Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025

Hhm Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $848 Million distributed in 864 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $139M, Schwab Strategic Tr Us Broad M with a value of $134M, Schwab Strategic Tr Us Large C with a value of $115M, Spdr Portfolio with a value of $46.3M, and Pacer Fds Tr Pacer Us Small Ca with a value of $34.6M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $831M to 848M.

Hhm Wealth Advisors, LLC is based out at Chattanooga, TN

Below you can find more details about Hhm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $848 Million
ETFs: $698 Million
Technology: $51.1 Million
Financial Services: $22.2 Million
Consumer Cyclical: $18.2 Million
Industrials: $17.2 Million
Healthcare: $11.7 Million
Communication Services: $9.91 Million
Consumer Defensive: $8.28 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$139 Million 16.37% of portfolio
5,087,213
Q3 2025 Reduced 1.97%
$0
$134 Million 15.77% of portfolio
5,204,886
Q3 2025 Reduced 4.82%
$0
$115 Million 13.6% of portfolio
3,615,280
Q3 2025 Reduced 3.99%
$0
$46.3 Million 5.45% of portfolio
808,880
Q3 2025 Reduced 6.04%
$0
$34.6 Million 4.08% of portfolio
790,745
Q3 2025 Reduced 3.49%
$0
$32.7 Million 3.86% of portfolio
1,116,467
Q3 2025 Added 1.8%
$0
$27.9 Million 3.29% of portfolio
304,991
Q3 2025 Added 6.76%
$0
$26.2 Million 3.09% of portfolio
1,124,630
Q3 2025 Reduced 10.26%
$4.31T
$17.6 Million 2.07% of portfolio
69,068
Q3 2025 Reduced 0.6%
$0
$16.2 Million 1.91% of portfolio
448,924
Q3 2025 Reduced 13.78%
$0
$14.8 Million 1.74% of portfolio
498,440
Q3 2025 Reduced 0.22%
$0
$13.9 Million 1.64% of portfolio
323,869
Q3 2025 Added 4.51%
$0
$13.1 Million 1.54% of portfolio
71,656
Q3 2025 Added 0.0%
$3.7T
$12.3 Million 1.45% of portfolio
23,761
Q3 2025 Reduced 0.9%
$0
$11.5 Million 1.36% of portfolio
413,659
Q3 2025 Reduced 14.34%
$2.49T
$7.01 Million 0.83% of portfolio
31,925
Q3 2025 Reduced 23.35%
$469B
$4.41 Million 0.52% of portfolio
23,644
Q3 2025 Reduced 2.57%
$0
$4.16 Million 0.49% of portfolio
8,682
Q3 2025 Reduced 7.6%
$0
$4.06 Million 0.48% of portfolio
42,699
Q3 2025 Reduced 0.91%
$0
$4.01 Million 0.47% of portfolio
87,964
Q3 2025 Added 0.23%
$1.67T
$3.5 Million 0.41% of portfolio
14,377
Q3 2025 Reduced 5.93%
$922B
$3.15 Million 0.37% of portfolio
9,997
Q3 2025 Reduced 2.39%
$65.8B
$2.96 Million 0.35% of portfolio
9,847
Q3 2025 Reduced 0.46%
$1.36T
$2.99 Million 0.35% of portfolio
6,726
Q3 2025 Added 3.27%
$0
$2.8 Million 0.33% of portfolio
89,941
Q3 2025 Added 0.1%
$0
$2.76 Million 0.33% of portfolio
22,291
Q4 2024 Reduced 2.96%
$297B
$2.75 Million 0.32% of portfolio
5,759
Q3 2025 Reduced 2.09%
$380B
$2.69 Million 0.32% of portfolio
6,651
Q3 2025 Reduced 12.11%
$0
$2.43 Million 0.29% of portfolio
69,699
Q3 2025 Reduced 4.23%
$15.6B
$2.43 Million 0.29% of portfolio
31,299
Q3 2025 Added 0.37%
$3.84B
$2.5 Million 0.29% of portfolio
31,049
Q3 2025 Reduced 0.96%
$1.7T
$2.43 Million 0.29% of portfolio
9,962
Q3 2025 Reduced 2.14%
$0
$2.41 Million 0.28% of portfolio
93,488
Q3 2025 Reduced 3.31%
$0
$2.25 Million 0.27% of portfolio
3,367
Q3 2025 Reduced 6.39%
$99.5B
$2.03 Million 0.24% of portfolio
21,449
Q3 2025 Reduced 2.24%
$0
$2.02 Million 0.24% of portfolio
20,016
Q3 2025 Reduced 16.52%
$387B
$2.06 Million 0.24% of portfolio
8,881
Q3 2025 Added 0.76%
$0
$1.97 Million 0.23% of portfolio
22,981
Q3 2025 Reduced 0.45%
$137B
$1.93 Million 0.23% of portfolio
4,520
Q2 2025 Reduced 0.62%
$549B
$1.94 Million 0.23% of portfolio
5,696
Q3 2025 Reduced 4.22%
$278B
$1.98 Million 0.23% of portfolio
19,203
Q3 2025 Reduced 3.87%
$82.9B
$1.83 Million 0.22% of portfolio
8,283
Q3 2025 Reduced 0.12%
$0
$1.84 Million 0.22% of portfolio
85,132
Q3 2025 Reduced 0.75%
$348B
$1.79 Million 0.21% of portfolio
11,668
Q3 2025 Reduced 1.11%
$0
$1.8 Million 0.21% of portfolio
36,029
Q3 2025 Added 3.95%
$23.2B
$1.69 Million 0.2% of portfolio
64,226
Q3 2025 Reduced 9.57%
$0
$1.64 Million 0.19% of portfolio
2,677
Q3 2025 Added 0.37%
$0
$1.59 Million 0.19% of portfolio
4,856
Q2 2025 Reduced 1.44%
$0
$1.65 Million 0.19% of portfolio
22,476
Q2 2025 Reduced 3.48%

Summary

  • Portfolio
  • No. of Stocks 864
  • Current Value $848 Million
  • Prior Value $831 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 89 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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