HHM Wealth Advisors, LLC

CIK

1750086

Location

CHATTANOOGA, TN

Portfolio Value

Small $149,085,577

Diversification

Diversified

Filing Date

Global Rank

#4,519 / 8,232 ▲ 175

Top Industry

Consumer Electronics 12.1%

3Y Alpha vs SPY

-2.2%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.9%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

600 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−0.1 pts

Top 5

28.0%

−1.8 pts

Top 10

38.4%

−1.9 pts

HHI

272

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$45,204,622	90
Financial Services	14.8%	$22,060,291	102
Industrials	13.1%	$19,505,448	91
Consumer Cyclical	10.8%	$16,029,736	65
Healthcare	8.1%	$12,118,617	52
Consumer Defensive	5.5%	$8,144,750	34
Communication Services	4.9%	$7,354,671	29
Energy	3.9%	$5,843,077	40
Unclassified	3.1%	$4,657,783	13
Utilities	2.9%	$4,360,251	19
Real Estate	1.5%	$2,184,755	27
Basic Materials	1.1%	$1,621,576	38

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+4,682	5,715	$89,439
IDR	Idaho Strategic Resources, Inc.	+2,581	2,662	$85,503
ET	Energy Transfer LP	+2,465	4,735	$91,385
INTC	Intel Corp	+2,193	8,359	$368,882
NVDA	Nvidia Corp	+2,122	24,783	$4,322,155
AAPL	Apple Inc.	+2,039	68,780	$17,455,676
BAC	Bank Of America Corp /De/	+1,716	17,172	$837,135
SYM	Symbotic Inc.	+1,634	1,636	$87,035
XOM	Exxon Mobil Corp	+1,320	11,517	$1,953,974
MSFT	Microsoft Corp	+952	24,896	$9,215,752
SMCI	Super Micro Computer, Inc.	+735	1,000	$22,770
CVX	Chevron Corp	+719	3,420	$707,598
COF	Capital One Financial Corp	+687	2,132	$388,940
T	At&T Inc.	+676	11,715	$339,617
F	Ford Motor Co	+655	5,137	$59,280
PM	Philip Morris International Inc.	+653	4,231	$699,553
PEP	Pepsico Inc	+614	3,043	$472,547
SBUX	Starbucks Corp	+565	1,027	$92,008
ABBV	AbbVie Inc.	+554	9,385	$2,041,143
NEE	Nextera Energy Inc	+551	9,361	$869,449
JPM	Jpmorgan Chase & Co	+537	10,554	$3,104,564
AVGO	Broadcom Inc.	+485	2,538	$785,536
WMB	Williams Companies, Inc.	+449	549	$39,956
PFE	Pfizer Inc	+436	6,011	$168,788
FIG	Figma, Inc.	+425	705	$14,903
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NAK	Northern Dynasty Minerals Ltd	−49,595	8,991	$12,587
IBIT	iShares Bitcoin Trust ETF	−13,188	5,242	$201,397
RF	Regions Financial Corp	−5,000	59,226	$1,546,983
HOOD	Robinhood Markets, Inc.	−4,000	111	$7,692
SFBS	ServisFirst Bancshares, Inc.	−3,401	27,334	$1,990,735
TTD	Trade Desk, Inc.	−2,750	3,680	$83,499
DNP	Dnp Select Income Fund Inc	−2,750	8,624	$88,827
WMT	Walmart Inc.	−2,414	16,975	$2,109,653
GLD	Spdr Gold Trust	−2,171	1,540	$662,646
GBTC	Grayscale Bitcoin Trust ETF	−1,700	1,444	$76,185
