HHM Wealth Advisors, LLC
CIK 1750086
13F filing for Q2 2026・No. 2,590
- Holdings
- US$995.98M
- Quarter change
- +US$127.12M
- Entries
- 905
- Net bought (estimate)
- +US$30.85M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 82
- Sold out 60
- Cut 132
- Added 202
- Corporate actions 0
- Unchanged 479
Largest holdings
895 stocks worth US$993.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 5,312,613 | US$168.46M | 16.96% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 5,258,356 | US$152.28M | 15.33% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 3,728,072 | US$126.16M | 12.70% |
| SPDR SERIES TRUSTST STR P400MID | Added | 856,429 | US$57.86M | 5.82% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Cut | 1,298,928 | US$37.68M | 3.79% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 1,118,071 | US$30.97M | 3.12% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Added | 318,158 | US$30.68M | 3.09% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 224,884 | US$28.06M | 2.82% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 381,584 | US$20.13M | 2.03% |
| AAPLAppleCOM | Cut | 68,653 | US$19.87M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.