§ 13F · FUND PROFILE
HHM Wealth Advisors, LLC.
AUM · $996M (13F)Positions · 905Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 5.31M | $168M | 16.9% | +3% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 5.25M | $152M | 15.3% | +2% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 3.72M | $126M | 12.7% | +4% |
| 4 | SPMD | SPDR SERIES TRUST | 855K | $58M | 5.8% | +5% |
| 5 | SPTS | SPDR SERIES TRUST | 1.30M | $38M | 3.8% | −1% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 1.12M | $31M | 3.1% | +4% |
| 7 | VNQ | VANGUARD INDEX FDS | 318K | $31M | 3.1% | +5% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 225K | $28M | 2.8% | +50% |
| 9 | FNDF | SCHWAB STRATEGIC TR | 382K | $20M | 2.0% | +11% |
| 10 | AAPL | APPLE INC | 69K | $20M | 2.0% | ±0% |
§ 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 $996 million in assets. The fund runs a broad portfolio of 905 positions.
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