Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $168M | 16.9% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $152M | 15.3% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $126M | 12.7% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $57.9M | 5.8% |
| SPDR Series TrustST SHO TREAS ETF | ST SHO TREAS ETF | $37.7M | 3.8% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $31M | 3.1% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $30.7M | 3.1% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $28.1M | 2.8% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $20.1M | 2.0% |
| Apple Inc.COM | COM | $19.9M | 2.0% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $19.1M | 1.9% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $17.9M | 1.8% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $17.4M | 1.8% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $17.3M | 1.7% |
| Pacer Fds TRUS SM CAP CA ETF | US SM CAP CA ETF | $12.7M | 1.3% |
| Microsoft Corp.COM | COM | $9.98M | 1.0% |
| Amazon Com Inc.COM | COM | $8.2M | 0.8% |
| Caterpillar Inc.COM | COM | $5.44M | 0.5% |
| Nvidia CorporationCOM | COM | $5.27M | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.55M | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $4.09M | 0.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.71M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.64M | 0.4% |
| Schwab Strategic TRFUNDAMENTAL US S | FUNDAMENTAL US S | $3.56M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $3.5M | 0.4% |
| Norfolk Southn Corp.COM | COM | $3.22M | 0.3% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $3.03M | 0.3% |
| J P Morgan Exchange Traded FJPMORGAN DIVER | JPMORGAN DIVER | $2.88M | 0.3% |
| SPDR Series TrustST STR NUVEE ETF | ST STR NUVEE ETF | $2.88M | 0.3% |
| Unum GroupCOM | COM | $2.82M | 0.3% |
| Invesco Exchange Traded FD TS&P500 EQL TEC | S&P500 EQL TEC | $2.81M | 0.3% |
| Schwab Strategic TRFUNDAMENTAL US B | FUNDAMENTAL US B | $2.7M | 0.3% |
| Eli Lilly & COCOM | COM | $2.64M | 0.3% |
| Cohen & Steers ETF TrustREAL EST ACT ETF | REAL EST ACT ETF | $2.58M | 0.3% |
| Tesla Inc.COM | COM | $2.48M | 0.2% |
| Visa Inc.COM CL A | COM CL A | $2.48M | 0.2% |
| Unum Group (put option)PUT | PUT | $2.4M | 0.2% |
| Abbvie Inc.COM | COM | $2.37M | 0.2% |
| Home Depot Inc.COM | COM | $2.37M | 0.2% |
| Vaneck ETF TrustMRNGSTR WDE MOAT | MRNGSTR WDE MOAT | $2.37M | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.34M | 0.2% |
| SPDR Index Shs FdsST STR ACWI ETF | ST STR ACWI ETF | $2.3M | 0.2% |
| Servisfirst Bancshares Inc.COM | COM | $2.22M | 0.2% |
| Cisco Sys Inc.COM | COM | $2.14M | 0.2% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $2.14M | 0.2% |
| Meta Platforms Inc.CL A | CL A | $2.12M | 0.2% |
| Invesco Exchange Traded FD TS&P500 QUALITY | S&P500 QUALITY | $2.03M | 0.2% |
| Walmart Inc.COM | COM | $1.95M | 0.2% |
| Southern COCOM | COM | $1.92M | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.89M | 0.2% |
Schwab Strategic TRUS DIVIDEND EQ$168M
- Class
- US DIVIDEND EQ
- Share
- 16.9%
Schwab Strategic TRUS BRD MKT ETF$152M
- Class
- US BRD MKT ETF
- Share
- 15.3%
Schwab Strategic TRUS LCAP GR ETF$126M
- Class
- US LCAP GR ETF
- Share
- 12.7%
SPDR Series TrustST STR P400MID$57.9M
- Class
- ST STR P400MID
- Share
- 5.8%
SPDR Series TrustST SHO TREAS ETF$37.7M
- Class
- ST SHO TREAS ETF
- Share
- 3.8%
Schwab Strategic TRINTL EQTY ETF$31M
- Class
- INTL EQTY ETF
- Share
- 3.1%
Vanguard Index FdsREAL ESTATE ETF$30.7M
- Class
- REAL ESTATE ETF
- Share
- 3.1%
American Centy ETF TRUS SML CP VALU$28.1M
- Class
- US SML CP VALU
- Share
- 2.8%
Schwab Strategic TRFUNDAMENTAL INTL$20.1M
- Class
- FUNDAMENTAL INTL
- Share
- 2.0%
