HHM Wealth Advisors, LLC
CIK: 1750086SEC EDGAR →
Portfolio Value
$776.2B
Holdings
896
As of
Q2 2026
New Positions
880
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 5,312,613 | $168.5B | 21.70% |
| 2 | SCHWAB STRATEGIC TR | 5,258,356 | $152.3B | 19.62% |
| 3 | SCHWAB STRATEGIC TR | 3,728,072 | $126.2B | 16.25% |
| 4 | SPDR SERIES TRUST | 856,429 | $57.9B | 7.45% |
| 5 | SPDR SERIES TRUST | 1,298,928 | $37.7B | 4.85% |
| 6 | SCHWAB STRATEGIC TR | 1,118,071 | $31.0B | 3.99% |
| 7 | VANGUARD INDEX FDS | 318,158 | $30.7B | 3.95% |
| 8 | SCHWAB STRATEGIC TR | 381,584 | $20.1B | 2.59% |
| 9 | SCHWAB STRATEGIC TR | 480,918 | $19.1B | 2.46% |
| 10 | SCHWAB STRATEGIC TR | 472,953 | $17.4B | 2.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 351 | $754.1B | 97.2% |
| Unknown | 66 | $3.7B | 0.5% |
| Utilities | 21 | $3.3B | 0.4% |
| Consumer Defensive | 32 | $2.5B | 0.3% |
| Technology | 103 | $2.4B | 0.3% |
| Consumer Cyclical | 62 | $2.3B | 0.3% |
| Communication Services | 27 | $1.9B | 0.2% |
| Energy | 40 | $1.7B | 0.2% |
| Industrials | 80 | $1.4B | 0.2% |
| Healthcare | 49 | $1.3B | 0.2% |
| Real Estate | 25 | $789.9M | 0.1% |
| Basic Materials | 40 | $753.4M | 0.1% |