HHM Wealth Advisors, LLC
HHM Wealth Advisors, LLC reported 898 positions worth $996.0M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SCHD (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $168.5M | 16.91% | 5,312,613 | — | — | |
| ▸ 2 | SCHB | SH | $152.3M | 15.29% | 5,258,356 | — | — | |
| ▸ 3 | SCHG | SH | $126.2M | 12.67% | 3,728,072 | — | — | |
| ▸ 4 | SPMD | SH | $57.9M | 5.81% | 856,429 | — | — | |
| ▸ 5 | SPTS | SH | $37.7M | 3.78% | 1,298,928 | — | — | |
| ▸ 6 | SCHF | SH | $31.0M | 3.11% | 1,118,071 | — | — | |
| ▸ 7 | VNQ | SH | $30.7M | 3.08% | 318,158 | — | — | |
| ▸ 8 | AVUV | SH | $28.1M | 2.82% | 224,884 | — | — | |
| ▸ 9 | FNDF | SH | $20.1M | 2.02% | 381,584 | — | — | |
| ▸ 10 | AAPL | SH | $19.9M | 1.99% | 68,653 | — | — |
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Frequently Asked Questions
What stocks does HHM Wealth Advisors, LLC hold as of Q2 2026?
HHM Wealth Advisors, LLC reported 898 positions worth $996.0M in its Q2 2026 13F filing. Largest positions: SCHD (16.9%), SCHB (15.3%), SCHG (12.7%), SPMD (5.8%) and SPTS (3.8%).
What did HHM Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HHM Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.