HHM Wealth Advisors, LLC

CIK

1750086

Location

CHATTANOOGA, TN

Portfolio Value

Small $172,762,349

Diversification

Diversified

Filing Date

Global Rank

#4,757 / 8,517 ▼ 32

Top Industry

Consumer Electronics 11.9%

3Y Alpha vs SPY

+12.3%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+136.4%

SPY

+75.3%

Annualised alpha

+12.6%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

617 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

+1.4 pts

Top 5

28.2%

−4.0 pts

Top 10

39.3%

−3.4 pts

HHI

270

Diversified−31

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$56,167,912	92
Financial Services	14.9%	$25,822,748	105
Industrials	13.7%	$23,694,808	90
Consumer Cyclical	10.7%	$18,491,068	67
Healthcare	7.6%	$13,113,690	54
Communication Services	5.1%	$8,839,755	30
Consumer Defensive	4.7%	$8,137,142	35
Energy	3.1%	$5,332,496	43
Unclassified	3.0%	$5,160,306	12
Utilities	2.4%	$4,200,897	21
Real Estate	1.3%	$2,294,259	29
Basic Materials	0.9%	$1,507,268	39

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MLR	Miller Industries Inc /Tn/	+9,313	26,070	$1,333,480
GPK	Graphic Packaging Holding Co	+4,555	5,175	$54,699
CBZ	CBIZ, Inc.	+3,000	7,000	$224,560
AMZN	Amazon Com Inc	+2,924	34,412	$8,201,756
SMBK	Smartfinancial Inc.	+2,250	7,332	$344,017
MSFT	Microsoft Corp	+1,869	26,765	$9,983,880
META	Meta Platforms, Inc.	+1,739	3,756	$2,115,717
USAR	USA Rare Earth, Inc.	+1,634	3,040	$65,603
SOUN	Soundhound Ai, Inc.	+1,627	2,627	$16,996
NVDA	Nvidia Corp	+1,567	26,350	$5,272,371
HOOD	Robinhood Markets, Inc.	+1,500	1,611	$161,551
BKNG	Booking Holdings Inc.	+1,200	1,250	$222,800
TM	Toyota Motor Corp/	+1,150	7,379	$1,242,771
V	Visa Inc.	+1,143	7,233	$2,481,569
IDR	Idaho Strategic Resources, Inc.	+1,000	3,662	$119,930
NAK	Northern Dynasty Minerals Ltd	+762	9,753	$18,725
MRVL	Marvell Technology, Inc.	+750	952	$283,591
IONQ	IonQ, Inc.	+740	975	$51,928
PLTR	Palantir Technologies Inc.	+733	5,047	$588,833
FFIN	First Financial Bankshares Inc	+660	1,401	$48,474
QCOM	Qualcomm Inc/De	+585	2,499	$461,790
KLAC	Kla Corp	+521	580	$174,991
NET	Cloudflare, Inc.	+500	516	$126,564
IBIT	iShares Bitcoin Trust ETF	+473	5,715	$190,252
BCS	Barclays PLC	+462	1,084	$29,116
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−9,483	12,723	$4,546,818
RF	Regions Financial Corp	−4,940	54,286	$1,639,437
INTC	Intel Corp	−2,071	6,288	$877,993
F	Ford Motor Co	−1,970	3,167	$44,021
SFBS	ServisFirst Bancshares, Inc.	−1,769	25,565	$2,217,763
SYM	Symbotic Inc.	−1,581	55	$2,472
MSTR	Strategy Inc	−1,500	16,511	$1,435,301
MU	Micron Technology Inc	−1,253	1,579	$1,822,623
DXPE	Dxp Enterprises Inc	−680	5,959	$1,005,521
OKTA	Okta, Inc.	−625	625	$85,281
SMCI	Super Micro Computer, Inc.	−600	400	$11,732
HOG	Harley-Davidson, Inc.	−600	200	$4,892
