Portfolio (Quarterly) Guide ↗

HMV Wealth Advisors, LLC

· CIK 0002054904

13F Portfolio $213M AUM 81 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 36 Added 13 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ACN	ACCENTURE PLC IRELAND	Technology	994	$267K	0.13%	SOLD
2	JNJ	JOHNSON & JOHNSON	Healthcare	1,249	$258K	0.13%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	700	$231K	0.12%	SOLD
4	HOOD	ROBINHOOD MKTS INC	Financial Services	1,827	$207K	0.10%	SOLD

Sector Allocation

Technology 29.9%

Financial Services 19.3%

Energy 9.9%

Industrials 9.2%

Communication Services 9.1%

Consumer Cyclical 9.1%

Healthcare 7.5%

Consumer Defensive 3.4%

Utilities 2.4%