StockDriftsStockDriftsTop 50 HHM Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 16.96% | 5.31M | $168.5M | +3.03%(+156.11K) | $21.39(+60.65%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 15.33% | 5.26M | $152.3M | +2.17%(+111.77K) | $16.24(+84.82%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 12.7% | 3.73M | $126.2M | +3.70%(+133.08K) | $15.63(+127.84%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 5.82% | 856.4K | $57.9M | +5.16%(+42.06K) | $52.41(+31.27%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 3.79% | 1.30M | $37.7M | -0.71%(-9.27K) | $29.02(-0.17%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.12% | 1.12M | $31.0M | +4.08%(+43.79K) | $17.41(+64.55%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.09% | 318.2K | $30.7M | +4.57%(+13.91K) | $88.78(+10.17%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.82% | 224.9K | $28.1M | +49.50%(+74.45K) | $109.64(+16.89%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 2.03% | 381.6K | $20.1M | +11.49%(+39.32K) | $34.15(+63.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 2% | 68.7K | $19.9M | -0.18%(-127) | $124.29(+145.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.08% | +48.47% | +7.69% | +44.82% |
| Top 20 Holdings Unweighted | +13.62% | +46.67% | +7.17% | +41.38% |
HHM Wealth Advisors, LLC reports $995.98M in US-listed equity holdings across 896 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (17.0%), SCHB (15.3%) and SCHG (12.7%). The top 20 holdings account for 79.53% of reported assets. Its disclosed equity book has returned +48.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track HHM Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from HHM Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1750086). View HHM Wealth Advisors, LLC’s 13F filings on SEC