HHM Wealth Advisors, LLC
836 holdingsFiling period: 2026-06-30Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab Strategic TR | 5.31M | $168.5M | $187.5M | 18.25% | +156.1K | 2026-06-30 |
| 2 | SCHB | Schwab Strategic TR | 5.26M | $152.3M | $154.6M | 15.05% | +111.8K | 2026-06-30 |
| 3 | SCHG | Schwab Strategic TR | 3.73M | $126.2M | $130.9M | 12.74% | +133.1K | 2026-06-30 |
| 4 | SPMD | Spdr Series Trust | 856.4K | $57.9M | $54.7M | 5.32% | +42.1K | 2026-06-30 |
| 5 | SPTS | Spdr Series Trust | 1.30M | $37.7M | $37.4M | 3.64% | -9,269 | 2026-06-30 |
| 6 | SCHF | Schwab Strategic TR | 1.12M | $31.0M | $30.1M | 2.93% | +43.8K | 2026-06-30 |
| 7 | VNQ | Vanguard Index Fds | 318.2K | $30.7M | $29.6M | 2.89% | +13.9K | 2026-06-30 |
| 8 | AVUV | American Centy ETF TR | 224.9K | $28.1M | $27.6M | 2.68% | +74.5K | 2026-06-30 |
| 9 | FNDF | Schwab Strategic TR | 381.6K | $20.1M | $20.5M | 2.00% | +39.3K | 2026-06-30 |
| 10 | AAPL | Apple Inc | 68.7K | $19.9M | $23.6M | 2.30% | -127 | 2026-06-30 |
| 11 | FNDE | Schwab Strategic TR | 480.9K | $19.1M | $19.6M | 1.91% | +47.8K | 2026-06-30 |
| 12 | VIG | Vanguard Specialized Funds | 75.8K | $17.9M | $18.5M | 1.80% | +70 | 2026-06-30 |
| 13 | SCHM | Schwab Strategic TR | 473.0K | $17.4M | $16.4M | 1.60% | -10,530 | 2026-06-30 |
| 14 | SCHA | Schwab Strategic TR | 479.8K | $17.3M | $15.7M | 1.53% | +14.4K | 2026-06-30 |
| 15 | CALF | Pacer Fds TR | 250.1K | $12.7M | $14.6M | 1.42% | -130,102 | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 26.8K | $10.0M | $14.3M | 1.39% | +1.9K | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 34.4K | $8.2M | $8.6M | 0.83% | +2.9K | 2026-06-30 |
| 18 | CAT | Caterpillar Inc | 5.1K | $5.4M | $3.5M | 0.34% | +15 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 26.4K | $5.3M | $5.7M | 0.55% | +1.6K | 2026-06-30 |
| 20 | UNM | Unum Group | 58.5K | $5.2M | $5.3M | 0.51% | +262 | 2026-06-30 |
| 21 | GOOGL | Alphabet Inc | 12.7K | $4.5M | $4.0M | 0.39% | +139 | 2026-06-30 |
| 22 | VUG | Vanguard Index Fds | 47.5K | $4.1M | $4.2M | 0.40% | +39.5K | 2026-06-30 |
| 23 | IVV | iShares TR | 5.0K | $3.7M | $3.8M | 0.37% | +212 | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 10.3K | $3.6M | $3.2M | 0.32% | +691 | 2026-06-30 |
| 25 | FNDA | Schwab Strategic TR | 93.4K | $3.6M | $3.3M | 0.33% | +49 | 2026-06-30 |
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