What does HHM Wealth Advisors, LLC hold?

HHM Wealth Advisors, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1750086.

What is HHM Wealth Advisors, LLC's AUM?

HHM Wealth Advisors, LLC reported approximately $996.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.5B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source HHM Wealth Advisors, LLC's holdings?

All HHM Wealth Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1750086. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is HHM Wealth Advisors, LLC's 13F data updated on 13F Pro?

HHM Wealth Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

HHM Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1750086

Institutional-grade research for retail investors

Sector Allocation

Other81.6%$810.9M
Technology6.7%$66.3M
Financials3.8%$37.7M
Industrials2.2%$22.2M
Consumer Discretionary1.8%$17.8M
Healthcare1.3%$13.1M
Consumer Staples0.8%$8.3M
Utilities0.6%$5.7M
Energy0.5%$5.2M
Real Estate0.2%$2.3M

AUM History

13fpro.ai/research/fund/hhm-wealth-advisors-llc-1750086

Conviction and streaks

Stable · top 10 = 67.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold17.0% weight · held 10 quarters

$Conviction hold15.3% weight · held 10 quarters

$Conviction hold12.7% weight · held 10 quarters

$Conviction hold5.8% weight · held 10 quarters

$Conviction hold3.8% weight · held 9 quarters

$AMDAccumulating+340% shares · 7 quarters running

$Accumulating+15% shares · 7 quarters running

$Accumulating+433% shares · 7 quarters running

$KKRAccumulating+1% shares · 5 quarters running

$FASTAccumulating+299% shares · 5 quarters running

$Trimming-43% shares · 9 quarters running

$SFBSTrimming-64% shares · 8 quarters running

$DXPETrimming-75% shares · 8 quarters running

$OKETrimming-26% shares · 8 quarters running

$OTrimming-35% shares · 8 quarters running

Largest positions — Q2 2026

SCHWAB
$168.5M
SCHWAB
$152.3M
SCHWAB
$126.2M
SPDR
$57.9M
SPDR
$37.7M
SCHWAB
$31.0M
VANGUARD
$30.7M
AMERICAN
$28.1M
SCHWAB
$20.1M
AAPL
$19.9M
SCHWAB
$19.1M
VANGUARD
$17.9M
SCHWAB
$17.4M
SCHWAB
$17.3M
PACER
$12.7M
MSFT
$10.0M
AMZN
$8.2M
CAT
$5.4M
NVDA
$5.3M
GOOGL
$4.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hhm-wealth-advisors-llc-1750086

HHM Wealth Advisors, LLC 13F holdings — Q2 2026

$996.0M portfolio (+14.6% QoQ) · 898 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio

Includes $2.4M of put/call options ($2.4M puts, $11K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $993.6M. Weights use the stock portfolio.

1
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$168.5M
17.0% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SCHWAB STRATEGIC TR - US BRD MKT ETF
$152.3M
15.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - US LCAP GR ETF
$126.2M
12.7% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR SERIES TRUST - ST STR P400MID
$57.9M
5.8% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPDR SERIES TRUST - ST SHO TREAS ETF
$37.7M
3.8% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SCHWAB STRATEGIC TR - INTL EQTY ETF
$31.0M
3.1% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - REAL ESTATE ETF
$30.7M
3.1% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
8
AMERICAN CENTY ETF TR - US SML CP VALU
$28.1M
2.8% of stocks
+49%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$20.1M
2.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$19.9M
2.0% of stocks
-0.2%This quarter+8.4%Since filed6+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$168.5M	17.0%	+3%	—	—	—	—
2	SCHWAB STRATEGIC TR - US BRD MKT ETF	$152.3M	15.3%	+2%	—	—	—	—
3	SCHWAB STRATEGIC TR - US LCAP GR ETF	$126.2M	12.7%	+4%	—	—	—	—
4	SPDR SERIES TRUST - ST STR P400MID	$57.9M	5.8%	+5%	—	—	—	—
5	SPDR SERIES TRUST - ST SHO TREAS ETF	$37.7M	3.8%	-0.7%	—	—	—	—
6	SCHWAB STRATEGIC TR - INTL EQTY ETF	$31.0M	3.1%	+4%	—	—	—	—
7	VANGUARD INDEX FDS - REAL ESTATE ETF	$30.7M	3.1%	+5%	—	—	—	—
8	AMERICAN CENTY ETF TR - US SML CP VALU	$28.1M	2.8%	+49%	—	—	—	—
9	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	$20.1M	2.0%	+11%	—	—	—	—
10	Apple Inc.$AAPL	$19.9M	2.0%	-0.2%	+8.4%	6+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial

