Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HHM Wealth Advisors, LLC (CIK 1750086) reported $996.0M across 895 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($168.5M, 16.91%), SCHB ($152.3M, 15.29%), SCHG ($126.2M, 12.67%), SPMD ($57.9M, 5.81%), SPTS ($37.7M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $168.5M | 16.91% | 5.3M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $152.3M | 15.29% | 5.3M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $126.2M | 12.67% | 3.7M | Added |
| 4 | SPMD | SPDR SERIES TRUST | $57.9M | 5.81% | 856,429 | Added |
| 5 | SPTS | SPDR SERIES TRUST | $37.7M | 3.78% | 1.3M | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $31.0M | 3.11% | 1.1M | Added |
| 7 | VNQ | VANGUARD INDEX FDS | $30.7M | 3.08% | 318,158 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $28.1M | 2.82% | 224,884 | Added |
| 9 | FNDF | SCHWAB STRATEGIC TR | $20.1M | 2.02% | 381,584 | Added |
| 10 | AAPL | APPLE INC | $19.9M | 1.99% | 68,653 | Trimmed |
| 11 | FNDE | SCHWAB STRATEGIC TR | $19.1M | 1.92% | 480,918 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $17.9M | 1.80% | 75,800 | Added |
| 13 | SCHM | SCHWAB STRATEGIC TR | $17.4M | 1.75% | 472,953 | Trimmed |
| 14 | SCHA | SCHWAB STRATEGIC TR | $17.3M | 1.74% | 479,778 | Added |
| 15 | CALF | PACER FDS TR | $12.7M | 1.27% | 250,104 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $10.0M | 1.00% | 26,765 | Added |
| 17 | AMZN | AMAZON COM INC | $8.2M | 0.82% | 34,412 | Added |
| 18 | CAT | CATERPILLAR INC | $5.4M | 0.55% | 5,112 | Added |
| 19 | UNM | UNUM GROUP | $5.2M | 0.53% | 31,593 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $5.3M | 0.53% | 26,350 | Added |
| 21 | GOOGL | ALPHABET INC | $4.5M | 0.46% | 12,723 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $4.1M | 0.41% | 47,512 | Added |
| 23 | IVV | ISHARES TR | $3.7M | 0.37% | 4,953 | Added |
| 24 | GOOG | ALPHABET INC | $3.6M | 0.37% | 10,313 | Added |
| 25 | FNDA | SCHWAB STRATEGIC TR | $3.6M | 0.36% | 93,414 | Added |
Source: SEC Form 13F filings · as of 2026-06-30