Hhm Wealth Advisors, Llc Portfolio Stock Holdings
Hhm Wealth Advisors, Llc disclosed 874 stock positions valued at approximately $866.9 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 874
- Portfolio Value
- $866.9M
Holdings by Sector
Hhm Wealth Advisors, Llc Portfolio Holdings in Q1 2026
833 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 18.25% | 5,156,506 | +138,225 | +2.75% | $158,201,602 |
| SCHWAB STRATEGIC TR | SCHB | Other | 14.90% | 5,146,591 | +108,943 | +2.16% | $129,179,459 |
| SCHWAB STRATEGIC TR | SCHG | Other | 12.08% | 3,594,993 | +112,307 | +3.22% | $104,722,143 |
| SPDR SERIES TRUST | SPMD | Other | 5.56% | 814,372 | +33,281 | +4.26% | $48,227,138 |
| SPDR SERIES TRUST | SPTS | Other | 4.40% | 1,308,197 | +212,060 | +19.35% | $38,173,195 |
| VANGUARD INDEX FDS | VNQ | Other | 3.11% | 304,249 | +15,356 | +5.32% | $26,986,896 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.07% | 1,074,279 | -11,983 | -1.10% | $26,588,403 |
| APPLE INC | AAPL | Technology | 2.01% | 68,780 | +2,039 | +3.06% | $17,455,629 |
| PACER FDS TR | CALF | Other | 1.97% | 380,206 | -378,774 | -49.91% | $17,059,840 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.93% | 342,266 | +20,140 | +6.25% | $16,747,067 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.92% | 150,429 | +150,429 | +100.00% | $16,617,892 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.91% | 433,129 | +630 | +0.15% | $16,571,499 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.88% | 75,730 | -140 | -0.18% | $16,286,492 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.73% | 483,483 | -3,571 | -0.73% | $14,968,642 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.56% | 465,370 | +19,671 | +4.41% | $13,532,954 |
| MICROSOFT CORP | MSFT | Technology | 1.06% | 24,896 | +952 | +3.98% | $9,215,677 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.76% | 31,488 | -900 | -2.78% | $6,558,006 |
| NVIDIA CORPORATION | NVDA | Technology | 0.50% | 24,783 | +2,122 | +9.36% | $4,322,143 |
| ISHARES TR | USMV | Other | 0.44% | 41,232 | -751 | -1.79% | $3,823,859 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 12,584 | -359 | -2.77% | $3,618,668 |
| CATERPILLAR INC | CAT | Industrials | 0.42% | 5,097 | -657 | -11.42% | $3,610,775 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 7,969 | -133 | -1.64% | $3,480,987 |
| SPDR SERIES TRUST | TFI | Other | 0.39% | 75,094 | +3,715 | +5.20% | $3,404,762 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 10,554 | +537 | +5.36% | $3,104,565 |
| ISHARES TR | IVV | Other | 0.36% | 4,741 | +1,309 | +38.14% | $3,096,944 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.35% | 93,365 | -3,921 | -4.03% | $3,027,827 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.34% | 10,215 | +359 | +3.64% | $2,931,635 |
| J P MORGAN EXCHANGE TRADED F | JPUS | Other | 0.33% | 21,801 | -235 | -1.07% | $2,838,709 |
| ALPHABET INC | GOOG | Communication Services | 0.32% | 9,622 | -415 | -4.13% | $2,760,303 |
| SCHWAB STRATEGIC TR | FNDB | Other | 0.28% | 90,493 | -2,920 | -3.13% | $2,461,410 |
| UNUM GROUP | UNM | Financial Services | 0.26% | 31,331 | - | - | $2,288,103 |
| STRATEGY INC | MSTR | Technology | 0.26% | 18,011 | +29 | +0.16% | $2,247,773 |
| VANECK ETF TRUST | MOAT | Other | 0.26% | 22,981 | - | - | $2,222,263 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 6,668 | +307 | +4.83% | $2,193,146 |
| SPDR INDEX SHS FDS | CWI | Other | 0.25% | 59,574 | -2,700 | -4.34% | $2,179,813 |
| TESLA INC | TSLA | Consumer Cyclical | 0.25% | 5,853 | -215 | -3.54% | $2,175,853 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.24% | 4,460 | - | - | $2,110,788 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 16,975 | -2,414 | -12.45% | $2,109,647 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 9,385 | +554 | +6.27% | $2,041,115 |
| SERVISFIRST BANCSHARES INC | SFBS | Financial Services | 0.23% | 27,334 | -3,401 | -11.07% | $1,990,736 |
| SOUTHERN CO | SO | Utilities | 0.23% | 20,535 | -885 | -4.13% | $1,982,017 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.23% | 43,550 | -5,395 | -11.02% | $1,971,073 |
| EXXON MOBIL CORP | XOM | Energy | 0.23% | 11,517 | +1,320 | +12.94% | $1,954,030 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 2,104 | +176 | +9.13% | $1,934,748 |
| VISA INC | V | Financial Services | 0.21% | 6,090 | +400 | +7.03% | $1,840,720 |
| ISHARES TR | IWF | Other | 0.21% | 4,309 | +1,156 | +36.66% | $1,837,358 |
