Institutional Fund
Hmv Wealth Advisors, LLC
Shreveport, LACIK 20549045 filings on record
Portfolio Value
$212.87M
Q1 2026
Holdings
81
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+6.5%
from $199.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr11.2%
- American Centy ETF Tr7.5%
- Ishares Tr6.5%
- Dimensional ETF Trust6.5%
- Ea Series Trust6.4%
- Vanguard Index Fds6.2%
- Other55.7%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 215.7K | $23.83M | 11.2% | +13.6K | Added |
| 2 | American Centy ETF Tr | 160.3K | $16.01M | 7.5% | +7.3K | Added |
| 3 | Ishares Tr | 97.8K | $13.92M | 6.5% | +9.6K | Added |
| 4 | Dimensional ETF Trust | 221.6K | $13.84M | 6.5% | −3.5K | Reduced |
| 5 | Ea Series Trust | 536.9K | $13.62M | 6.4% | −830 | Reduced |
| 6 | Vanguard Index Fds | 41.0K | $13.16M | 6.2% | +2.1K | Added |
| 7 | Dimensional ETF Trust | 344.6K | $11.90M | 5.6% | +27.5K | Added |
| 8 | Vanguard Scottsdale Fds | 195.0K | $11.61M | 5.5% | +9.7K | Added |
| 9 | Dimensional ETF Trust | 184.6K | $7.18M | 3.4% | +8.3K | Added |
| 10 | Dimensional ETF Trust | 131.3K | $6.93M | 3.3% | −3.8K | Reduced |
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