HMV Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 16, 2025
Value $: $126M
Signature - Title: Roderick Williams - Vice President & CCO
Location: Shreveport, LA
Summary: This page shows a list of all the recent 13F filings made by HMV Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HMV Wealth Advisors, LLC reported 80 stock holdings with total value $126M as of Q1 2025. Top holdings included DFAT, BSVO, AVUV, VTI, and DFAC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	80	$126M	+$32.4M	-$3.78M	+$28.6M	DFAT, BSVO, AVUV, VTI, DFAC	13F-HR	4/16/2025, 12:08 PM
Q4 2024	78	$99.9M	$0	$0		DFAC, DFAT, AVUV, BSVO, DFIV	13F-HR	2/10/2025, 11:43 AM