Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Hhm Wealth Advisors, LLCInvestment ActivityHhm Wealth Advisors, LLC has $868.86 million in total holdings as of March 31, 2026.Hhm Wealth Advisors, LLC owns shares of 878 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.88% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Hhm Wealth Advisors, LLC has purchased 846 new stocks and bought additional shares in 195 stocks.Hhm Wealth Advisors, LLC sold shares of 139 stocks and completely divested from 53 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $158,201,602Schwab US Broad Market ETF $129,179,459Schwab U.S. Large-Cap Growth ETF $104,722,143SPDR Portfolio S&P 400 Mid Cap ETF $48,227,138SPDR Portfolio Short Term Treasury ETF $38,173,195 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $16,617,892 Holding19249U104 - COHEN & STEERS ETF TRUST $1,508,683 Holding72348N109 - PINNACLE FINL PARTNERS INC $529,245 HoldingM87915274 - Tower Semiconductor $298,316 Holding773903109 - Rockwell Automation $122,020 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 150,429 shares (about $16.62M)SPDR Portfolio Short Term Treasury ETF 212,060 shares (about $6.19M)Schwab US Dividend Equity ETF 138,225 shares (about $4.24M)Schwab U.S. Large-Cap Growth ETF 112,307 shares (about $3.27M)Schwab US Broad Market ETF 108,943 shares (about $2.73M) Largest Sales this Quarter Pacer US Small Cap Cash Cows ETF 378,774 shares (about $17.00M)SPDR Gold Shares 2,171 shares (about $934.16K)ISHARES BITCOIN TRUST ETF 13,188 shares (about $506.68K)iShares 0-3 Month Treasury Bond ETF 4,844 shares (about $487.60K)Caterpillar 657 shares (about $465.43K) 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$158,201,602$4,240,743 ▲2.8%5,156,50618.2%ETFSCHBSchwab US Broad Market ETF$129,179,459$2,734,470 ▲2.2%5,146,59114.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$104,722,143$3,271,503 ▲3.2%3,594,99312.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$48,227,138$1,970,902 ▲4.3%814,3725.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$38,173,195$6,187,912 ▲19.3%1,308,1974.4%ETFVNQVanguard Real Estate ETF$26,986,896$1,362,078 ▲5.3%304,2493.1%ETFSCHFSchwab International Equity ETF$26,588,403$296,579 ▼-1.1%1,074,2793.1%ETFAAPLApple$17,455,629$517,476 ▲3.1%68,7802.0%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$17,059,840$16,995,586 ▼-49.9%380,2062.0%ETFFNDFSchwab Fundamental International Equity ETF$16,747,067$985,450 ▲6.3%342,2661.9%ETFAVUVAvantis U.S. Small Cap Value ETF$16,617,892$16,617,892 ▲New Holding150,4291.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$16,571,499$24,104 ▲0.1%433,1291.9%ETFVIGVanguard Dividend Appreciation ETF$16,286,492$30,108 ▼-0.2%75,7301.9%ETFSCHMSchwab U.S. Mid-Cap ETF$14,968,642$110,558 ▼-0.7%483,4831.7%ETFSCHASchwab US Small-Cap ETF$13,532,954$572,032 ▲4.4%465,3701.6%ETFMSFTMicrosoft$9,215,677$352,399 ▲4.0%24,8961.1%Computer and TechnologyAMZNAmazon.com$6,558,006$187,443 ▼-2.8%31,4880.8%Retail/WholesaleNVDANVIDIA$4,322,143$370,076 ▲9.4%24,7830.5%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,823,859$69,648 ▼-1.8%41,2320.4%ETFGOOGLAlphabet$3,618,668$103,234 ▼-2.8%12,5840.4%Computer and TechnologyCATCaterpillar$3,610,775$465,427 ▼-11.4%5,0970.4%IndustrialsVUGVanguard Growth ETF$3,480,987$58,097 ▼-1.6%7,9690.4%ETFTFISPDR Nuveen ICE Municipal Bond ETF$3,404,762$168,438 ▲5.2%75,0940.4%FinanceJPMJPMorgan Chase & Co.$3,104,565$157,964 ▲5.4%10,5540.4%FinanceIVViShares Core S&P 500 ETF$3,096,944$855,073 ▲38.1%4,7410.4%ETFFNDASchwab Fundamental U.S. Small Company ETF$3,027,827$127,158 ▼-4.0%93,3650.3%ETFNSCNorfolk Southern$2,931,635$103,031 ▲3.6%10,2150.3%TransportationJPUSJPMorgan Diversified Return U.S. Equity ETF$2,838,709$30,599 ▼-1.1%21,8010.3%ETFGOOGAlphabet$2,760,303$119,053 ▼-4.1%9,6220.3%Computer and TechnologyFNDBSchwab Fundamental U.S. Broad Market ETF$2,461,410$79,424 ▼-3.1%90,4930.3%ETFUNMUnum Group$2,288,103$323,596 ▲16.5%31,3310.3%FinanceMSTRStrategy$2,247,773$3,619 ▲0.2%18,0110.