HHM Wealth Advisors, LLC
CIK
1750086
Location
CHATTANOOGA, TN
Portfolio Value
Small
$995,950,690
Diversification
Highly concentrated
Filing Date
Global Rank
#2,526
/ 8,798
▼ 143
· as of Jun 2026
Top Industry
Consumer Electronics
11.4%
Period ended 3 months ago
Filed Jul 13, 2026 · 3mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
687 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
56.7%
−1.4 pts
Top 5
74.5%
−1.6 pts
Top 10
81.6%
−1.0 pts
HHI
3,319
Highly concentrated−161
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 82.5% | $822,078,990 |
| Technology | 5.7% | $56,901,815 |
| Financial Services | 2.7% | $26,961,337 |
| Industrials | 2.4% | $24,307,682 |
| Consumer Cyclical | 1.9% | $18,491,068 |
| Healthcare | 1.3% | $13,113,691 |
| Communication Services | 1.3% | $12,550,079 |
| Consumer Defensive | 0.8% | $8,210,376 |
| Energy | 0.5% | $5,333,228 |
| Utilities | 0.4% | $4,200,897 |
| Real Estate | 0.2% | $2,294,259 |
| Basic Materials | 0.2% | $1,507,268 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +533,076 | 17,660,255 | $565,092,400 | |
| ACSG | American Century Small Cap Growth Insights ETF | +74,850 | 225,748 | $28,141,101 | |
| VB | Vanguard Morningstar Small-Cap ETF | +42,677 | 63,537 | $9,239,171 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +42,058 | 870,401 | $59,452,805 | |
| CSIO | Cohen & Steers Infrastructure Opportunities Active ETF | +33,663 | 91,071 | $2,584,594 | |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | +14,208 | 14,655 | $362,270 | |
| VIG | Vanguard Dividend Appreciation ETF | +13,979 | 393,958 | $48,615,770 | |
| MLR | Miller Industries Inc /Tn/ | +9,313 | 26,070 | $1,333,480 | |
| GPK | Graphic Packaging Holding Co | +4,555 | 5,175 | $54,699 | |
| ACVT | Advent Convertible Bond ETF | +4,463 | 19,585 | $960,472 | |
| — | +3,435 | 4,962 | $309,946 | ||
| 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 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +1,874 | 176,285 | $19,171,629 | |
| MSFT | Microsoft Corp | +1,869 | 26,765 | $9,983,880 | |
| META | Meta Platforms, Inc. | +1,739 | 3,756 | $2,115,717 | |
| FBCG | Fidelity Blue Chip Growth ETF | +1,724 | 2,534 | $301,278 | |
| 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 | |
| — | +1,450 | 1,800 | $87,336 | ||
| BKNG | Booking Holdings Inc. | +1,200 | 1,250 | $222,800 | |
| EDV | Vanguard World Funds Extended Duration ETF | +1,193 | 4,145 | $764,183 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAAP | Pacer Barings CLO Market Flex ETF | −130,412 | 250,793 | $12,695,135 | |
| — | −21,611 | 1,363,518 | $40,666,771 | ||
| DCOR | Dimensional US Core Equity 1 ETF | −5,607 | 2,136 | $82,855 | |
| RF | Regions Financial Corp | −4,940 | 54,286 | $1,639,437 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −3,746 | 80,573 | $3,495,217 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −3,337 | 85,714 | $5,859,820 | |
| 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 | |
| BNDW | Vanguard Total World Bond ETF | −618 | 11,989 | $1,038,447 | |
| 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 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −514 | 7,056 | $502,075 | |
| TTD | Trade Desk, Inc. | −500 | 3,180 | $57,494 | |
| VEA | Vanguard FTSE Developed Markets ETF | −496 | 7,959 | $567,078 | |
| MAA | Mid America Apartment Communities Inc. | −480 | 4,385 | $609,251 | |
| BHP | BHP Group Ltd | −440 | 790 | $65,814 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STX | Seagate Technology Holdings plc | 800 | $772,000 | |
| SPCX | Space Exploration Technologies Corp | 3,587 | $612,874 | |
| 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 | |
| BCEM | Baron Emerging Markets Select ETF | 430 | $10,492 | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 236 | $8,767 | |
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 1,108 | $250,441 | |
| HUBS | Hubspot Inc | 343 | $83,726 | |
| TWLO | Twilio Inc | 600 | $75,492 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | 718 | $25,962 | |
| 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 | |
| PEGA | Pegasystems Inc | 100 | $4,256 | |
| PSIX | Power Solutions International, Inc. | 50 | $3,044 | |
| HE | Hawaiian Electric Industries Inc | 200 | $2,968 | |
| AVAV | AeroVironment Inc | 15 | $2,745 | |
| CPB | CAMPBELL'S Co | 101 | $2,249 | |
| DRCT | Direct Digital Holdings, Inc. | 2,000 | $1,620 | |
| CAVA | Cava Group, Inc. | 20 | $1,618 | |
| ETHA | iShares Ethereum Trust ETF | 100 | $1,582 | |
| CNC | Centene Corp | 45 | $1,473 | |
| NXT | Nextpower Inc. | 12 | $1,446 | |