TSCO	Tractor Supply Co /De/	−598	6,341	$200,439
FLO	Flowers Foods Inc	−591	2,168	$17,127
LNC	Lincoln National Corp	−565	348	$12,301
UNH	Unitedhealth Group Inc	−557	2,820	$1,172,076
TTD	Trade Desk, Inc.	−500	3,180	$57,494
MAA	Mid America Apartment Communities Inc.	−480	4,385	$609,251
BHP	BHP Group Ltd	−440	790	$65,814
SO	Southern Co	−424	20,111	$1,924,823
PDI	PIMCO Dynamic Income Fund	−420	1,699	$28,373
UMH	Umh Properties, Inc.	−377	200	$3,028
CMCSA	Comcast Corp	−337	61	$1,497
RIO	Rio Tinto PLC	−319	1,030	$97,777
KO	Coca Cola Co	−294	11,661	$947,689
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	800	$772,000
ASST	Strive, Inc.	13,000	$141,830
DDOG	Datadog, Inc.	328	$85,398
FDXF	FedEx Freight Holding Company, Inc.	285	$43,035
INFQ	Infleqtion, Inc.	1,517	$20,206
TEO	Telecom Argentina SA	1,551	$20,163
UBS	UBS Group AG	392	$19,427
GNRC	Generac Holdings Inc.	50	$14,640
WDC	Western Digital Corp	22	$14,051
ROST	Ross Stores, Inc.	51	$10,855
LYG	Lloyds Banking Group plc	1,498	$8,733
SHEL	Shell plc	100	$7,754
RY	Royal Bank Of Canada	36	$7,450
PEG	Public Service Enterprise Group Inc	88	$7,142
GWW	W.W. Grainger, Inc.	5	$6,802
WES	Western Midstream Partners, LP	150	$6,564
MUFG	Mitsubishi Ufj Financial Group Inc	326	$6,484
KMX	Carmax Inc	122	$6,452
HPQ	Hp Inc	275	$6,033
CP	Canadian Pacific Kansas City Ltd/Cn	65	$5,632
BBY	Best Buy Co Inc	73	$5,539
AMCR	Amcor plc	118	$5,115
SPOT	Spotify Technology S.A.	11	$5,050
COR	Cencora, Inc.	16	$4,527
PAA	Plains All American Pipeline LP	200	$4,452
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	75,730	$16,286,493
FNDA	Schwab Fundamental U.S. Small Company ETF	93,365	$3,027,826
CWI	State Street SPDR MSCI ACWI ex-US ETF	59,574	$2,179,812
BRK-B	Berkshire Hathaway Inc	1	$718,140
VEA	Vanguard FTSE Developed Markets ETF	8,455	$541,796
VB	Vanguard Morningstar Small-Cap ETF	1,645	$430,858
HON	Honeywell International Inc	1,108	$250,441
VEU	Vanguard FTSE All-World Ex-US ETF	3,058	$229,655
BIV	Vanguard Intermediate-Term Bond ETF	2,041	$157,524
HUBS	Hubspot Inc	343	$83,726
TWLO	Twilio Inc	600	$75,492
BF-A	Brown Forman Corp	2,748	$72,657
VXF	Vanguard Extended Market ETF	352	$72,441
BATRA	Atlanta Braves Holdings, Inc.	1,280	$54,656
QABA	First Trust NASDAQ ABA Community Bank Index Fund	785	$45,718
CGCB	Capital Group Core Bond ETF	1,167	$30,645
IBB	iShares Biotechnology ETF	175	$29,548
GL	Globe Life Inc.	170	$23,658
SNOW	Snowflake Inc.	100	$15,082
AAL	American Airlines Group Inc.	1,400	$15,036
BNDX	Vanguard Total International Bond ETF	272	$13,069
NDAQ	Nasdaq, Inc.	136	$11,545
ARES	Ares Management Corp	94	$10,255
BILZ	PIMCO Ultra Short Government Active ETF	50	$5,048
SETM	Sprott Funds Trust Sprott Critical Materials ETF	135	$4,465
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

