Hhm Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$868.9M
Q ending 2026-03-31
Prior quarter
$849.6M
Q ending 2025-12-31
Change
+2.3% QoQ · +17.0% YoY
Positions
878
reported holdings
Largest positions
Top 100 of 878 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHD | Shares | $158.2M | 5.2M |
| Schwab Strategic Tr | SCHB | Shares | $129.2M | 5.1M |
| Schwab Strategic Tr | SCHG | Shares | $104.7M | 3.6M |
| Spdr Series Trust | SPMD | Shares | $48.2M | 814K |
| Spdr Series Trust | SPTS | Shares | $38.2M | 1.3M |
| Vanguard Index Fds | VNQ | Shares | $27.0M | 304K |
| Schwab Strategic Tr | SCHF | Shares | $26.6M | 1.1M |
| Apple Inc | AAPL | Shares | $17.5M | 69K |
| Pacer Fds Tr | CALF | Shares | $17.1M | 380K |
| Schwab Strategic Tr | FNDF | Shares | $16.7M | 342K |
| American Centy Etf Tr | AVUV | Shares | $16.6M | 150K |
| Schwab Strategic Tr | FNDE | Shares | $16.6M | 433K |
| Vanguard Specialized Funds | VIG | Shares | $16.3M | 76K |
| Schwab Strategic Tr | SCHM | Shares | $15.0M | 483K |
| Schwab Strategic Tr | SCHA | Shares | $13.5M | 465K |
| Microsoft Corp | MSFT | Shares | $9.2M | 25K |
| Amazon Com Inc | AMZN | Shares | $6.6M | 31K |
| Nvidia Corporation | NVDA | Shares | $4.3M | 25K |
| Ishares Tr | USMV | Shares | $3.8M | 41K |
| Alphabet Inc | GOOGL | Shares | $3.6M | 13K |
| Caterpillar Inc | CAT | Shares | $3.6M | 5K |
| Vanguard Index Fds | VUG | Shares | $3.5M | 8K |
| Spdr Series Trust | TFI | Shares | $3.4M | 75K |
| Jpmorgan Chase & Co | JPM | Shares | $3.1M | 11K |
| Ishares Tr | IVV | Shares | $3.1M | 5K |
| Schwab Strategic Tr | FNDA | Shares | $3.0M | 93K |
| Norfolk Southn Corp | NSC | Shares | $2.9M | 10K |
| J P Morgan Exchange Traded F | JPUS | Shares | $2.8M | 22K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Schwab Strategic Tr | FNDB | Shares | $2.5M | 90K |
| Unum Group | UNM | Shares | $2.3M | 31K |
| Strategy Inc | MSTR | Shares | $2.2M | 18K |
| Vaneck Etf Trust | MOAT | Shares | $2.2M | 23K |
| Home Depot Inc | HD | Shares | $2.2M | 7K |
| Spdr Index Shs Fds | CWI | Shares | $2.2M | 60K |
| Tesla Inc | TSLA | Shares | $2.2M | 6K |
| Hca Healthcare Inc | HCA | Shares | $2.1M | 4K |
| Walmart Inc | WMT | Shares | $2.1M | 17K |
| Abbvie Inc | ABBV | Shares | $2.0M | 9K |
| Servisfirst Bancshares Inc | SFBS | Shares | $2.0M | 27K |
| Southern Co | SO | Shares | $2.0M | 21K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $2.0M | 44K |
| Unum Group | UNM | Put | $2.0M | 27K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Eli Lilly & Co | LLY | Shares | $1.9M | 2K |
| Visa Inc | V | Shares | $1.8M | 6K |
| Ishares Tr | IWF | Shares | $1.8M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $1.7M | 22K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Vanguard Index Fds | VOO | Shares | $1.6M | 3K |
| Ishares Tr | SGOV | Shares | $1.6M | 16K |
| Vanguard Index Fds | VTI | Shares | $1.6M | 5K |
| Waste Mgmt Inc Del | WM | Shares | $1.6M | 7K |
| Schwab Strategic Tr | SCHH | Shares | $1.6M | 72K |
| Regions Financial Corp New | RF | Shares | $1.5M | 59K |
| Cohen & Steers Etf Trust | CSRE | Shares | $1.5M | 57K |
| Schwab Strategic Tr | SCHZ | Shares | $1.5M | 64K |
| Cisco Sys Inc | CSCO | Shares | $1.4M | 18K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.3M | 26K |
| Toyota Motor Corp | TM | Shares | $1.3M | 6K |
| Netflix Inc. | NFLX | Shares | $1.2M | 13K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.2M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Schwab Strategic Tr | SCHX | Shares | $1.1M | 45K |
| Ishares Tr | ISTB | Shares | $1.1M | 22K |
| Spdr Index Shs Fds | RWO | Shares | $1.1M | 23K |
| Ishares Tr | IJH | Shares | $1.1M | 16K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| Micron Technology Inc | MU | Shares | $957K | 3K |
| Schwab Strategic Tr | SCHV | Shares | $936K | 31K |
| Dxp Enterprises Inc | DXPE | Shares | $928K | 7K |
| Unitedhealth Group Inc | UNH | Shares | $914K | 3K |
| Coca Cola Co | KO | Shares | $909K | 12K |
| Spdr Series Trust | SDY | Shares | $886K | 6K |
| Nextera Energy Inc | NEE | Shares | $869K | 9K |
| Vanguard Scottsdale Fds | VCSH | Shares | $849K | 11K |
| Uber Technologies Inc | UBER | Shares | $848K | 12K |
| Bank America Corp | BAC | Shares | $837K | 17K |
| Ge Vernova Inc | GEV | Shares | $814K | 933 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $811K | 1K |
| Broadcom Inc | AVGO | Shares | $785K | 3K |
| Schwab Strategic Tr | SCHE | Shares | $769K | 23K |
| Miller Inds Inc Tenn | MLR | Shares | $763K | 17K |
| Vaneck Etf Trust | SMH | Shares | $760K | 2K |
| Altria Group Inc | MO | Shares | $750K | 11K |
| Ishares Tr | ILCG | Shares | $728K | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Chevron Corporation | CVX | Shares | $708K | 3K |
| Sterling Infrastructure Inc | STRL | Shares | $706K | 2K |
| Rbb Fund Trust | FEGE | Shares | $704K | 15K |
| Philip Morris Intl Inc | PM | Shares | $700K | 4K |
| Cummins Inc | CMI | Shares | $698K | 1K |
| Invesco Exchange Traded Fd T | RSPH | Shares | $698K | 23K |
| Duke Energy Corp New | DUK | Shares | $681K | 5K |
| Allstate Corp | ALL | Shares | $672K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $671K | 5K |
| Rtx Corporation | RTX | Shares | $664K | 3K |
| Spdr Gold Tr | GLD | Shares | $663K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.