HHM Wealth Advisors
HHM Wealth Advisors reported 896 stocks worth $994M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SCHD (17.0%), SCHB (15.3%) and SCHG (12.7%). Compared with Q1 2026, the fund opened new positions in STX, added to SCHD, SCHB and SCHG, trimmed SPTS, AAPL and SCHM and sold out of GOVT, HUBS and RSPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHD Schwab US Dividend Equity ETF | $168M | 17.0% | 5.3M | +156K (+3%) | 8 of 8 | |
| 2 |  SCHB Schwab US Broad Market ETF | $152M | 15.3% | 5.3M | +112K (+2%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $126M | 12.7% | 3.7M | +133K (+4%) | 8 of 8 | |
| 4 |  SPMD State Street | $57.9M | 5.8% | 856K | +42K (+5%) | 8 of 8 | |
| 5 |  SPTS Spdr Series Trust | $37.7M | 3.8% | 1.3M | −9,269 (−1%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $31M | 3.1% | 1.1M | +44K (+4%) | 8 of 8 | |
| 7 |  VNQ Vanguard Index Fds | $30.7M | 3.1% | 318K | +14K (+5%) | 8 of 8 | |
| 8 |  AVUV American Centy ETF TR | $28.1M | 2.8% | 225K | +74K (+49%) | 2 of 8 | |
| 9 |  FNDF Schwab Fundamental International Equity ETF | $20.1M | 2.0% | 382K | +39K (+11%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $19.9M | 2.0% | 69K | −127 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $250K | 1,108 |
 GOVT Ishares US Treasury Bond | $86K | 3,732 |
 HUBS Hubspot Inc | $84K | 343 |
 RSPS Invsc SP 500 Eql Wght | $77K | 2,600 |
 TWLO Twilio Inc | $75K | 600 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HHM Wealth Advisors 13F FAQ
What does HHM Wealth Advisors own?
HHM Wealth Advisors reported 896 stocks worth $994M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SCHD (17.0%), SCHB (15.3%) and SCHG (12.7%). The table above lists every position in the filing (the top 10 without an account).
What did HHM Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 82 new positions, 202 added to, 129 trimmed and 60 sold out. New positions include STX. It sold all of GOVT, HUBS and RSPS.
When will HHM Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HHM Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $994M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.