Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Hhm Wealth Advisors, LLC

Investment Activity

Hhm Wealth Advisors, LLC has $995.98 million in total holdings as of June 30, 2026.
Hhm Wealth Advisors, LLC owns shares of 898 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 5.11% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Hhm Wealth Advisors, LLC has purchased 876 new stocks and bought additional shares in 210 stocks.
Hhm Wealth Advisors, LLC sold shares of 130 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $168,462,961
Schwab US Broad Market ETF: $152,282,001
Schwab U.S. Large-Cap Growth ETF: $126,157,950
SPDR Portfolio S&P 400 Mid Cap ETF: $57,860,334
SPDR Portfolio Short Term Treasury ETF: $37,681,898

Largest New Holdings this Quarter

G7997R103 - Seagate Technology: $772,000 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $612,875 Holding
45409F827 - NYLI MacKay Shields Municipal Intermediate ETF: $345,965 Holding
862945300 - STRIVE INC: $141,830 Holding
23804L103 - Datadog: $85,399 Holding

Largest Purchases this Quarter

Avantis U.S. Small Cap Value ETF: 74,455 shares (about $9.29M)
Schwab US Dividend Equity ETF: 156,107 shares (about $4.95M)
Schwab U.S. Large-Cap Growth ETF: 133,079 shares (about $4.50M)
Vanguard Growth ETF: 39,543 shares (about $3.41M)
Schwab US Broad Market ETF: 111,765 shares (about $3.24M)

