Funds › HHM Wealth Advisors, LLC
HHM Wealth Advisors, LLC
13F for Q3 2026, filed Nov 10, 2026. 962 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$1.1B
+$66.2M (6.6%) vs Q2 2026
Positions
962
895 in Q2 2026
Top 10 share
68.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr Us Dividend Eq | 5.60M | $182.0M | 17.1% | +5.3% | 13F ↗ |
| 2 | Schwab Strategic Tr Us Brd Mkt Etf | 5.59M | $163.7M | 15.4% | +6.2% | 13F ↗ |
| 3 | Schwab Strategic Tr Us Lcap Gr Etf | 3.92M | $140.8M | 13.3% | +5.1% | 13F ↗ |
| 4 | Spdr Series Trust St Str P400MID | 933,335 | $58.8M | 5.5% | +9.0% | 13F ↗ |
| 5 | Spdr Series Trust St Sho Treas Etf | 1.39M | $39.8M | 3.7% | +6.8% | 13F ↗ |
| 6 | Schwab Strategic Tr Intl Eqty Etf | 1.16M | $32.0M | 3.0% | +4.1% | 13F ↗ |
| 7 | American Centy ETF Tr Us Sml Cp Valu | 264,683 | $31.2M | 2.9% | +17.7% | 13F ↗ |
| 8 | Vanguard Index Fds Real Estate Etf | 337,126 | $30.2M | 2.8% | +6.0% | 13F ↗ |
| 9 | Schwab Strategic Tr Fundamental Intl | 439,511 | $23.6M | 2.2% | +15.2% | 13F ↗ |
| 10 | AAPL Apple Inc. | 69,143 | $23.0M | 2.2% | +0.7% | 13F ↗ |
| 11 | Schwab Strategic Tr Fund Em Equi Etf | 498,702 | $20.9M | 2.0% | +3.7% | 13F ↗ |
| 12 | Vanguard Specialized Funds Div App Etf | 79,063 | $18.4M | 1.7% | +4.3% | 13F ↗ |
| 13 | Schwab Strategic Tr Us MID-CAP Etf | 465,669 | $15.8M | 1.5% | -1.5% | 13F ↗ |
| 14 | Schwab Strategic Tr Us Sml Cap Etf | 483,309 | $15.8M | 1.5% | +0.7% | 13F ↗ |
| 15 | MSFT Microsoft Corporation | 27,653 | $14.2M | 1.3% | +3.3% | 13F ↗ |
| 16 | Pacer Fds Tr Us Sm Cap Ca Etf | 227,160 | $12.1M | 1.1% | -9.2% | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 27,777 | $6.9M | 0.7% | -19.3% | 13F ↗ |
| 18 | NVDA NVIDIA Corporation | 29,504 | $6.7M | 0.6% | +12.0% | 13F ↗ |
| 19 | Cohen & Steers ETF Trust Real Estate Acti | 168,082 | $4.5M | 0.4% | +84.6% | 13F ↗ |
| 20 | GOOGL Alphabet Inc. Class A | 12,566 | $4.3M | 0.4% | -1.2% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Grwt Etf | 47,460 | $4.3M | 0.4% | -0.1% | 13F ↗ |
| 22 | CAT Caterpillar, Inc. | 5,098 | $4.1M | 0.4% | -0.3% | 13F ↗ |
| 23 | iShares Tr Core S&P500 Etf | 4,907 | $3.8M | 0.4% | -0.9% | 13F ↗ |
| 24 | GOOG Alphabet Inc. Class C | 10,806 | $3.7M | 0.3% | +4.8% | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 10,503 | $3.5M | 0.3% | -1.8% | 13F ↗ |
| 26 | Schwab Strategic Tr Fundamental Us S | 93,380 | $3.3M | 0.3% | Unchanged | 13F ↗ |
| 27 | MSTR Strategy Inc | 20,721 | $3.2M | 0.3% | +25.5% | 13F ↗ |
| 28 | NSC Norfolk Southern Corporation | 10,231 | $3.2M | 0.3% | +0.1% | 13F ↗ |
| 29 | iShares Tr Msci Usa Min Etf | 30,690 | $3.0M | 0.3% | -2.3% | 13F ↗ |
| 30 | Invesco Exchange Traded Fd T S&P500 Eql Tec | 43,550 | $2.9M | 0.3% | Unchanged | 13F ↗ |
| 31 | J P Morgan Exchange Traded F Jpmorgan Diver | 20,461 | $2.8M | 0.3% | -0.4% | 13F ↗ |
| 32 | UNM Unum Group | 31,593 | $2.8M | 0.3% | Unchanged | 13F ↗ |
| 33 | Schwab Strategic Tr Fundamental Us B | 87,186 | $2.7M | 0.3% | -1.7% | 13F ↗ |
| 34 | V Visa Inc. | 7,229 | $2.6M | 0.2% | -0.1% | 13F ↗ |
| 35 | Spdr Series Trust St Str Nuvee Etf | 58,338 | $2.5M | 0.2% | -7.1% | 13F ↗ |
| 36 | ABBV AbbVie Inc. | 9,394 | $2.5M | 0.2% | -0.3% | 13F ↗ |
| 37 | LLY Eli Lilly and Company | 2,092 | $2.4M | 0.2% | -5.0% | 13F ↗ |
| 38 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,168 | $2.4M | 0.2% | +153% | 13F ↗ |
| 39 | Vaneck ETF Trust Mrngstr Wde Moat | 22,761 | $2.4M | 0.2% | Unchanged | 13F ↗ |
| 40 | Invesco Qqq Tr | 3,224 | $2.4M | 0.2% | +1.4% | 13F ↗ |
| 41 | iShares Tr 0-3 Mth Treasury | 22,615 | $2.3M | 0.2% | +73.9% | 13F ↗ |
| 42 | Spdr Index Shs Fds Msci Acwi Exus | 54,094 | $2.2M | 0.2% | -4.3% | 13F ↗ |
| 43 | iShares Tr Rus 1000 Grw Etf | 17,220 | $2.2M | 0.2% | Unchanged | 13F ↗ |
| 44 | TSLA Tesla, Inc. | 5,969 | $2.1M | 0.2% | +1.1% | 13F ↗ |
| 45 | META Meta Platforms, Inc. | 2,855 | $2.1M | 0.2% | -24.0% | 13F ↗ |
| 46 | Vanguard Index Fds S&P 500 Etf Shs | 2,924 | $2.0M | 0.2% | +6.3% | 13F ↗ |
| 47 | CSCO Cisco Systems, Inc. | 18,337 | $2.0M | 0.2% | +0.7% | 13F ↗ |
| 48 | SFBS ServisFirst Bancshares, Inc. | 49,168 | $2.0M | 0.2% | -3.8% | 13F ↗ |
| 49 | HD Home Depot, Inc. | 6,731 | $1.9M | 0.2% | +0.3% | 13F ↗ |
| 50 | HCA HCA Healthcare, Inc. | 4,460 | $1.9M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 962 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
131 new, 189 added to, 120 trimmed, 64 exited, 523 unchanged. By estimated dollars.
