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CIK: 0001750086
Total reported value
$996.0M
$996.0M
875 檔
48.0%
In Q1 2026, HHM Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $996.0M, distributed across 875 disclosed stock positions.
HHM Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 12 holdings and trimming 75 positions.
Showing top 200 holdings (of 875 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.21% | -1.30% | +2.75% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 14.87% | +0.42% | +2.16% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.05% | +0.62% | +3.22% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.55% | +0.26% | +4.26% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.39% | -0.61% | +19.35% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.11% | -0.03% | +5.32% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.06% | +0.05% | -1.10% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.02% | +3.06% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.96% | -0.69% | -49.91% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.93% | +0.09% | +6.25% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | +0.91% | — | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.91% | +0.01% | +0.15% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.87% | -0.07% | -0.18% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.72% | +0.03% | -0.73% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.56% | +0.18% | +4.41% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.06% | +3.98% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.07% | -2.78% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.03% | +9.36% | |
| 19 | UNM | Unum Group | Stock-Financials | 0.49% | +0.03% | — | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.14% | -1.79% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.04% | -2.77% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.13% | -11.42% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.01% | -1.64% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.39% | -0.10% | +5.20% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | +5.36% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | +38.14% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.35% | +0.01% | -4.03% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.34% | -0.02% | +3.64% | |
| 29 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.33% | -0.04% | -1.07% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.05% | -4.13% | |
| 31 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.28% | -0.01% | -3.13% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.26% | -0.12% | +0.16% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.26% | -0.02% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.01% | +4.83% | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.25% | -0.02% | -4.34% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | -3.54% | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.24% | -0.07% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.04% | -12.45% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.01% | +6.27% | |
| 40 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.23% | -0.01% | -11.07% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.04% | -4.13% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | +0.05% | -11.02% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.06% | +12.95% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.04% | +9.13% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.04% | +7.03% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | +36.66% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.03% | +15.26% | |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | +3.69% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | +1.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +2% | +2.75% | Add |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | +0.6% | +19.35% | Add |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +4.26% | Add |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +6.25% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.32% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +38.14% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +12.95% | Add |
| 8 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | +0.15% | Add |
| 9 | SCHA | Schwab US Small-cap ETF | +0.1% | +4.41% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | 0% | +47.54% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | 0% | +36.66% | Add |
| 12 | XLK | Ss Technology Select Sector | 0% | +234.40% | Add |
| 13 | CAT | Caterpillar Inc | 0% | -11.42% | Trim |
| 14 | CVX | Chevron CORP | 0% | +26.62% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | +6.51% | Add |
| 16 | FEGE | First Eagle Gl Equity ETF | 0% | +43.12% | Add |
| 17 | GEV | GE Vernova Inc | 0% | +0.21% | Add |
| 18 | NUKZ | Range Nuclear Renaissance | 0% | +59.14% | Add |
| 19 | MPC | Marathon Petroleum CORP | 0% | +0.05% | Add |
| 20 | STRL | Sterling Infrastructure Inc | 0% | — | Unchanged |
| 21 | NEE | Nextera Energy Inc | 0% | +6.25% | Add |
| 22 | MLR | Miller Industries Inc/tenn | 0% | — | Unchanged |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +580.66% | Add |
| 24 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | +5.20% | Add |
| 26 | MU | Micron Technology Inc | 0% | -0.84% | Trim |
| 27 | INTC | Intel CORP | 0% | +35.57% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +15.26% | Add |
| 29 | GLW | Corning Inc | 0% | +22.76% | Add |
| 30 | PM | Philip Morris International | 0% | +18.25% | Add |
| 31 | PEP | Pepsico Inc | 0% | +25.28% | Add |
| 32 | SO | Southern Co/the | 0% | -4.13% | Trim |
| 33 | JPUS | Jpmorgan Div Ret US Eq ETF | 0% | -1.07% | Trim |
| 34 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 35 | OKE | Oneok Inc | 0% | -3.34% | Trim |
| 36 | DUK | Duke Energy CORP | 0% | +4.06% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | +25.59% | Add |
| 38 | LMT | Lockheed Martin CORP | 0% | +3.53% | Add |
| 39 | SYM | Symbotic Inc | 0% | +81700.00% | Add |
| 40 | IDR | Idaho Strategic Resources In | 0% | +3186.42% | Add |
| 41 | MO | Altria Group Inc | 0% | -2.03% | Trim |
| 42 | PSX | Phillips 66 | 0% | -6.75% | Trim |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +7.42% | Add |
| 44 | MDY | State Street Spdr S&p Midcap | 0% | +961.54% | Add |
| 45 | EPD | Enterprise Products Partners | 0% | +0.08% | Add |
| 46 | AVGO | Broadcom Inc | 0% | +23.62% | Add |
| 47 | SCHV | Schwab US Large-cap Value | 0% | +5.43% | Add |
| 48 | HBAN | Huntington Bancshares Inc | 0% | +453.24% | Add |
| 49 | MELI | Mercadolibre Inc | 0% | +92.59% | Add |
| 50 | PG | Procter & Gamble Co/the | 0% | +3.69% | 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 875 disclosed positions in Q1 2026.
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 48.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVUV
市值: $16.6M
Top Position Liquidated / Trimmed
PNW
前期市值: $586.2K
During Q1 2026, HHM Wealth Advisors, LLC's top holdings by market value included SCHD (18.2%)、SCHB (14.9%)、SCHG (12.1%). The largest single position, SCHD, represented 18.2% of total portfolio value.
In Q1 2026, HHM Wealth Advisors, LLC made 182 total portfolio adjustments, initiating 14 new buys, adding to 81 positions, trimming 75 holdings, and fully liquidating 12 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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