HHM Wealth Advisors, LLC

Est. AUM

$283.9M

13F long equity, this entity only

Positions

870

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$17.5M	68780	6.15%	SOLE
2	PACER FDS TR	US SMALL CAP CAS	$17.1M	380206	6.01%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16.3M	75730	5.74%	SOLE
4	SCHWAB STRATEGIC TR	US MID-CAP ETF	$15.0M	483483	5.27%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$13.5M	465370	4.77%	SOLE
6	MICROSOFT CORP	COM	$9.2M	24896	3.25%	SOLE
7	AMAZON COM INC	COM	$6.6M	31488	2.31%	SOLE
8	NVIDIA CORPORATION	COM	$4.3M	24783	1.52%	SOLE
9	ISHARES TR	MSCI USA MIN VOL	$3.8M	41232	1.35%	SOLE
10	ALPHABET INC	CAP STK CL A	$3.6M	12584	1.27%	SOLE
11	CATERPILLAR INC	COM	$3.6M	5097	1.27%	SOLE
12	VANGUARD INDEX FDS	GROWTH ETF	$3.5M	7969	1.23%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	75094	1.20%	SOLE
14	JPMORGAN CHASE & CO	COM	$3.1M	10554	1.09%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$3.1M	4741	1.09%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$3.0M	93365	1.07%	SOLE
17	NORFOLK SOUTHN CORP	COM	$2.9M	10215	1.03%	SOLE
18	J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$2.8M	21801	1.00%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.8M	9622	0.97%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$2.5M	90493	0.87%	SOLE
21	UNUM GROUP	COM	$2.3M	31331	0.81%	SOLE
22	STRATEGY INC	CL A NEW	$2.2M	18011	0.79%	SOLE
23	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.2M	22981	0.78%	SOLE
24	HOME DEPOT INC	COM	$2.2M	6668	0.77%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$2.2M	59574	0.77%	SOLE
26	TESLA INC	COM	$2.2M	5853	0.77%	SOLE
27	HCA HEALTHCARE INC	COM	$2.1M	4460	0.74%	SOLE
28	WALMART INC	COM	$2.1M	16975	0.74%	SOLE
29	ABBVIE INC	COM	$2.0M	9385	0.72%	SOLE
30	SERVISFIRST BANCSHARES INC	COM	$2.0M	27334	0.70%	SOLE
31	SOUTHERN CO	COM	$2.0M	20535	0.70%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$2.0M	43550	0.69%	SOLE
33	UNUM GROUPPUT	PUT	$2.0M	26900	0.69%	SOLE
34	EXXON MOBIL CORP	COM	$2.0M	11517	0.69%	SOLE
35	ELI LILLY & CO	COM	$1.9M	2104	0.68%	SOLE
36	VISA INC	COM CL A	$1.8M	6090	0.65%	SOLE
37	ISHARES TR	RUS 1000 GRW ETF	$1.8M	4309	0.65%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$1.8M	3179	0.65%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.7M	22476	0.60%	SOLE
40	PROCTER & GAMBLE CO	COM	$1.6M	11314	0.58%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2718	0.57%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4994	0.56%	SOLE
43	WASTE MGMT INC DEL	COM	$1.6M	6814	0.55%	SOLE
44	SCHWAB STRATEGIC TR	US REIT ETF	$1.6M	72282	0.55%	SOLE
45	REGIONS FINANCIAL CORP NEW	COM	$1.5M	59226	0.54%	SOLE
46	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	63828	0.52%	SOLE
47	CISCO SYS INC	COM	$1.4M	17895	0.49%	SOLE
48	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	25883	0.45%	SOLE
49	TOYOTA MOTOR CORP	ADS	$1.3M	6229	0.45%	SOLE
50	NETFLIX INC.	COM	$1.2M	12571	0.43%	SOLE

1–50 of 870

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.