HHM Wealth Advisors, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$849.6M
Holdings
843
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (843 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 5,018,281 | $137.7M | 16.20% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 5,037,648 | $132.1M | 15.55% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 3,482,686 | $113.6M | 13.37% | |
| 4 | SPMDSPDR SERIES TRUST | 781,091 | $45.2M | 5.32% | |
| 5 | CALFPACER FDS TR | 758,980 | $33.7M | 3.96% | |
| 6 | SPTSSPDR SERIES TRUST | 1,096,137 | $32.1M | 3.78% | |
| 7 | SCHFSCHWAB STRATEGIC TR | 1,086,262 | $26.1M | 3.07% | |
| 8 | VNQVANGUARD INDEX FDS | 288,893 | $25.6M | 3.01% | |
| 9 | AAPLAPPLE INC | 66,741 | $18.1M | 2.14% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 75,870 | $16.7M | 1.96% | |
| 11 | FNDESCHWAB STRATEGIC TR | 432,499 | $15.6M | 1.84% | |
| 12 | SCHMSCHWAB STRATEGIC TR | 487,054 | $14.6M | 1.72% | |
| 13 | FNDFSCHWAB STRATEGIC TR | 322,126 | $14.6M | 1.71% | |
| 14 | SCHASCHWAB STRATEGIC TR | 445,699 | $12.7M | 1.49% | |
| 15 | MSFTMICROSOFT CORP | 23,944 | $11.6M | 1.36% | |
| 16 | AMZNAMAZON COM INC | 32,388 | $7.5M | 0.88% | |
| 17 | UNMUNUM GROUP | 58,231 | $4.5M | 0.53% | Put |
| 18 | NVDANVIDIA CORPORATION | 22,661 | $4.2M | 0.50% | |
| 19 | GOOGLALPHABET INC | 12,943 | $4.1M | 0.48% | |
| 20 | USMVISHARES TR | 41,983 | $4.0M | 0.47% | |
| 21 | VUGVANGUARD INDEX FDS | 8,102 | $4.0M | 0.47% | |
| 22 | CATCATERPILLAR INC | 5,754 | $3.3M | 0.39% | |
| 23 | TFISPDR SERIES TRUST | 71,379 | $3.3M | 0.38% | |
| 24 | JPMJPMORGAN CHASE & CO. | 10,017 | $3.2M | 0.38% | |
| 25 | GOOGALPHABET INC | 10,037 | $3.1M | 0.37% | |
| 26 | FNDASCHWAB STRATEGIC TR | 97,286 | $3.1M | 0.36% | |
| 27 | NSCNORFOLK SOUTHN CORP | 9,856 | $2.8M | 0.33% | |
| 28 | MIGASTRATEGY INC | 17,982 | $2.7M | 0.32% | |
| 29 | JPUSJ P MORGAN EXCHANGE TRADED F | 22,036 | $2.7M | 0.32% | |
| 30 | TSLATESLA INC | 6,068 | $2.7M | 0.32% | |
| 31 | FNDBSCHWAB STRATEGIC TR | 93,413 | $2.5M | 0.29% | |
| 32 | MOATVANECK ETF TRUST | 22,981 | $2.4M | 0.28% | |
| 33 | IVVISHARES TR | 3,432 | $2.4M | 0.28% | |
| 34 | CWISPDR INDEX SHS FDS | 62,274 | $2.2M | 0.26% | |
| 35 | RSPTINVESCO EXCHANGE TRADED FD T | 48,945 | $2.2M | 0.26% | |
| 36 | SFBSSERVISFIRST BANCSHARES INC | 30,735 | $2.2M | 0.26% | |
| 37 | HDHOME DEPOT INC | 6,361 | $2.2M | 0.26% | |
| 38 | WMTWALMART INC | 19,389 | $2.2M | 0.25% | |
| 39 | SGOVISHARES TR | 20,879 | $2.1M | 0.25% | |
| 40 | HCAHCA HEALTHCARE INC | 4,460 | $2.1M | 0.25% | |
| 41 | LLYELI LILLY & CO | 1,928 | $2.1M | 0.24% | |
| 42 | ABBVABBVIE INC | 8,831 | $2.0M | 0.24% | |
| 43 | VVISA INC | 5,690 | $2.0M | 0.23% | |
| 44 | SOSOUTHERN CO | 21,420 | $1.9M | 0.22% | |
| 45 | RFREGIONS FINANCIAL CORP NEW | 64,226 | $1.7M | 0.20% | |
| 46 | NDQINVESCO QQQ TR | 2,758 | $1.7M | 0.20% | |
| 47 | SPHQINVESCO EXCHANGE TRADED FD T | 22,476 | $1.7M | 0.20% | |
| 48 | VTIVANGUARD INDEX FDS | 5,027 | $1.7M | 0.20% | |
| 49 | SCHHSCHWAB STRATEGIC TR | 80,627 | $1.7M | 0.20% | |
| 50 | VOOVANGUARD INDEX FDS | 2,686 | $1.7M | 0.20% | |
| 51 | PGPROCTER AND GAMBLE CO | 10,911 | $1.6M | 0.18% | |
| 52 | TMTOYOTA MOTOR CORP | 7,204 | $1.5M | 0.18% | |
| 53 | WMWASTE MGMT INC DEL | 6,813 | $1.5M | 0.18% | |
| 54 | IWFISHARES TR | 3,153 | $1.5M | 0.18% | |
| 55 | GQ9SPDR GOLD TR | 3,711 | $1.5M | 0.17% | |
| 56 | CSCOCISCO SYS INC | 18,695 | $1.4M | 0.17% | |
| 57 | SCHZSCHWAB STRATEGIC TR | 61,490 | $1.4M | 0.17% | |
| 58 | XOMEXXON MOBIL CORP | 10,197 | $1.2M | 0.14% | |
| 59 | VTEBVANGUARD MUN BD FDS | 24,096 | $1.2M | 0.14% | |
| 60 | SCHXSCHWAB STRATEGIC TR | 44,577 | $1.2M | 0.14% | |
| 61 | RSPINVESCO EXCHANGE TRADED FD T | 6,238 | $1.2M | 0.14% | |
| 62 | NFLXNETFLIX INC | 12,500 | $1.2M | 0.14% | |
| 63 | ISTBISHARES TR | 23,091 | $1.1M | 0.13% | |
| 64 | GEGE AEROSPACE | 3,584 | $1.1M | 0.13% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 3,314 | $1.1M | 0.13% | |
| 66 | METAMETA PLATFORMS INC | 1,606 | $1.1M | 0.12% | |
| 67 | RWOSPDR INDEX SHS FDS | 23,080 | $1.0M | 0.12% | |
| 68 | UBERUBER TECHNOLOGIES INC | 11,761 | $960K | 0.11% | |
| 69 | JNJJOHNSON & JOHNSON | 4,624 | $956K | 0.11% | |
| 70 | IBITISHARES BITCOIN TRUST ETF | 18,430 | $915K | 0.11% | |
| 71 | VCSHVANGUARD SCOTTSDALE FDS | 11,102 | $885K | 0.10% | |
| 72 | SCHVSCHWAB STRATEGIC TR | 29,124 | $862K | 0.10% | |
| 73 | DXPEDXP ENTERPRISES INC | 7,821 | $858K | 0.10% | |
| 74 | BACBANK AMERICA CORP | 15,456 | $850K | 0.10% | |
| 75 | SDYSPDR SERIES TRUST | 6,045 | $841K | 0.10% | |
| 76 | KOCOCA COLA CO | 11,967 | $836K | 0.10% | |
| 77 | SPYSPDR S&P 500 ETF TR | 1,220 | $832K | 0.10% | |
| 78 | ORCLORACLE CORP | 4,215 | $821K | 0.10% | |
| 79 | MUMICRON TECHNOLOGY INC | 2,856 | $815K | 0.10% | |
| 80 | MAAMID-AMER APT CMNTYS INC | 5,740 | $797K | 0.09% | |
| 81 | ILCGISHARES TR | 7,625 | $793K | 0.09% | |
| 82 | PLTRPALANTIR TECHNOLOGIES INC | 4,445 | $790K | 0.09% | |
| 83 | SCHESCHWAB STRATEGIC TR | 23,488 | $769K | 0.09% | |
| 84 | CMICUMMINS INC | 1,491 | $761K | 0.09% | |
| 85 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.09% | |
| 86 | RSPHINVESCO EXCHANGE TRADED FD T | 23,115 | $736K | 0.09% | |
| 87 | ALSALLSTATE CORP | 3,521 | $732K | 0.09% | |
| 88 | SMHVANECK ETF TRUST | 1,981 | $713K | 0.08% | |
| 89 | AVGOBROADCOM INC | 2,053 | $710K | 0.08% | |
| 90 | NEENEXTERA ENERGY INC | 8,810 | $707K | 0.08% | |
| 91 | IJHISHARES TR | 10,570 | $697K | 0.08% | |
| 92 | ABTABBOTT LABS | 5,482 | $686K | 0.08% | |
| 93 | BXBLACKSTONE INC | 4,356 | $671K | 0.08% | |
| 94 | MOALTRIA GROUP INC | 11,603 | $669K | 0.08% | |
| 95 | IOOISHARES TR | 5,106 | $646K | 0.08% | |
| 96 | WFCWELLS FARGO CO NEW | 6,933 | $646K | 0.08% | |
| 97 | VYMVANGUARD WHITEHALL FDS | 4,469 | $641K | 0.08% | |
| 98 | MLRMILLER INDS INC TENN | 16,757 | $626K | 0.07% | |
| 99 | DISDISNEY WALT CO | 5,486 | $624K | 0.07% | |
| 100 | MRKMERCK & CO INC | 5,788 | $609K | 0.07% |
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