§ 13F · FUND PROFILE
HHM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $864M (13F)Positions · 864Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 5.15M | $158M | 18.2% | +3% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 5.14M | $129M | 14.9% | +2% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 3.59M | $105M | 12.0% | +3% |
| 4 | SPMD | SPDR SERIES TRUST | 813K | $48M | 5.5% | +4% |
| 5 | SPTS | SPDR SERIES TRUST | 1.31M | $38M | 4.4% | +19% |
| 6 | VNQ | VANGUARD INDEX FDS | 304K | $27M | 3.1% | +5% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 1.07M | $27M | 3.1% | −1% |
| 8 | AAPL | APPLE INC | 69K | $17M | 2.0% | +3% |
| 9 | CALF | PACER FDS TR | 380K | $17M | 2.0% | −50% |
| 10 | FNDF | SCHWAB STRATEGIC TR | 342K | $17M | 1.9% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HHM SIGNAL
AC read
HHM Wealth Advisors, LLC is a Other fund managing $864 million in assets. The fund runs a broad portfolio of 864 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed