Hhm Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Hhm Wealth Advisors, LLCInvestment ActivityHhm Wealth Advisors, LLC has $1.06 billion in total holdings as of September 30, 2026.Hhm Wealth Advisors, LLC owns shares of 964 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 6.69% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Hhm Wealth Advisors, LLC has purchased 896 new stocks and bought additional shares in 194 stocks.Hhm Wealth Advisors, LLC sold shares of 118 stocks and completely divested from 64 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $182,024,970Schwab US Broad Market ETF $163,715,613Schwab U.S. Large-Cap Growth ETF $140,761,892SPDR Portfolio S&P 400 Mid Cap ETF $58,837,408SPDR Portfolio Short Term Treasury ETF $39,784,274 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,897,378 Holding25434V500 - Dimensional U.S. Small Cap ETF $710,329 Holding30609A109 - ONEOK INC NEW $555,705 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $545,931 Holding25434V732 - Dimensional Emerging Markets Core Equity 2 ETF $480,215 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 327,301 shares (about $9.59M)Schwab US Dividend Equity ETF 282,990 shares (about $9.21M)Schwab U.S. Large-Cap Growth ETF 189,598 shares (about $6.81M)SPDR Portfolio S&P 400 Mid Cap ETF 76,906 shares (about $4.85M)Avantis U.S. Small Cap Value ETF 39,799 shares (about $4.69M) Largest Sales this Quarter Amazon.com 6,635 shares (about $1.65M)Pacer US Small Cap Cash Cows ETF 22,944 shares (about $1.22M)Meta Platforms 901 shares (about $653.42K)DXP Enterprises 1,400 shares (about $253.69K)Schwab U.S. Mid-Cap ETF 7,284 shares (about $247.80K) 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$182,024,970$9,205,665 ▲5.3%5,595,60317.1%ETFSCHBSchwab US Broad Market ETF$163,715,613$9,593,193 ▲6.2%5,585,65715.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$140,761,892$6,812,257 ▲5.1%3,917,67013.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$58,837,408$4,848,152 ▲9.0%933,3355.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$39,784,274$2,544,004 ▲6.8%1,387,6623.7%ETFSCHFSchwab International Equity ETF$31,966,386$1,252,962 ▲4.1%1,163,6833.0%ETFAVUVAvantis U.S. Small Cap Value ETF$31,171,747$4,687,133 ▲17.7%264,6832.9%ETFVNQVanguard Real Estate ETF$30,216,571$1,700,100 ▲6.0%337,1262.8%ETFFNDFSchwab Fundamental International Equity ETF$23,623,709$3,113,575 ▲15.2%439,5112.2%ETFAAPLApple$23,026,068$163,180 ▲0.7%69,1432.2%TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$20,880,651$744,616 ▲3.7%498,7022.0%ETFVIGVanguard Dividend Appreciation ETF$18,446,267$761,294 ▲4.3%79,0631.7%ETFSCHMSchwab U.S. Mid-Cap ETF$15,842,056$247,802 ▼-1.5%465,6691.5%ETFSCHASchwab US Small-Cap ETF$15,770,372$115,217 ▲0.7%483,3091.5%ETFMSFTMicrosoft$14,183,016$455,449 ▲3.3%27,6531.3%TechnologyCALFPacer US Small Cap Cash Cows ETF$12,103,081$1,222,456 ▼-9.2%227,1601.1%ETFAMZNAmazon.com$6,920,640$1,653,110 ▼-19.3%27,7770.7%Consumer DiscretionaryNVDANVIDIA$6,738,091$720,307 ▲12.0%29,5040.6%TechnologyCOHEN & STEERS ETF TRUST$4,487,790$2,056,194 ▲84.6%168,0820.4%REAL EST ACT ETFGOOGLAlphabet$4,323,725$54,021 ▼-1.2%12,5660.4%Communication ServicesVUGVanguard Growth ETF$4,276,654$4,686 ▼-0.1%47,4600.4%ETFCATCaterpillar$4,133,234$11,351 ▼-0.3%5,0980.4%IndustrialsIVViShares Core S&P 500 ETF$3,758,243$35,231 ▼-0.9%4,9070.4%ETFGOOGAlphabet$3,681,998$167,983 ▲4.8%10,8060.3%Communication ServicesJPMJPMorgan Chase & Co.$3,474,708$62,527 ▼-1.8%10,5030.3%FinanceFNDASchwab Fundamental U.S. Small Company ETF$3,268,300$1,190 ▼0.0%93,3800.3%ETFMSTRStrategy$3,172,178$644,509 ▲25.5%20,7210.3%TechnologyNSCNorfolk Southern$3,161,389$2,472 ▲0.1%10,2310.3%IndustrialsUSMViShares MSCI USA Min Vol Factor ETF$2,990,453$69,962 ▼-2.3%30,6900.3%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$2,868,2030.0%43,5500.3%ETFJPUSJPMorgan Diversified Return U.S. Equity ETF$2,776,967$10,179 ▼-0.4%20,4610.3%ETFUNMUnum Group$2,771,654$411,717 ▲17.4%31,5930.3%FinanceFNDBSchwab Fundamental U.S. Broad Market ETF$2,668,764$46,588 ▼-1.7%87,1860.3%ETFVVisa$2,597,492$1,437 ▼-0.1%7,2290.2%FinanceTFISPDR Nuveen ICE Municipal Bond ETF$2,495,117$191,054 ▼-7.1%58,3380.2%ETFABBVAbbVie$2,457,257$7,063 ▼-0.3%9,3940.2%HealthcareLLYEli Lilly and Company$2,421,123$126,148 ▼-5.0%2,0920.2%HealthcareSPYSPDR S&P 500 ETF Trust$2,416,262$1,460,588 ▲152.8%3,1680.2%ETFMOATVanEck Morningstar Wide Moat ETF$2,406,0660.0%22,7610.2%ETFQQQInvesco QQQ$2,385,156$34,031 ▲1.4%3,2240.2%ETFUNMUnum Group$2,359,9370.0%26,9000.2%FinanceISHARES TR$2,276,898$967,342 ▲73.9%22,6150.2%0-3 MTH TREASURYCWISPDR MSCI ACWI ex-US ETF$2,185,939$98,802 ▼-4.3%54,0940.2%ETFIWFiShares Russell 1000 Growth ETF$2,156,9780.0%17,2200.2%ETFTSLATesla$2,117,699$23,061 ▲1.1%5,9690.2%Consumer DiscretionaryMETAMeta Platforms$2,070,484$653,417 ▼-24.0%2,8550.2%Communication ServicesVOOVanguard S&P 500 ETF$2,049,194$121,242 ▲6.3%2,9240.2%ETFCSCOCisco Systems$1,973,591$13,669 ▲0.7%18,3370.2%TechnologySERVISFIRST BANCSHARES INC$1,965,737$943,648 ▲92.3%49,1680.2%COMHDHome Depot$1,914,826$5,974 ▲0.3%6,7310.2%Consumer DiscretionaryHCAHCA Healthcare$1,903,4510.0%4,4600.2%HealthcareEXXONMOBIL HOLDINGS CORP$1,897,378$1,897,378 ▲New Holding11,6580.2%COM SHSRSPInvesco S&P 500 Equal Weight ETF$1,892,358$568,311 ▲42.9%9,0970.2%ETFSPHQInvesco S&P 500 Quality ETF$1,889,7830.0%22,4760.2%ETFWALMART INC$1,859,455$70,147 ▲3.9%17,8930.2%COMVTIVanguard Total Stock Market ETF$1,828,6030.0%4,8860.2%ETFSOSouthern$1,821,049$154,013 ▲9.2%21,9690.2%UtilitiesGLDSPDR Gold Shares$1,686,360$1,095,296 ▲185.3%4,4280.2%ETFMUMicron Technology$1,673,307$8,521 ▼-0.5%1,5710.2%TechnologyPGProcter & Gamble$1,665,727$14,382 ▲0.9%11,4660.2%Consumer StaplesSCHHSchwab U.S. REIT ETF$1,514,788$26,514 ▼-1.7%68,7290.