HHM Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
HHM Wealth Advisors, LLC 13F Holdings
CIK 0001750086 · CHATTANOOGA, TN
As of Sep 30, 2025, HHM Wealth Advisors, LLC reported
864 positions worth $838.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 5,082,530 |
|
38.8M16.55% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 5,199,774 |
33.7M | 15.95% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 3,612,712 |
15.3M | 13.75% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 807,765 | $46.2M | 5.51% |
| PACER US SMALL CAP CASH COWS ETF | CALF | — | 790,673 | $34.6M | 4.13% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 1,114,117 | $32.7M | 3.90% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 304,488 | $27.8M | 3.32% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,124,530 | $26.2M | 3.12% |
| APPLE INC | AAPL | Technology | 69,068 |
7.6M | 2.10% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 448,871 |
6.2M | 1.94% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 71,656 |
5.5M | 1.84% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 498,440 |
4.8M | 1.76% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 323,780 |
3.9M | 1.66% |
| MICROSOFT CORP | MSFT | Technology | 23,761 |
2.3M | 1.47% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 413,659 |
1.5M | 1.38% |
| AMAZON.COM INC | AMZN | Equity | 31,925 | $7.0M | 0.84% |
| STRATEGY INC | MSTR | Technology | 17,982 | $5.8M | 0.69% |
| NVIDIA CORP | NVDA | Technology | 23,644 | $4.4M | 0.53% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 8,682 | $4.2M | 0.50% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 42,699 | $4.1M | 0.48% |
| STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF | TFI | — | 87,964 | $4.0M | 0.48% |
| ALPHABET INC | GOOGL | Equity | 14,377 | $3.5M | 0.42% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9,997 | $3.2M | 0.38% |
| TESLA INC | TSLA | Consumer Cyclical | 6,726 | $3.0M | 0.36% |
| NORFOLK SOUTHERN CORP | NSC | Industrials | 9,847 | $3.0M | 0.35% |