Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025

Hhm Wealth Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $831 Million distributed in 873 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 $138M, Schwab Strategic Tr Us Broad M with a value of $130M, Schwab Strategic Tr Us Large C with a value of $110M, Spdr Portfolio with a value of $46.8M, and Pacer Fds Tr Pacer Us Small Ca with a value of $32.6M.

Examining the 13F form we can see an increase of $95.4M in the current position value, from $735M to 831M.

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 $831 Million
ETFs: $683 Million
Technology: $48.5 Million
Financial Services: $22.1 Million
Consumer Cyclical: $19.3 Million
Industrials: $16.8 Million
Healthcare: $11.2 Million
Communication Services: $8.79 Million
Consumer Defensive: $8.58 Million
Other: $12.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$14.3 Million 1.72% of portfolio
69,485
Q2 2025 Added 0.57%
$3.95T
$11.9 Million 1.44% of portfolio
23,976
Q2 2025 Reduced 3.48%
$2.26T
$9.14 Million 1.1% of portfolio
41,650
Q2 2025 Added 1.84%
$3.68B
$7.29 Million 0.88% of portfolio
18,028
Q2 2025 Reduced 0.09%
$456B
$3.83 Million 0.46% of portfolio
24,267
Q2 2025 Added 16.04%
$859B
$2.97 Million 0.36% of portfolio
10,242
Q2 2025 Reduced 0.96%
$405B
$2.77 Million 0.33% of portfolio
7,567
Q2 2025 Reduced 1.33%
$1.21T
$2.69 Million 0.32% of portfolio
15,284
Q2 2025 Added 13.01%
$14.1B
$2.52 Million 0.3% of portfolio
31,185
Q2 2025 Added 623.72%
$64.4B
$2.53 Million 0.3% of portfolio
9,893
Q2 2025 Added 0.05%
$4.43B
$2.43 Million 0.29% of portfolio
31,349
Q2 2025 Reduced 6.56%
$218B
$2.28 Million 0.27% of portfolio
5,882
Q2 2025 Reduced 3.67%
$1.08T
$2.07 Million 0.25% of portfolio
6,513
Q2 2025 Added 23.47%
$551B
$2.11 Million 0.25% of portfolio
5,947
Q2 2025 Reduced 2.03%
$281B
$1.95 Million 0.24% of portfolio
19,976
Q2 2025 Reduced 0.65%
$102B
$2.01 Million 0.24% of portfolio
21,941
Q2 2025 Reduced 2.27%
$368B
$1.88 Million 0.23% of portfolio
11,799
Q2 2025 Reduced 1.02%
$95.6B
$1.9 Million 0.23% of portfolio
8,293
Q4 2024 Added 45.59%
$1.24T
$1.81 Million 0.22% of portfolio
10,180
Q1 2025 Reduced 3.57%
$112B
$1.73 Million 0.21% of portfolio
4,520
Q2 2025 Reduced 0.62%
$545B
$1.73 Million 0.21% of portfolio
1,294
Q2 2025 Reduced 7.57%
$23.7B
$1.67 Million 0.2% of portfolio
71,021
Q2 2025 Reduced 0.13%
$351B
$1.64 Million 0.2% of portfolio
8,814
Q2 2025 Reduced 2.42%
$293B
$1.31 Million 0.16% of portfolio
18,881
Q2 2025 Reduced 0.52%
$442B
$1.22 Million 0.15% of portfolio
11,338
Q2 2025 Reduced 0.94%
$2.3B
$1.26 Million 0.15% of portfolio
14,378
Q2 2025 Reduced 13.27%
$265B
$1.2 Million 0.14% of portfolio
6,945
Q2 2025 Added 0.73%
$182B
$1.08 Million 0.13% of portfolio
11,541
Q2 2025 Reduced 8.52%
$245B
$1 Million 0.12% of portfolio
3,211
Q2 2025 Added 8.96%
$1.78T
$1.03 Million 0.12% of portfolio
1,390
Q2 2025 Added 12.55%
$306B
$976,000 0.12% of portfolio
3,794
Q2 2025 Added 8.59%
$684B
$899,000 0.11% of portfolio
4,113
Q2 2025 Reduced 4.17%
$16B
$925,000 0.11% of portfolio
6,255
Q1 2025 Reduced 0.02%
$381B
$799,000 0.1% of portfolio
16,900
Q2 2025 Reduced 4.59%
$306B
$870,000 0.1% of portfolio
12,307
Q2 2025 Reduced 0.69%
$423B
$728,000 0.09% of portfolio
1
Q2 2025 New
$367B
$755,000 0.09% of portfolio
5,545
Q2 2025 Reduced 11.96%
$452B
$755,000 0.09% of portfolio
4,948
Q2 2025 Reduced 1.08%
$229B
$749,000 0.09% of portfolio
5,510
Q2 2025 Reduced 3.5%
$481M
$745,000 0.09% of portfolio
16,757
Q2 2025 Added 67.6%
$207B
$681,000 0.08% of portfolio
5,499
Q2 2025 Reduced 0.78%
$123B
$678,000 0.08% of portfolio
4,533
Q2 2025 Reduced 1.13%
$7.01B
$678,000 0.08% of portfolio
6,144
Q2 2025 Reduced 52.52%
$135B
$658,000 0.08% of portfolio
2,861
Q2 2025 Reduced 13.54%
$118B
$691,000 0.08% of portfolio
11,797
Q2 2025 Reduced 2.72%
$261B
$680,000 0.08% of portfolio
3,736
Q2 2025 Reduced 2.22%
$35.6B
$598,000 0.07% of portfolio
10,382
Q2 2025 Reduced 2.58%
$61.9B
$577,000 0.07% of portfolio
5,460
Q2 2025 Reduced 1.8%
$302B
$552,000 0.07% of portfolio
6,897
Q1 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 873
  • Current Value $831 Million
  • Prior Value $735 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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