works Company, Inc.	$264K	0.13%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$258K	0.13%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$231K	0.12%	0.00%	Not reported	Q4 2024
HOODRobinhood Markets, Inc.	$207K	0.10%	0.00%	Not reported	Q3 2025
Q3 2025Reported Oct 10, 202542 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$4.06M	2.24%	Not reported	+50.6%	Q4 2024
BSVNBank7 Corp.	$2.47M	1.36%	0.33%	-4.7%	Q4 2024
DFAXGulf Resources, Inc.	$2.44M	1.34%	Not reported	-0.8%	Q4 2024
JPMJPMorgan Chase & Co	$1.92M	1.05%	0.00%	-2.8%	Q4 2024
NVDANvidia Corp	$1.6M	0.88%	0.00%	0.0%	Q4 2024
HDHome Depot, Inc.	$1.36M	0.75%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.33M	0.73%	Not reported	-6.7%	Q4 2024
VVisa Inc.	$1.25M	0.69%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$1.22M	0.67%	0.00%	-51.3%	Q4 2024
MSFTMicrosoft Corp	$1.15M	0.63%	0.00%	-7.8%	Q4 2024
MPCMarathon Petroleum Corp	$1.12M	0.62%	0.00%	-2.4%	Q4 2024
LRCXLam Research Corp	$847K	0.47%	0.00%	-1.1%	Q4 2024
CSCOCisco Systems, Inc.	$823K	0.45%	0.00%	Not reported	Q4 2024
SCHWSchwab Charles Corp	$811K	0.45%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$752K	0.41%	0.00%	-1.6%	Q4 2024
ABTAbbott Laboratories	$716K	0.39%	0.00%	-4.5%	Q4 2024
ROPRoper Technologies Inc	$708K	0.39%	0.00%	-1.0%	Q4 2024
AMZNAmazon Com Inc	$692K	0.38%	0.00%	-2.6%	Q4 2024
LLYELI LILLY & Co	$624K	0.34%	0.00%	-3.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$596K	0.33%	Not reported	-11.1%	Q4 2024
UNPUnion Pacific Corp	$584K	0.32%	0.00%	-3.1%	Q4 2024
PLTRPalantir Technologies Inc.	$534K	0.29%	0.00%	-1.1%	Q4 2024
LMTLockheed Martin Corp	$520K	0.29%	0.00%	-3.9%	Q4 2024
AVGOBroadcom Inc.	$519K	0.29%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$513K	0.28%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$481K	0.26%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$472K	0.26%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$395K	0.22%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$390K	0.21%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$374K	0.21%	Not reported	Not reported	Q4 2024
KOCoca Cola Co	$310K	0.17%	0.00%	Not reported	Q4 2024
EMXCEmax Holdings Corp	$307K	0.17%	Not reported	+28.7%	Q2 2025
AWKAmerican Water Works Company, Inc.	$281K	0.15%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$281K	0.15%	0.00%	-1.4%	Q4 2024
TSLATesla, Inc.	$271K	0.15%	0.00%	Not reported	Q4 2024
HOODRobinhood Markets, Inc.	$262K	0.14%	0.00%	New	Q3 2025
ACNAccenture plc	$245K	0.13%	0.00%	-40.6%	Q4 2024
VLUEiSHARES TRUST	$245K	0.13%	Not reported	Not reported	Q2 2025
TAt&T Inc.	$243K	0.13%	0.00%	-66.6%	Q4 2024
UNHUnitedhealth Group Inc	$242K	0.13%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$232K	0.13%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$204K	0.11%	0.00%	Not reported	Q1 2025

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