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CIK: 0001750086
Total reported value
$996.0M
$996.0M
843 檔
46.4%
The Q4 2025 SEC filing reveals that HHM Wealth Advisors, LLC held a total portfolio value of $996.0M, covering 843 public equity positions.
In Q4 2025, HHM Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 843 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 16.20% | -1.30% | -1.35% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.55% | +0.42% | -3.21% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.37% | +0.62% | -3.67% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.32% | +0.26% | -3.44% | |
| 5 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.96% | -0.69% | -4.02% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.78% | -0.61% | -1.82% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.07% | +0.05% | -3.41% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.01% | -0.03% | -5.28% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.14% | -0.02% | -3.37% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.96% | -0.07% | +5.88% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.84% | +0.01% | -3.66% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.72% | +0.03% | -2.28% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.71% | +0.09% | -0.54% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.49% | +0.18% | +7.75% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.06% | +0.77% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.07% | +1.45% | |
| 17 | UNM | Unum Group | Stock-Financials | 0.53% | +0.03% | +86.05% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.03% | -4.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.04% | -9.97% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.47% | -0.14% | -1.68% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.01% | -6.68% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.13% | -0.09% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.38% | -0.10% | -18.85% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +0.20% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | +0.75% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | +0.01% | +8.17% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.33% | -0.02% | +0.09% | |
| 28 | MSTR | Strategy Inc | Stock-Tech | 0.32% | -0.12% | — | |
| 29 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.32% | -0.04% | -1.14% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | -9.78% | |
| 31 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.29% | -0.01% | -0.08% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.28% | -0.02% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +1.93% | |
| 34 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.26% | -0.02% | -10.65% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.05% | -3.20% | |
| 36 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.26% | -0.01% | -1.01% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | -4.36% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.04% | +0.97% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.25% | -0.06% | +4.31% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.25% | -0.07% | -1.33% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | -0.98% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | -0.56% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | +0.04% | -0.11% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.04% | -0.14% | |
| 45 | RF | Regions Financial CORP | Stock-Financials | 0.20% | -0.02% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.03% | — | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | +3.52% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | +0.34% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-Other | 0.20% | -0.01% | -5.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNM | Unum Group | +0.3% | +86.05% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +5.88% | Add |
| 3 | SCHA | Schwab US Small-cap ETF | +0.2% | +7.75% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -1.35% | Trim |
| 5 | AAPL | Apple Inc | +0.1% | -3.37% | Trim |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | -0.54% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +0.75% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -9.97% | Trim |
| 9 | SCHB | Schwab US Broad Market ETF | +0.1% | -3.21% | Trim |
| 10 | LLY | Eli Lilly & Co | +0.1% | -0.98% | Trim |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.09% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.1% | +1.45% | Add |
| 13 | HOOD | Robinhood Markets Inc - A | +0.1% | +1760.18% | Add |
| 14 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 15 | IDV | Ishares International Select | 0% | +6512.71% | Add |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +8.17% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | 0% | -3.67% | Trim |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | -1.82% | Trim |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | -3.44% | Trim |
| 20 | WM | Waste Management Inc | 0% | -17.75% | Trim |
| 21 | NFLX | Netflix Inc | 0% | +904.02% | Add |
| 22 | SFBS | Servisfirst Bancshares Inc | 0% | -1.01% | Trim |
| 23 | DXPE | Dxp Enterprises Inc | 0% | -18.34% | Trim |
| 24 | TSLA | Tesla Inc | 0% | -9.78% | Trim |
| 25 | CSX | Csx CORP | 0% | -96.00% | Trim |
| 26 | UBER | Uber Technologies Inc | 0% | -4.04% | Trim |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | -66.15% | Trim |
| 28 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | -4.02% | Trim |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -3.66% | Trim |
| 30 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 31 | LIN | Linde plc | 0% | -97.20% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | -4.36% | Trim |
| 33 | CRWV | Coreweave Inc-cl A | -0.1% | -4.88% | Trim |
| 34 | MSFT | Microsoft CORP | -0.1% | +0.77% | Add |
| 35 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -71.55% | Trim |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -33.12% | Trim |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | -18.85% | Trim |
| 38 | VNQ | Vanguard Real Estate ETF | -0.2% | -5.28% | Trim |
| 39 | MSTR | Strategy Inc | -0.4% | — | Unchanged |
| 40 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 41 | ✓ | Invesco Qqq Tr | — | EXIT | Sold out |
| 42 | MINT | Pimco Enhanced Short Maturit | — | EXIT | Sold out |
| 43 | ✓ | Raytheon Technologies CORP | — | EXIT | Sold out |
| 44 | RTX | Rtx CORP | — | NEW | New buy |
| 45 | ✓ | Fortinet Inc | — | EXIT | Sold out |
| 46 | FTNT | Fortinet Inc | — | NEW | New buy |
| 47 | CATH | Global X S&p 500 Ca Val ETF | — | EXIT | Sold out |
| 48 | TPHD | Timothy Plan High Dvd Stck | — | EXIT | Sold out |
| 49 | TPIF | Timothy Plan Intl ETF | — | EXIT | Sold out |
| 50 | TPLC | Timothy Pln US Lrg/mid Cap | — | EXIT | Sold out |
According to official SEC Form 13F filings, HHM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $996.0M across 843 disclosed positions in Q4 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 46.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQ
市值: $1.7M
Top Position Liquidated / Trimmed
INVESCO QQQ TR
前期市值: $1.7M
During Q4 2025, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (16.2%)、SCHB (15.6%)、SCHG (13.4%). The largest single position, SCHD, represented 16.2% of total portfolio value.
In Q4 2025, HHM Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 26 holdings, and fully liquidating 8 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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