Institutional Manager · CIK 0001750086
HHM Wealth Advisors, LLC
CHATTANOOGA, TN · File #028-19191
Latest AUM
$849.6M
Positions
856
Top-10 Concentration
78.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025856 pos · $849.6M
- 13F HOLDINGS REPORTQ/E Sep 2025864 pos · $864.4M
- 13F HOLDINGS REPORTQ/E Jun 2025873 pos · $841.3M
- 13F HOLDINGS REPORTQ/E Mar 2025934 pos · $742.8M
- 13F HOLDINGS REPORTQ/E Dec 20241,021 pos · $20.5M
- 13F HOLDINGS REPORTQ/E Sep 2024791 pos · $705.0M
- 13F HOLDINGS REPORTQ/E Jun 2024800 pos · $664.5M
- 13F HOLDINGS REPORTQ/E Mar 2024754 pos · $607.5M
- 13F HOLDINGS REPORTQ/E Dec 2023797 pos · $511.9M
- 13F HOLDINGS REPORTQ/E Sep 2023808 pos · $533.3M
- 13F HOLDINGS REPORTQ/E Jun 2023814 pos · $489.7M
- 13F HOLDINGS REPORTQ/E Mar 2023693 pos · $437.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524797 | 5,013,543 | $137.5M | 18.50% |
| 2 | SCHWAB STRATEGIC TR | 808524102 | 5,032,521 | $132.0M | 17.75% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 3,480,116 | $113.5M | 15.27% |
| 4 | SPDR SERIES TRUST | 78464A847 | 779,976 | $45.2M | 6.08% |
| 5 | PACER FDS TR | 69374H857 | 758,908 | $33.7M | 4.53% |
| 6 | SPDR SERIES TRUST | 78468R101 | 1,093,787 | $32.0M | 4.31% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 1,086,162 | $26.1M | 3.51% |
| 8 | VANGUARD INDEX FDS | 922908553 | 288,390 | $25.5M | 3.43% |
| 9 | APPLE INC | AAPL | 66,741 | $18.1M | 2.44% |
| 10 | VANGUARD SPECIALIZED FUNDS | 921908844 | 75,870 | $16.7M | 2.24% |
| 11 | SCHWAB STRATEGIC TR | 808524730 | 432,446 | $15.6M | 2.10% |
| 12 | SCHWAB STRATEGIC TR | 808524508 | 487,054 | $14.6M | 1.97% |
| 13 | SCHWAB STRATEGIC TR | 808524755 | 322,037 | $14.6M | 1.96% |
| 14 | SCHWAB STRATEGIC TR | 808524607 | 445,699 | $12.7M | 1.71% |
| 15 | MICROSOFT CORP | MSFT | 23,944 | $11.6M | 1.56% |
| 16 | AMAZON COM INC | AMZN | 32,388 | $7.5M | 1.01% |
| 17 | NVIDIA CORPORATION | NVDA | 22,661 | $4.2M | 0.57% |
| 18 | ALPHABET INC | GOOG | 12,943 | $4.1M | 0.54% |
| 19 | ISHARES TR | 46429B697 | 41,983 | $4.0M | 0.53% |
| 20 | VANGUARD INDEX FDS | 922908736 | 8,102 | $4.0M | 0.53% |