HHM Wealth Advisors, LLC
CIK: 0001750086Latest portfolio: $849.6M · Q4 2025
Holdings
843
Total Value
$849.6M
New Positions
839
Closed Positions
0
Top Holdings
View All 843 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 5,018,281 | $137.7M | 16.20% | NEW | |
| 2 | SCHBSCHWAB STRATEGIC TR | 5,037,648 | $132.1M | 15.55% | NEW | |
| 3 | SCHGSCHWAB STRATEGIC TR | 3,482,686 | $113.6M | 13.37% | NEW | |
| 4 | SPMDSPDR SERIES TRUST | 781,091 | $45.2M | 5.32% | NEW | |
| 5 | CALFPACER FDS TR | 758,980 | $33.7M | 3.96% | NEW | |
| 6 | SPTSSPDR SERIES TRUST | 1,096,137 | $32.1M | 3.78% | NEW | |
| 7 | SCHFSCHWAB STRATEGIC TR | 1,086,262 | $26.1M | 3.07% | NEW | |
| 8 | VNQVANGUARD INDEX FDS | 288,893 | $25.6M | 3.01% | NEW | |
| 9 | AAPLAPPLE INC | 66,741 | $18.1M | 2.14% | NEW | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 75,870 | $16.7M | 1.96% | NEW | |
| 11 | FNDESCHWAB STRATEGIC TR | 432,499 | $15.6M | 1.84% | NEW | |
| 12 | SCHMSCHWAB STRATEGIC TR | 487,054 | $14.6M | 1.72% | NEW | |
| 13 | FNDFSCHWAB STRATEGIC TR | 322,126 | $14.6M | 1.71% | NEW | |
| 14 | SCHASCHWAB STRATEGIC TR | 445,699 | $12.7M | 1.49% | NEW | |
| 15 | MSFTMICROSOFT CORP | 23,944 | $11.6M | 1.36% | NEW | |
| 16 | AMZNAMAZON COM INC | 32,388 | $7.5M | 0.88% | NEW | |
| 17 | UNMUNUM GROUP | 58,231 | $4.5M | 0.53% | NEW | Put |
| 18 | NVDANVIDIA CORPORATION | 22,661 | $4.2M | 0.50% | NEW | |
| 19 | GOOGLALPHABET INC | 12,943 | $4.1M | 0.48% | NEW | |
| 20 | USMVISHARES TR | 41,983 | $4.0M | 0.47% | NEW | |
| 21 | VUGVANGUARD INDEX FDS | 8,102 | $4.0M | 0.47% | NEW | |
| 22 | CATCATERPILLAR INC | 5,754 | $3.3M | 0.39% | NEW | |
| 23 | TFISPDR SERIES TRUST | 71,379 | $3.3M | 0.38% | NEW | |
| 24 | JPMJPMORGAN CHASE & CO. | 10,017 | $3.2M | 0.38% | NEW | |
| 25 | GOOGALPHABET INC | 10,037 | $3.1M | 0.37% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.8144115804226144e+193T)
Industrials0.0% ($3.296284514961104e+155T)
Consumer Cyclical0.0% ($7.475272821881543e+111T)
Unknown0.0% ($2.7321694147075475e+96T)
Healthcare0.0% ($2.0822071201710938e+86T)
Energy0.0% ($1.2275144144113532e+63T)
Consumer Defensive0.0% ($2.1601563836669416e+61T)
Basic Materials0.0% ($5.131158075636045e+43T)
Communication Services0.0% ($4.051314911721061e+42T)
Real Estate0.0% ($7.975392771291031e+34T)
Utilities0.0% ($1.867707608586152e+31T)
Filing History
Fund Information
HHM Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $849.6M across 843 holdings. The largest position is SCHWAB STRATEGIC TR (SCHD), representing 16.2% of the portfolio. Compared to the previous quarter, the fund opened 843 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.