Holders — by stockHoldings — by fund
HHM Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1750086
$996.0M
disclosed book value
896
positions
16.9%
largest position share
Positions, as of 2026-06-30
top 100 of 896 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 5.3M | $168.5M | 16.9% |
| 2 | SCHBSCHWAB STRATEGIC TR | 5.3M | $152.3M | 15.3% |
| 3 | SCHGSCHWAB STRATEGIC TR | 3.7M | $126.2M | 12.7% |
| 4 | SPMDSPDR SERIES TRUST | 856,429 | $57.9M | 5.8% |
| 5 | SPTSSPDR SERIES TRUST | 1.3M | $37.7M | 3.8% |
| 6 | SCHFSCHWAB STRATEGIC TR | 1.1M | $31.0M | 3.1% |
| 7 | VNQVANGUARD INDEX FDS | 318,158 | $30.7M | 3.1% |
| 8 | AVUVAMERICAN CENTY ETF TR | 224,884 | $28.1M | 2.8% |
| 9 | FNDFSCHWAB STRATEGIC TR | 381,584 | $20.1M | 2% |
| 10 | AAPLAPPLE INC | 68,653 | $19.9M | 2% |
| 11 | FNDESCHWAB STRATEGIC TR | 480,918 | $19.1M | 1.9% |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 75,800 | $17.9M | 1.8% |
| 13 | SCHMSCHWAB STRATEGIC TR | 472,953 | $17.4M | 1.8% |
| 14 | SCHASCHWAB STRATEGIC TR | 479,778 | $17.3M | 1.7% |
| 15 | CALFPACER FDS TR | 250,104 | $12.7M | 1.3% |
| 16 | MSFTMICROSOFT CORP | 26,765 | $10.0M | 1% |
| 17 | AMZNAMAZON COM INC | 34,412 | $8.2M | 0.8% |
| 18 | CATCATERPILLAR INC | 5,112 | $5.4M | 0.5% |
| 19 | NVDANVIDIA CORPORATION | 26,350 | $5.3M | 0.5% |
| 20 | GOOGLALPHABET INC | 12,723 | $4.5M | 0.5% |
| 21 | VUGVANGUARD INDEX FDS | 47,512 | $4.1M | 0.4% |
| 22 | IVVISHARES TR | 4,953 | $3.7M | 0.4% |
| 23 | GOOGALPHABET INC | 10,313 | $3.6M | 0.4% |
| 24 | FNDASCHWAB STRATEGIC TR | 93,414 | $3.6M | 0.4% |
| 25 | JPMJPMORGAN CHASE & CO | 10,692 | $3.5M | 0.4% |
| 26 | NSCNORFOLK SOUTHN CORP | 10,223 | $3.2M | 0.3% |
| 27 | USMVISHARES TR | 31,408 | $3.0M | 0.3% |
| 28 | J P MORGAN EXCHANGE TRADED F | 20,536 | $2.9M | 0.3% |
| 29 | TFISPDR SERIES TRUST | 62,805 | $2.9M | 0.3% |
| 30 | UNMUNUM GROUP | 31,593 | $2.8M | 0.3% |
| 31 | RSPTINVESCO EXCHANGE TRADED FD T | 43,550 | $2.8M | 0.3% |
| 32 | SCHWAB STRATEGIC TR | 88,708 | $2.7M | 0.3% |
| 33 | LLYELI LILLY & CO | 2,201 | $2.6M | 0.3% |
| 34 | COHEN & STEERS ETF TRUST | 91,071 | $2.6M | 0.3% |
| 35 | TSLATESLA INC | 5,904 | $2.5M | 0.2% |
| 36 | VVISA INC | 7,233 | $2.5M | 0.2% |
| 37 | UNMUNUM GROUPPUT | 26,900 | $2.4M | 0.2% |
| 38 | ABBVABBVIE INC | 9,421 | $2.4M | 0.2% |
| 39 | HDHOME DEPOT INC | 6,710 | $2.4M | 0.2% |
| 40 | MOATVANECK ETF TRUST | 22,761 | $2.4M | 0.2% |
| 41 | QQQINVESCO QQQ TR | 3,178 | $2.3M | 0.2% |
| 42 | CWISPDR INDEX SHS FDS | 56,539 | $2.3M | 0.2% |
| 43 | SFBSSERVISFIRST BANCSHARES INC | 25,565 | $2.2M | 0.2% |
| 44 | CSCOCISCO SYS INC | 18,210 | $2.1M | 0.2% |
| 45 | IWFISHARES TR | 17,220 | $2.1M | 0.2% |
| 46 | METAMETA PLATFORMS INC | 3,756 | $2.1M | 0.2% |
| 47 | SPHQINVESCO EXCHANGE TRADED FD T | 22,476 | $2.0M | 0.2% |
| 48 | WMTWALMART INC | 17,218 | $2.0M | 0.2% |