All holdings — HHM Wealth Advisors, LLC (Q2 2026)

Sort

898 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund	—	$19.1M	1.9%	481K	+11%	—	—	13F
12	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$17.9M	1.8%	76K	+0.1%	—	—	13F
13	—	SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund	—	$17.4M	1.8%	473K	-2%	—	—	13F
14	—	SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund	—	$17.3M	1.7%	480K	+3%	—	—	13F
15	—	PACER FDS TR - US SM CAP CA ETFetf/fund	—	$12.7M	1.3%	250K	-34%	—	—	13F
16	$MSFT	MICROSOFT CORP	Technology	$10.0M	1.0%	27K	+8%	6+ qtrsAdded 2 qtrs in a row	79.8	13F
17	$AMZN	AMAZON COM INC	Consumer Discretionary	$8.2M	0.8%	34K	+9%	6+ qtrs	67.5	13F
18	$CAT	CATERPILLAR INC	Industrials	$5.4M	0.6%	5,112	+0.3%	6+ qtrs	66.6	13F
19	$NVDA	NVIDIA CORP	Technology	$5.3M	0.5%	26K	+6%	6+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	$GOOGL	Alphabet Inc.	Technology	$4.5M	0.5%	13K	+1%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	VANGUARD INDEX FDS - GROWTH ETFetf/fund	—	$4.1M	0.4%	48K	+496%	—	—	13F
22	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$3.7M	0.4%	4,953	+4%	—	—	13F
23	$GOOG	Alphabet Inc.	Technology	$3.6M	0.4%	10K	+7%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US S	—	$3.6M	0.4%	93K	+0.1%	—	—	13F
25	$JPM	JPMORGAN CHASE & CO	Financials	$3.5M	0.3%	11K	+1%	6+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$NSC	NORFOLK SOUTHERN CORP	Industrials	$3.2M	0.3%	10K	+0.1%
27	—	ISHARES TR - MSCI USA MIN ETF	—	$3.0M	0.3%	31K	-24%
28	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER	—	$2.9M	0.3%	21K	-6%
29	—	SPDR SERIES TRUST - ST STR NUVEE ETF	—	$2.9M	0.3%	63K	-16%
30	$UNM	Unum Group	Financials	$2.8M	0.3%	32K	+0.8%
31	$IVZ	Invesco Ltd.	Financials	$2.8M	0.3%	44K	—
32	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US B	—	$2.7M	0.3%	89K	-2%
33	$LLY	ELI LILLY & Co	Healthcare	$2.6M	0.3%	2,201	+5%
34	—	COHEN & STEERS ETF TRUST - REAL EST ACT ETF	—	$2.6M	0.3%	91K	+59%
35	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.5M	0.3%	5,904	+0.9%
36	$V	VISA INC.	Financials	$2.5M	0.3%	7,233	+19%
37	$UNM PUT	Unum Group	Financials	$2.4M	—	27K	—
38	$ABBV	AbbVie Inc.	Healthcare	$2.4M	0.2%	9,421	+0.4%
39	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.4M	0.2%	6,710	+0.6%
40	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$2.4M	0.2%	23K	-1.0%
41	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$2.3M	0.2%	3,178	-0.0%
42	$STT	STATE STREET CORP	Financials	$2.3M	0.2%	57K	-5%
43	$SFBS	ServisFirst Bancshares, Inc.	Financials	$2.2M	0.2%	26K	-6%
44	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.1M	0.2%	18K	+2%
45	—	ISHARES TR - RUS 1000 GRW ETF	—	$2.1M	0.2%	17K	+300%
46	$META	Meta Platforms, Inc.	Technology	$2.1M	0.2%	3,756	+86%
47	$IVZ	Invesco Ltd.	Financials	$2.0M	0.2%	22K	—
48	$WMT	Walmart Inc.	Consumer Staples	$2.0M	0.2%	17K	+1%
49	$SO	SOUTHERN CO	Utilities	$1.9M	0.2%	20K	-2%
50	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.9M	0.2%	2,751	+1%
51	$MU	MICRON TECHNOLOGY INC	Technology	$1.8M	0.2%	1,579	-44%
52	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.8M	0.2%	4,886	-2%
53	$HCA	HCA Healthcare, Inc.	Healthcare	$1.7M	0.2%	4,460	—
