Hhm Wealth Advisors, LLC Portfolio Holdings

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025

Hhm Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $848 Million distributed in 864 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $139M, Schwab Strategic Tr Us Broad M with a value of $134M, Schwab Strategic Tr Us Large C with a value of $115M, Spdr Portfolio with a value of $46.3M, and Pacer Fds Tr Pacer Us Small Ca with a value of $34.6M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $831M to 848M.

Hhm Wealth Advisors, LLC is based out at Chattanooga, TN

Below you can find more details about Hhm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $848 Million
ETFs: $698 Million
Technology: $51.1 Million
Financial Services: $22.2 Million
Consumer Cyclical: $18.2 Million
Industrials: $17.2 Million
Healthcare: $11.7 Million
Communication Services: $9.91 Million
Consumer Defensive: $8.28 Million
Other: $12 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$17.6 Million 2.07% of portfolio
69,068
Q3 2025 Reduced 0.6%
$3.78T
$12.3 Million 1.45% of portfolio
23,761
Q3 2025 Reduced 0.9%
$2.39T
$7.01 Million 0.83% of portfolio
31,925
Q3 2025 Reduced 23.35%
$1.87B
$5.79 Million 0.68% of portfolio
17,982
Q3 2025 Reduced 0.26%
$465B
$4.41 Million 0.52% of portfolio
23,644
Q3 2025 Reduced 2.57%
$1.65T
$3.5 Million 0.41% of portfolio
14,377
Q3 2025 Reduced 5.93%
$881B
$3.15 Million 0.37% of portfolio
9,997
Q3 2025 Reduced 2.39%
$65.7B
$2.96 Million 0.35% of portfolio
9,847
Q3 2025 Reduced 0.46%
$1.29T
$2.99 Million 0.35% of portfolio
6,726
Q3 2025 Added 3.27%
$291B
$2.75 Million 0.32% of portfolio
5,759
Q3 2025 Reduced 2.09%
$367B
$2.69 Million 0.32% of portfolio
6,651
Q3 2025 Reduced 12.11%
$15.4B
$2.43 Million 0.29% of portfolio
31,299
Q3 2025 Added 0.37%
$3.87B
$2.5 Million 0.29% of portfolio
31,049
Q3 2025 Reduced 0.96%
$1.74T
$2.43 Million 0.29% of portfolio
9,962
Q3 2025 Reduced 2.14%
$98.6B
$2.03 Million 0.24% of portfolio
21,449
Q3 2025 Reduced 2.24%
$414B
$2.06 Million 0.24% of portfolio
8,881
Q3 2025 Added 0.76%
$533B
$1.94 Million 0.23% of portfolio
5,696
Q3 2025 Reduced 4.22%
$279B
$1.98 Million 0.23% of portfolio
19,203
Q3 2025 Reduced 3.87%
$85.9B
$1.83 Million 0.22% of portfolio
8,283
Q3 2025 Reduced 0.12%
$346B
$1.79 Million 0.21% of portfolio
11,668
Q3 2025 Reduced 1.11%
$23.3B
$1.69 Million 0.2% of portfolio
64,226
Q3 2025 Reduced 9.57%
$971B
$1.49 Million 0.18% of portfolio
1,947
Q3 2025 Reduced 24.27%
$49.1B
$1.49 Million 0.18% of portfolio
1,245
Q3 2025 Reduced 3.79%
$272B
$1.38 Million 0.16% of portfolio
7,205
Q3 2025 Added 3.74%
$490B
$1.24 Million 0.15% of portfolio
10,973
Q3 2025 Reduced 3.22%
$319B
$1.3 Million 0.15% of portfolio
18,961
Q3 2025 Added 0.42%
$300B
$1.19 Million 0.14% of portfolio
3,437
Q3 2025 Added 7.04%
$181B
$1.2 Million 0.14% of portfolio
12,256
Q3 2025 Added 6.2%
$593B
$1.19 Million 0.14% of portfolio
4,215
Q3 2025 Added 2.48%
$328B
$1.14 Million 0.13% of portfolio
3,794
Q2 2025 Added 8.59%
$1.71B
$1.14 Million 0.13% of portfolio
9,578
Q3 2025 Reduced 33.38%
$1.37T
$988,000 0.12% of portfolio
1,346
Q3 2025 Reduced 3.17%
$413B
$884,000 0.1% of portfolio
17,136
Q3 2025 Added 1.4%
$522B
$857,000 0.1% of portfolio
4,626
Q3 2025 Reduced 6.51%
$342B
$829,000 0.1% of portfolio
4,545
Q3 2025 Reduced 18.03%
$306B
$806,000 0.09% of portfolio
12,165
Q3 2025 Reduced 1.15%
$15.1B
$802,000 0.09% of portfolio
5,740
Q3 2025 Reduced 8.23%
$104B
$768,000 0.09% of portfolio
11,639
Q3 2025 Reduced 1.34%
$98.1B
$744,000 0.09% of portfolio
4,356
Q3 2025 Reduced 3.9%
$453B
$754,000 0.09% of portfolio
1
Q2 2025 New
$228B
$737,000 0.09% of portfolio
5,503
Q3 2025 Reduced 0.13%
$140B
$664,000 0.08% of portfolio
2,646
Q3 2025 Added 0.23%
$136B
$677,000 0.08% of portfolio
2,867
Q3 2025 Added 0.21%
$168B
$664,000 0.08% of portfolio
8,808
Q3 2025 Reduced 0.71%
$431M
$661,000 0.08% of portfolio
16,757
Q2 2025 Added 67.6%
$193B
$628,000 0.07% of portfolio
5,487
Q3 2025 Reduced 0.22%
$237B
$580,000 0.07% of portfolio
3,577
Q3 2025 Reduced 4.26%
$10.3B
$591,000 0.07% of portfolio
1,742
Q3 2025 Reduced 0.63%
$115B
$571,000 0.07% of portfolio
1,166
Q3 2025 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 864
  • Current Value $848 Million
  • Prior Value $831 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 89 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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