HMV Wealth Advisors, LLC
RIA/Wealth
HMV Wealth Advisors, LLC is a RIA/Wealth based in Shreveport, LA led by Robert Leroy Dean, reporting $305.2M in AUM as of Q3 2025 with 87% ETF concentration and 59% concentrated in top 10 holdings.
PresidentRobert Leroy Dean
- Portfolio Value
- $181.8M
- Positions
- 81
- Top Holding
- AVUV at 10.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HMV Wealth Advisors, LLC's portfolio (59.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.5M | 10.19% | +$2.3M Bought | — 186.1K shares | |
ETF ETF | $13.1M | 7.22% | -$307.9K Sold | — 225.4K shares | |
ETF ETF | $12.8M | 7.04% | +$804.0K Bought | — 39.0K shares | |
ETF ETF | $11.9M | 6.56% | +$2.6M Bought | — 134.0K shares | |
ETF ETF | $10.1M | 5.56% | +$1.8M Bought | — 446.3K shares | |
ETF ETF | $9.8M | 5.39% | +$5.0M Bought | — 163.2K shares | |
ETF ETF | $9.7M | 5.33% | +$2.3M Bought | — 66.5K shares | |
ETF ETF | $8.9M | 4.89% | +$1.7M Bought | — 277.1K shares | |
ETF ETF | $7.0M | 3.82% | -$12.9K Sold | — 180.2K shares | |
ETF ETF | $6.2M | 3.39% | +$5.7K Bought | — 133.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HMV Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+176.64% | |
+103.96% | |
+50.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-66.58% | |
-51.34% |
Analytics
Portfolio insights and performance metrics for HMV Wealth Advisors, LLC
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