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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 40 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 UMH UMH PPTYS INC Real Estate 200.0 $3K -377.0 -65.3% $15.14 +7.1%
782 WAT WATERS CORP Healthcare 8.0 $3K $375.12 +7.6%
783 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6.0 $3K NEW $496.83 +7.0%
784 DRAM ROUNDHILL ETF TRUST 40.0 $3K NEW $73.85 -24.9%
785 TMC TMC THE METALS COMPANY INC Basic Materials 660.0 $3K $4.43 -12.9%
786 NGVT INGEVITY CORP Basic Materials 39.0 $3K $74.69 -0.1%
787 E ENI SPA Energy 62.0 $3K $46.87 +18.6%
788 PATH UIPATH INC Technology 260.0 $3K $10.87 +43.8%
789 HYG ISHARES TR 35.0 $3K $79.97 -0.5%
790 UCON FIRST TR EXCHNG TRADED FD VI 112.0 $3K NEW $24.88 -1.0%
791 IUS INVESCO EXCH TRD SLF IDX FD 42.0 $3K NEW $65.60 +6.1%
792 KLIC KULICKE & SOFFA INDS INC Technology 20.0 $3K $133.80 -31.5%
793 CRM SALESFORCE INC Technology 17.0 $3K $156.71 +26.5%
794 DXYZ DESTINY TECH100 INC 100.0 $3K $25.76 +26.4%
795 EEM ISHARES TR 37.0 $3K $69.08 -5.3%
796 SATS ECHOSTAR CORP Technology 25.0 $3K NEW $101.52 -14.3%
797 CALM CAL MAINE FOODS INC Consumer Defensive 31.0 $2K NEW $80.58 +2.0%
798 SYM SYMBOTIC INC Industrials 55.0 $2K -2K -96.6% $44.96 -10.0%
799 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 20.0 $2K $123.15 +27.3%
800 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 50.0 $2K $47.82 -8.8%
Page 40 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%