Latest HHM Wealth Advisors, LLC Stock Portfolio

HHM Wealth Advisors, LLC Performance:

2026 Q1: -0.4%YTD: -0.4%2025: 10.09%

Performance for 2026 Q1 is -0.4%, and YTD is -0.4%, and 2025 is 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 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, HHM Wealth Advisors, LLC reported an equity portfolio of $868.9 Millions as of 31 Mar, 2026.

The top stock holdings of HHM Wealth Advisors, LLC are FNDA, FNDA, FNDA. The fund has invested 18.2% of it's portfolio in SCHWAB STRATEGIC TR and 14.9% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off PROSHARES TR, AGILON HEALTH INC (AGL) and PINNACLE FINL PARTNERS INC (PNFP) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ROBINHOOD MKTS INC (HOOD) and VOLATILITY SHS TR. HHM Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), COHEN & STEERS ETF TRUST and TOWER SEMICONDUCTOR LTD (TSEM). The fund showed a lot of confidence in some stocks as they added substantially to SYMBOTIC INC (SYM), IDAHO STRATEGIC RESOURCES (IDR) and COMCAST CORP NEW (CMCSA).

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

Our best estimate is that HHM Wealth Advisors, LLC made a return of -0.4% in the last quarter. In trailing 12 months, it's portfolio return was 13.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	16,617,900
cohen & steers etf trust	1,508,680
pinnacle finl partners inc	529,245
tower semiconductor ltd	298,316
rockwell automation inc	122,020
pan amern silver corp	109,260
cbiz inc	107,400
ishares inc	99,400

New stocks bought by HHM Wealth Advisors, LLC

Additions

Ticker	% Inc.
symbotic inc	81,700
idaho strategic resources	3,186
state str spdr s&p midcap 40	961
vanguard scottsdale fds	819
progressive corp	700
spdr series trust	580
huntington bancshares inc	453
williams cos inc	449

Additions to existing portfolio by HHM Wealth Advisors, LLC

Reductions

Ticker	% Reduced
stryker corporation	-72.55
ishares bitcoin trust etf	-71.56
huntington ingalls inds inc	-60.77
select sector spdr tr	-58.93
spdr gold tr	-58.5
grayscale bitcoin trust etf	-54.07
pacer fds tr	-49.91
invesco exchange traded fd t	-48.72

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 83.6% of it's holdings in Others sector.

Sector	%
Others	83.6
Technology	5
Financial Services	2.2
Industrials	2.1
Consumer Cyclical	1.7
Healthcare	1.4
Communication Services	1.2

Market Cap. Distribution

HHM Wealth Advisors, LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.6
MEGA-CAP	9.9
LARGE-CAP	5.3

Stocks belong to which Index?

About 15.3% of the stocks held by HHM Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.6
S&P 500	13.9
RUSSELL 2000	1.4

Top 5 Winners (%)		%
CVGI	commercial veh group inc	136.7 %
OXY	occidental pete corp	122.6 %
CC	chemours co	86.7 %
DOW	dow hldgs inc	78.2 %
	drilling tools intl corp	75.8 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	16.5 M
FNDA	schwab strategic tr	1.2 M
BIL	spdr series trust	1.0 M
FNDA	schwab strategic tr	1.0 M
FNDA	schwab strategic tr	0.8 M

Top 5 Losers (%)		%
EAF	graftech intl ltd sr nt	-56.4 %
ZIP	ziprecruiter inc	-52.8 %
KD	kyndryl hldgs inc	-50.0 %
SNAP	snap inc	-42.7 %
AMPL	amplitude inc	-41.0 %

Top 5 Losers ($)		$
FNDA	schwab strategic tr	-12.4 M
FNDA	schwab strategic tr	-5.8 M
MSFT	microsoft corp	-2.8 M
AAPL	apple inc	-1.2 M
AMZN	amazon com inc	-0.7 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 870 stocks in it's portfolio. About 67.1% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for HHM Wealth Advisors, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.01	68,780	17,455,600	added	3.06

AAXJ	ishares tr	0.03	6,443	274,215	reduced	-17.43

AAXJ	ishares tr	0.01	700	74,550	unchanged	0.00

AAXJ	ishares tr	0.01	468	49,679	new

AAXJ	ishares tr	0.01	224	49,084	unchanged	0.00

AAXJ	ishares tr	0.00	450	39,006	unchanged	0.00

ABBV	abbvie inc	0.23	9,385	2,041,120	added	6.27

ABT	abbott laboratories	0.07	5,900	605,753	added	7.62

ACES	alps etf tr	0.01	2,309	121,546	added	1.27

ACIO	etf ser solutions	0.01	2,140	52,709	unchanged	0.00

ACIO	etf ser solutions	0.00	242	26,016	unchanged	0.00

ACN	accenture plc ireland	0.01	296	58,694	added	64.44

ACSG	dbx etf tr	0.00	718	25,963	unchanged	0.00

ACWF	ishares tr	0.02	2,830	198,610	reduced	-22.47

ACWF	ishares tr	0.01	1,014	51,329	unchanged	0.00

ACWF	ishares tr	0.00	381	26,773	unchanged	0.00

ACWV	ishares inc	0.01	2,500	99,400	new

ADP	automatic data processing in	0.00	178	36,167	added	42.4

AEE	ameren corp	0.01	639	70,239	unchanged	0.00

AEMB	american centy etf tr	1.91	150,429	16,617,900	new