54	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.7M	0.2%	11K	+0.5%
55	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$1.7M	0.2%	70K	-3%
56	$RF	REGIONS FINANCIAL CORP	Financials	$1.6M	0.2%	54K	-8%
57	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.6M	0.2%	12K	+2%
58	$WM	WASTE MANAGEMENT INC	Utilities	$1.5M	0.1%	6,826	+0.2%
59	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$1.5M	0.1%	65K	+2%
60	$STRL	STERLING INFRASTRUCTURE, INC.	Industrials	$1.5M	0.1%	1,734	—
61	$MSTR	Strategy Inc	Financials	$1.4M	0.1%	17K	-8%
62	$IVZ	Invesco Ltd.	Financials	$1.4M	0.1%	6,365	+1%
63	$GE	GENERAL ELECTRIC CO	Industrials	$1.4M	0.1%	3,619	+0.4%
64	$MLR	MILLER INDUSTRIES INC /TN/	Industrials	$1.3M	0.1%	26K	+56%
65	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.3M	0.1%	5,167	+5%
66	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.3M	0.1%	45K	—
67	—	ISHARES TR - 0-3 MTH TREASURY	—	$1.3M	0.1%	13K	-19%
68	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.3M	0.1%	26K	-0.5%
69	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.3M	0.1%	1,906	-4%
70	$TM	TOYOTA MOTOR CORP/	Consumer Discretionary	$1.2M	0.1%	7,379	+18%
71	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.2M	0.1%	2,065	+3%
72	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.2M	0.1%	2,820	-16%
73	—	ISHARES TR - CORE S&P MCP ETF	—	$1.2M	0.1%	15K	-3%
74	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	—	$1.1M	0.1%	22K	-3%
75	$AVGO	Broadcom Inc.	Technology	$1.1M	0.1%	2,935	+16%
76	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$1.1M	0.1%	31K	+2%
77	$GEV	GE Vernova Inc.	Industrials	$1.1M	0.1%	907	-3%
78	—	ISHARES TR - CORE 1 5 YR USD	—	$1.0M	0.1%	22K	-3%
79	$DXPE	DXP ENTERPRISES INC	Consumer Discretionary	$1.0M	0.1%	5,959	-10%
80	$BAC	BANK OF AMERICA CORP /DE/	Financials	$988K	0.1%	17K	+0.9%
81	$KO	COCA COLA CO	Consumer Staples	$948K	0.1%	12K	-2%
82	$SPY	SPDR S&P 500 ETF TRUST	—	$936K	0.1%	1,253	+0.5%
83	—	RBB FUND TRUST - FIRST EAGLE GBL	—	$932K	0.1%	19K	+27%
84	—	SPDR SERIES TRUST - ST STR SP DIV	—	$924K	0.1%	6,070	—
85	$CRWD	CrowdStrike Holdings, Inc.	Technology	$916K	0.1%	1,200	-0.4%
86	$CMI	CUMMINS INC	Industrials	$912K	0.1%	1,279	-1%
87	$NFLX	NETFLIX INC	Communication Services	$895K	0.1%	13K	-0.2%
88	—	ISHARES TR - MORNINGSTAR GRWT	—	$892K	0.1%	7,625	—
89	$ARM	ARM HOLDINGS PLC /UK	Technology	$890K	0.1%	2,510	+0.8%
90	$INTC	INTEL CORP	Technology	$878K	0.1%	6,288	-25%
91	$UBER	Uber Technologies, Inc	Technology	$851K	0.1%	12K	—
92	$NEE	NEXTERA ENERGY INC	Utilities	$829K	0.1%	9,447	+0.9%
93	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$828K	0.1%	23K	-2%
94	$MO	ALTRIA GROUP, INC.	Consumer Staples	$811K	0.1%	11K	-0.8%
95	$FTNT	Fortinet, Inc.	Technology	$805K	0.1%	5,240	+0.1%
96	$IVZ	Invesco Ltd.	Financials	$794K	0.1%	24K	+3%
97	$STX	Seagate Technology Holdings plc	Technology	$772K	0.1%	800	New
98	$PM	Philip Morris International Inc.	Consumer Staples	$757K	0.1%	4,185	-1%
99	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$756K	0.1%	9,562	-11%
100	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$749K	0.1%	1	—
101	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$716K	0.1%	4,529	—
