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CIK: 0001750086
Total reported value
$996.0M
$996.0M
853 檔
47.1%
During the Q3 2025 filing period, HHM Wealth Advisors, LLC (CIK: 0001750086) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $996.0M across 853 reported positions.
HHM Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 3 holdings and trimming 20 positions.
Showing top 200 holdings (of 853 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 16.07% | -1.30% | -1.97% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.48% | +0.42% | -4.82% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.35% | +0.62% | -3.99% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.35% | +0.26% | -6.04% | |
| 5 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.00% | -0.69% | -3.49% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.79% | -0.61% | +1.80% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.23% | -0.03% | +6.76% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.03% | +0.05% | -10.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.03% | -0.02% | -0.60% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.88% | +0.01% | -13.78% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.79% | -0.07% | +0.00% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.71% | +0.03% | -0.22% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.61% | +0.09% | +4.51% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.06% | -0.90% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.34% | +0.18% | -14.34% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.07% | -23.35% | |
| 17 | MSTR | Strategy Inc | Stock-Tech | 0.67% | -0.12% | -0.26% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.03% | -2.57% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.01% | -7.60% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.47% | -0.14% | -0.91% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.46% | -0.10% | +0.23% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.04% | -5.93% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | -2.39% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | +3.27% | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.34% | -0.02% | -0.47% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.32% | +0.01% | +0.10% | |
| 27 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.32% | -0.04% | — | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.13% | -2.09% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.01% | -12.11% | |
| 30 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.29% | -0.01% | -0.96% | |
| 31 | UNM | Unum Group | Stock-Financials | 0.28% | +0.03% | +0.37% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.28% | -0.02% | -4.23% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.05% | -2.14% | |
| 34 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.28% | -0.01% | -3.31% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.26% | -0.02% | -0.45% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.05% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | -6.39% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | +0.76% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.04% | -2.24% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | -0.06% | -16.52% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | -3.87% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | +0.04% | -4.22% | |
| 43 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.22% | -0.07% | — | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.21% | -0.01% | -0.75% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.21% | -0.03% | -0.12% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | -0.02% | +3.95% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.02% | -1.11% | |
| 48 | RF | Regions Financial CORP | Stock-Financials | 0.20% | -0.02% | -9.57% | |
| 49 | ✓ | Invesco Qqq Tr | Stock-Other | 0.19% | — | — | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +3.4% | -4.82% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1.4% | -3.99% | Add |
| 3 | UNM | Unum Group | +0.2% | +0.37% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | -2.57% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +3.27% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | -0.90% | Trim |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +4.51% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.93% | Add |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | -3.49% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -2.14% | Trim |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | — | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +2.48% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.09% | Trim |
| 14 | STRL | Sterling Infrastructure Inc | +0.1% | -0.63% | Add |
| 15 | GLD | Spdr Gold Shares | 0% | +30.12% | Add |
| 16 | GE | General Electric | 0% | — | Add |
| 17 | FHN | First Horizon CORP | 0% | -8.44% | Add |
| 18 | VUG | Vanguard Growth ETF | 0% | -7.60% | Trim |
| 19 | SCHV | Schwab US Large-cap Value | 0% | +97.20% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.00% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -2.39% | Trim |
| 22 | NSC | Norfolk Southern CORP | 0% | -0.47% | Trim |
| 23 | HCA | Hca Healthcare Inc | 0% | — | Trim |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | +0.23% | Add |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +0.10% | Add |
| 26 | MSTR | Strategy Inc | 0% | -0.26% | Trim |
| 27 | AAPL | Apple Inc | 0% | -0.60% | Trim |
| 28 | SCHA | Schwab US Small-cap ETF | -0.1% | -14.34% | Trim |
| 29 | SCHM | Schwab US Mid Cap ETF | -0.1% | -0.22% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | +7.04% | Add |
| 31 | ACN | Accenture plc | -0.1% | -82.81% | Trim |
| 32 | PNW | Pinnacle West Capital Corporation | -0.1% | — | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | -24.27% | Trim |
| 34 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -16.52% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | -0.2% | +6.76% | Add |
| 36 | XLRE | Ss Real Estate Select Sector | -0.2% | -87.33% | Trim |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | -6.04% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.2% | -23.35% | Trim |
| 39 | SCHF | Schwab Intl Equity ETF | -0.3% | -10.26% | Trim |
| 40 | ✓ | Invesco Qqq Tr | — | NEW | New buy |
| 41 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 44 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 45 | ✓ | Raytheon Technologies CORP | — | NEW | New buy |
| 46 | RTX | Rtx CORP | — | EXIT | Sold out |
| 47 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 48 | ✓ | Fortinet Inc | — | NEW | New buy |
| 49 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 50 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 853 disclosed positions in Q3 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 47.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
INVESCO QQQ TR
市值: $1.7M
Top Position Liquidated / Trimmed
QQQ
前期市值: $994.3K
During Q3 2025, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (16.1%)、SCHB (15.5%)、SCHG (13.3%). The largest single position, SCHD, represented 16.1% of total portfolio value.
In Q3 2025, HHM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 3 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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