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,475,021$34,388 ▲2.4%66,7430.1%ETFSCHXSchwab US Large-Cap ETF$1,445,570$108,269 ▲8.1%48,1860.1%ETFWMWaste Management$1,408,201$16,313 ▲1.2%6,9060.1%IndustrialsTMToyota Motor$1,383,870$32,775 ▲2.4%7,5580.1%Consumer DiscretionaryMLRMiller Industries$1,371,5430.0%26,0700.1%IndustrialsRBB FUND TRUST$1,361,906$405,535 ▲42.4%27,1350.1%FIRST EAGLE GBLJNJJohnson & Johnson$1,336,884$30,973 ▼-2.3%5,0500.1%HealthcareVTEBVanguard Tax-Exempt Bond ETF$1,330,911$111,817 ▲9.2%28,1020.1%ETFRFRegions Financial$1,324,808$134,400 ▼-9.2%49,2860.1%FinanceAMDAdvanced Micro Devices$1,276,132$12,847 ▲1.0%2,0860.1%TechnologyGEGE Aerospace$1,217,931$87,753 ▲7.8%3,9000.1%IndustrialsPALANTIR TECHNOLOGIES INC$1,206,286$262,244 ▲27.8%6,4490.1%CL ASTRLSterling Infrastructure$1,169,945$317,198 ▲37.2%2,3790.1%IndustrialsSMHVanEck Semiconductor ETF$1,144,311$16,443 ▼-1.4%1,8790.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,128,885$1,038,259 ▲1,145.7%1,7190.1%ETFCRWDCrowdStrike$1,098,713$781,013 ▲245.8%4,1500.1%TechnologyIJHiShares Core S&P Mid-Cap ETF$1,071,912$20,866 ▼-1.9%14,8980.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,069,281$27,381 ▲2.6%32,1010.1%ETFUNHUnitedHealth Group$1,053,528$18,354 ▲1.8%2,8700.1%HealthcareRWOSPDR Dow Jones Global Real Estate ETF$1,044,882$1,160 ▲0.1%22,5190.1%ETFKOCoca-Cola$1,005,304$1,549 ▲0.2%11,6790.1%Consumer StaplesBACBank of America$1,002,982$59,601 ▲6.3%18,4270.1%FinanceAVGOBroadcom$1,000,069$30,550 ▼-3.0%2,8480.1%TechnologyUBERUber Technologies$949,207$141,336 ▲17.5%13,8550.1%IndustrialsISTBiShares Core 1-5 Year USD Bond ETF$929,644$90,862 ▼-8.9%19,6750.1%ETFFTNTFortinet$924,905$11,798 ▼-1.3%5,1740.1%TechnologyIDEViShares Core MSCI International Developed Markets ETF$916,723$689,981 ▲304.3%10,2450.1%ETFILCGiShares Morningstar Growth ETF$891,8970.0%7,6250.1%ETFGE VERNOVA INC$891,560$29,465 ▲3.4%9380.1%COMSDYSPDR S&P Dividend ETF$889,1370.0%6,0700.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$885,0950.0%23,9150.1%ETFNFLXNetflix$866,271$6,262 ▼-0.7%12,4500.1%Communication ServicesINTCIntel$856,212$100,158 ▲13.2%7,1210.1%TechnologyDXPEDXP Enterprises$826,137$253,694 ▼-23.5%4,5590.1%IndustrialsMPCMarathon Petroleum$808,651$36,379 ▼-4.3%2,0450.1%EnergySCHESchwab Emerging Markets Equity ETF$782,047$50,302 ▼-6.0%21,4550.1%ETFCVXChevron$767,902$39,825 ▲5.5%3,7600.1%EnergyMOAltria Group$759,3260.0%11,2760.1%Consumer StaplesNEENextEra Energy$758,785$43,249 ▲6.0%10,0180.1%UtilitiesShowing largest 100 holdings. 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