UL	Unilever PLC	−1,462	258	$14,698
DXPE	Dxp Enterprises Inc	−1,182	6,639	$927,667
TM	Toyota Motor Corp/	−975	6,229	$1,283,734
MDT	Medtronic plc	−942	2,005	$173,733
ANET	Arista Networks, Inc.	−925	1,390	$170,664
AMZN	Amazon Com Inc	−900	31,488	$6,558,005
SO	Southern Co	−885	20,535	$1,982,038
MAA	Mid America Apartment Communities Inc.	−875	4,865	$594,113
CSCO	Cisco Systems, Inc.	−800	17,895	$1,388,473
BABA	Alibaba Group Holding Ltd	−800	1,054	$132,234
SLV	iShares Silver Trust	−660	2,115	$144,116
CAT	Caterpillar Inc	−657	5,097	$3,611,020
VZ	Verizon Communications Inc	−585	4,710	$236,442
HII	Huntington Ingalls Industries, Inc.	−550	355	$134,864
WFC	Wells Fargo & Company/Mn	−528	6,405	$509,902
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	6,144	$529,244
TSEM	Tower Semiconductor Ltd	1,700	$298,316
ROK	Rockwell Automation, Inc	340	$122,019
PAAS	Pan American Silver Corp	2,000	$109,260
CBZ	CBIZ, Inc.	4,000	$107,400
IREN	IREN Ltd	2,665	$91,356
APH	Amphenol Corp /De/	216	$27,291
USAR	USA Rare Earth, Inc.	1,406	$21,279
CASY	Caseys General Stores Inc	28	$20,380
EW	Edwards Lifesciences Corp	202	$16,176
PPL	PPL Corp	345	$13,179
SW	Smurfit Westrock plc	313	$12,473
VICI	Vici Properties Inc.	456	$12,457
CME	Cme Group Inc.	40	$11,814
NDAQ	Nasdaq, Inc.	136	$11,545
TRGP	Targa Resources Corp.	46	$11,533
ARES	Ares Management Corp	94	$10,255
AVB	Avalonbay Communities Inc	61	$9,964
MWH	SOLV Energy, Inc.	330	$9,909
SA	Seabridge Gold Inc	275	$7,793
WWD	Woodward, Inc.	17	$6,084
PL	Planet Labs PBC	215	$6,009
WCC	Wesco International Inc	19	$5,198
BSM	Black Stone Minerals, L.P.	330	$4,989
AES	Aes Corp	336	$4,734
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LW	Lamb Weston Holdings, Inc.	2,400	$100,536
GEN	Gen Digital Inc.	2,780	$75,588
CRK	Comstock Resources Inc	2,200	$50,996
FTV	Fortive Corp	750	$41,407
TROX	Tronox Holdings plc	6,000	$25,020
CBRL	Cracker Barrel Old Country Store, Inc	980	$24,892
PPLT	abrdn Platinum ETF Trust	133	$24,795
TSN	Tyson Foods, Inc.	225	$13,189
RAL	Ralliant Corp	250	$12,727
ROP	Roper Technologies Inc	24	$10,683
PECO	Phillips Edison & Company, Inc.	300	$10,671
INGR	Ingredion Inc	70	$7,718
EQIX	Equinix Inc	10	$7,661
SSB	SouthState Bank Corp	75	$7,058
UMBF	Umb Financial Corp	56	$6,442
RDDT	Reddit, Inc.	26	$5,976
VEEV	Veeva Systems Inc	21	$4,687
RIOT	Riot Platforms, Inc.	325	$4,117
ALLY	Ally Financial Inc.	90	$4,076
SHEL	Shell plc	46	$3,380
STWD	Starwood Property Trust, Inc.	175	$3,151
KVUE	Kenvue Inc.	95	$1,638
FRMI	Fermi Inc.	100	$800
ECL	Ecolab Inc.	3	$787
IMOS	Chipmos Technologies Inc	7	$207
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

