HHM Wealth Advisors, LLC
902 holdingsFiling period: 2026-06-30Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 5.31M | $168.5M | $182.4M | 17.87% | +156.1K | 2026-06-30 |
| 2 | SCHB | SCHWAB STRATEGIC TR | 5.26M | $152.3M | $153.5M | 15.04% | +111.8K | 2026-06-30 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 3.73M | $126.2M | $130.5M | 12.79% | +133.1K | 2026-06-30 |
| 4 | SPMD | SPDR SERIES TRUST | 856.4K | $57.9M | $55.1M | 5.40% | +42.1K | 2026-06-30 |
| 5 | SPTS | SPDR SERIES TRUST | 1.30M | $37.7M | $37.3M | 3.65% | -9,269 | 2026-06-30 |
| 6 | SCHF | SCHWAB STRATEGIC TR | 1.12M | $31.0M | $31.0M | 3.04% | +43.8K | 2026-06-30 |
| 7 | VNQ | VANGUARD INDEX FDS | 318.2K | $30.7M | $29.9M | 2.93% | +13.9K | 2026-06-30 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 224.9K | $28.1M | $27.9M | 2.73% | +74.5K | 2026-06-30 |
| 9 | FNDF | SCHWAB STRATEGIC TR | 381.6K | $20.1M | $21.1M | 2.06% | +39.3K | 2026-06-30 |
| 10 | AAPL | APPLE INC | 68.7K | $19.9M | $22.7M | 2.23% | -127 | 2026-06-30 |
| 11 | FNDE | SCHWAB STRATEGIC TR | 480.9K | $19.1M | $20.2M | 1.98% | +47.8K | 2026-06-30 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 75.8K | $17.9M | $18.0M | 1.76% | +70 | 2026-06-30 |
| 13 | SCHM | SCHWAB STRATEGIC TR | 473.0K | $17.4M | $16.4M | 1.61% | -10,530 | 2026-06-30 |
| 14 | SCHA | SCHWAB STRATEGIC TR | 479.8K | $17.3M | $15.9M | 1.56% | +14.4K | 2026-06-30 |
| 15 | CALF | PACER FDS TR | 250.1K | $12.7M | $14.2M | 1.39% | -130,102 | 2026-06-30 |
| 16 | MSFT | MICROSOFT CORP | 26.8K | $10.0M | $13.3M | 1.30% | +1.9K | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 34.4K | $8.2M | $8.5M | 0.84% | +2.9K | 2026-06-30 |
| 18 | CAT | CATERPILLAR INC | 5.1K | $5.4M | $4.0M | 0.39% | +15 | 2026-06-30 |
| 19 | NVDA | NVIDIA CORPORATION | 26.4K | $5.3M | $5.6M | 0.55% | +1.6K | 2026-06-30 |
| 20 | UNM | UNUM GROUP | 58.5K | $5.2M | $5.6M | 0.55% | +262 | 2026-06-30 |
| 21 | GOOGL | ALPHABET INC | 12.7K | $4.5M | $4.4M | 0.43% | +139 | 2026-06-30 |
| 22 | VUG | VANGUARD INDEX FDS | 47.5K | $4.1M | $4.1M | 0.41% | +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 | $3.5M | 0.34% | +691 | 2026-06-30 |
| 25 | FNDA | SCHWAB STRATEGIC TR | 93.4K | $3.6M | $3.4M | 0.33% | +49 | 2026-06-30 |
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