13F filer

HHM Wealth Advisors

As of Jun 30, 2026 Filed Jul 13, 2026 CIK 1750086 SEC filings ↗

13F Value

$996.0M

Positions

898

Top Position

SCHD16.9%

Top 5

54.5%

Latest filing changes

vs Mar 31, 2026

1 AVUV Avantis U.S. Small Cap Value ETF +49.5%+$9.3M

2 SCHD Schwab U.S. Dividend Equity ETF +3.0%+$5.0M

3 SCHG Schwab U.S. Large-Cap Growth ETF +3.7%+$4.5M

4 SCHB Schwab U.S. Broad Market ETF +2.2%+$3.2M

5 SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF +5.2%+$2.8M

Holdings898

#
1	SCHD Schwab U.S. Dividend Equity ETF	16.9%	$168.5M	+3.0%	5.31M	18.2%	ETF
2	SCHB Schwab U.S. Broad Market ETF	15.3%	$152.3M	+2.2%	5.26M	14.9%	ETF
3	SCHG Schwab U.S. Large-Cap Growth ETF	12.7%	$126.2M	+3.7%	3.73M	12.1%	ETF
4	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	5.8%	$57.9M	+5.2%	856.4K	5.6%	ETF
5	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	3.8%	$37.7M	-0.7%	1.30M	4.4%	ETF
6	SCHF Schwab International Equity ETF	3.1%	$31.0M	+4.1%	1.12M	3.1%	ETF
7	VNQ Vanguard Real Estate Index Fund — ETF Shares	3.1%	$30.7M	+4.6%	318.2K	3.1%	ETF
8	AVUV Avantis U.S. Small Cap Value ETF	2.8%	$28.1M	+49.5%	224.9K	1.9%	ETF
9	FNDF Schwab Fundamental International Equity ETF	2.0%	$20.1M	+11.5%	381.6K	1.9%	ETF
10	AAPL Apple	2.0%	$19.9M	-0.2%	68.7K	2.0%	Common Stock
11	FNDE Schwab Fundamental Emerging Markets Equity ETF	1.9%	$19.1M	+11.0%	480.9K	1.9%	ETF
12	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.8%	$17.9M	+0.1%	75.8K	1.9%	ETF
13	SCHM Schwab U.S. Mid-Cap ETF	1.8%	$17.4M	-2.2%	473.0K	1.7%	ETF
14	SCHA Schwab U.S. Small-Cap ETF	1.7%	$17.3M	+3.1%	479.8K	1.6%	ETF
15	CALF Pacer US Small Cap Cash Cows ETF	1.3%	$12.7M	-34.2%	250.1K	2.0%	ETF
16	MSFT Microsoft	1.0%	$10.0M	+7.5%	26.8K	1.1%	Common Stock
17	AMZN Amazon	0.8%	$8.2M	+9.3%	34.4K	0.8%	Common Stock
18	CAT Caterpillar	0.5%	$5.4M	+0.3%	5.1K	0.4%	Common Stock
19	NVDA NVIDIA	0.5%	$5.3M	+6.3%	26.4K	0.5%	Common Stock
20	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 12,723 reported quantity $4,546,835 reported value	0.5%	$4.5M	+1.1%	12.7K	0.4%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing60

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.