HMV Wealth Advisors, LLC
HMV Wealth Advisors, LLC reported 89 positions worth $256.9M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AVUV (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $24.6M | 9.58% | 197,200 | — | — | |
| ▸ 2 | BSVO | SH | $18.9M | 7.35% | 646,657 | — | — | |
| ▸ 3 | AVDV | SH | $17.7M | 6.91% | 172,213 | — | — | |
| ▸ 4 | DFAT | SH | $15.5M | 6.03% | 221,622 | — | — | |
| ▸ 5 | ITOT | SH | $15.2M | 5.94% | 92,827 | — | — | |
| ▸ 6 | DFEM | SH | $14.9M | 5.82% | 367,572 | — | — | |
| ▸ 7 | VTI | SH | $14.3M | 5.55% | 38,510 | — | — | |
| ▸ 8 | VGIT | SH | $12.7M | 4.95% | 215,518 | — | — | |
| ▸ 9 | DIHP | SH | $7.7M | 3.01% | 226,320 | — | — | |
| ▸ 10 | DFAC | SH | $7.5M | 2.91% | 168,530 | — | — |
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Frequently Asked Questions
What stocks does HMV Wealth Advisors, LLC hold as of Q2 2026?
HMV Wealth Advisors, LLC reported 89 positions worth $256.9M in its Q2 2026 13F filing. Largest positions: AVUV (9.6%), BSVO (7.3%), AVDV (6.9%), DFAT (6.0%) and ITOT (5.9%).
What did HMV Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HMV Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.