| ZS | Zscaler, Inc. | 10 | $1,402 | |
| MLI | Mueller Industries Inc | 10 | $1,108 | |
| UP | Wheels Up Experience Inc. | 2,000 | $1,034 | |
| ABNB | Airbnb, Inc. | 7 | $883 | |
| NTES | NetEase, Inc. | 6 | $671 | |
| No positions match the current search. | ||||
687 tracked positions ·
$995,950,690 total
· filing declares
905 positions · $995,980,674
· 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 687 positions by value
· page 1 of 14
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 17,660,255 | $565,092,400 | 56.74% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 870,401 | $59,452,805 | 5.97% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 393,958 | $48,615,770 | 4.88% | |
|
|
Reduced | 1,363,518 | $40,666,771 | 4.08% | ||
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 225,748 | $28,141,101 | 2.83% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 68,653 | $19,865,432 | 1.99% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 176,285 | $19,171,629 | 1.92% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Reduced | 250,793 | $12,695,135 | 1.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 26,765 | $9,983,880 | 1.00% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 63,537 | $9,239,171 | 0.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 34,412 | $8,201,756 | 0.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 23,036 | $8,190,710 | 0.82% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 85,714 | $5,859,820 | 0.59% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,112 | $5,443,768 | 0.55% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,350 | $5,272,371 | 0.53% | |
| UNM |
Unum Group
PUT
+ SHARES
Financial Services
|
Added | 58,493 | $5,229,274 | 0.53% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 34,636 | $3,806,796 | 0.38% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 26,349 | $3,797,136 | 0.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,692 | $3,499,812 | 0.35% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 80,573 | $3,495,217 | 0.35% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 10,223 | $3,216,053 | 0.32% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,201 | $2,639,945 | 0.27% | |
| CSIO |
Cohen & Steers Infrastructure Opportunities Active ETF
|
Added | 91,071 | $2,584,594 | 0.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,904 | $2,483,222 | 0.25% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,233 | $2,481,569 | 0.25% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 9,421 | $2,370,700 | 0.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,710 | $2,366,482 | 0.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,178 | $2,340,279 | 0.23% | |
| SFBS |
ServisFirst Bancshares, Inc.
Financial Services
|
Reduced | 25,565 | $2,217,763 | 0.22% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 18,210 | $2,138,946 | 0.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,756 | $2,115,717 | 0.21% | |
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
Held | 22,506 | $2,028,765 | 0.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 17,218 | $1,950,110 | 0.20% | |
| SO |
Southern Co
Utilities
|
Reduced | 20,111 | $1,924,823 | 0.19% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,579 | $1,822,623 | 0.18% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 4,460 | $1,738,909 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 11,367 | $1,666,856 | 0.17% | |
| RF |
Regions Financial Corp
Financial Services
|
Reduced | 54,286 | $1,639,437 | 0.16% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 11,740 | $1,605,092 | 0.16% | |
| WM |
Waste Management Inc
Industrials
|
Added | 6,826 | $1,521,378 | 0.15% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Held | 1,734 | $1,455,450 | 0.15% | |
| MSTR |
Strategy Inc
Technology
|
Reduced | 16,511 | $1,435,301 | 0.14% | |
| GE |
General Electric Co
Industrials
|
Added | 3,619 | $1,352,528 | 0.14% | |
| MLR |
Miller Industries Inc /Tn/
Consumer Cyclical
|
Added | 26,070 | $1,333,480 | 0.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,167 | $1,312,262 | 0.13% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Reduced | 25,741 | $1,301,979 | 0.13% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 12,723 | $1,249,254 | 0.13% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Added | 7,379 | $1,242,771 | 0.12% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,065 | $1,199,579 | 0.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,820 | $1,172,076 | 0.12% |
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.