| 49 | SOSOUTHERN CO | 20,111 | $1.9M | 0.2% |
| 50 | VOOVANGUARD INDEX FDS | 2,751 | $1.9M | 0.2% |
| 51 | MUMICRON TECHNOLOGY INC | 1,579 | $1.8M | 0.2% |
| 52 | VTIVANGUARD INDEX FDS | 4,886 | $1.8M | 0.2% |
| 53 | HCAHCA HEALTHCARE INC | 4,460 | $1.7M | 0.2% |
| 54 | PGPROCTER & GAMBLE CO | 11,367 | $1.7M | 0.2% |
| 55 | SCHHSCHWAB STRATEGIC TR | 69,932 | $1.7M | 0.2% |
| 56 | RFREGIONS FINANCIAL CORP NEW | 54,286 | $1.6M | 0.2% |
| 57 | EXMOCEXXON MOBIL CORP | 11,740 | $1.6M | 0.2% |
| 58 | WMWASTE MGMT INC DEL | 6,826 | $1.5M | 0.2% |
| 59 | SCHZSCHWAB STRATEGIC TR | 65,187 | $1.5M | 0.2% |
| 60 | STRLSTERLING INFRASTRUCTURE INC | 1,734 | $1.5M | 0.1% |
| 61 | MSTRSTRATEGY INC | 16,511 | $1.4M | 0.1% |
| 62 | RSPINVESCO EXCHANGE TRADED FD T | 6,365 | $1.4M | 0.1% |
| 63 | GEGE AEROSPACE | 3,619 | $1.4M | 0.1% |
| 64 | MILLER INDS INC TENN | 26,070 | $1.3M | 0.1% |
| 65 | JNJJOHNSON & JOHNSON | 5,167 | $1.3M | 0.1% |
| 66 | SCHXSCHWAB STRATEGIC TR | 44,577 | $1.3M | 0.1% |
| 67 | SGOVISHARES TR | 13,007 | $1.3M | 0.1% |
| 68 | VTEBVANGUARD MUN BD FDS | 25,741 | $1.3M | 0.1% |
| 69 | SMHVANECK ETF TRUST | 1,906 | $1.3M | 0.1% |
| 70 | TMTOYOTA MOTOR CORP | 7,379 | $1.2M | 0.1% |
| 71 | AMDADVANCED MICRO DEVICES INC | 2,065 | $1.2M | 0.1% |
| 72 | UNHUNITEDHEALTH GROUP INC | 2,820 | $1.2M | 0.1% |
| 73 | IJHISHARES TR | 15,188 | $1.2M | 0.1% |
| 74 | RWOSPDR INDEX SHS FDS | 22,494 | $1.1M | 0.1% |
| 75 | AVGOBROADCOM INC | 2,935 | $1.1M | 0.1% |
| 76 | SCHVSCHWAB STRATEGIC TR | 31,279 | $1.1M | 0.1% |
| 77 | GEVGE VERNOVA INC | 907 | $1.1M | 0.1% |
| 78 | ISTBISHARES TR | 21,598 | $1.0M | 0.1% |
| 79 | DXPEDXP ENTERPRISES INC | 5,959 | $1.0M | 0.1% |
| 80 | BACBANK OF AMER CORP | 17,332 | $987,578 | 0.1% |
| 81 | KOCOCA COLA CO | 11,661 | $947,715 | 0.1% |
| 82 | SPYSTATE STR SPDR S&P 500 ETF T | 1,253 | $935,606 | 0.1% |
| 83 | FEGERBB FUND TRUST | 19,055 | $932,171 | 0.1% |
| 84 | SDYSPDR SERIES TRUST | 6,070 | $923,736 | 0.1% |
| 85 | CRWDCROWDSTRIKE HLDGS INC | 1,200 | $915,768 | 0.1% |
| 86 | CMICUMMINS INC | 1,279 | $912,196 | 0.1% |
| 87 | NFLXNETFLIX INC. | 12,540 | $895,356 | 0.1% |
| 88 | ILCGISHARES TR | 7,625 | $892,278 | 0.1% |
| 89 | ARMARM HOLDINGS PLC | 2,510 | $889,971 | 0.1% |
| 90 | INTCINTEL CORP | 6,288 | $878,056 | 0.1% |
| 91 | UBERUBER TECHNOLOGIES INC | 11,792 | $850,911 | 0.1% |
| 92 | NEENEXTERA ENERGY INC | 9,447 | $829,135 | 0.1% |
| 93 | SCHESCHWAB STRATEGIC TR | 22,835 | $828,010 | 0.1% |
| 94 | MOALTRIA GROUP INC | 11,276 | $811,309 | 0.1% |
| 95 | FTNTFORTINET INC | 5,240 | $804,969 | 0.1% |
| 96 | INVESCO EXCHANGE TRADED FD T | 23,915 | $793,739 | 0.1% |
| 97 | SEAGATE TECHNOLOGY HLDNGS PL | 800 | $772,000 | 0.1% |
| 98 | PMPHILIP MORRIS INTL INC | 4,185 | $757,075 | 0.1% |
| 99 | VCSHVANGUARD SCOTTSDALE FDS | 9,562 | $755,685 | 0.1% |
| 100 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.