Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hhm Wealth Advisors, LLCInvestment ActivityHhm Wealth Advisors, LLC has $841.29 million in total holdings as of June 30, 2025.Hhm Wealth Advisors, LLC owns shares of 862 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.37% of the portfolio was purchased this quarter.About 1.05% of the portfolio was sold this quarter.This quarter, Hhm Wealth Advisors, LLC has purchased 922 new stocks and bought additional shares in 112 stocks.Hhm Wealth Advisors, LLC sold shares of 197 stocks and completely divested from 94 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $137,522,466Schwab US Broad Market ETF $130,308,151Schwab U.S. Large-Cap Growth ETF $109,986,270SPDR Portfolio S&P 400 Mid Cap ETF $46,813,117Pacer US Small Cap Cash Cows ETF $32,621,466 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $728,800 Holding21873S108 - COREWEAVE INC $679,308 Holding46432F834 - iShares Core MSCI Total International Stock ETF $339,159 Holding75526L886 - RBB FUND TRUST $250,860 Holding97717W430 - WisdomTree Interest Rate Hedged High Yield Bond Fund $231,107 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 1,304,073 shares (about $31.08M)Schwab U.S. Large-Cap Growth ETF 221,638 shares (about $6.47M)Schwab US Dividend Equity ETF 214,249 shares (about $5.68M)SPDR Portfolio S&P 400 Mid Cap ETF 49,020 shares (about $2.67M)Unum Group 26,876 shares (about $2.17M) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 34,940 shares (about $1.02M)Pinnacle Financial Partners 6,795 shares (about $750.24K)Microsoft 865 shares (about $430.25K)iShares 0-3 Month Treasury Bond ETF 4,226 shares (about $425.52K)iShares Core S&P 500 ETF 541 shares (about $335.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHhm Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$137,522,466$5,677,599 ▲4.3%5,189,52716.3%ETFSCHBSchwab US Broad Market ETF$130,308,151$31,076,058 ▲31.3%5,468,24015.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$109,986,270$6,474,045 ▲6.3%3,765,36413.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$46,813,117$2,665,707 ▲6.0%860,8525.6%ETFCALFPacer US Small Cap Cash Cows ETF$32,621,466$1,700,976 ▲5.5%819,3263.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$32,122,181$1,023,393 ▼-3.1%1,096,6943.8%ETFSCHFSchwab International Equity ETF$27,694,485$457,050 ▲1.7%1,253,1443.3%ETFVNQVanguard Real Estate ETF$25,442,466$541,752 ▲2.2%285,6783.0%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$17,188,224$140,425 ▲0.8%520,6972.0%ETFVIGVanguard Dividend Appreciation ETF$14,665,118$756,250 ▲5.4%71,6531.7%ETFAAPLApple$14,256,230$80,221 ▲0.6%69,4851.7%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$14,012,651$176,687 ▼-1.2%499,5601.7%ETFFNDFSchwab Fundamental International Equity ETF$12,401,543$228,154 ▲1.9%309,8841.5%ETFSCHASchwab US Small-Cap ETF$12,217,719$1,100,524 ▲9.9%482,9141.5%ETFMSFTMicrosoft$11,925,763$430,255 ▼-3.5%23,9761.4%Computer and TechnologyAMZNAmazon.com$9,137,594$164,762 ▲1.8%41,6501.1%Retail/WholesaleMSTRMicroStrategy$7,287,459$6,872 ▼-0.1%18,0280.9%Computer and TechnologyVUGVanguard Growth ETF$4,119,250$172,293 ▲4.4%9,3960.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,045,139$74,345 ▼-1.8%43,0930.5%ETFTFISPDR Nuveen ICE Municipal Bond ETF$3,920,195$436,783 ▲12.5%87,7590.5%FinanceNVDANVIDIA$3,833,948$529,899 ▲16.0%24,2670.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,969,259$28,701 ▼-1.0%10,2420.4%FinanceHDHome Depot$2,774,355$37,397 ▼-1.3%7,5670.3%Retail/WholesaleGOOGLAlphabet$2,693,508$309,990 ▲13.0%15,2840.3%Computer and TechnologyJPUSJPMorgan Diversified Return U.S. Equity ETF$2,634,6560.0%22,2910.3%ETFFNDASchwab Fundamental U.S. Small Company ETF$2,574,203$14,325 ▲0.6%89,8500.3%ETFNSCNorfolk Southern$2,532,201$1,280 ▲0.1%9,8930.3%TransportationUNMUnum Group$2,518,501$2,170,506 ▲623.7%31,1850.3%FinanceSERVISFIRST BANCSHARES INC$2,429,861$170,522 ▼-6.6%31,3490.3%COMSGOViShares 0-3 Month Treasury Bond ETF$2,414,245$425,516 ▼-15.0%23,9770.3%ETFCWISPDR MSCI ACWI ex-US ETF$2,376,963$208,371 ▼-8.1%72,7790.3%ETFFNDBSchwab Fundamental U.S. Broad Market ETF$2,318,6990.0%96,6930.3%ETFCATCaterpillar$2,283,498$86,961 ▼-3.7%5,8820.3%IndustrialsIVViShares Core S&P 500 ETF$2,233,491$335,924 ▼-13.1%3,5970.3%ETFMOATVanEck Morningstar Wide Moat ETF$2,165,2360.0%23,0860.3%ETFVVisa$2,111,561$43,673 ▼-2.0%5,9470.3%Business ServicesTSLATesla$2,068,920$393,263 ▲23.5%6,5130.2%Auto/Tires/TrucksRSPTInvesco S&P 500 Equal Weight Technology ETF$2,062,041$236,524 ▼-10.3%50,5650.2%ETFSOSouthern$2,014,865$46,834 ▼-2.3%21,9410.2%UtilitiesLLYEli Lilly and Company$2,004,188$39,756 ▼-1.9%2,5710.2%MedicalWMTWalmart$1,953,223$12,809 ▼-0.7%19,9760.2%Retail/WholesaleWMWaste Management$1,897,6900.0%8,2930.2%Business ServicesPGProcter & Gamble$1,879,794$19,277 ▼-1.0%11,7990.2%Consumer StaplesSCHHSchwab U.S. REIT ETF$1,814,936$70,145 ▼-3.7%85,7720.2%ETFGOOGAlphabet$1,805,8930.0%10,1800.2%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,788,972$110,799 ▲6.6%43,1910.2%ETFNFLXNetflix$1,732,835$141,948 ▼-7.6%1,2940.2%Consumer DiscretionaryHCAHCA Healthcare$1,731,647$10,727 ▼-0.6%4,5200.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,699,380$83,253 ▼-4.7%34,6600.2%ETFRFRegions Financial$1,670,414$2,093 ▼-0.1%71,0210.2%FinanceABBVAbbVie$1,636,122$40,652 ▼-2.4%8,8140.2%MedicalSPHQInvesco S&P 500 Quality ETF$1,601,640$57,721 ▼-3.5%22,4760.2%ETFVOOVanguard S&P 500 ETF$1,514,954$23,290 ▼-1.5%2,6670.2%ETFVTIVanguard Total Stock Market ETF$1,475,979$21,580 ▼-1.4%4,8560.2%ETFQQQInvesco QQQ$1,460,876$291,292 ▲24.9%2,6480.