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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	AGL	AGILON HEALTH INC	Healthcare	—	$2.0	—	SOLD
62	—	XEROX HOLDINGS CORP	—	12	$2.0	—	SOLD

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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%