DOSSIER · 13F-HR · Q1 2026
HHM Wealth Advisors, LLC
HHM Wealth's hedge fund based in San Francisco, CA — $869M in tracked AUM across 890 positions as of Q1 2026.
HW
HHM Wealth·San Francisco, CA·Hedge Fund
CIK 0001750086 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Executive Summary
The 13F filing for HHM Wealth Advisors, LLC reveals a period of transformative portfolio restructuring and significant asset growth. As of the report date December 31, 2025, the total portfolio value surged to $849.59 million, a dramatic increase of +294.6% from the $215.32 million reported in the previous quarter. This growth is driven not merely by market appreciation but by a substantial overhaul in strategy, characterized by a pivot toward passive, broad-market...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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