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,222,2630.0%22,9810.3%ETFHDHome Depot$2,193,146$100,974 ▲4.8%6,6680.3%Retail/WholesaleCWISPDR MSCI ACWI ex-US ETF$2,179,813$98,793 ▼-4.3%59,5740.3%ETFTSLATesla$2,175,853$79,926 ▼-3.5%5,8530.3%Auto/Tires/TrucksHCAHCA Healthcare$2,110,7880.0%4,4600.2%MedicalWALMART INC$2,109,647$300,011 ▼-12.5%16,9750.2%COMABBVAbbVie$2,041,115$120,488 ▲6.3%9,3850.2%MedicalSERVISFIRST BANCSHARES INC$1,990,736$247,695 ▼-11.1%27,3340.2%COMSOSouthern$1,982,017$85,419 ▼-4.1%20,5350.2%UtilitiesRSPTInvesco S&P 500 Equal Weight Technology ETF$1,971,073$244,178 ▼-11.0%43,5500.2%ETFUNMUnum Group$1,964,5070.0%26,9000.2%FinanceXOMExxonMobil$1,954,030$223,958 ▲12.9%11,5170.2%EnergyLLYEli Lilly and Company$1,934,748$161,842 ▲9.1%2,1040.2%MedicalVVisa$1,840,720$120,901 ▲7.0%6,0900.2%Business ServicesIWFiShares Russell 1000 Growth ETF$1,837,358$492,919 ▲36.7%4,3090.2%ETFQQQInvesco QQQ$1,834,959$243,007 ▲15.3%3,1790.2%FinanceSPHQInvesco S&P 500 Quality ETF$1,689,9710.0%22,4760.2%ETFPGProcter & Gamble$1,634,134$58,207 ▲3.7%11,3140.2%Consumer StaplesVOOVanguard S&P 500 ETF$1,624,187$19,122 ▲1.2%2,7180.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,614,101$487,602 ▼-23.2%16,0350.2%ETFVTIVanguard Total Stock Market ETF$1,602,094$10,587 ▼-0.7%4,9940.2%ETFWMWaste Management$1,565,711$230 ▲0.0%6,8140.2%Business ServicesSCHHSchwab U.S. REIT ETF$1,553,341$179,334 ▼-10.4%72,2820.2%ETFRFRegions Financial$1,546,984$130,600 ▼-7.8%59,2260.2%FinanceCOHEN & STEERS ETF TRUST$1,508,683$1,508,683 ▲New Holding57,4080.2%REAL ESTATE ACTISCHZSchwab U.S. Aggregate Bond ETF$1,482,087$54,288 ▲3.8%63,8280.2%ETFCSCOCisco Systems$1,388,498$62,073 ▼-4.3%17,8950.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,291,303$89,153 ▲7.4%25,8830.1%ETFTMToyota Motor$1,283,735$200,938 ▼-13.5%6,2290.1%Auto/Tires/TrucksNFLXNetflix$1,208,702$6,827 ▲0.6%12,5710.1%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$1,204,298$7,101 ▲0.6%6,2750.1%ETFJNJJohnson & Johnson$1,203,906$73,579 ▲6.5%4,9250.1%MedicalMETAMeta Platforms$1,154,011$235,150 ▲25.6%2,0170.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,142,9590.0%44,5770.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,082,048$36,926 ▼-3.3%22,3290.1%ManufacturingRWOSPDR Dow Jones Global Real Estate ETF$1,062,093$5,721 ▲0.5%23,2050.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,053,131$339,338 ▲47.5%15,5950.1%ETFGEGE Aerospace$1,023,275$6,243 ▲0.6%3,6060.1%AerospaceMUMicron Technology$956,763$8,108 ▼-0.8%2,8320.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$936,499$48,220 ▲5.4%30,7050.1%ETFDXPEDXP Enterprises$927,668$165,161 ▼-15.1%6,6390.1%IndustrialsUNHUnitedHealth Group$913,703$17,046 ▲1.9%3,3770.1%MedicalKOCocaCola$909,163$913 ▼-0.1%11,9550.1%Consumer StaplesSDYSPDR S&P Dividend ETF$885,859$3,649 ▲0.4%6,0700.1%ETFNEENextEra Energy$869,466$51,178 ▲6.3%9,3610.1%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$849,141$30,915 ▼-3.5%10,7120.1%ETFUBERUber Technologies$848,199$2,230 ▲0.3%11,7920.1%Computer and TechnologyBACBank of America$837,116$83,653 ▲11.1%17,1720.1%FinanceGE VERNOVA INC$814,416$1,746 ▲0.2%9330.1%COMSPYSPDR S&P 500 ETF Trust$811,249$17,565 ▲2.2%1,2470.1%FinanceAVGOBroadcom$785,408$150,088 ▲23.6%2,5380.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$768,853$5,074 ▼-0.7%23,3340.1%ETFMLRMiller Industries$763,2820.0%16,7570.1%Auto/Tires/TrucksSMHVanEck Semiconductor ETF$759,5160.0%1,9810.1%ManufacturingMOAltria Group$750,175$15,508 ▼-2.0%11,3680.1%Consumer StaplesILCGiShares Morningstar Growth ETF$728,0350.0%7,6250.1%ETFBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceCVXChevron$707,692$148,781 ▲26.6%3,4200.1%EnergySTRLSterling Infrastructure$706,2070.0%1,7340.1%ConstructionRBB FUND TRUST$703,590$211,970 ▲43.1%14,9700.1%FIRST EAGLE GBLPMPhilip Morris International$699,513$107,961 ▲18.3%4,2310.1%Consumer StaplesCMICummins$698,350$103,838 ▼-12.9%1,2980.1%Auto/Tires/TrucksRSPHInvesco S&P 500 Equal Weight Health Care ETF$697,9260.0%23,1150.1%ETFDUKDuke Energy$681,281$26,581 ▲4.1%5,2030.1%UtilitiesALLAllstate$671,989$58,055 ▼-8.0%3,2410.1%FinanceVYMVanguard High Dividend Yield ETF$670,745$8,886 ▲1.3%4,5290.1%ETFRTXRTX$664,348$29,128 ▲4.6%3,4440.1%AerospaceGLDSPDR Gold Shares$662,647$934,160 ▼-58.5%1,5400.1%FinanceShowing largest 100 holdings. 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