| INVESCO QQQ TR | QQQ | Other | 0.21% | 3,179 | +421 | +15.26% | $1,834,959 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.19% | 22,476 | - | - | $1,689,971 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 11,314 | +403 | +3.69% | $1,634,134 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 2,718 | +32 | +1.19% | $1,624,187 |
| ISHARES TR | SGOV | Other | 0.19% | 16,035 | -4,844 | -23.20% | $1,614,101 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 4,994 | -33 | -0.66% | $1,602,094 |
| WASTE MGMT INC DEL | WM | Industrials | 0.18% | 6,814 | +1 | +0.01% | $1,565,711 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.18% | 72,282 | -8,345 | -10.35% | $1,553,341 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.18% | 59,226 | -5,000 | -7.79% | $1,546,984 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.17% | 63,828 | +2,338 | +3.80% | $1,482,087 |
| CISCO SYS INC | CSCO | Technology | 0.16% | 17,895 | -800 | -4.28% | $1,388,498 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.15% | 25,883 | +1,787 | +7.42% | $1,291,303 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.15% | 6,229 | -975 | -13.53% | $1,283,735 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 12,571 | +71 | +0.57% | $1,208,702 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.14% | 6,275 | +37 | +0.59% | $1,204,298 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.14% | 4,925 | +301 | +6.51% | $1,203,906 |
| META PLATFORMS INC | META | Communication Services | 0.13% | 2,017 | +411 | +25.59% | $1,154,011 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.13% | 44,577 | - | - | $1,142,959 |
| ISHARES TR | ISTB | Other | 0.12% | 22,329 | -762 | -3.30% | $1,082,048 |
| SPDR INDEX SHS FDS | RWO | Other | 0.12% | 23,205 | +125 | +0.54% | $1,062,093 |
| ISHARES TR | IJH | Other | 0.12% | 15,595 | +5,025 | +47.54% | $1,053,131 |
| GE AEROSPACE | GE | Industrials | 0.12% | 3,606 | +22 | +0.61% | $1,023,275 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 2,832 | -24 | -0.84% | $956,763 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.11% | 30,705 | +1,581 | +5.43% | $936,499 |
| DXP ENTERPRISES INC | DXPE | Industrials | 0.11% | 6,639 | -1,182 | -15.11% | $927,668 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.11% | 3,377 | +63 | +1.90% | $913,703 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 11,955 | -12 | -0.10% | $909,163 |
| SPDR SERIES TRUST | SDY | Other | 0.10% | 6,070 | +25 | +0.41% | $885,859 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.10% | 9,361 | +551 | +6.25% | $869,466 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.10% | 10,712 | -390 | -3.51% | $849,141 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.10% | 11,792 | +31 | +0.26% | $848,199 |
| BANK AMERICA CORP | BAC | Financial Services | 0.10% | 17,172 | +1,716 | +11.10% | $837,116 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 933 | +2 | +0.21% | $814,416 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.09% | 1,247 | +27 | +2.21% | $811,249 |
| BROADCOM INC | AVGO | Technology | 0.09% | 2,538 | +485 | +23.62% | $785,408 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.09% | 23,334 | -154 | -0.66% | $768,853 |
| MILLER INDS INC TENN | MLR | Consumer Cyclical | 0.09% | 16,757 | - | - | $763,282 |
| VANECK ETF TRUST | SMH | Other | 0.09% | 1,981 | - | - | $759,516 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.09% | 11,368 | -235 | -2.03% | $750,175 |
| ISHARES TR | ILCG | Other | 0.08% | 7,625 | - | - | $728,035 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.08% | 1 | - | - | $718,140 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 3,420 | +719 | +26.62% | $707,692 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.08% | 1,734 | - | - | $706,207 |
| RBB FUND TRUST | 75526L886 | Other | 0.08% | 14,970 | +4,510 | +43.12% | $703,590 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.08% | 4,231 | +653 | +18.25% | $699,513 |
| CUMMINS INC | CMI | Industrials | 0.08% | 1,298 | -193 | -12.94% | $698,350 |
| INVESCO EXCHANGE TRADED FD T | RSPH | Other | 0.08% | 23,115 | - | - | $697,926 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.08% | 5,203 | +203 | +4.06% | $681,281 |
| ALLSTATE CORP | ALL | Financial Services | 0.08% | 3,241 | -280 | -7.95% | $671,989 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.08% | 4,529 | +60 | +1.34% | $670,745 |
| RTX CORPORATION | RTX | Industrials | 0.08% | 3,444 | +151 | +4.59% | $664,348 |
| SPDR GOLD TR | GLD | Other | 0.08% | 1,540 | -2,171 | -58.50% | $662,647 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 5,426 | -362 | -6.25% | $652,694 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.07% | 4,314 | -131 | -2.95% | $631,052 |
Hhm Wealth Advisors, Llc Options Holdings in Q1 2026