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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 38 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BBAX J P MORGAN EXCHANGE TRADED F 73.0 $4K $59.88 +6.9%
742 NVO NOVO-NORDISK A S Healthcare 90.0 $4K $47.94 -4.7%
743 UFO PROCURE ETF TRUST II 85.0 $4K $50.67 -6.9%
744 SWKS SKYWORKS SOLUTIONS INC Technology 63.0 $4K NEW $67.81 -0.6%
745 BAX BAXTER INTL INC Healthcare 200.0 $4K $21.32 +21.7%
746 RITM RITHM CAPITAL CORP Real Estate 450.0 $4K $9.39 +8.6%
747 SETM SPROTT FDS TR 135.0 $4K $31.16 +3.8%
748 GRNY TIDAL TRUST I 152.0 $4K $27.65 +0.2%
749 MP MP MATERIALS CORP Basic Materials 75.0 $4K -75.0 -50.0% $56.01 +1.2%
750 LEU CENTRUS ENERGY CORP Energy 25.0 $4K $167.88 +4.7%
751 SMR NUSCALE PWR CORP Utilities 417.0 $4K $10.03 -13.9%
752 IPGP IPG PHOTONICS CORP Technology 35.0 $4K $117.34 -30.7%
753 RGEN REPLIGEN CORP Healthcare 30.0 $4K $136.47 +21.8%
754 FLJP FRANKLIN TEMPLETON ETF TR 100.0 $4K $39.75 +2.2%
755 FIX COMFORT SYS USA INC Industrials 2.0 $4K +1.0 +100.0% $1982.00 -12.3%
756 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 1,400.0 $4K $2.83 -17.0%
757 LMND LEMONADE INC Financial Services 60.0 $4K $65.05 -23.0%
758 ADSK AUTODESK INC Technology 20.0 $4K $194.45 +26.9%
759 PKG PACKAGING CORP AMER Consumer Cyclical 16.0 $4K NEW $238.31 +5.0%
760 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K $86.09 +15.2%
Page 38 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%