Apple Inc.COM$19.9M
- Class
- COM
- Share
- 2.0%
Schwab Strategic TRFUND EM EQUI ETF$19.1M
- Class
- FUND EM EQUI ETF
- Share
- 1.9%
Vanguard Specialized FundsDIV APP ETF$17.9M
- Class
- DIV APP ETF
- Share
- 1.8%
Schwab Strategic TRUS MID-CAP ETF$17.4M
- Class
- US MID-CAP ETF
- Share
- 1.8%
Schwab Strategic TRUS SML CAP ETF$17.3M
- Class
- US SML CAP ETF
- Share
- 1.7%
Pacer Fds TRUS SM CAP CA ETF$12.7M
- Class
- US SM CAP CA ETF
- Share
- 1.3%
Microsoft Corp.COM$9.98M
- Class
- COM
- Share
- 1.0%
Amazon Com Inc.COM$8.2M
- Class
- COM
- Share
- 0.8%
Caterpillar Inc.COM$5.44M
- Class
- COM
- Share
- 0.5%
Nvidia CorporationCOM$5.27M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL A$4.55M
- Class
- CAP STK CL A
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$4.09M
- Class
- GROWTH ETF
- Share
- 0.4%
iShares TRCORE S&P500 ETF$3.71M
- Class
- CORE S&P500 ETF
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$3.64M
- Class
- CAP STK CL C
- Share
- 0.4%
Schwab Strategic TRFUNDAMENTAL US S$3.56M
- Class
- FUNDAMENTAL US S
- Share
- 0.4%
JPMORGAN Chase & COCOM$3.5M
- Class
- COM
- Share
- 0.4%
Norfolk Southn Corp.COM$3.22M
- Class
- COM
- Share
- 0.3%
iShares TRMSCI USA MIN ETF$3.03M
- Class
- MSCI USA MIN ETF
- Share
- 0.3%
J P Morgan Exchange Traded FJPMORGAN DIVER$2.88M
- Class
- JPMORGAN DIVER
- Share
- 0.3%
SPDR Series TrustST STR NUVEE ETF$2.88M
- Class
- ST STR NUVEE ETF
- Share
- 0.3%
Unum GroupCOM$2.82M
- Class
- COM
- Share
- 0.3%
Invesco Exchange Traded FD TS&P500 EQL TEC$2.81M
- Class
- S&P500 EQL TEC
- Share
- 0.3%
Schwab Strategic TRFUNDAMENTAL US B$2.7M
- Class
- FUNDAMENTAL US B
- Share
- 0.3%
Eli Lilly & COCOM$2.64M
- Class
- COM
- Share
- 0.3%
Cohen & Steers ETF TrustREAL EST ACT ETF$2.58M
- Class
- REAL EST ACT ETF
- Share
- 0.3%
Tesla Inc.COM$2.48M
- Class
- COM
- Share
- 0.2%
Visa Inc.COM CL A$2.48M
- Class
- COM CL A
- Share
- 0.2%
Unum Group (put option)PUT$2.4M
- Class
- PUT
- Share
- 0.2%
Abbvie Inc.COM$2.37M
- Class
- COM
- Share
- 0.2%
Home Depot Inc.COM$2.37M
- Class
- COM
- Share
- 0.2%
Vaneck ETF TrustMRNGSTR WDE MOAT$2.37M
- Class
- MRNGSTR WDE MOAT
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$2.34M
- Class
- UNIT SER 1
- Share
- 0.2%
SPDR Index Shs FdsST STR ACWI ETF$2.3M
- Class
- ST STR ACWI ETF
- Share
- 0.2%
Servisfirst Bancshares Inc.COM$2.22M
- Class
- COM
- Share
- 0.2%
Cisco Sys Inc.COM$2.14M
- Class
- COM
- Share
- 0.2%
iShares TRRUS 1000 GRW ETF$2.14M
- Class
- RUS 1000 GRW ETF
- Share
- 0.2%
Meta Platforms Inc.CL A$2.12M
- Class
- CL A
- Share
- 0.2%
Invesco Exchange Traded FD TS&P500 QUALITY$2.03M
- Class
- S&P500 QUALITY
- Share
- 0.2%
Walmart Inc.COM$1.95M
- Class
- COM
- Share
- 0.2%
Southern COCOM$1.92M
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$1.89M
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 898 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1750086
- File number
- 028-19191
- Options
- 1 call, 1 put
- In the 25 largest
- 81.2%
- Prior quarter
- $869M at 31 March 2026
- Positions opened
- 82
- Positions closed
- 62
Common questions
What are HHM Wealth Advisors’ 13F holdings worth?
$996 million across 898 positions for the quarter ended 30 June 2026.
What is HHM Wealth Advisors’ largest 13F holding?
SCHWAB STRATEGIC TR (US DIVIDEND EQ) was the largest position at $168 million, or 16.9% of reported 13F value, as of 30 June 2026.
How concentrated is HHM Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 67.5% of reported value and the twenty-five largest for 81.2%, across 898 positions as of 30 June 2026.
Does Form 13F show everything HHM Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does HHM Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.