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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 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RY ROYAL BK CDA Financial Services 36.0 $7K 0.00% NEW $206.97 +2.6%
22 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 88.0 $7K 0.00% NEW $81.17 -6.1%
23 SEABRIDGE GOLD INC 275.0 $7K 0.00% NEW $25.74
24 GWW WW GRAINGER INC Industrials 5.0 $7K 0.00% NEW $1360.40 -3.3%
25 WES WESTERN MIDSTREAM PARTNERS L Energy 150.0 $7K 0.00% NEW $43.76 +13.7%
26 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 326.0 $6K 0.00% NEW $19.89 +13.9%
27 KMX CARMAX INC Consumer Cyclical 122.0 $6K 0.00% NEW $52.89 +9.8%
28 HPQ HP INC Technology 275.0 $6K 0.00% NEW $21.94 +36.2%
29 CANADIAN PACIFIC KANSAS CITY 65.0 $6K 0.00% NEW $86.66
30 BBY BEST BUY INC Consumer Cyclical 73.0 $6K 0.00% NEW $75.89 +15.7%
31 AMCOR PLC 118.0 $5K 0.00% NEW $43.36
32 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11.0 $5K 0.00% NEW $459.18 +14.2%
33 CENCORA INC 16.0 $5K NEW $283.00
34 PAA PLAINS ALL AMERN PIPELINE L Energy 200.0 $4K NEW $22.26 +8.4%
35 FRVO FERVO ENERGY CO 150.0 $4K NEW $29.23 -37.5%
36 SWKS SKYWORKS SOLUTIONS INC Technology 63.0 $4K NEW $67.81 -2.0%
37 PKG PACKAGING CORP AMER Consumer Cyclical 16.0 $4K NEW $238.31 +5.6%
38 DMAY FIRST TR EXCHNG TRADED FD VI 78.0 $4K NEW $47.13 +1.7%
39 MSCI MSCI INC Financial Services 6.0 $3K NEW $560.17 +0.7%
40 CEREBRAS SYSTEMS INC 15.0 $3K NEW $221.00
Page 2 of 5  ·  83 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%