Institutions / HHM Wealth Advisors, LLC
HHM Wealth Advisors, LLC
CIK 1750086 · Institution · as of Dec 31, 2025
Portfolio value
$847.49M
Positions
843
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 843 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $137.65M | 16.2% |
| Schwab Strategic Tr | $132.14M | 15.6% |
| Schwab Strategic Tr | $113.61M | 13.4% |
| SPDR Series Trust | $45.23M | 5.3% |
| Pacer Fds Tr | $33.68M | 4.0% |
| SPDR Series Trust | $32.09M | 3.8% |
| Schwab Strategic Tr | $26.11M | 3.1% |
| Vanguard Index Fds | $25.56M | 3.0% |
| Apple Inc. | $18.14M | 2.1% |
| Vanguard Specialized Funds | $16.67M | 2.0% |
| Schwab Strategic Tr | $15.60M | 1.8% |
| Schwab Strategic Tr | $14.65M | 1.7% |
| Schwab Strategic Tr | $14.56M | 1.7% |
| Schwab Strategic Tr | $12.69M | 1.5% |
| Microsoft Corp | $11.58M | 1.4% |
| Amazon.com Inc | $7.48M | 0.9% |
| NVIDIA Corp | $4.23M | 0.5% |
| Alphabet Inc. | $4.05M | 0.5% |
| iShares MSCI UAE ETF | $3.95M | 0.5% |
| Vanguard Index Fds | $3.95M | 0.5% |
| Caterpillar Inc | $3.30M | 0.4% |
| SPDR Series Trust | $3.26M | 0.4% |
| JPMorgan Chase & Co | $3.23M | 0.4% |
| Alphabet Inc. | $3.15M | 0.4% |
| Schwab Strategic Tr | $3.07M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.