§ 13F · FUND PROFILE
HHM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $841.3T (13F)Positions · 873Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 5.01M | $137.5T | 16.2% | −1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 5.03M | $132.0T | 15.5% | −3% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 3.48M | $113.5T | 13.4% | −4% |
| 4 | SPMD | SPDR SERIES TRUST | 780K | $45.2T | 5.3% | −3% |
| 5 | CALF | PACER FDS TR | 759K | $33.7T | 4.0% | −4% |
| 6 | SPTS | SPDR SERIES TRUST | 1.09M | $32.0T | 3.8% | — |
| 7 | SCHF | SCHWAB STRATEGIC TR | 1.09M | $26.1T | 3.1% | −3% |
| 8 | VNQ | VANGUARD INDEX FDS | 288K | $25.5T | 3.0% | −5% |
| 9 | AAPL | APPLE INC | 67K | $18.1T | 2.1% | −3% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 76K | $16.7T | 2.0% | +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 $841289.1 trillion in assets. The fund runs a broad portfolio of 873 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed