HHM Wealth Advisors, LLC - Portfolio overview

HHM Wealth Advisors, LLC has 962 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 24.27%
2. SCHG - SCHWAB STRATEGIC TR, 16.07%
3. SPTS - SPDR SERIES TRUST, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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