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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58,000 0.01% of portfolio
3,654
Q3 2025 Added 1.87%
$0
$118,000 0.01% of portfolio
11,840
Q3 2025 Reduced 7.79%
$0
$7,000 0.0% of portfolio
725
Q2 2022 New
$0
$22,000 0.0% of portfolio
1,700
Q2 2025 New
$0
$14,000 0.0% of portfolio
5,372
Q3 2024 Reduced 5.29%
$44.8M
$1,000 0.0% of portfolio
1,055
Q2 2021 Reduced 50.0%
$0
$8,000 0.0% of portfolio
1,210
Q2 2022 New
$0
$22,000 0.0% of portfolio
2,046
Q2 2022 New
$0
$9,000 0.0% of portfolio
2,250
Q2 2022 New
$0
$7,000 0.0% of portfolio
818
Q2 2022 New
$39.2M
$0 0.0% of portfolio
12
Q3 2023 New
$0
$27,000 0.0% of portfolio
1,643
Q3 2025 Added 2.3%
$0
$0 0.0% of portfolio
234
Q1 2025 New
$0
$41,000 0.0% of portfolio
2,119
Q4 2024 Reduced 52.09%
$0
$10,000 0.0% of portfolio
2,027
Q2 2022 New
$47.6M
$17,000 0.0% of portfolio
4,300
Q3 2024 Reduced 25.86%
$0
$3,000 0.0% of portfolio
225
Q2 2024 New

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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