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CIK: 0001750086
Total reported value
$996.0M
$996.0M
862 檔
45.9%
According to the latest 13F quarterly dataset, HHM Wealth Advisors, LLC managed an equity portfolio of $996.0M at the end of Q2 2025, spanning 862 distinct U.S. exchange-listed positions.
In Q2 2025, HHM Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 862 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 16.35% | -1.30% | +4.31% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.49% | +0.42% | +31.32% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.07% | +0.62% | +6.25% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.56% | +0.26% | +6.04% | |
| 5 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.88% | -0.69% | +5.50% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.82% | -0.61% | -3.09% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.29% | +0.05% | +1.68% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.02% | -0.03% | +2.18% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.04% | +0.01% | +0.82% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.74% | -0.07% | +5.44% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.02% | +0.57% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.67% | +0.03% | -1.25% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.47% | +0.09% | +1.87% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.45% | +0.18% | +9.90% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.06% | -3.48% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.07% | +1.84% | |
| 17 | MSTR | Strategy Inc | Stock-Tech | 0.87% | -0.12% | -0.09% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.01% | +4.37% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.14% | -1.80% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.47% | -0.10% | +12.54% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.03% | +16.04% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | -0.96% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -1.33% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | +13.01% | |
| 25 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.31% | -0.04% | — | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.31% | +0.01% | +0.56% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.30% | -0.02% | +0.05% | |
| 28 | UNM | Unum Group | Stock-Financials | 0.30% | +0.03% | +623.72% | |
| 29 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.29% | -0.01% | -6.56% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.29% | -0.06% | -14.98% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.28% | -0.02% | -8.06% | |
| 32 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.28% | -0.01% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.13% | -3.67% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | -13.07% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.26% | -0.02% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.04% | -2.03% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | +23.47% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | +0.05% | -10.29% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.04% | -2.27% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | -1.95% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | -0.65% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.23% | -0.03% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.02% | -1.02% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.22% | -0.01% | -3.72% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.05% | — | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.21% | — | +6.60% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | -0.05% | -7.57% | |
| 48 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.21% | -0.07% | -0.62% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | -0.02% | -4.67% | |
| 50 | RF | Regions Financial CORP | Stock-Financials | 0.20% | -0.02% | -0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +3.4% | +31.32% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1.1% | +6.25% | Add |
| 3 | UNM | Unum Group | +0.3% | +623.72% | Add |
| 4 | MSTR | Strategy Inc | +0.2% | -0.09% | Trim |
| 5 | MSFT | Microsoft CORP | +0.2% | -3.48% | Trim |
| 6 | NVDA | Nvidia CORP | +0.2% | +16.04% | Add |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | New buy |
| 8 | CRWV | Coreweave Inc-cl A | +0.1% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.1% | +23.47% | Add |
| 10 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +1094.70% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | +0.1% | +9.90% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +1.84% | Add |
| 13 | VUG | Vanguard Growth ETF | 0% | +4.37% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +13.01% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | 0% | +24.91% | Add |
| 16 | FHN | First Horizon CORP | 0% | +231.03% | Add |
| 17 | IXUS | Ishares Core Intl Stock ETF | 0% | NEW | New buy |
| 18 | NFLX | Netflix Inc | 0% | -7.57% | Trim |
| 19 | MLR | Miller Industries Inc/tenn | 0% | +67.60% | Add |
| 20 | ORCL | Oracle CORP | 0% | -4.17% | Trim |
| 21 | COF | Capital One Financial CORP | 0% | +379.30% | Add |
| 22 | GE | General Electric | 0% | +8.59% | Add |
| 23 | STRL | Sterling Infrastructure Inc | 0% | +46.57% | Add |
| 24 | FEGE | First Eagle Gl Equity ETF | 0% | NEW | New buy |
| 25 | HYZD | Wisdomtree Interest Rate Hed | 0% | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | 0% | +12.55% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | -11.96% | Trim |
| 28 | AVGO | Broadcom Inc | 0% | -5.97% | Trim |
| 29 | SCHF | Schwab Intl Equity ETF | 0% | +1.68% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -0.96% | Trim |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | — | +12.54% | Add |
| 32 | CAT | Caterpillar Inc | — | -3.67% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +1.87% | Add |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +6.04% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.44% | Add |
| 37 | DFSEUR | Discover Financial Services | 0% | EXIT | Sold out |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +5.50% | Add |
| 39 | VDE | Vanguard Energy ETF | 0% | -49.84% | Trim |
| 40 | RWO | State Street Spdr Dow Jones | -0.1% | -19.57% | Trim |
| 41 | ABBV | Abbvie Inc | -0.1% | -2.42% | Trim |
| 42 | SFBS | Servisfirst Bancshares Inc | -0.1% | -6.56% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | +8.96% | Add |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -14.98% | Trim |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.1% | +0.82% | Add |
| 46 | PNW | Pinnacle West Capital Corporation | -0.1% | -52.52% | Trim |
| 47 | SCHM | Schwab US Mid Cap ETF | -0.1% | -1.25% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | +0.57% | Add |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | -0.6% | -3.09% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -2.4% | +4.31% | Add |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 862 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, SCHB, SCHG) accounted for 45.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-A
市值: $728.8K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $240.2K
During Q2 2025, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (16.4%)、SCHB (15.5%)、SCHG (13.1%). The largest single position, SCHD, represented 16.4% of total portfolio value.
In Q2 2025, HHM Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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