617 tracked positions · $172,762,349 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 617 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	68,653	-127	$19,865,432	+13.8%	11.50%
MSFT	Microsoft Corp Technology	Added	26,765	+1,869	$9,983,880	+8.3%	5.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	34,412	+2,924	$8,201,756	+25.1%	4.75%
CAT	Caterpillar Inc Industrials	Added	5,112	+15	$5,443,768	+50.8%	3.15%
NVDA	Nvidia Corp Technology	Added	26,350	+1,567	$5,272,371	+22.0%	3.05%
UNM	Unum Group PUT + SHARES Financial Services	Added	58,493	+262	$5,229,274	+23.0%	3.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,723	-9,483	$4,546,818	−28.7%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,692	+138	$3,499,812	+12.7%	2.03%
NSC	Norfolk Southern Corp Industrials	Added	10,223	+8	$3,216,053	+9.7%	1.86%
LLY	ELI LILLY & Co Healthcare	Added	2,201	+97	$2,639,945	+36.4%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,904	+51	$2,483,222	+14.1%	1.44%
V	Visa Inc. Financial Services	Added	7,233	+1,143	$2,481,569	+34.8%	1.44%
ABBV	AbbVie Inc. Healthcare	Added	9,421	+36	$2,370,700	+16.1%	1.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,710	+42	$2,366,482	+7.9%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,178	-1	$2,340,279	+27.5%	1.35%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Reduced	25,565	-1,769	$2,217,763	—	1.28%
CSCO	Cisco Systems, Inc. Technology	Added	18,210	+315	$2,138,946	+54.1%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	3,756	+1,739	$2,115,717	+83.3%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	17,218	+243	$1,950,110	−7.6%	1.13%
SO	Southern Co Utilities	Reduced	20,111	-424	$1,924,823	−2.9%	1.11%
MU	Micron Technology Inc Technology	Reduced	1,579	-1,253	$1,822,623	+90.5%	1.05%
HCA	HCA Healthcare, Inc. Healthcare	Held	4,460	0	$1,738,909	−17.6%	1.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,367	+53	$1,666,856	+2.0%	0.96%
RF	Regions Financial Corp Financial Services	Reduced	54,286	-4,940	$1,639,437	+6.0%	0.95%
XOM	ExxonMobil Holdings Corp Energy	Added	11,740	+223	$1,605,092	−17.9%	0.93%
WM	Waste Management Inc Industrials	Added	6,826	+12	$1,521,378	−2.8%	0.88%
STRL	Sterling Infrastructure, Inc. Industrials	Held	1,734	0	$1,455,450	+106.1%	0.84%
MSTR	Strategy Inc Technology	Reduced	16,511	-1,500	$1,435,301	−36.1%	0.83%
GE	General Electric Co Industrials	Added	3,619	+13	$1,352,528	+32.2%	0.78%
MLR	Miller Industries Inc /Tn/ Consumer Cyclical	Added	26,070	+9,313	$1,333,480	+74.7%	0.77%
JNJ	Johnson & Johnson Healthcare	Added	5,167	+242	$1,312,262	+9.0%	0.76%
TM	Toyota Motor Corp/ Consumer Cyclical	Added	7,379	+1,150	$1,242,771	−3.2%	0.72%
AMD	Advanced Micro Devices Inc Technology	Added	2,065	+68	$1,199,579	+195.3%	0.69%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,820	-557	$1,172,076	+28.3%	0.68%
AVGO	Broadcom Inc. Technology	Added	2,935	+397	$1,108,696	+41.1%	0.64%
GEV	GE Vernova Inc. Industrials	Reduced	907	-26	$1,065,598	+30.8%	0.62%
DXPE	Dxp Enterprises Inc Industrials	Reduced	5,959	-680	$1,005,521	+8.4%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Added	17,332	+160	$987,577	+18.0%	0.57%
KO	Coca Cola Co Consumer Defensive	Reduced	11,661	-294	$947,689	+4.2%	0.55%
SPY	Spdr S&P 500 ETF Trust	Added	1,253	+6	$935,702	+15.4%	0.54%
CMI	Cummins Inc Industrials	Reduced	1,279	-19	$912,195	+30.6%	0.53%
NFLX	Netflix Inc Communication Services	Reduced	12,540	-31	$895,356	−25.9%	0.52%
ARM	Arm Holdings PLC /Uk Technology	Added	2,510	+20	$889,970	+136.3%	0.52%
INTC	Intel Corp Technology	Reduced	6,288	-2,071	$877,993	+138.0%	0.51%
UBER	Uber Technologies, Inc Technology	Held	11,792	0	$850,910	+0.3%	0.49%
NEE	Nextera Energy Inc Utilities	Added	9,447	+86	$829,163	−4.6%	0.48%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,276	-92	$811,308	+8.1%	0.47%
FTNT	Fortinet, Inc. Technology	Added	5,240	+6	$804,968	+88.2%	0.47%
STX	Seagate Technology Holdings plc Technology	NEW	800	NEW	$772,000	NEW	0.45%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,185	-46	$757,108	+8.2%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.