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Latest HHM Wealth Advisors, LLC Stock Portfolio

$995Million | No. of Holdings #893

HHM Wealth Advisors, LLC Performance

2026 Q2+8.97%
YTD+8.53%
2025+10.09%

About HHM Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

HHM Wealth Advisors, LLC is a hedge fund based in Chattanooga, TN. On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, HHM Wealth Advisors, LLC reported an equity portfolio of $996 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HHM Wealth Advisors, LLC are FNDA, FNDA, FNDA. The fund has invested 16.9% of it's portfolio in SCHWAB STRATEGIC TR and 15.3% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), ISHARES TR (AMPS) and HUBSPOT INC (HUBS) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SYMBOTIC INC (SYM) and MERCADOLIBRE INC (MELI). HHM Wealth Advisors, LLC opened new stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), SPACE EXPLORATION TECHN CORP and NEW YORK LIFE INVTS ACTIVE E (ESGB). The fund showed a lot of confidence in some stocks as they added substantially to SONY GROUP CORP (SONY), CLOUDFLARE INC (NET) and ROBINHOOD MKTS INC (HOOD).
HHM Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$995Million
  as of Jul 13, 2026

HHM Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HHM Wealth Advisors, LLC made a return of 8.97% in the last quarter. In trailing 12 months, it's portfolio return was 16.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
seagate technology hldngs pl772,000
space exploration techn corp612,875
new york life invts active e345,965
strive inc141,830
datadog inc85,399
fidelity covington trust69,960
ark etf tr63,090
j p morgan exchange traded f49,533
New stocks bought by HHM Wealth Advisors, LLC

Additions

Ticker% Inc.
cloudflare inc3,125
robinhood mkts inc1,351
graphic packaging hldg co734
vanguard admiral fds inc500
vanguard index fds496
vanguard world fd484
vanguard index fds402
ishares tr400
Additions to existing portfolio by HHM Wealth Advisors, LLC

Reductions

Ticker% Reduced
vanguard world fd-54.91
okta inc-50.00
boeing co-48.78
micron technology inc-44.24
ford mtr co-38.35
northrop grumman corp-36.11
select sector spdr tr-35.98
bhp billiton limited-35.77
HHM Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by HHM Wealth Advisors, LLC

Sector Distribution

HHM Wealth Advisors, LLC has about 83.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
Sector%
Others83.5
Technology5.5
Industrials2.2
Financial Services2.2
Consumer Cyclical1.7
Healthcare1.3
Communication Services1.2

Market Cap. Distribution

HHM Wealth Advisors, LLC has about 15.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.5
MEGA-CAP10.3
LARGE-CAP5.1

Stocks belong to which Index?

About 15.4% of the stocks held by HHM Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84.6
S&P 50014.1
RUSSELL 20001.3
Top 5 Winners (%)%
astera labs inc
340.7 %
SIMO
silicon motion technology co
196.8 %
INTC
intel corp
189.6 %
MU
micron technology inc
188.2 %
AMD
advanced micro devices inc
177.1 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
20.1 M
FNDA
schwab strategic tr
17.2 M
BIL
spdr series trust
7.0 M
FNDA
schwab strategic tr
5.4 M
FNDA
schwab strategic tr
3.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.9 %
VB
vanguard index fds
-70.4 %
AMPS
ishares tr
-70.3 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-60.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-9.7 M
IJR
ishares tr
-3.3 M
VAW
vanguard world fd
-0.8 M
MSTR
strategy inc
-0.7 M
VB
vanguard index fds
-0.5 M

HHM Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HHM Wealth Advisors, LLC

HHM Wealth Advisors, LLC has 893 stocks in it's portfolio. About 67.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for HHM Wealth Advisors, LLC last quarter.

$990.42MTotal Value
499Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HHM Wealth Advisors, LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%6,443
$266.9K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0.02%1,774
$190.9K
0.02%
increased 279.06 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%700
$74.5K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0%225
$54.6K
0%
increased 0.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0%450
$44.6K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
HHM Wealth Advisors, LLC's holding in Alps Etf Tr over time
0.01%2,329
$120.8K
0.01%
increased 0.87 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
HHM Wealth Advisors, LLC's holding in Etf Ser Solutions over time
0.01%2,140
$71.1K
0.01%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
HHM Wealth Advisors, LLC's holding in Etf Ser Solutions over time
0%205
$33.9K
0%
decreased 15.29 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0.02%2,830
$214.5K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0%1,014
$51.3K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
HHM Wealth Advisors, LLC's holding in Ishares Tr over time
0%381
$28.6K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
HHM Wealth Advisors, LLC's holding in Ishares Inc over time
0.01%2,500
$99.3K
0.01%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
HHM Wealth Advisors, LLC's holding in American Centy Etf Tr over time
2.82%224,884
$28.06M
2.82%
increased 49.5 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
HHM Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.01%680
$65.6K
0.01%
increased 138.6 percentadded