102	$ALL	ALLSTATE CORP	Financials	$715K	0.1%	3,006	-7%
103	—	ISHARES TR - GLOBAL 100 ETF	—	$697K	0.1%	5,106	—
104	$MRK	Merck & Co., Inc.	Healthcare	$694K	0.1%	5,402	-0.4%
105	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$688K	0.1%	3,613	+2%
106	$RTX	RTX Corp	Industrials	$678K	0.1%	3,575	+4%
107	$DUK	Duke Energy CORP	Utilities	$655K	0.1%	5,173	-0.6%
108	$ORCL	ORACLE CORP	Technology	$640K	0.1%	4,367	+4%
109	$PNFP	Pinnacle Financial Partners, Inc.	Financials	$620K	0.1%	6,144	—
110	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$613K	0.1%	3,587	New
111	$MAA	MID AMERICA APARTMENT COMMUNITIES INC.	Real Estate	$609K	0.1%	4,385	-10%
112	$UNP	UNION PACIFIC CORP	Industrials	$606K	0.1%	2,226	+3%
113	$DAL	DELTA AIR LINES, INC.	Industrials	$600K	0.1%	6,411	-4%
114	$CVX	CHEVRON CORP	Energy	$591K	0.1%	3,565	+4%
115	$PLTR	Palantir Technologies Inc.	Technology	$589K	0.1%	5,047	+17%
116	$OKE	ONEOK INC /NEW/	Energy	$578K	0.1%	6,645	-2%
117	$GLD	SPDR GOLD TRUST	Financials	$572K	0.1%	1,552	+0.8%
118	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$567K	0.1%	7,959	-6%
119	$O	REALTY INCOME CORP	Real Estate	$556K	0.1%	8,973	-2%
120	—	J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ	—	$548K	0.1%	7,585	—
121	$MPC	Marathon Petroleum Corp	Energy	$546K	0.1%	2,137	-2%
122	$FHN	FIRST HORIZON CORP	Financials	$545K	0.1%	21K	—
123	—	ISHARES TR - CORE S&P TTL STK	—	$538K	0.1%	3,277	+143%
124	$TXN	TEXAS INSTRUMENTS INC	Technology	$532K	0.1%	1,785	+5%
125	$WFC	WELLS FARGO & COMPANY/MN	Financials	$529K	0.1%	6,406	+0.0%
126	$ABT	ABBOTT LABORATORIES	Healthcare	$528K	0.1%	5,823	-1%
127	$DIS	Walt Disney Co	Communication Services	$521K	0.1%	5,417	—
128	$CRWV	CoreWeave, Inc.	Technology	$518K	0.1%	5,199	—
129	$GLW	CORNING INC /NY	Materials	$508K	0.1%	1,988	-8%
130	$BX	Blackstone Inc.	Financials	$495K	0.1%	4,207	-0.8%
131	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$491K	0.1%	1,620	-2%
132	$AMGN	AMGEN INC	Healthcare	$490K	0.1%	1,352	+5%
133	—	EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF	—	$482K	0.1%	7,071	-1%
134	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$476K	0.1%	13K	—
135	$ASML	ASML HOLDING NV	Technology	$470K	0.1%	236	+7%
136	$AXP	AMERICAN EXPRESS CO	Financials	$463K	0.1%	1,369	+1%
137	$QCOM	QUALCOMM INC/DE	Technology	$462K	0.1%	2,499	+31%
138	$RGLD	ROYAL GOLD INC	Financials	$459K	0.1%	2,301	+0.9%
139	$TSEM	TOWER SEMICONDUCTOR LTD	Technology	$443K	0.0%	1,700	—
140	$RMBS	RAMBUS INC	Technology	$443K	0.0%	3,335	—
141	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$440K	0.0%	1,996	+0.9%
142	$DE	DEERE & CO	Industrials	$437K	0.0%	689	+14%
143	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$428K	0.0%	2,132	—
144	$PEP	PEPSICO INC	Consumer Staples	$411K	0.0%	3,038	-0.2%
145	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$408K	0.0%	1,365	—
146	$SNA	Snap-on Inc	Industrials	$408K	0.0%	1,014	+1%
147	$TFC	TRUIST FINANCIAL CORP	Financials	$402K	0.0%	8,078	-0.4%
148	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$396K	0.0%	423	+6%
149	$MA	Mastercard Inc	Financials	$395K	0.0%	769	+1%
150	$IAU	ISHARES GOLD TRUST	Financials	$381K	0.0%	5,046	-1%

