Hhm Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Hhm Wealth Advisors, Llc disclosed 868 stock positions valued at approximately $993.56M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 868
- Portfolio Value
- $993.56M
Holdings by Sector
Hhm Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 16.96% | 5,312,613 | +156,107 | +3.03% | $168,462,961 |
| SCHWAB STRATEGIC TR | SCHB | Other | 15.33% | 5,258,356 | +111,765 | +2.17% | $152,282,001 |
| SCHWAB STRATEGIC TR | SCHG | Other | 12.70% | 3,728,072 | +133,079 | +3.70% | $126,157,950 |
| SPDR SERIES TRUST | SPMD | Other | 5.82% | 856,429 | +42,057 | +5.16% | $57,860,334 |
| SPDR SERIES TRUST | SPTS | Other | 3.79% | 1,298,928 | -9,269 | -0.71% | $37,681,898 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.12% | 1,118,071 | +43,792 | +4.08% | $30,970,576 |
| VANGUARD INDEX FDS | VNQ | Other | 3.09% | 318,158 | +13,909 | +4.57% | $30,679,989 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.82% | 224,884 | +74,455 | +49.50% | $28,056,528 |
| SCHWAB STRATEGIC TR | FNDF | Other | 2.03% | 381,584 | +39,318 | +11.49% | $20,132,365 |
| APPLE INC | AAPL | Technology | 2.00% | 68,653 | -127 | -0.18% | $19,865,327 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.92% | 480,918 | +47,789 | +11.03% | $19,082,825 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.81% | 75,800 | +70 | +0.09% | $17,935,850 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.76% | 472,953 | -10,530 | -2.18% | $17,437,775 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.74% | 479,778 | +14,408 | +3.10% | $17,334,384 |
| PACER FDS TR | CALF | Other | 1.27% | 250,104 | -130,102 | -34.22% | $12,657,782 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 26,765 | +1,869 | +7.51% | $9,983,940 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.83% | 34,412 | +2,924 | +9.29% | $8,201,757 |
| CATERPILLAR INC | CAT | Industrials | 0.55% | 5,112 | +15 | +0.29% | $5,443,965 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 26,350 | +1,567 | +6.32% | $5,272,293 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 12,723 | +139 | +1.10% | $4,546,835 |
| VANGUARD INDEX FDS | VUG | Other | 0.41% | 47,512 | +39,543 | +496.21% | $4,092,650 |
| ISHARES TR | IVV | Other | 0.37% | 4,953 | +212 | +4.47% | $3,709,008 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 10,313 | +691 | +7.18% | $3,643,776 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.36% | 93,414 | +49 | +0.05% | $3,555,337 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 10,692 | +138 | +1.31% | $3,499,813 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.32% | 10,223 | +8 | +0.08% | $3,216,141 |
| ISHARES TR | USMV | Other | 0.30% | 31,408 | -9,824 | -23.83% | $3,029,624 |
| J P MORGAN EXCHANGE TRADED F | JPUS | Other | 0.29% | 20,536 | -1,265 | -5.80% | $2,879,756 |
| SPDR SERIES TRUST | TFI | Other | 0.29% | 62,805 | -12,289 | -16.36% | $2,876,469 |
| UNUM GROUP | UNM | Financial Services | 0.28% | 31,593 | +262 | +0.84% | $2,824,415 |
Showing 30 of 868 holdings in the latest reporting period.
Hhm Wealth Advisors, Llc Options Holdings in Q2 2026