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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $869M AUM 890 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 176 Added 134 Reduced 53 Exited
Page 33 of 44  ·  878 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TOL TOLL BROTHERS INC Consumer Cyclical 75.0 $10K 0.00% $136.48 -0.1%
642 OKLO OKLO INC Utilities 205.0 $10K 0.00% +68.0 +49.6% $49.59 +31.3%
643 MRNA MODERNA INC Healthcare 200.0 $10K 0.00% $50.80 -7.0%
644 VRT VERTIV HOLDINGS CO Industrials 40.0 $10K 0.00% $251.10 +25.7%
645 AVB AVALONBAY CMNTYS INC Real Estate 61.0 $10K 0.00% NEW $163.36 +12.7%
646 SOLV ENERGY INC 330.0 $10K 0.00% NEW $30.03
647 HXL HEXCEL CORP NEW Industrials 122.0 $10K 0.00% $80.93 +4.7%
648 CFG CITIZENS FINL GROUP INC Financial Services 164.0 $10K 0.00% $59.98 +4.7%
649 CE CELANESE CORP DEL Basic Materials 149.0 $10K 0.00% $65.77 -19.6%
650 BDX BECTON DICKINSON & CO Healthcare 62.0 $10K 0.00% $157.24 -7.0%
651 NIO NIO INC Consumer Cyclical 1,615.0 $10K 0.00% $6.03 -7.1%
652 HMC HONDA MOTOR CO LTD Consumer Cyclical 400.0 $10K 0.00% $24.31 +8.0%
653 RB GLOBAL INC 100.0 $10K 0.00% $95.85
654 PHK PIMCO HIGH INCOME FD Financial Services 2,027.0 $9K 0.00% $4.63 -2.4%
655 GDX VANECK ETF TRUST 100.0 $9K 0.00% -560.0 -84.8% $91.77 -6.2%
656 HIX WESTERN ASSET HIGH INCOM FD Financial Services 2,250.0 $9K 0.00% $3.98 -0.5%
657 GLP GLOBAL PARTNERS LP Energy 200.0 $8K 0.00% $42.10 +19.4%
658 NOW SERVICENOW INC Technology 80.0 $8K 0.00% $104.55 -4.6%
659 UMH UMH PPTYS INC Real Estate 577.0 $8K 0.00% $14.43 +6.6%
660 PSN PARSONS CORP DEL Industrials 153.0 $8K 0.00% $54.18 -4.7%
Page 33 of 44  ·  878 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 30.1%
Financial Services 16.2%
Industrials 12.6%
Consumer Cyclical 10.8%
Healthcare 8.2%
Communication Services 6.8%
Consumer Defensive 5.5%
Energy 3.9%
Utilities 3.5%
Real Estate 1.5%