What changed in Q2 2026

Against the previous quarter's 13F: 77 new, 209 added to, 130 trimmed, 57 sold out. Share-count changes; largest moves by dollar size first.

New positions (77)

$STXSeagate Technology Holdings plc$772K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$613K
first bought this quarter
NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER$346K
first bought this quarter
$ASSTStrive, Inc.$142K
first bought this quarter
$DDOGDatadog, Inc.$85K
first bought this quarter
FIDELITY COVINGTON TRUST - ENH MID COR ETF$70K
first bought this quarter

+71 more in the Excel export

Added to (209)

AMERICAN CENTY ETF TR - US SML CP VALU+49%
now $28.1M
SCHWAB STRATEGIC TR - US DIVIDEND EQ+3%
now $168.5M
SCHWAB STRATEGIC TR - US LCAP GR ETF+4%
now $126.2M
VANGUARD INDEX FDS - GROWTH ETF+496%
now $4.1M
SCHWAB STRATEGIC TR - US BRD MKT ETF+2%
now $152.3M
SPDR SERIES TRUST - ST STR P400MID+5%
now $57.9M

+203 more in the Excel export

Trimmed (130)

PACER FDS TR - US SM CAP CA ETF-34%
now $12.7M
$MUMICRON TECHNOLOGY INC-44%
now $1.8M · held 6+ qtrs
ISHARES TR - MSCI USA MIN ETF-24%
now $3.0M
SPDR SERIES TRUST - ST STR NUVEE ETF-16%
now $2.9M
SCHWAB STRATEGIC TR - US MID-CAP ETF-2%
now $17.4M
ISHARES TR - 0-3 MTH TREASURY-19%
now $1.3M

+124 more in the Excel export

Sold out (57)

$HONHONEYWELL INTERNATIONAL INCwas $250K
held 9+ qtrs
ISHARES TRwas $86K
$HUBSHUBSPOT INCwas $84K
held 9+ qtrs
$TWLOTWILIO INCwas $75K
held 9+ qtrs
DIMENSIONAL ETF TRUSTwas $49K
ISHARES TRwas $44K

+51 more in the Excel export

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F HHM Wealth Advisors, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of HHM Wealth Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+4.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 7% over the last 4

Top 10 weight

68%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

HHM Wealth Advisors, LLC disclosed 898 positions worth $996.0M in its Form 13F-HR for Q2 2026 — $993.6M in common stock plus $2.4M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 77 new positions and exited 57 — including a new stake in $STX and a full exit from $HON. The portfolio is most concentrated in Other (81.6% of disclosed assets). All figures are sourced directly from HHM Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1750086.

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AI-Powered Hedge Fund Analysis: HHM Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For HHM Wealth Advisors, LLC (SEC CIK: 1750086), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in HHM Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.