HHM Wealth Advisors, LLC
879 holdingsFiling period: 2026-03-31Current AUM: $978.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 5.16M | $158.2M | $172.6M | 17.64% | +138.2K | 2026-03-31 |
| 2 | SCHB | SCHWAB STRATEGIC TR | 5.15M | $129.2M | $148.5M | 15.18% | +108.9K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 3.59M | $104.7M | $122.8M | 12.56% | +112.3K | 2026-03-31 |
| 4 | SPMD | SPDR SERIES TRUST | 814.4K | $48.2M | $53.7M | 5.49% | +33.3K | 2026-03-31 |
| 5 | SPTS | SPDR SERIES TRUST | 1.31M | $38.2M | $37.9M | 3.87% | +212.1K | 2026-03-31 |
| 6 | VNQ | VANGUARD INDEX FDS | 304.2K | $27.0M | $30.1M | 3.08% | +15.4K | 2026-03-31 |
| 7 | SCHF | SCHWAB STRATEGIC TR | 1.07M | $26.6M | $29.5M | 3.01% | -11,983 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 68.8K | $17.5M | $21.2M | 2.17% | +2.0K | 2026-03-31 |
| 9 | CALF | PACER FDS TR | 380.2K | $17.1M | $20.6M | 2.11% | -378,774 | 2026-03-31 |
| 10 | FNDF | SCHWAB STRATEGIC TR | 342.3K | $16.7M | $18.5M | 1.89% | +20.1K | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 150.4K | $16.6M | $18.8M | 1.93% | -- | 2026-03-31 |
| 12 | FNDE | SCHWAB STRATEGIC TR | 433.1K | $16.6M | $17.9M | 1.83% | +630 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 75.7K | $16.3M | $18.1M | 1.85% | -140 | 2026-03-31 |
| 14 | SCHM | SCHWAB STRATEGIC TR | 483.5K | $15.0M | $16.8M | 1.71% | -3,571 | 2026-03-31 |
| 15 | SCHA | SCHWAB STRATEGIC TR | 465.4K | $13.5M | $15.6M | 1.60% | +19.7K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 24.9K | $9.2M | $11.6M | 1.18% | +952 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 31.5K | $6.6M | $8.6M | 0.87% | -900 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 24.8K | $4.3M | $5.0M | 0.51% | +2.1K | 2026-03-31 |
| 19 | UNM | UNUM GROUP | 58.2K | $4.3M | $5.0M | 0.51% | -- | 2026-03-31 |
| 20 | USMV | ISHARES TR | 41.2K | $3.8M | $4.0M | 0.41% | -751 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 12.6K | $3.6M | $4.5M | 0.46% | -359 | 2026-03-31 |
| 22 | CAT | CATERPILLAR INC | 5.1K | $3.6M | $4.2M | 0.42% | -657 | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 8.0K | $3.5M | $4.1M | 0.42% | -133 | 2026-03-31 |
| 24 | TFI | SPDR SERIES TRUST | 75.1K | $3.4M | $3.4M | 0.34% | +3.7K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 10.6K | $3.1M | $3.7M | 0.38% | +537 | 2026-03-31 |
← Scroll →
Page 1 of 36