# HHM Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1750086. Source: https://holderbook.com/funds/1750086-hhm-wealth-advisors-llc/

- Reported value: $996.0M
- Positions: 896
- Weight of the ten largest: 67.5%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $168.5M | 5,312,613 | 16.9% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $152.3M | 5,258,356 | 15.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $126.2M | 3,728,072 | 12.7% | 31 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $57.9M | 856,429 | 5.8% | 14 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $37.7M | 1,298,928 | 3.8% | 9 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $31.0M | 1,118,071 | 3.1% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $30.7M | 318,158 | 3.1% | 26 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $28.1M | 224,884 | 2.8% | 2 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $20.1M | 381,584 | 2.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $19.9M | 68,653 | 2.0% | 31 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $19.1M | 480,918 | 1.9% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $17.9M | 75,800 | 1.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $17.4M | 472,953 | 1.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $17.3M | 479,778 | 1.7% | 31 |
| PACER FDS TR | [CALF](https://holderbook.com/stocks/CALF/) | $12.7M | 250,104 | 1.3% | 18 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.0M | 26,765 | 1.0% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.2M | 34,412 | 0.8% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.4M | 5,112 | 0.5% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.3M | 26,350 | 0.5% | 26 |
| UNUM GROUP | [UNM](https://holderbook.com/stocks/UNM/) | $5.2M | 31,593 | 0.5% | 26 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.5M | 12,723 | 0.5% | 30 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.1M | 47,512 | 0.4% | 15 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.7M | 4,953 | 0.4% | 28 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.6M | 10,313 | 0.4% | 27 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $3.6M | 93,414 | 0.4% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.5M | 10,692 | 0.4% | 30 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $3.2M | 10,223 | 0.3% | 29 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $3.0M | 31,408 | 0.3% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JPUS](https://holderbook.com/stocks/JPUS/) | $2.9M | 20,536 | 0.3% | 31 |
| SPDR SERIES TRUST | [TFI](https://holderbook.com/stocks/TFI/) | $2.9M | 62,805 | 0.3% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $2.8M | 43,550 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [FNDB](https://holderbook.com/stocks/FNDB/) | $2.7M | 88,708 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.6M | 2,201 | 0.3% | 26 |
| COHEN & STEERS ETF TRUST | [CSRE](https://holderbook.com/stocks/CSRE/) | $2.6M | 91,071 | 0.3% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.5M | 5,904 | 0.2% | 26 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.5M | 7,233 | 0.2% | 27 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.4M | 9,421 | 0.2% | 27 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.4M | 6,710 | 0.2% | 31 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $2.4M | 22,761 | 0.2% | 26 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.3M | 3,178 | 0.2% | 3 |
| SPDR INDEX SHS FDS | [CWI](https://holderbook.com/stocks/CWI/) | $2.3M | 56,539 | 0.2% | 21 |
| SERVISFIRST BANCSHARES INC | [SFBS](https://holderbook.com/stocks/SFBS/) | $2.2M | 25,565 | 0.2% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.1M | 18,210 | 0.2% | 30 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.1M | 17,220 | 0.2% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.1M | 3,756 | 0.2% | 26 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $2.0M | 22,476 | 0.2% | 21 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.0M | 17,218 | 0.2% | 26 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.9M | 20,111 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.9M | 2,751 | 0.2% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.8M | 1,579 | 0.2% | 26 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.8M | 4,886 | 0.2% | 26 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $1.7M | 4,460 | 0.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.7M | 11,367 | 0.2% | 30 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $1.7M | 69,932 | 0.2% | 31 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $1.6M | 54,286 | 0.2% | 26 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.6M | 11,740 | 0.2% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.5M | 6,826 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.5M | 65,187 | 0.2% | 31 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $1.5M | 1,734 | 0.1% | 10 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $1.4M | 16,511 | 0.1% | 13 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.4M | 6,365 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4M | 3,619 | 0.1% | 20 |
| MILLER INDS INC TENN | [MLR](https://holderbook.com/stocks/MLR/) | $1.3M | 26,070 | 0.1% | 14 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.3M | 5,167 | 0.1% | 30 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.3M | 44,577 | 0.1% | 31 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.3M | 13,007 | 0.1% | 18 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.3M | 25,741 | 0.1% | 15 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.3M | 1,906 | 0.1% | 7 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $1.2M | 7,379 | 0.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.2M | 2,065 | 0.1% | 17 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.2M | 2,820 | 0.1% | 26 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.2M | 15,188 | 0.1% | 31 |
| SPDR INDEX SHS FDS | [RWO](https://holderbook.com/stocks/RWO/) | $1.1M | 22,494 | 0.1% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1M | 2,935 | 0.1% | 26 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $1.1M | 31,279 | 0.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 907 | 0.1% | 9 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $1.0M | 21,598 | 0.1% | 28 |
| DXP ENTERPRISES INC | [DXPE](https://holderbook.com/stocks/DXPE/) | $1.0M | 5,959 | 0.1% | 12 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $987.6K | 17,332 | 0.1% | 27 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $947.7K | 11,661 | 0.1% | 30 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $935.6K | 1,253 | 0.1% | 26 |
| RBB FUND TRUST | [FEGE](https://holderbook.com/stocks/FEGE/) | $932.2K | 19,055 | 0.1% | 5 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $923.7K | 6,070 | 0.1% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $915.8K | 1,200 | 0.1% | 22 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $912.2K | 1,279 | 0.1% | 26 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $895.4K | 12,540 | 0.1% | 26 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $892.3K | 7,625 | 0.1% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $890.0K | 2,510 | 0.1% | 12 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $878.1K | 6,288 | 0.1% | 26 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $850.9K | 11,792 | 0.1% | 26 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $829.1K | 9,447 | 0.1% | 26 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $828.0K | 22,835 | 0.1% | 26 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $811.3K | 11,276 | 0.1% | 30 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $805.0K | 5,240 | 0.1% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSPH](https://holderbook.com/stocks/RSPH/) | $793.7K | 23,915 | 0.1% | 27 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $772.0K | 800 | 0.1% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $757.1K | 4,185 | 0.1% | 26 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $755.7K | 9,562 | 0.1% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 5 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $715.7K | 4,529 | 0.1% | 29 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.6% | 100% |
| Q1 2026 | -0.4% | -4.6% | +4.2% | 100% |
| Q4 2025 | +1.0% | +2.4% | -1.4% | 100% |
| Q3 2025 | +6.4% | +7.8% | -1.5% | 100% |
| Q2 2025 | +6.1% | +10.5% | -4.3% | 100% |
| Q1 2025 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 100% |
| Q3 2024 | +6.8% | +5.4% | +1.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $996.0M | 896 |
| Q1 2026 | $868.9M | 875 |
| Q4 2025 | $849.6M | 843 |
| Q3 2025 | $864.4M | 853 |
| Q2 2025 | $841.3M | 862 |
| Q1 2025 | $742.8M | 921 |
| Q4 2024 | $735.4M | 1,010 |
| Q3 2024 | $705.0M | 780 |
| Q2 2024 | $664.5M | 785 |
| Q1 2024 | $607.5M | 740 |
| Q4 2023 | $574.7M | 740 |
| Q3 2023 | $511.9M | 784 |