600 positions · $149,085,577 total · as of Mar 31, 2026

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

Showing 1–50 of 600 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	68,780	+2,039	$17,455,676	−3.8%	11.71%
MSFT	Microsoft Corp Technology	Added	24,896	+952	$9,215,752	−20.4%	6.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	31,488	-900	$6,558,005	−12.3%	4.40%
NVDA	Nvidia Corp Technology	Added	24,783	+2,122	$4,322,155	+2.3%	2.90%
UNM	Unum Group Financial Services	Held	58,231	0	$4,252,609	−5.8%	2.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,584	-359	$3,618,655	−10.7%	2.43%
CAT	Caterpillar Inc Industrials	Reduced	5,097	-657	$3,611,020	+9.5%	2.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,554	+537	$3,104,564	−3.8%	2.08%
NSC	Norfolk Southern Corp Industrials	Added	10,215	+359	$2,931,705	+3.0%	1.97%
MSTR	Strategy Inc Technology	Added	18,011	+29	$2,247,772	−17.7%	1.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,668	+307	$2,193,038	+0.2%	1.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,853	-215	$2,175,852	−20.3%	1.46%
HCA	HCA Healthcare, Inc. Healthcare	Held	4,460	0	$2,110,650	+1.4%	1.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,975	-2,414	$2,109,653	−2.3%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	9,385	+554	$2,041,143	+1.2%	1.37%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Reduced	27,334	-3,401	$1,990,735	−9.8%	1.34%
SO	Southern Co Utilities	Reduced	20,535	-885	$1,982,038	+6.1%	1.33%
XOM	Exxon Mobil Corp Energy	Added	11,517	+1,320	$1,953,974	+59.2%	1.31%
LLY	ELI LILLY & Co Healthcare	Added	2,104	+176	$1,935,196	−6.6%	1.30%
V	Visa Inc. Financial Services	Added	6,090	+400	$1,840,641	−7.8%	1.23%
QQQ	Invesco Qqq Trust, Series 1	Added	3,179	+421	$1,834,855	+8.3%	1.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,314	+403	$1,634,194	+4.5%	1.10%
WM	Waste Management Inc Industrials	Added	6,814	+1	$1,565,789	+4.6%	1.05%
RF	Regions Financial Corp Financial Services	Reduced	59,226	-5,000	$1,546,983	−11.1%	1.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,895	-800	$1,388,473	−3.6%	0.93%
TM	Toyota Motor Corp/ Consumer Cyclical	Reduced	6,229	-975	$1,283,734	−16.8%	0.86%
NFLX	Netflix Inc Communication Services	Added	12,571	+71	$1,208,701	+3.1%	0.81%
JNJ	Johnson & Johnson Healthcare	Added	4,925	+301	$1,203,867	+25.8%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	2,017	+411	$1,153,986	+8.9%	0.77%
GE	General Electric Co Industrials	Added	3,606	+22	$1,023,274	−7.3%	0.69%
MU	Micron Technology Inc Technology	Reduced	2,832	-24	$956,762	+17.4%	0.64%
DXPE	Dxp Enterprises Inc Industrials	Reduced	6,639	-1,182	$927,667	+8.0%	0.62%
UNH	Unitedhealth Group Inc Healthcare	Added	3,377	+63	$913,782	−16.5%	0.61%
KO	Coca Cola Co Consumer Defensive	Reduced	11,955	-12	$909,177	+8.7%	0.61%
NEE	Nextera Energy Inc Utilities	Added	9,361	+551	$869,449	+22.9%	0.58%
UBER	Uber Technologies, Inc Technology	Added	11,792	+31	$848,198	−11.7%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Added	17,172	+1,716	$837,135	−1.5%	0.56%
GEV	GE Vernova Inc. Industrials	Added	933	+2	$814,415	+33.8%	0.55%
SPY	Spdr S&P 500 ETF Trust	Added	1,247	+27	$810,973	−2.5%	0.54%
AVGO	Broadcom Inc. Technology	Added	2,538	+485	$785,536	+10.6%	0.53%
MLR	Miller Industries Inc /Tn/ Consumer Cyclical	Held	16,757	0	$763,281	+21.9%	0.51%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,368	-235	$750,174	+12.1%	0.50%
CVX	Chevron Corp Energy	Added	3,420	+719	$707,598	+71.9%	0.47%
STRL	Sterling Infrastructure, Inc. Industrials	Held	1,734	0	$706,206	+33.0%	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,231	+653	$699,553	+21.9%	0.47%
CMI	Cummins Inc Industrials	Reduced	1,298	-193	$698,349	−8.2%	0.47%
DUK	Duke Energy CORP Utilities	Added	5,203	+203	$681,280	+16.2%	0.46%
ALL	Allstate Corp Financial Services	Reduced	3,241	-280	$671,988	−8.3%	0.45%
RTX	RTX Corp Industrials	Added	3,444	+151	$664,347	+10.0%	0.45%
GLD	Spdr Gold Trust	Reduced	1,540	-2,171	$662,646	−54.9%	0.44%