HMV Wealth Advisors, LLC
HMV Wealth Advisors, LLC reported 89 holdings worth US$257M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
HMV Wealth Advisors, LLC reported 89 holdings worth US$257M as of Jun 30, 2026. Largest: Miami International Holdings, Inc., Lam Research Corporation and Jp Morgan Chase & Co. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$257M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Miami International Holdings, Inc. | 138K | US$5.13M | 2.0% |
| Lam Research Corporation | 6,392 | US$2.77M | 1.1% |
| Jp Morgan Chase & Co. | 6,629 | US$2.17M | 0.84% |
| Apple Inc | 6,367 | US$1.84M | 0.72% |
| Alphabet Inc (google) Class C | 4,060 | US$1.45M | 0.56% |
| Marathon Petroleum Corporation | 5,673 | US$1.45M | 0.56% |
| Cisco Systems, Inc. | 12,175 | US$1.43M | 0.56% |
| Visa Inc. | 4,139 | US$1.42M | 0.55% |
| Nvidia Corporation | 6,516 | US$1.3M | 0.51% |
| Eli Lilly And Company | 948 | US$1.14M | 0.44% |
| Home Depot, Inc. (the) | 3,088 | US$1.09M | 0.42% |
| Microsoft Corp. | 2,760 | US$1.03M | 0.40% |
| Meta Platforms, Inc. | 1,716 | US$967K | 0.38% |
| Amazon.com, Inc. | 3,735 | US$890K | 0.35% |
| Broadcom Inc. | 2,070 | US$782K | 0.30% |
| Charles Schwab Corporation (the) | 8,249 | US$761K | 0.30% |
| Texas Instruments Incorporated | 2,423 | US$722K | 0.28% |
| Union Pacific Corporation | 2,585 | US$703K | 0.27% |
| Mastercard Incorporated | 1,189 | US$611K | 0.24% |
| Berkshire Hathaway Inc. | 1,185 | US$593K | 0.23% |
| Exxon Mobil Corporation | 3,879 | US$530K | 0.21% |
| Roper Technologies, Inc. | 1,336 | US$452K | 0.18% |
| Lockheed Martin Corporation | 833 | US$424K | 0.17% |
| Walmart Inc. | 3,692 | US$418K | 0.16% |
| Coca-cola Company (the) | 4,850 | US$394K | 0.15% |
| Abbott Laboratories | 4,237 | US$384K | 0.15% |
| Palantir Technologies Inc. | 3,001 | US$350K | 0.14% |
| Northrop Grumman Corporation | 659 | US$336K | 0.13% |
| Tesla, Inc. | 671 | US$282K | 0.11% |
| American Electric Power Company, Inc. | 2,042 | US$279K | 0.11% |
| Netflix, Inc. | 3,880 | US$277K | 0.11% |
| Unitedhealth Group Incorporated | 662 | US$275K | 0.11% |
| Stryker Corporation | 826 | US$260K | 0.10% |
| American Water Works Company, Inc. | 1,951 | US$257K | 0.10% |
| Costco Wholesale Corporation | 260 | US$243K | 0.09% |
| Chevron Corporation | 1,326 | US$220K | 0.09% |
| International Business Machines Corporation | 730 | US$205K | 0.08% |
| Corning Incorporated | 802 | US$205K | 0.08% |
Source
View original at SEC
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