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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $996M AUM 905 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 186 Added 122 Reduced 62 Exited
Page 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 423.0 $396K 0.04% +24.0 +6.0% $936.45 +3.3%
62 MA MASTERCARD INCORPORATED Financial Services 769.0 $395K 0.04% +10.0 +1.3% $513.46 +12.0%
63 IEMG ISHARES INC 4,232.0 $351K 0.04% +3K +287.9% $82.84 -3.7%
64 SMBK SMARTFINANCIAL INC Financial Services 7,332.0 $344K 0.04% +2K +44.3% $46.92 +10.4%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 693.0 $331K 0.03% +417.0 +151.1% $477.57 -13.4%
66 VO VANGUARD INDEX FDS 4,025.0 $324K 0.03% +3K +402.5% $80.57 +3.6%
67 GS GOLDMAN SACHS GROUP INC Financial Services 320.0 $324K 0.03% +28.0 +9.6% $1011.37 +2.3%
68 PSX PHILLIPS 66 Energy 1,868.0 $316K 0.03% +44.0 +2.4% $169.05 +42.4%
69 PANW PALO ALTO NETWORKS INC Technology 904.0 $308K 0.03% +158.0 +21.2% $341.02 +8.4%
70 MRVL MARVELL TECHNOLOGY INC Technology 952.0 $284K 0.03% +750.0 +371.3% $297.89 -27.9%
71 EMR EMERSON ELEC CO Industrials 1,979.0 $283K 0.03% +185.0 +10.3% $143.14 +10.4%
72 GD GENERAL DYNAMICS CORP Industrials 797.0 $282K 0.03% +9.0 +1.1% $354.24 +11.4%
73 ANET ARISTA NETWORKS INC Technology 1,636.0 $278K 0.03% +246.0 +17.7% $169.88 +12.8%
74 VTV VANGUARD INDEX FDS 1,237.0 $270K 0.03% +10.0 +0.8% $217.93 +4.0%
75 VGT VANGUARD WORLD FD 2,245.0 $268K 0.03% +2K +484.6% $119.52 +0.1%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 928.0 $261K 0.03% +41.0 +4.6% $281.21 -17.7%
77 MS MORGAN STANLEY Financial Services 1,173.0 $245K 0.03% +103.0 +9.6% $208.98 +3.5%
78 GSLC GOLDMAN SACHS ETF TR 1,688.0 $240K 0.02% +1K +166.7% $141.89 +3.6%
79 IDEV ISHARES TR 2,534.0 $226K 0.02% +2K +169.6% $89.01 +3.8%
80 CBZ CBIZ INC Industrials 7,000.0 $225K 0.02% +3K +75.0% $32.08 +70.7%
Page 4 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 16.0%
Industrials 13.1%
Consumer Cyclical 10.7%
Healthcare 7.6%
Communication Services 7.2%
Consumer Defensive 4.7%
Utilities 3.1%
Energy 3.1%
Real Estate 1.3%