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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $850M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 845 New
Page 6 of 43  ·  845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 5,788.0 $609K 0.07% NEW $105.26 +8.6%
102 GEV GE VERNOVA INC Utilities 931.0 $608K 0.07% NEW $653.57 +54.8%
103 RTX RTX CORPORATION Industrials 3,293.0 $604K 0.07% NEW $183.40 -4.9%
104 PNFP PINNACLE FINL PARTNERS INC Financial Services 6,144.0 $586K 0.07% NEW $95.41 -1.1%
105 DUK DUKE ENERGY CORP NEW Utilities 5,000.0 $586K 0.07% NEW $117.21 +6.3%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 3,578.0 $574K 0.07% NEW $160.39 +19.4%
107 CRWD CROWDSTRIKE HLDGS INC Technology 1,176.0 $551K 0.07% NEW $468.76 +31.6%
108 O REALTY INCOME CORP Real Estate 9,576.0 $540K 0.06% NEW $56.37 +10.1%
109 STRL STERLING INFRASTRUCTURE INC Industrials 1,734.0 $531K 0.06% NEW $306.23 +137.8%
110 VEA VANGUARD TAX-MANAGED FDS 8,493.0 $531K 0.06% NEW $62.47 +12.4%
111 JPIN J P MORGAN EXCHANGE TRADED F 7,585.0 $517K 0.06% NEW $68.14 +8.7%
112 OKE ONEOK INC NEW Energy 7,001.0 $515K 0.06% NEW $73.50 +29.6%
113 RGLD ROYAL GOLD INC Basic Materials 2,309.0 $513K 0.06% NEW $222.26 -1.5%
114 FHN FIRST HORIZON CORPORATION Financial Services 21,239.0 $508K 0.06% NEW $23.90 -1.3%
115 VB VANGUARD INDEX FDS 1,965.0 $507K 0.06% NEW $257.95 +10.4%
116 FEGE RBB FUND TRUST 10,460.0 $481K 0.06% NEW $46.03 +8.6%
117 UNP UNION PAC CORP Industrials 2,080.0 $481K 0.06% NEW $231.36 +17.4%
118 LOW LOWES COS INC Consumer Cyclical 1,971.0 $475K 0.06% NEW $241.16 -9.5%
119 HOOD ROBINHOOD MKTS INC Financial Services 4,111.0 $465K 0.06% NEW $113.10 -34.4%
120 DAL DELTA AIR LINES INC DEL Industrials 6,696.0 $465K 0.06% NEW $69.40 -2.4%
Page 6 of 43  ·  845 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 31.3%
Financial Services 18.0%
Consumer Cyclical 11.5%
Industrials 11.3%
Healthcare 8.0%
Communication Services 7.0%
Consumer Defensive 5.0%
Utilities 2.9%
Energy 2.6%
Real Estate 1.5%