DOSSIER · 13F-HR · Q2 2026

HHM Wealth Advisors, LLC

$996M in tracked AUM across 905 positions as of Q2 2026.

HW
CIK 0001750086 · last filed Jun 30, 2026
Total AUM
$996M
as of Q2 2026
Holdings
905
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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...

Portfolio Overview

HHM Wealth Advisors has shifted from a likely more concentrated or actively managed strategy to a highly diversified, "core-satellite" model utilizing low-cost ETFs. The portfolio now comprises 856 holdings, indicating a high degree of fragmentation, likely driven by the sampling methods of the underlying ETFs or a mandate for extensive diversification.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$168M5.3M16.9%
02
SCHB
SCHWAB STRATEGIC TR
$152M5.3M15.3%
03
SCHG
SCHWAB STRATEGIC TR
$126M3.7M12.7%
04
SPMD
SPDR SERIES TRUST
$58M856K5.8%
05
SPTS
SPDR SERIES TRUST
$38M1.3M3.8%
06
SCHF
SCHWAB STRATEGIC TR
$31M1.1M3.1%
07
VNQ
VANGUARD INDEX FDS
$31M318K3.1%
08
AVUV
AMERICAN CENTY ETF TR
$28M225K2.8%
09
FNDF
SCHWAB STRATEGIC TR
$20M382K2.0%
10
AAPL
APPLE INC
$20M69K2.0%

Filing history

2026Q2Jun 30
$996M 14.6%
905 positionsView →
2026Q1Mar 31
$869M 2.3%
890 positionsView →
2025Q4Dec 31
$850M 1.7%
856 positionsView →
2025Q3Sep 30
$864M 2.8%
864 positionsView →
2025Q2Jun 30
$841M 13.3%
873 positionsLocked
2025Q1Mar 31
$743M 1.0%
933 positionsLocked
2024Q4Dec 31
$735M 4.3%
1,021 positionsLocked
2024Q3Sep 30
$705M 6.1%
791 positionsLocked
2024Q2Jun 30
$665M 9.4%
800 positionsLocked
2024Q1Mar 31
$608M 5.7%
754 positionsLocked
2023Q4Dec 31
$575M 12.3%
756 positionsLocked
2023Q3Sep 30
$512M 4.0%
797 positionsLocked
Showing 12 of 31