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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$1.14 Million 0.13% of portfolio
9,578
Q3 2025 Reduced 33.38%
$445M
$661,000 0.08% of portfolio
16,757
Q2 2025 Added 67.6%
$609M
$181,000 0.02% of portfolio
5,082
Q2 2025 Added 5.52%
$1.45B
$46,000 0.01% of portfolio
1,248
Q1 2020 New
$901M
$65,000 0.01% of portfolio
55,281
Q3 2025 Added 549.98%
$848M
$60,000 0.01% of portfolio
1,550
Q2 2025 Reduced 3.13%
$704M
$46,000 0.01% of portfolio
1,047
Q1 2023 Added 5.76%
$1B
$5,000 0.0% of portfolio
175
Q1 2025 Reduced 2.23%
$523M
$0 0.0% of portfolio
20
Q1 2024 New
$561M
$15,000 0.0% of portfolio
700
Q3 2025 Added 40.0%
$798M
$0 0.0% of portfolio
7
Q2 2024 Added 16.67%
$1.89B
$1,000 0.0% of portfolio
90
Q4 2023 Reduced 15.09%
$427M
$9,000 0.0% of portfolio
1,500
Q2 2024 New
$1.13B
$3,000 0.0% of portfolio
100
Q3 2025 New
$700M
$2,000 0.0% of portfolio
150
Q2 2024 New
$531M
$0 0.0% of portfolio
60
Q4 2021 New
$538M
$0 0.0% of portfolio
6
Q3 2024 New
$1.5B
$3,000 0.0% of portfolio
67
Q1 2023 New
$663M
$0 0.0% of portfolio
12
Q3 2023 New
$1.36B
$19,000 0.0% of portfolio
900
Q4 2024 New
$365M
$0 0.0% of portfolio
200
Q2 2023 New
$758M
$3,000 0.0% of portfolio
1,740
Q4 2024 Reduced 0.06%
$819M
$8,000 0.0% of portfolio
577
Q3 2025 Added 53.05%
$1.03B
$4,000 0.0% of portfolio
1,000
Q3 2025 Reduced 74.45%
$715M
$4,000 0.0% of portfolio
700
Q2 2025 New
$528M
$24,000 0.0% of portfolio
6,000
Q3 2025 New
$565M
$33,000 0.0% of portfolio
16,822
Q1 2025 New
$1.41B
$12,000 0.0% of portfolio
500
Q1 2025 Reduced 28.57%
$1.78B
$34,000 0.0% of portfolio
1,000
Q1 2025 Reduced 42.86%
$1.27B
$2,000 0.0% of portfolio
200
Q3 2023 Reduced 33.33%
$1.51B
$2,000 0.0% of portfolio
100
Q1 2025 Reduced 50.0%
$380M
$2,000 0.0% of portfolio
81
Q3 2025 New
$1.44B
$5,000 0.0% of portfolio
100
Q3 2025 New
$1.51B
$9,000 0.0% of portfolio
200
Q2 2024 New
$1.29B
$15,000 0.0% of portfolio
417
Q2 2025 Added 36.72%
$1.09B
$0 0.0% of portfolio
141
Q3 2025 Added 1.44%
$1.54B
$0 0.0% of portfolio
1
Q3 2021 Reduced 75.0%
$598M
$6,000 0.0% of portfolio
235
Q3 2025 Added 46.88%
$1.49B
$13,000 0.0% of portfolio
350
Q3 2025 New
$1.91B
$0 0.0% of portfolio
11
Q1 2025 Reduced 8.33%
$1.17B
$3,000 0.0% of portfolio
500
Q3 2025 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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