Largest Sales this Quarter

Pacer US Small Cap Cash Cows ETF: 130,102 shares (about $6.58M)
Micron Technology: 1,253 shares (about $1.45M)
iShares MSCI USA Min Vol Factor ETF: 9,824 shares (about $947.63K)
SPDR Nuveen ICE Municipal Bond ETF: 12,289 shares (about $562.84K)
Schwab U.S. Mid-Cap ETF: 10,530 shares (about $388.24K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$168,462,961	$4,950,153 â–²	3.0%	5,312,613	16.9%	ETF
SCHB Schwab US Broad Market ETF	$152,282,001	$3,236,715 â–²	2.2%	5,258,356	15.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$126,157,950	$4,503,393 â–²	3.7%	3,728,072	12.7%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$57,860,334	$2,841,370 â–²	5.2%	856,429	5.8%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$37,681,898	$268,894 â–¼	-0.7%	1,298,928	3.8%	ETF
SCHF Schwab International Equity ETF	$30,970,576	$1,213,039 â–²	4.1%	1,118,071	3.1%	ETF
VNQ Vanguard Real Estate ETF	$30,679,989	$1,341,245 â–²	4.6%	318,158	3.1%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$28,056,528	$9,289,006 â–²	49.5%	224,884	2.8%	ETF
FNDF Schwab Fundamental International Equity ETF	$20,132,365	$2,074,417 â–²	11.5%	381,584	2.0%	ETF
AAPL Apple	$19,865,327	$36,749 â–¼	-0.2%	68,653	2.0%	Computer and Technology
FNDE Schwab Fundamental Emerging Markets Equity ETF	$19,082,825	$1,896,267 â–²	11.0%	480,918	1.9%	ETF
VIG Vanguard Dividend Appreciation ETF	$17,935,850	$16,563 â–²	0.1%	75,800	1.8%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$17,437,775	$388,241 â–¼	-2.2%	472,953	1.8%	ETF
SCHA Schwab US Small-Cap ETF	$17,334,384	$520,561 â–²	3.1%	479,778	1.7%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$12,657,782	$6,584,472 â–¼	-34.2%	250,104	1.3%	ETF
MSFT Microsoft	$9,983,940	$697,179 â–²	7.5%	26,765	1.0%	Computer and Technology
AMZN Amazon.com	$8,201,757	$696,906 â–²	9.3%	34,412	0.8%	Retail/Wholesale
CAT Caterpillar	$5,443,965	$15,974 â–²	0.3%	5,112	0.5%	Industrials
NVDA NVIDIA	$5,272,293	$313,536 â–²	6.3%	26,350	0.5%	Computer and Technology
GOOGL Alphabet	$4,546,835	$49,675 â–²	1.1%	12,723	0.5%	Computer and Technology
VUG Vanguard Growth ETF	$4,092,650	$3,406,206 â–²	496.2%	47,512	0.4%	ETF
IVV iShares Core S&P 500 ETF	$3,709,008	$158,754 â–²	4.5%	4,953	0.4%	ETF
GOOG Alphabet	$3,643,776	$244,143 â–²	7.2%	10,313	0.4%	Computer and Technology
FNDA Schwab Fundamental U.S. Small Company ETF	$3,555,337	$1,865 â–²	0.1%	93,414	0.4%	ETF
JPM JPMorgan Chase & Co.	$3,499,813	$45,172 â–²	1.3%	10,692	0.4%	Finance
NSC Norfolk Southern	$3,216,141	$2,517 â–²	0.1%	10,223	0.3%	Transportation
USMV iShares MSCI USA Min Vol Factor ETF	$3,029,624	$947,626 â–¼	-23.8%	31,408	0.3%	ETF
JPUS JPMorgan Diversified Return U.S. Equity ETF	$2,879,756	$177,391 â–¼	-5.8%	20,536	0.3%	ETF
TFI SPDR Nuveen ICE Municipal Bond ETF	$2,876,469	$562,836 â–¼	-16.4%	62,805	0.3%	Finance
UNM Unum Group	$2,824,415	$419,554 â–²	17.4%	31,593	0.3%	Finance
RSPT Invesco S&P 500 Equal Weight Technology ETF	$2,808,975		0.0%	43,550	0.3%	ETF
FNDB Schwab Fundamental U.S. Broad Market ETF	$2,702,046	$54,371 â–¼	-2.0%	88,708	0.3%	ETF
LLY Eli Lilly and Company	$2,639,615	$116,330 â–²	4.6%	2,201	0.3%	Medical
COHEN & STEERS ETF TRUST	$2,584,595	$955,356 â–²	58.6%	91,071	0.3%	REAL EST ACT ETF
TSLA Tesla	$2,483,223	$21,451 â–²	0.9%	5,904	0.2%	Auto/Tires/Trucks
V Visa	$2,481,399	$392,125 â–²	18.8%	7,233	0.2%	Business Services
UNM Unum Group	$2,404,860		0.0%	26,900	0.2%	Finance
ABBV AbbVie	$2,370,684	$9,059 â–²	0.4%	9,421	0.2%	Medical
HD Home Depot	$2,366,480	$14,813 â–²	0.6%	6,710	0.2%	Retail/Wholesale
MOAT VanEck Morningstar Wide Moat ETF	$2,366,234	$22,871 â–¼	-1.0%	22,761	0.2%	ETF
QQQ Invesco QQQ	$2,340,412	$736 â–¼	0.0%	3,178	0.2%	Finance
CWI SPDR MSCI ACWI ex-US ETF	$2,299,442	$123,433 â–¼	-5.1%	56,539	0.2%	ETF
SERVISFIRST BANCSHARES INC	$2,217,764	$153,461 â–¼	-6.5%	25,565	0.2%	COM
CSCO Cisco Systems	$2,138,900	$36,999 â–²	1.8%	18,210	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$2,138,208	$1,603,159 â–²	299.6%	17,220	0.2%	ETF
META Meta Platforms	$2,115,764	$979,583 â–²	86.2%	3,756	0.2%	Computer and Technology
SPHQ Invesco S&P 500 Quality ETF	$2,025,088		0.0%	22,476	0.2%	ETF
