HMV Wealth Advisors, LLC
Filing Date
Global Rank
#7,643
/ 8,603
▲ 76
· as of Mar 2026
Top Industry
Semiconductors
8.3%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.3%
SPY
+24.4%
Annualised alpha
-4.2%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.1%
−0.5 pts
Top 5
30.8%
+1.6 pts
Top 10
51.8%
+1.2 pts
HHI
395
Diversified+4
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.9% | $7,178,670 |
| Financial Services | 23.5% | $5,295,119 |
| Consumer Cyclical | 9.0% | $2,030,135 |
| Communication Services | 8.1% | $1,820,290 |
| Healthcare | 7.5% | $1,683,901 |
| Energy | 7.3% | $1,653,649 |
| Industrials | 6.9% | $1,547,972 |
| Consumer Defensive | 3.4% | $769,389 |
| Utilities | 2.4% | $542,702 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +685 | 5,264 | $918,041 | |
| WMT | Walmart Inc. | +583 | 3,308 | $411,118 | |
| AAPL | Apple Inc. | +324 | 4,842 | $1,228,851 | |
| CSCO | Cisco Systems, Inc. | +146 | 12,175 | $944,658 | |
| AMZN | Amazon Com Inc | +110 | 3,261 | $679,168 | |
| MSFT | Microsoft Corp | +99 | 2,323 | $859,904 | |
| JPM | Jpmorgan Chase & Co | +84 | 6,164 | $1,813,202 | |
| GOOGL | Alphabet Inc. | +62 | 1,899 | $546,076 | |
| NFLX | Netflix Inc | +60 | 3,940 | $378,831 | |
| TSLA | Tesla, Inc. | +55 | 665 | $247,213 | |
| V | Visa Inc. | +52 | 3,727 | $1,126,448 | |
| LLY | ELI LILLY & Co | +39 | 857 | $788,242 | |
| KO | Coca Cola Co | +37 | 4,711 | $358,271 | |
| LRCX | Lam Research Corp | +16 | 6,339 | $1,354,390 | |
| UNP | Union Pacific Corp | +12 | 2,483 | $602,425 | |
| HD | Home Depot, Inc. | +1 | 3,356 | $1,103,754 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TXN | Texas Instruments Inc | −250 | 2,343 | $454,870 | |
| SCHW | Schwab Charles Corp | −242 | 8,249 | $775,241 | |
| MA | Mastercard Inc | −128 | 1,194 | $596,594 | |
| META | Meta Platforms, Inc. | −110 | 1,565 | $895,383 | |
| MPC | Marathon Petroleum Corp | −15 | 5,808 | $1,418,197 | |
| LMT | Lockheed Martin Corp | −1 | 833 | $503,456 | |
| No positions match the current search. | |||||
33 positions ·
$22,521,827 total
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,164 | $1,813,202 | 8.05% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 5,808 | $1,418,197 | 6.30% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,339 | $1,354,390 | 6.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,842 | $1,228,851 | 5.46% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,727 | $1,126,448 | 5.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,356 | $1,103,754 | 4.90% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 12,175 | $944,658 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,264 | $918,041 | 4.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,565 | $895,383 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,323 | $859,904 | 3.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 857 | $788,242 | 3.50% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 8,249 | $775,241 | 3.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,261 | $679,168 | 3.02% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,483 | $602,425 | 2.67% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,194 | $596,594 | 2.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,185 | $567,852 | 2.52% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 5,344 | $548,668 | 2.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,899 | $546,076 | 2.42% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 833 | $503,456 | 2.24% | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 1,420 | $502,481 | 2.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,574 | $487,168 | 2.16% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 2,343 | $454,870 | 2.02% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 648 | $442,091 | 1.96% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,928 | $428,307 | 1.90% | |
| MIAX |
Miami International Holdings, Inc.
Financial Services
|
NEW | 10,683 | $415,782 | 1.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,308 | $411,118 | 1.83% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,940 | $378,831 | 1.68% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,711 | $358,271 | 1.59% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,056 | $346,991 | 1.54% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 2,021 | $275,037 | 1.22% | |
| AEP |
American Electric Power Co Inc
Utilities
|
NEW | 2,042 | $267,665 | 1.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 665 | $247,213 | 1.10% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,138 | $235,452 | 1.05% |