IE
Insider Edges

HMV WEALTH ADVISORS, LLC 13F portfolio summary

HMV WEALTH ADVISORS, LLC of HMV WEALTH ADVISORS, LLC has 81 current stock holdings with a reported portfolio value of $212.9M. The portfolio 1 year return is +20.57%. Top holdings include AWK (0.00%), BSV (0.00%), AVUV (11.33%), AVDV (7.61%), ITOT (6.62%).

Back to investors

HMV WEALTH ADVISORS, LLC

HMV WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

HMV WEALTH ADVISORS, LLC runs HMV WEALTH ADVISORS, LLC and currently holds 81 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $212.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HMV WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HMV WEALTH ADVISORS, LLC's portfolio at HMV WEALTH ADVISORS, LLC has delivered returns of +20.57%. Their 3-year annualized return is +17.59%. Looking at the 5-year horizon, HMV WEALTH ADVISORS, LLC has achieved +17.59% annualized returns at HMV WEALTH ADVISORS, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.57%
#0/1000
3 Year
+17.59%
#0/1000
5 Year
+17.59%
#0/1000

Portfolio Value

$212.87M

Alpha Score

16.6

#0 of 1000

Holdings

81

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change