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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 4 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSTR STRATEGY INC Technology 16,511.0 $1.4M 0.14% -2K -8.3% $86.93 +12.4%
62 RSP INVESCO EXCHANGE TRADED FD T 6,365.0 $1.4M 0.14% +90.0 +1.4% $212.77 +3.8%
63 GE GE AEROSPACE Industrials 3,619.0 $1.4M 0.14% $373.73 -1.2%
64 MLR MILLER INDS INC TENN Consumer Cyclical 26,070.0 $1.3M 0.13% +9K +55.6% $51.15 +10.7%
65 JNJ JOHNSON & JOHNSON Healthcare 5,167.0 $1.3M 0.13% +242.0 +4.9% $253.99 +3.3%
66 SCHX SCHWAB STRATEGIC TR 44,577.0 $1.3M 0.13% $29.43 +3.6%
67 SGOV ISHARES TR 13,007.0 $1.3M 0.13% -3K -18.9% $100.67 -0.1%
68 VTEB VANGUARD MUN BD FDS 25,741.0 $1.3M 0.13% -142.0 -0.6% $50.58 -1.9%
69 SMH VANECK ETF TRUST 1,906.0 $1.3M 0.13% -75.0 -3.8% $655.89 -9.4%
70 TM TOYOTA MOTOR CORP Consumer Cyclical 7,379.0 $1.2M 0.12% +1K +18.5% $168.42 +12.3%
71 AMD ADVANCED MICRO DEVICES INC Technology 2,065.0 $1.2M 0.12% +68.0 +3.4% $580.91 -12.9%
72 UNH UNITEDHEALTH GROUP INC Healthcare 2,820.0 $1.2M 0.12% -557.0 -16.5% $415.61 -4.8%
73 IJH ISHARES TR 15,188.0 $1.2M 0.12% -407.0 -2.6% $77.11 +1.8%
74 RWO SPDR INDEX SHS FDS 22,494.0 $1.1M 0.11% -711.0 -3.1% $49.71 +1.2%
75 AVGO BROADCOM INC Technology 2,935.0 $1.1M 0.11% +397.0 +15.6% $377.76 +3.9%
76 SCHV SCHWAB STRATEGIC TR 31,279.0 $1.1M 0.11% +574.0 +1.9% $34.81 +1.5%
77 GEV GE VERNOVA INC Utilities 907.0 $1.1M 0.11% -26.0 -2.8% $1174.86 -8.2%
78 ISTB ISHARES TR 21,598.0 $1.0M 0.10% -731.0 -3.3% $48.25 -0.4%
79 DXPE DXP ENTERPRISES INC Industrials 5,959.0 $1.0M 0.10% -680.0 -10.2% $168.74 +18.5%
80 BAC BANK OF AMER CORP Financial Services 17,332.0 $988K 0.10% +160.0 +0.9% $56.98 +12.1%
Page 4 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%