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,347,642$207,952 ▼-13.4%57,9880.2%ETFIWFiShares Russell 1000 Growth ETF$1,318,3210.0%3,1050.2%ETFCSCOCisco Systems$1,309,938$6,799 ▼-0.5%18,8810.2%Computer and TechnologyDXPEDXP Enterprises$1,260,232$192,830 ▼-13.3%14,3780.1%IndustrialsXOMExxon Mobil$1,222,272$11,643 ▼-0.9%11,3380.1%EnergyTMToyota Motor$1,196,346$8,613 ▲0.7%6,9450.1%Auto/Tires/TrucksISTBiShares Core 1-5 Year USD Bond ETF$1,178,086$20,433 ▼-1.7%24,2160.1%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$1,136,4210.0%6,2530.1%ETFSCHXSchwab US Large-Cap ETF$1,089,4670.0%44,5770.1%ETFUBERUber Technologies$1,076,776$100,298 ▼-8.5%11,5410.1%Computer and TechnologyRWOSPDR Dow Jones Global Real Estate ETF$1,069,733$260,205 ▼-19.6%24,2350.1%ETFMETAMeta Platforms$1,026,006$114,411 ▲12.6%1,3900.1%Computer and TechnologyUNHUnitedHealth Group$1,001,821$82,367 ▲9.0%3,2110.1%MedicalVCSHVanguard Short-Term Corporate Bond ETF$992,717$79,898 ▲8.8%12,4870.1%ETFGEGE Aerospace$976,538$77,217 ▲8.6%3,7940.1%AerospaceMAAMid-America Apartment Communities$925,8030.0%6,2550.1%FinanceORCLOracle$899,226$39,135 ▼-4.2%4,1130.1%Computer and TechnologySDYSPDR S&P Dividend ETF$892,4280.0%6,5750.1%ETFKOCocaCola$870,702$6,084 ▼-0.7%12,3070.1%Consumer StaplesGLDSPDR Gold Shares$869,376$27,740 ▲3.3%2,8520.1%FinanceBACBank of America$799,690$38,470 ▼-4.6%16,9000.1%FinanceSCHESchwab Emerging Markets Equity ETF$790,471$663 ▼-0.1%26,2270.1%ETFVYMVanguard High Dividend Yield ETF$779,597$800 ▲0.1%5,8480.1%ETFPALANTIR TECHNOLOGIES INC$755,895$102,649 ▼-12.0%5,5450.1%CL AJNJJohnson & Johnson$755,818$8,249 ▼-1.1%4,9480.1%MedicalABTAbbott Laboratories$749,416$27,202 ▼-3.5%5,5100.1%MedicalMLRMiller Industries$745,017$300,505 ▲67.6%16,7570.1%Auto/Tires/TrucksILCGiShares Morningstar Growth ETF$738,8630.0%7,6250.1%ETFBRK.ABerkshire Hathaway$728,800$728,800 ▲New Holding10.1%FinanceMOAltria Group$691,659$19,348 ▼-2.7%11,7970.1%Consumer StaplesDISWalt Disney$681,968$5,333 ▼-0.8%5,4990.1%Consumer DiscretionaryPMPhilip Morris International$680,401$15,480 ▼-2.2%3,7360.1%Consumer StaplesCOREWEAVE INC$679,308$679,308 ▲New Holding4,1660.1%COM CL APNFPPinnacle Financial Partners$678,360$750,237 ▼-52.5%6,1440.1%FinanceBXBlackstone$678,047$7,778 ▼-1.1%4,5330.1%FinanceIJHiShares Core S&P Mid-Cap ETF$658,6530.0%10,6200.1%ETFUNPUnion Pacific$658,363$103,092 ▼-13.5%2,8610.1%TransportationVBVanguard Small-Cap ETF$645,771$47,396 ▲7.9%2,7250.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$638,875$585,399 ▲1,094.7%4,7310.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$631,6020.0%21,6450.1%ETFISHARES BITCOIN TRUST ETF$622,200$32,441 ▲5.5%10,1650.1%SHS BEN INTACNAccenture$620,795$9,863 ▼-1.6%2,0770.1%Computer and TechnologyRTXRTX$617,519$58,262 ▼-8.6%4,2290.1%AerospaceNEENextEra Energy$615,809$2,985 ▼-0.5%8,8710.1%UtilitiesORealty Income$598,108$15,843 ▼-2.6%10,3820.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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