HMV Wealth Advisors, LLC - Portfolio overview

HMV Wealth Advisors, LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 11.13%
2. AVDV - AMERICAN CENTY ETF TR, 7.48%
3. ITOT - ISHARES TR, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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