Q2 2026 13F · SEC CIK 1750086

HHM Wealth Advisors, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $993.6M
Reported positions: 896
Top holdings a year, 3 yrs: +15.6%
Assets under management: $1.5B

HHM Wealth Advisors, LLC is a wealth manager that reported 896 positions worth $993.6M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Schwab Strategic Tr (SCHD, 17.0%), Schwab Strategic Tr (SCHB, 15.3%), Schwab Strategic Tr (SCHG, 12.7%). A portfolio copying its top holdings returned 15.6% a year over the last 3 years, against 20.4% for the S&P 500.

HHM Wealth Advisors, LLC holdings largest 50 of 896 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HHM Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHDSchwab Strategic Tr	17.0%	18.3%	5,312,613	+3.0%	$168.5M
SCHBSchwab Strategic Tr	15.3%	14.9%	5,258,356	+2.2%	$152.3M
SCHGSchwab Strategic Tr	12.7%	12.1%	3,728,072	+3.7%	$126.2M
SPMDSpdr Series Trust	5.8%	5.6%	856,429	+5.2%	$57.9M
SPTSSpdr Series Trust	3.8%	4.4%	1,298,928	-0.7%	$37.7M
SCHFSchwab Strategic Tr	3.1%	3.1%	1,118,071	+4.1%	$31.0M
VNQVanguard Index Fds	3.1%	3.1%	318,158	+4.6%	$30.7M
AVUVAmerican Centy ETF Tr	2.8%	1.9%	224,884	+49.5%	$28.1M
FNDFSchwab Strategic Tr	2.0%	1.9%	381,584	+11.5%	$20.1M
AAPLApple Inc	2.0%	2.0%	68,653	-0.2%	$19.9M
FNDESchwab Strategic Tr	1.9%	1.9%	480,918	+11.0%	$19.1M
VIGVanguard Specialized Funds	1.8%	1.9%	75,800	+0.1%	$17.9M
SCHMSchwab Strategic Tr	1.8%	1.7%	472,953	-2.2%	$17.4M
SCHASchwab Strategic Tr	1.7%	1.6%	479,778	+3.1%	$17.3M
CALFPacer Fds Tr	1.3%	2.0%	250,104	-34.2%	$12.7M
MSFTMicrosoft Corp	1.0%	1.1%	26,765	+7.5%	$10.0M
AMZNAmazon Com Inc	0.8%	0.8%	34,412	+9.3%	$8.2M
CATCaterpillar Inc	0.5%	0.4%	5,112	+0.3%	$5.4M
NVDANvidia Corporation	0.5%	0.5%	26,350	+6.3%	$5.3M
GOOGLAlphabet Inc	0.5%	0.4%	12,723	+1.1%	$4.5M
VUGVanguard Index Fds	0.4%	0.4%	47,512	+496.2%	$4.1M
IVVIshares Tr	0.4%	0.4%	4,953	+4.5%	$3.7M
GOOGAlphabet Inc	0.4%	0.3%	10,313	+7.2%	$3.6M
FNDASchwab Strategic Tr	0.4%	0.3%	93,414	+0.1%	$3.6M
JPMJpmorgan Chase & Co	0.4%	0.4%	10,692	+1.3%	$3.5M
NSCNorfolk Southn Corporation	0.3%	0.3%	10,223	+0.1%	$3.2M
USMVIshares Tr	0.3%	0.4%	31,408	-23.8%	$3.0M
JPUSJ P Morgan Exchange Traded F	0.3%	0.3%	20,536	-5.8%	$2.9M
TFISpdr Series Trust	0.3%	0.4%	62,805	-16.4%	$2.9M
UNMUnum Group	0.3%	0.3%	31,593	+0.8%	$2.8M
RYTInvesco Exchange Traded Fd T	0.3%	0.2%	43,550	+0.0%	$2.8M
FNDBSchwab Strategic Tr	0.3%	0.3%	88,708	-2.0%	$2.7M
LLYEli Lilly & Co	0.3%	0.2%	2,201	+4.6%	$2.6M
CSRECohen & Steers ETF Trust	0.3%	—	91,071	—	$2.6M
TSLATesla Inc	0.3%	0.3%	5,904	+0.9%	$2.5M
VVisa Inc	0.3%	0.2%	7,233	+18.8%	$2.5M
ABBVAbbvie Inc	0.2%	0.2%	9,421	+0.4%	$2.4M
HDHome Depot Inc	0.2%	0.3%	6,710	+0.6%	$2.4M
MOATVaneck Morningstar Wide Moat ETF	0.2%	0.3%	22,761	-1.0%	$2.4M
QQQInvesco Qqq Tr	0.2%	0.2%	3,178	-0.0%	$2.3M
CWISpdr Index Shs Fds	0.2%	0.3%	56,539	-5.1%	$2.3M
SFBSServisfirst Bancshares Inc	0.2%	0.2%	25,565	-6.5%	$2.2M
CSCOCisco Sys Inc	0.2%	—	18,210	—	$2.1M
IWFIshares Tr	0.2%	0.2%	17,220	+299.6%	$2.1M
METAMeta Platforms Inc	0.2%	—	3,756	—	$2.1M
SPHQInvesco Exchange Traded Fd T	0.2%	0.2%	22,476	+0.0%	$2.0M
WMTWalmart Inc	0.2%	0.2%	17,218	+1.4%	$2.0M
SOSouthern Co	0.2%	0.2%	20,111	-2.1%	$1.9M
VOOVanguard Index Fds	0.2%	0.2%	2,751	+1.2%	$1.9M
MUMicron Technology Inc	0.2%	—	1,579	—	$1.8M

