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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 29 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LEIDOS HOLDINGS INC 160.0 $16K 0.00% +59.0 +58.4% $102.97
562 COWG PACER FDS TR 408.0 $16K 0.00% $40.15 -0.7%
563 MNA NEW YORK LIFE INVESTMENTS ET 447.0 $16K 0.00% $36.48 +0.9%
564 XLP SELECT SECTOR SPDR TR 191.0 $16K 0.00% +12.0 +6.7% $83.07 +4.6%
565 UNILEVER PLC 258.0 $16K 0.00% $60.12
566 VALE VALE S A Basic Materials 1,031.0 $16K 0.00% +331.0 +47.3% $15.04 -5.6%
567 WBD WARNER BROS DISCOVERY INC Communication Services 570.0 $15K 0.00% $26.66 +7.1%
568 GNTX GENTEX CORP Consumer Cyclical 600.0 $15K 0.00% $25.27 -5.3%
569 NG NOVAGOLD RESOURCES INC Basic Materials 2,500.0 $15K 0.00% $5.97 +35.3%
570 B BARRICK MNG CORP Basic Materials 400.0 $15K 0.00% $36.73 +21.9%
571 GNRC GENERAC HLDGS INC Industrials 50.0 $15K 0.00% NEW $292.82 -28.5%
572 IWP ISHARES TR 100.0 $15K 0.00% $146.41 -1.1%
573 VBK VANGUARD INDEX FDS 40.0 $15K 0.00% $365.70 -1.3%
574 DVY ISHARES TR 93.0 $15K 0.00% $156.30 +6.8%
575 DEO DIAGEO PLC Consumer Defensive 180.0 $14K 0.00% $80.38 +13.5%
576 GETY GETTY IMAGES HOLDINGS INC Communication Services 16,822.0 $14K 0.00% $0.86 -68.6%
577 CUBE CUBESMART Real Estate 360.0 $14K 0.00% $39.77 +4.5%
578 CARNIVAL CORP LTD 500.0 $14K 0.00% NEW $28.57
579 WDC WESTERN DIGITAL CORP Technology 22.0 $14K 0.00% NEW $638.73 -23.2%
580 QQQJ INVESCO EXCH TRADED FD TR II 309.0 $14K 0.00% $45.44 +1.9%
Page 29 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%