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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 25 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IWL ISHARES TR 150.0 $28K 0.00% $184.95 +2.9%
482 BA BOEING CO Industrials 126.0 $27K 0.00% -120.0 -48.8% $216.48 +2.6%
483 EQR EQUITY RESIDENTIAL Real Estate 400.0 $27K 0.00% $67.93 -6.3%
484 APP APPLOVIN CORP Technology 52.0 $27K 0.00% $515.23 -39.7%
485 OMC OMNICOM GROUP INC Communication Services 362.0 $26K 0.00% +62.0 +20.7% $72.83 +20.0%
486 SPXC SPX TECHNOLOGIES INC Industrials 107.0 $26K 0.00% $245.18 -15.2%
487 KR KROGER CO Consumer Defensive 469.0 $26K 0.00% $55.53 +1.3%
488 IXN ISHARES TR 178.0 $26K 0.00% $144.48 -3.8%
489 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 309.0 $25K 0.00% +79.0 +34.4% $82.40 -5.2%
490 NEBIUS GROUP N.V. 92.0 $25K 0.00% +62.0 +206.7% $276.17
491 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 665.0 $25K 0.00% $37.76 +11.8%
492 SYY SYSCO CORP Consumer Defensive 300.0 $25K 0.00% $83.58 -1.3%
493 LPX LOUISIANA PAC CORP Basic Materials 316.0 $25K 0.00% $78.66 -3.4%
494 VRT VERTIV HOLDINGS CO Industrials 74.0 $25K 0.00% +34.0 +85.0% $335.23 -22.1%
495 AON AON PLC Financial Services 74.0 $25K 0.00% $331.80 +5.0%
496 ARKK ARK ETF TR 300.0 $24K 0.00% -50.0 -14.3% $80.82 +3.1%
497 MSM MSC INDL DIRECT INC Industrials 200.0 $24K 0.00% $118.95 +1.2%
498 HTGC HERCULES CAPITAL INC Financial Services 1,500.0 $24K 0.00% $15.77 +7.2%
499 NOC NORTHROP GRUMMAN CORP Industrials 46.0 $23K 0.00% -26.0 -36.1% $509.33 +14.4%
500 SAP SAP SE Technology 152.0 $23K 0.00% $154.11 +39.9%
Page 25 of 45  ·  898 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%