WALMART INC	$1,950,149	$27,523 â–²	1.4%	17,218	0.2%	COM
SO Southern	$1,924,784	$40,580 â–¼	-2.1%	20,111	0.2%	Utilities
VOO Vanguard S&P 500 ETF	$1,889,455	$22,665 â–²	1.2%	2,751	0.2%	ETF
MU Micron Technology	$1,822,638	$1,446,337 â–¼	-44.2%	1,579	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,808,033	$39,965 â–¼	-2.2%	4,886	0.2%	ETF
HCA HCA Healthcare	$1,739,054		0.0%	4,460	0.2%	Medical
PG Procter & Gamble	$1,666,799	$7,772 â–²	0.5%	11,367	0.2%	Consumer Staples
SCHH Schwab U.S. REIT ETF	$1,655,990	$55,648 â–¼	-3.3%	69,932	0.2%	ETF
RF Regions Financial	$1,639,438	$149,188 â–¼	-8.3%	54,286	0.2%	Finance
XOM ExxonMobil	$1,605,137	$30,489 â–²	1.9%	11,740	0.2%	Energy
WM Waste Management	$1,521,411	$2,675 â–²	0.2%	6,826	0.2%	Business Services
SCHZ Schwab U.S. Aggregate Bond ETF	$1,507,776	$31,434 â–²	2.1%	65,187	0.2%	ETF
STRL Sterling Infrastructure	$1,455,451		0.0%	1,734	0.1%	Construction
MSTR Strategy	$1,435,302	$130,395 â–¼	-8.3%	16,511	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,354,282	$19,149 â–²	1.4%	6,365	0.1%	ETF
GE GE Aerospace	$1,352,529	$4,858 â–²	0.4%	3,619	0.1%	Aerospace
MLR Miller Industries	$1,333,481	$476,360 â–²	55.6%	26,070	0.1%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$1,312,390	$61,467 â–²	4.9%	5,167	0.1%	Medical
SCHX Schwab US Large-Cap ETF	$1,311,907		0.0%	44,577	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,309,434	$304,833 â–¼	-18.9%	13,007	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,301,980	$7,182 â–¼	-0.5%	25,741	0.1%	ETF
SMH VanEck Semiconductor ETF	$1,250,127	$49,192 â–¼	-3.8%	1,906	0.1%	Manufacturing
TM Toyota Motor	$1,242,772	$193,683 â–²	18.5%	7,379	0.1%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$1,199,580	$39,502 â–²	3.4%	2,065	0.1%	Computer and Technology
UNH UnitedHealth Group	$1,172,017	$231,494 â–¼	-16.5%	2,820	0.1%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,171,147	$31,384 â–¼	-2.6%	15,188	0.1%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$1,118,177	$35,344 â–¼	-3.1%	22,494	0.1%	ETF
AVGO Broadcom	$1,108,736	$149,972 â–²	15.6%	2,935	0.1%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$1,088,830	$19,981 â–²	1.9%	31,279	0.1%	ETF
GE VERNOVA INC	$1,065,599	$30,546 â–¼	-2.8%	907	0.1%	COM
ISTB iShares Core 1-5 Year USD Bond ETF	$1,042,080	$35,270 â–¼	-3.3%	21,598	0.1%	Manufacturing
DXPE DXP Enterprises	$1,005,522	$114,743 â–¼	-10.2%	5,959	0.1%	Industrials
BAC Bank of America	$987,578	$9,117 â–²	0.9%	17,332	0.1%	Finance
KO CocaCola	$947,715	$23,894 â–¼	-2.5%	11,661	0.1%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$935,606	$4,480 â–²	0.5%	1,253	0.1%	Finance
RBB FUND TRUST	$932,171	$199,838 â–²	27.3%	19,055	0.1%	FIRST EAGLE GBL
SDY SPDR S&P Dividend ETF	$923,736		0.0%	6,070	0.1%	ETF
CRWD CrowdStrike	$915,768	$3,816 â–¼	-0.4%	1,200	0.1%	Computer and Technology
CMI Cummins	$912,196	$13,551 â–¼	-1.5%	1,279	0.1%	Auto/Tires/Trucks
NFLX Netflix	$895,356	$2,213 â–¼	-0.2%	12,540	0.1%	Consumer Discretionary
ILCG iShares Morningstar Growth ETF	$892,278		0.0%	7,625	0.1%	ETF
ARM HOLDINGS PLC	$889,971	$7,091 â–²	0.8%	2,510	0.1%	SPONSORED ADS
INTC Intel	$878,056	$289,194 â–¼	-24.8%	6,288	0.1%	Computer and Technology
UBER Uber Technologies	$850,911		0.0%	11,792	0.1%	Computer and Technology
NEE NextEra Energy	$829,135	$7,548 â–²	0.9%	9,447	0.1%	Utilities
SCHE Schwab Emerging Markets Equity ETF	$828,010	$18,094 â–¼	-2.1%	22,835	0.1%	ETF
MO Altria Group	$811,309	$6,619 â–¼	-0.8%	11,276	0.1%	Consumer Staples
FTNT Fortinet	$804,969	$922 â–²	0.1%	5,240	0.1%	Computer and Technology
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$793,739	$26,552 â–²	3.5%	23,915	0.1%	ETF
STX Seagate Technology	$772,000	$772,000 â–²	New Holding	800	0.1%	Computer and Technology
PM Philip Morris International	$757,075	$8,321 â–¼	-1.1%	4,185	0.1%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$755,685	$90,885 â–¼	-10.7%	9,562	0.1%	ETF
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Hhm Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Hhm Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHhm Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools