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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OKTA OKTA INC Technology 625.0 $85K 0.01% -625.0 -50.0% $136.45 +4.3%
82 VDE VANGUARD WORLD FD 505.0 $76K 0.01% -615.0 -54.9% $150.13 +18.9%
83 CVS CVS HEALTH CORP Healthcare 695.0 $72K 0.01% -257.0 -27.0% $103.51 -8.8%
84 BHP BHP BILLITON LIMITED Basic Materials 790.0 $66K 0.01% -440.0 -35.8% $83.31 +6.0%
85 GIS GENERAL MILLS INC Consumer Defensive 1,864.0 $65K 0.01% -18.0 -1.0% $34.80 +10.1%
86 TTD THE TRADE DESK INC Technology 3,180.0 $57K 0.01% -500.0 -13.6% $18.08 -24.9%
87 MDLZ MONDELEZ INTL INC Consumer Defensive 940.0 $54K 0.01% -156.0 -14.2% $57.85 +8.9%
88 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 585.0 $54K 0.01% -45.0 -7.1% $92.09 -0.1%
89 FXL FIRST TR EXCHANGE-TRADED FD 234.0 $51K 0.01% -40.0 -14.6% $217.22 +0.0%
90 F FORD MTR CO Consumer Cyclical 3,167.0 $44K 0.00% -2K -38.4% $13.90 -0.0%
91 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,400.0 $35K 0.00% -75.0 -5.1% $25.26 -1.0%
92 QTUM ETF SER SOLUTIONS 205.0 $34K 0.00% -37.0 -15.3% $165.38 -8.1%
93 WMB WILLIAMS COS INC Energy 449.0 $33K 0.00% -100.0 -18.2% $74.34 +0.9%
94 ACN ACCENTURE PLC IRELAND Technology 267.0 $33K 0.00% -29.0 -9.8% $124.44 +38.8%
95 TECK TECK RESOURCES LTD Basic Materials 500.0 $30K 0.00% -100.0 -16.7% $59.46 +6.4%
96 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,699.0 $28K 0.00% -420.0 -19.8% $16.70 -9.3%
97 PYPL PAYPAL HLDGS INC Financial Services 657.0 $28K 0.00% -250.0 -27.6% $43.18 +41.6%
98 BA BOEING CO Industrials 126.0 $27K 0.00% -120.0 -48.8% $216.48 +4.2%
99 ARKK ARK ETF TR 300.0 $24K 0.00% -50.0 -14.3% $80.82 -1.6%
100 NOC NORTHROP GRUMMAN CORP Industrials 46.0 $23K 0.00% -26.0 -36.1% $509.33 +15.7%
Page 5 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%