What HHM Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+496.2% shares
IWF Ishares Tr+299.6% shares
AVUV American Centy ETF Tr+49.5% shares
V Visa Inc+18.8% shares
FNDF Schwab Strategic Tr+11.5% shares
FNDE Schwab Strategic Tr+11.0% shares
AMZN Amazon Com Inc+9.3% shares
MSFT Microsoft Corp+7.5% shares

Reduced

CALF Pacer Fds Tr-34.2% shares
USMV Ishares Tr-23.8% shares
TFI Spdr Series Trust-16.4% shares
SFBS Servisfirst Bancshares Inc-6.5% shares
JPUS J P Morgan Exchange Traded F-5.8% shares
CWI Spdr Index Shs Fds-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.5% /yr; S&P 500 +20.1%
3 years: +15.6% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$993.6M	896
Q1 2026	$866.9M	875
Q4 2025	$847.5M	843
Q3 2025	$864.4M	853
Q2 2025	$841.3M	862
Q1 2025	$742.8M	921
Q4 2024	$735.4M	1,010
Q3 2024	$705.0M	780
Q2 2024	$664.5M	785
Q1 2024	$607.5M	740
Q4 2023	$574.3M	740
Q3 2023	$511.9M	784

Questions about HHM Wealth Advisors, LLC's portfolio

What stocks does HHM Wealth Advisors, LLC own?

HHM Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 896 positions worth $993.6M. The largest are Schwab Strategic Tr (SCHD) at 17.0%, Schwab Strategic Tr (SCHB) at 15.3%, Schwab Strategic Tr (SCHG) at 12.7%, Spdr Series Trust (SPMD) at 5.8% and Spdr Series Trust (SPTS) at 3.8%.

What did HHM Wealth Advisors, LLC buy last quarter?

In Q2 2026, HHM Wealth Advisors, LLC added Vanguard Index Fds (VUG) (+496.2% shares), Ishares Tr (IWF) (+299.6% shares) and American Centy ETF Tr (AVUV) (+49.5% shares), compared with its Q1 2026 filing.

What did HHM Wealth Advisors, LLC sell last quarter?

In Q2 2026, HHM Wealth Advisors, LLC cut from its top 50 Strategy Inc (MSTR), cut from its top 50 Hca Healthcare Inc (HCA), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Procter & Gamble Co (PG), Pacer Fds Tr (CALF) (-34.2% shares), Ishares Tr (USMV) (-23.8% shares) and Spdr Series Trust (TFI) (-16.4% shares), compared with its Q1 2026 filing.

How has HHM Wealth Advisors, LLC's portfolio performed?

A portfolio copying HHM Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.5% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is HHM Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HHM Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HHM Wealth Advisors, LLC manage?

HHM Wealth Advisors, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $993.6M.