New positions (131)
| XOM ExxonMobil Holdings Corporation | 11,658 | New | $1.9M |
| Dimensional ETF Trust Us Small Cap Etf | 9,175 | New | $710.3K |
| OKE ONEOK, Inc. | 6,517 | New | $555.7K |
| iShares Inc Msci Emrg Chn | 5,510 | New | $545.9K |
| Dimensional ETF Trust Emerging Mkts Co | 12,090 | New | $480.2K |
| Cambria ETF Tr Global Value Etf | 9,909 | New | $375.0K |
| Ea Series Trust Us Quan Value | 6,354 | New | $370.8K |
| HON Honeywell International Inc. | 637 | New | $134.4K |
| VRSN VeriSign, Inc. | 400 | New | $112.8K |
| HNGE Hinge Health, Inc. | 1,100 | New | $107.0K |
Added to (189)
| Schwab Strategic Tr Us Brd Mkt Etf | 5.59M | +6.2% | $9.6M |
| Schwab Strategic Tr Us Dividend Eq | 5.60M | +5.3% | $9.2M |
| Schwab Strategic Tr Us Lcap Gr Etf | 3.92M | +5.1% | $6.8M |
| Spdr Series Trust St Str P400MID | 933,335 | +9.0% | $4.8M |
| American Centy ETF Tr Us Sml Cp Valu | 264,683 | +17.7% | $4.7M |
| Schwab Strategic Tr Fundamental Intl | 439,511 | +15.2% | $3.1M |
| Spdr Series Trust St Sho Treas Etf | 1.39M | +6.8% | $2.5M |
| Cohen & Steers ETF Trust Real Estate Acti | 168,082 | +84.6% | $2.1M |
| Vanguard Index Fds Real Estate Etf | 337,126 | +6.0% | $1.7M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,168 | +153% | $1.5M |
Trimmed (120)
| AMZN Amazon.com, Inc. | 27,777 | -19.3% | -$1.7M |
| Pacer Fds Tr Us Sm Cap Ca Etf | 227,160 | -9.2% | -$1.2M |
| META Meta Platforms, Inc. | 2,855 | -24.0% | -$653.4K |
| DXPE DXP Enterprises, Inc. | 4,559 | -23.5% | -$253.7K |
| Schwab Strategic Tr Us MID-CAP Etf | 465,669 | -1.5% | -$247.8K |
| MAA Mid-America Apartment Communities, Inc. | 2,385 | -45.6% | -$235.5K |
| MRVL Marvell Technology, Inc. | 202 | -78.8% | -$198.2K |
| Spdr Series Trust St Str Nuvee Etf | 58,338 | -7.1% | -$191.1K |
| STX Seagate Technology Holdings PLC | 600 | -25.0% | -$184.5K |
| CRWD CrowdStrike Holdings, Inc. | 4,150 | -13.5% | -$172.1K |
Exited (64)
| Exxon Mobil Corp | 11,740 | Exited | -$1.6M |
| Oneok Inc | 6,645 | Exited | -$577.7K |
| CBZ Cbiz Inc | 7,000 | Exited | -$224.6K |
| ASST Strive, Inc. | 13,000 | Exited | -$141.8K |
| IREN IREN Limited | 2,665 | Exited | -$121.9K |
| Teva Pharmaceutical Industries Ltd ADR | 3,460 | Exited | -$117.2K |
| iShares Inc Msci Chile Etf | 2,500 | Exited | -$99.3K |
| PAAS Pan American Silver Corp. · Comm | 2,000 | Exited | -$89.6K |
| Dimensional ETF Trust Us Small Cap Etf | 2,136 | Exited | -$82.9K |
| PDI PIMCO Dynamic Income Fund | 1,699 | Exited | -$28.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 964 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Jul 13, 2026 | 13F-HR | 898 | $996.0M | Current | SEC ↗ |
| Q1 2026 | Apr 17, 2026 | 13F-HR | 878 | $868.9M | Current | SEC ↗ |
| Q4 2025 | Jan 22, 2026 | 13F-HR | 845 | $849.6M | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 853 | $864.4M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 862 | $841.3M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 922 | $742.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer