account_balance

Investment manager · 13F filer · SEC CIK 1750086

HHM Wealth Advisors, LLC

Reported value$1.06Bas of Sep 30, 2026
Positions963 129 new, 61 sold out
Top 10 weight68.4%SCHD alone is 17%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHD Schwab Strategic Tr 17.2% Added +5%
SCHB Schwab Strategic Tr 15.4% Added +6%
SCHG Schwab Strategic Tr 13.3% Added +5%
SPMD SPDR Series Trust 5.6% Added +9%
SPTS SPDR Series Trust 3.8% Added +7%
SCHF Schwab Strategic Tr 3.0% Added +4%
AVUV American Centy ETF Tr 2.9% Added +18%
VNQ Vanguard Index FDS 2.9% Added +6%
FNDF Schwab Strategic Tr 2.2% Added +15%
AAPL Apple Inc. 2.2% Held
FNDE Schwab Strategic Tr 2.0% Added +4%
VIG Vanguard Specialized Funds 1.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • DFAS $710K
  • EMXC $546K
  • DFEM $480K
  • GVAL $375K
arrow_upwardAdded
  • SPY +153%
  • CSRE +85%
  • SGOV +74%
  • MSTR +25%
arrow_downwardTrimmed
  • AMZN −19%
  • CALF −9%
  • TFI −7%
  • LLY −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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