<strong>Hhm Wealth Advisors</strong> Portfolio Shifts: Strategic Adjustments in Q3 2026

Hhm Wealth Advisors, a financial advisory firm, has adjusted its portfolio holdings in Q3 2026. The firm's total portfolio value stands at $987,647,813 as of June 30th.

Prominent Purchases This Quarter

In the third quarter, SCHD saw a significant increase in its position with an additional 156,107 shares acquired. Similarly, SCHG experienced substantial growth with a net addition of 133,079 shares.

The firm also demonstrated strong interest in other ETFs during this period:

• SCHB increased by 111,765 shares.
• SPMD added 42,057 shares to its portfolio.
• SCHF saw a notable increase of 43,792 shares.
• The firm significantly boosted its position in AVUV by acquiring an additional 74,455 shares.
• FNDF added 39,318 shares to the portfolio.
• The largest percentage increase was in AVUV with a nearly 50% rise in its position during Q3.

Sales and Reductions

Hhm Wealth Advisors also reduced exposure in certain areas:

• CALF experienced a substantial decrease of 130,102 shares.
• The firm sold off TFI, resulting in a reduction of 6,289 shares from its portfolio.
• VUG saw an increase but with such a large percentage change (496.21%) that it warrants mention alongside the significant growth, though technically listed as increased.
• IWF added shares significantly but with an extremely high percentage increase (496.21%), so it should be included in the purchase section despite being listed as a significant buy.
• MLR, STX, and COWZ are among the stocks that saw notable buying activity according to the firm's disclosures.
• Conversely, OKTA, VDE, LNC, ELV, and other holdings were sold off significantly by Hhm Wealth Advisors during this period.

The portfolio allocation shows a strong focus on ETFs across various sectors. Technology remains the largest sector represented at 5.47% of the total value ($54 million), followed closely by Financial Services (2.32%) and Industrials (2.24%). Other allocations include Consumer Cyclical, Healthcare, Communication Services, Utilities, Energy, and Consumer Defensive.

For more detailed information on Hhm Wealth Advisors' investment strategy or to explore specific holdings like SCHD, SCHG, AVUV, and others mentioned above, please visit their profiles.