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 $868.9M across 864 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($158.2M, 18.21%), SCHB ($129.2M, 14.87%), SCHG ($104.7M, 12.05%), SPMD ($48.2M, 5.55%), SPTS ($38.2M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $158.2M | 18.21% | 5.2M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $129.2M | 14.87% | 5.1M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $104.7M | 12.05% | 3.6M | Added |
| 4 | SPMD | SPDR SERIES TRUST | $48.2M | 5.55% | 814,372 | Added |
| 5 | SPTS | SPDR SERIES TRUST | $38.2M | 4.39% | 1.3M | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $27.0M | 3.11% | 304,249 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $26.6M | 3.06% | 1.1M | Trimmed |
| 8 | AAPL | APPLE INC | $17.5M | 2.01% | 68,780 | Added |
| 9 | CALF | PACER FDS TR | $17.1M | 1.96% | 380,206 | Trimmed |
| 10 | FNDF | SCHWAB STRATEGIC TR | $16.7M | 1.93% | 342,266 | Added |
| 11 | FNDE | SCHWAB STRATEGIC TR | $16.6M | 1.91% | 433,129 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $16.6M | 1.91% | 150,429 | New |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $16.3M | 1.87% | 75,730 | Trimmed |
| 14 | SCHM | SCHWAB STRATEGIC TR | $15.0M | 1.72% | 483,483 | Trimmed |
| 15 | SCHA | SCHWAB STRATEGIC TR | $13.5M | 1.56% | 465,370 | Added |
| 16 | MSFT | MICROSOFT CORP | $9.2M | 1.06% | 24,896 | Added |
| 17 | AMZN | AMAZON COM INC | $6.6M | 0.75% | 31,488 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $4.3M | 0.50% | 24,783 | Added |
| 19 | UNM | UNUM GROUP | $4.3M | 0.49% | 58,231 | Hold |
| 20 | USMV | ISHARES TR | $3.8M | 0.44% | 41,232 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $3.6M | 0.42% | 5,097 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $3.6M | 0.42% | 12,584 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $3.5M | 0.40% | 7,969 | Trimmed |
| 24 | TFI | SPDR SERIES TRUST | $3.4M | 0.39% | 75,094 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.1M | 0.36% | 10,554 | Added |
Source: SEC Form 13F filings · as of 2026-03-31