HMV Wealth Advisors, LLC
Filing Date
Global Rank
#7,377
/ 8,517
▲ 577
Top Industry
Capital Markets
17.5%
3Y Alpha vs SPY
+6.2%
Period ended 46 days ago
Filed Jul 13, 2026 · 33d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+37.1%
SPY
+27.3%
Annualised alpha
+5.9%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.3%
+3.2 pts
Top 5
39.8%
+5.7 pts
Top 10
58.8%
+5.9 pts
HHI
542
Diversified+102
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.0% | $11,092,113 |
| Financial Services | 31.8% | $10,681,168 |
| Consumer Cyclical | 6.7% | $2,261,496 |
| Communication Services | 6.7% | $2,246,059 |
| Energy | 6.6% | $2,200,548 |
| Healthcare | 6.1% | $2,056,728 |
| Industrials | 4.4% | $1,463,135 |
| Consumer Defensive | 3.1% | $1,055,536 |
| Utilities | 1.6% | $536,078 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MIAX | Miami International Holdings, Inc. | +127,274 | 137,957 | $5,126,482 | |
| AAPL | Apple Inc. | +1,525 | 6,367 | $1,842,355 | |
| NVDA | Nvidia Corp | +1,252 | 6,516 | $1,303,786 | |
| XOM | ExxonMobil Holdings Corp | +597 | 3,879 | $530,336 | |
| AVGO | Broadcom Inc. | +496 | 2,070 | $781,942 | |
| AMZN | Amazon Com Inc | +474 | 3,735 | $890,199 | |
| JPM | Jpmorgan Chase & Co | +465 | 6,629 | $2,169,870 | |
| MSFT | Microsoft Corp | +437 | 2,760 | $1,029,535 | |
| V | Visa Inc. | +412 | 4,139 | $1,420,049 | |
| WMT | Walmart Inc. | +384 | 3,692 | $418,155 | |
| CVX | Chevron Corp | +188 | 1,326 | $219,797 | |
| GOOGL | Alphabet Inc. | +176 | 2,805 | $1,002,422 | |
| META | Meta Platforms, Inc. | +151 | 1,716 | $966,605 | |
| KO | Coca Cola Co | +139 | 4,850 | $394,159 | |
| UNP | Union Pacific Corp | +102 | 2,585 | $703,120 | |
| LLY | ELI LILLY & Co | +91 | 948 | $1,137,059 | |
| TXN | Texas Instruments Inc | +80 | 2,423 | $722,223 | |
| PLTR | Palantir Technologies Inc. | +73 | 3,001 | $350,126 | |
| LRCX | Lam Research Corp | +53 | 6,392 | $2,769,845 | |
| NOC | Northrop Grumman Corp /De/ | +11 | 659 | $335,635 | |
| TSLA | Tesla, Inc. | +6 | 671 | $282,222 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −1,107 | 4,237 | $384,465 | |
| HD | Home Depot, Inc. | −268 | 3,088 | $1,089,075 | |
| SYK | Stryker Corp | −230 | 826 | $260,057 | |
| MPC | Marathon Petroleum Corp | −135 | 5,673 | $1,450,415 | |
| ROP | Roper Technologies Inc | −84 | 1,336 | $452,089 | |
| AWK | American Water Works Company, Inc. | −70 | 1,951 | $256,712 | |
| NFLX | Netflix Inc | −60 | 3,880 | $277,032 | |
| MA | Mastercard Inc | −5 | 1,189 | $610,670 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 49,875 | $3,195,990 | |
| No positions match the current search. | ||||
38 tracked positions ·
$33,592,861 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MIAX |
Miami International Holdings, Inc.
Financial Services
|
Added | 137,957 | $5,126,482 | 15.26% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,392 | $2,769,845 | 8.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,629 | $2,169,870 | 6.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,367 | $1,842,355 | 5.48% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 5,673 | $1,450,415 | 4.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 12,175 | $1,430,075 | 4.26% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,139 | $1,420,049 | 4.23% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,516 | $1,303,786 | 3.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 948 | $1,137,059 | 3.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,088 | $1,089,075 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,760 | $1,029,535 | 3.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,805 | $1,002,422 | 2.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,716 | $966,605 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,735 | $890,199 | 2.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,070 | $781,942 | 2.33% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 8,249 | $761,135 | 2.27% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 2,423 | $722,223 | 2.15% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,585 | $703,120 | 2.09% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,189 | $610,670 | 1.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,185 | $592,962 | 1.77% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,879 | $530,336 | 1.58% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 1,336 | $452,089 | 1.35% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 833 | $424,380 | 1.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,692 | $418,155 | 1.24% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,850 | $394,159 | 1.17% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 4,237 | $384,465 | 1.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,001 | $350,126 | 1.04% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 659 | $335,635 | 1.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 671 | $282,222 | 0.84% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 2,042 | $279,366 | 0.83% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,880 | $277,032 | 0.82% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 662 | $275,147 | 0.82% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 826 | $260,057 | 0.77% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 1,951 | $256,712 | 0.76% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 260 | $243,222 | 0.72% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,326 | $219,797 | 0.65% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 730 | $205,283 | 0.61% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 802 | $204,854 | 0.61% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.