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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 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 15,188.0 $1.2M 0.12% -407.0 -2.6% $77.11 +1.8%
22 RWO SPDR INDEX SHS FDS 22,494.0 $1.1M 0.11% -711.0 -3.1% $49.71 +1.2%
23 GEV GE VERNOVA INC Utilities 907.0 $1.1M 0.11% -26.0 -2.8% $1174.86 -8.2%
24 ISTB ISHARES TR 21,598.0 $1.0M 0.10% -731.0 -3.3% $48.25 -0.4%
25 DXPE DXP ENTERPRISES INC Industrials 5,959.0 $1.0M 0.10% -680.0 -10.2% $168.74 +18.5%
26 KO COCA COLA CO Consumer Defensive 11,661.0 $948K 0.10% -294.0 -2.5% $81.27 +7.0%
27 CMI CUMMINS INC Industrials 1,279.0 $912K 0.09% -19.0 -1.5% $713.21 -10.1%
28 INTC INTEL CORP Technology 6,288.0 $878K 0.09% -2K -24.8% $139.64 -25.9%
29 SCHE SCHWAB STRATEGIC TR 22,835.0 $828K 0.08% -499.0 -2.1% $36.26 +1.8%
30 MO ALTRIA GROUP INC Consumer Defensive 11,276.0 $811K 0.08% -92.0 -0.8% $71.95 -11.1%
31 PM PHILIP MORRIS INTL INC Consumer Defensive 4,185.0 $757K 0.08% -46.0 -1.1% $180.90 +2.0%
32 VCSH VANGUARD SCOTTSDALE FDS 9,562.0 $756K 0.08% -1K -10.7% $79.03 -0.5%
33 ALL ALLSTATE CORP Financial Services 3,006.0 $715K 0.07% -235.0 -7.2% $237.94 +8.5%
34 DUK DUKE ENERGY CORP NEW Utilities 5,173.0 $655K 0.07% -30.0 -0.6% $126.58 -2.4%
35 MAA MID-AMER APT CMNTYS INC Real Estate 4,385.0 $609K 0.06% -480.0 -9.9% $138.94 -5.6%
36 DAL DELTA AIR LINES INC Industrials 6,411.0 $600K 0.06% -286.0 -4.3% $93.66 -6.5%
37 OKE ONEOK INC NEW Energy 6,645.0 $578K 0.06% -122.0 -1.8% $86.94 +9.6%
38 VEA VANGUARD TAX-MANAGED FDS 7,959.0 $567K 0.06% -496.0 -5.9% $71.25 +3.4%
39 O REALTY INCOME CORP Real Estate 8,973.0 $556K 0.06% -163.0 -1.8% $61.96 +0.7%
40 MPC MARATHON PETE CORP Energy 2,137.0 $546K 0.06% -36.0 -1.7% $255.65 +40.1%
Page 2 of 7  ·  122 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%