13F Filings History of HMV Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$199,886,516
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 $199,886,516 as of Q4 2025. Top holdings included AVUV, AVDV, DFAT, ITOT, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $199,886,516 +$15,917,234 -$2,061,521 +$13,855,713 AVUV, AVDV, DFAT, ITOT, VTI 13F-HR 20 Jan 2026, 08:54
Q3 2025 81 $181,830,606 +$22,271,576 -$4,146,023 +$18,125,553 AVUV, DFAT, VTI, AVDV, BSVO 13F-HR 10 Oct 2025, 14:55
Q2 2025 79 $152,546,515 +$38,577,069 -$21,963,321 +$16,613,748 AVUV, DFAT, VTI, AVDV, BSVO 13F-HR 23 Jul 2025, 09:11
Q1 2025 80 $126,052,185 +$32,367,745 -$3,776,386 +$28,591,359 DFAT, BSVO, AVUV, VTI, DFAC 13F-HR 16 Apr 2025, 12:08
Q4 2024 78 $99,931,481 $0 $0 $0 DFAC, DFAT, AVUV, BSVO, DFIV 13F-HR 10 Feb 2025, 11:43