HMV Wealth Advisors, LLC
HMV Wealth Advisors, LLC is an independent investment adviser headquartered in Shreveport, Louisiana, with additional offices in Monroe, LA and Longview, TX. The firm is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, one of the region’s largest accounting and business consulting firms. HMV Wealth Advisors provides wealth management, investment advisory, and financial planning services primarily to individuals and businesses. The firm operates under a fiduciary standard and adopts a client-centered approach, focusing on evidence-based, tax-efficient, and low-cost investment solutions. The team consists of experienced professionals dedicated to personalized financial guidance and serving the needs of clients across Louisiana and Texas.
Investment Strategy
HMV Wealth Advisors employs an evidence-based, tax-efficient, and low-cost investment strategy that prioritizes controlling expenses and minimizing income and estate taxes. As an alliance member of Buckingham Strategic Partners, they access institutional mutual funds and leading research to design portfolios focused on risk-adjusted, market returns. Their philosophy is grounded in academic principles, emphasizing asset allocation, diversification, and long-term wealth preservation over market timing or speculation. The firm is committed to providing independent, objective advice under a fiduciary standard, seeking to tailor solutions to each client’s financial circumstances and goals.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 10.19% | $18.5M | 186,086 | $93.40 | $99.53 | +$3.7M |
D DFAT | DIMENSIONAL ETF TRUST | 7.22% | $13.1M | 225,407 | $53.99 | $58.21 | +$672.5K |
V VTI | VANGUARD INDEX FDS | 7.04% | $12.8M | 38,996 | $292.42 | $328.17 | +$1.7M |
A AVDV | AMERICAN CENTY ETF TR | 6.56% | $11.9M | 133,950 | $75.49 | $89.03 | +$3.6M |
B BSVO | EA SERIES TRUST | 5.56% | $10.1M | 446,324 | $20.91 | $22.65 | +$2.6M |