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
$878B
$1.49 Million 0.18% of portfolio
1,947
Q3 2025 Reduced 24.27%
$491B
$1.49 Million 0.18% of portfolio
1,245
Q3 2025 Reduced 3.79%
$0
$1.45 Million 0.17% of portfolio
3,105
Q4 2024 Added 2,647.79%
$0
$1.47 Million 0.17% of portfolio
14,641
Q3 2025 New
$127B
$1.32 Million 0.16% of portfolio
3,711
Q3 2025 Added 30.12%
$0
$1.33 Million 0.16% of portfolio
56,807
Q3 2025 Reduced 2.04%
$276B
$1.38 Million 0.16% of portfolio
7,205
Q3 2025 Added 3.74%
$489B
$1.24 Million 0.15% of portfolio
10,973
Q3 2025 Reduced 3.22%
$292B
$1.3 Million 0.15% of portfolio
18,961
Q3 2025 Added 0.42%
$303B
$1.19 Million 0.14% of portfolio
3,437
Q3 2025 Added 7.04%
$0
$1.17 Million 0.14% of portfolio
44,577
Q4 2024 Added 200.0%
$0
$1.18 Million 0.14% of portfolio
6,238
Q3 2025 Reduced 0.24%
$182B
$1.2 Million 0.14% of portfolio
12,256
Q3 2025 Added 6.2%
$645B
$1.19 Million 0.14% of portfolio
4,215
Q3 2025 Added 2.48%
$336B
$1.14 Million 0.13% of portfolio
3,794
Q2 2025 Added 8.59%
$0
$1.12 Million 0.13% of portfolio
22,987
Q3 2025 Reduced 5.08%
$0
$1.11 Million 0.13% of portfolio
24,235
Q2 2025 Reduced 19.57%
$1.4T
$988,000 0.12% of portfolio
1,346
Q3 2025 Reduced 3.17%
$0
$846,000 0.1% of portfolio
6,045
Q3 2025 Reduced 8.06%
$0
$875,000 0.1% of portfolio
26,227
Q2 2025 Reduced 0.08%
$427B
$884,000 0.1% of portfolio
17,136
Q3 2025 Added 1.4%
$0
$887,000 0.1% of portfolio
11,102
Q3 2025 Reduced 11.09%
$488B
$857,000 0.1% of portfolio
4,626
Q3 2025 Reduced 6.51%
$0
$824,000 0.1% of portfolio
5,848
Q2 2025 Added 0.1%
$349B
$829,000 0.1% of portfolio
4,545
Q3 2025 Reduced 18.03%
$305B
$806,000 0.09% of portfolio
12,165
Q3 2025 Reduced 1.15%
$15B
$802,000 0.09% of portfolio
5,740
Q3 2025 Reduced 8.23%
$104B
$768,000 0.09% of portfolio
11,639
Q3 2025 Reduced 1.34%
$103B
$744,000 0.09% of portfolio
4,356
Q3 2025 Reduced 3.9%
$449B
$754,000 0.09% of portfolio
1
Q2 2025 New
$221B
$737,000 0.09% of portfolio
5,503
Q3 2025 Reduced 0.13%
$0
$650,000 0.08% of portfolio
976
Q3 2025 Added 24.33%
$145B
$664,000 0.08% of portfolio
2,646
Q3 2025 Added 0.23%
$136B
$677,000 0.08% of portfolio
2,867
Q3 2025 Added 0.21%
$165B
$664,000 0.08% of portfolio
8,808
Q3 2025 Reduced 0.71%
$0
$693,000 0.08% of portfolio
10,620
Q1 2025 Reduced 0.03%
$0
$714,000 0.08% of portfolio
24,532
Q3 2025 Added 97.2%
$0
$689,000 0.08% of portfolio
4,731
Q2 2025 Added 1,094.7%
$445M
$661,000 0.08% of portfolio
16,757
Q2 2025 Added 67.6%
$0
$697,000 0.08% of portfolio
2,745
Q3 2025 Added 0.73%
$0
$679,000 0.08% of portfolio
2,081
Q3 2025 Added 0.39%
$202B
$628,000 0.07% of portfolio
5,487
Q3 2025 Reduced 0.22%
$238B
$580,000 0.07% of portfolio
3,577
Q3 2025 Reduced 4.26%
$11.4B
$591,000 0.07% of portfolio
1,742
Q3 2025 Reduced 0.63%
$116B
$571,000 0.07% of portfolio
1,166
Q3 2025 Reduced 0.43%
$95.2B
$593,000 0.07% of portfolio
4,796
Q3 2025 Reduced 0.81%
$6.62B
$576,000 0.07% of portfolio
6,144
Q2 2025 Reduced 52.52%
$35.1B
$585,000 0.07% of portfolio
9,638
Q3 2025 Reduced 7.17%
$142B
$636,000 0.07% of portfolio
1,930
Q3 2025 Reduced 9.18%

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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