We are live on ! Find out more
HWA

HHM Wealth Advisors Portfolio holdings

AUM $996M
1-Year Est. Return 23.11%
This Fund
S&P 500
This Quarter Est. Return
+7.61%
1 Year Est. Return
+23.11%
3 Year Est. Return
+62.3%
5 Year Est. Return
+63.08%
10 Year Est. Return
–
AUM
$841M
AUM Growth
+$98.5M
Cap. Flow
+$49.1M
Cap. Flow %
5.84%
Top 10 Hldgs %
68.27%
Holding
956
New
34
Increased
108
Reduced
198
Closed
93

Top Buys

Rank Stock Value
1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$28.7M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.86M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.6M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.52M
5
UNM icon
Unum
UNM
+$2.12M

Top Sells

Rank Stock Value
1
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.02M
2
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$701K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$425K
4
MSFT icon
Microsoft
MSFT
+$376K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$311K

Sector Composition

Rank Sector Weight
1 Technology 5.91%
2 Financials 2.62%
3 Consumer Discretionary 2.29%
4 Industrials 2.09%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDP icon
276
Invesco Dorsey Wright Momentum ETF
PDP
$1.42B
$102K 0.01%
943
-67
-7% -$6.84K
CL icon
277
Colgate-Palmolive
CL
$74.2B
$101K 0.01%
1,110
– –
NTAP icon
278
NetApp
NTAP
$34.2B
$101K 0.01%
945
– –
DDWM icon
279
WisdomTree Dynamic International Equity Fund
DDWM
$1.48B
$97.2K 0.01%
+2,451
New +$93.5K
HDV
280
iShares Core High Dividend ETF
HDV
$14.7B
$96.1K 0.01%
4,100
– –
GLW icon
281
Corning
GLW
$108B
$94.8K 0.01%
1,803
– –
BSX icon
282
Boston Scientific
BSX
$68.5B
$94.6K 0.01%
881
– –
IBDQ
283
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$93.2K 0.01%
3,700
– –
XLC icon
284
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$92.4K 0.01%
851
– –
ISRG icon
285
Intuitive Surgical
ISRG
$130B
$91.8K 0.01%
169
-45
-21% -$23.5K
IBDR icon
286
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$91.5K 0.01%
3,775
– –
IBDT icon
287
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$91.5K 0.01%
3,600
– –
IBDS icon
288
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$91K 0.01%
3,750
– –
BMY icon
289
Bristol-Myers Squibb
BMY
$130B
$90K 0.01%
1,944
-667
-26% -$32.7K
BLK icon
290
Blackrock
BLK
$170B
$88.2K 0.01%
84
– –
ZBRA icon
291
Zebra Technologies
ZBRA
$13.5B
$87.9K 0.01%
285
– –
IWB icon
292
iShares Russell 1000 ETF
IWB
$47.9B
$87.6K 0.01%
258
– –
INTU icon
293
Intuit
INTU
$85.6B
$87.4K 0.01%
111
-4
-3% -$2.71K
CMG icon
294
Chipotle Mexican Grill
CMG
$43B
$87K 0.01%
1,550
-50
-3% -$2.54K
PRU icon
295
Prudential Financial
PRU
$43B
$86.9K 0.01%
809
– –
CVS icon
296
CVS Health
CVS
$140B
$86.7K 0.01%
1,257
-1
-0.1% -$66
EQT icon
297
EQT Corp
EQT
$32.3B
$86.2K 0.01%
1,478
– –
XCH
298
XCHG Ltd
XCH
$44.3M
$85.3K 0.01%
63,692
– –
XMHQ icon
299
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$82.9K 0.01%
844
– –
OLN icon
300
Olin
OLN
$2.44B
$82.9K 0.01%
4,126
+965
+31% +$20K
10 11
12
13 14

Similar funds

GCM
Gladstone Capital Management London, United Kingdom $996M AUM 50.16% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
N
Numerai San Francisco, California $997M AUM 15.84% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1,000M AUM 9.97% 1-Year Est. Return

HHM Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, HHM Wealth Advisors held 956 positions worth $841M, up 13% from $743M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

HHM Wealth Advisors deployed $49.1M of net new capital in Q2 2025, opening 34 new positions and adding to 108 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K.

By sector, the portfolio is most concentrated in Technology at 5.9% of assets, up from 5.6% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Portfolio Short Term Treasury ETF, an estimated $1.02M trimmed.

  • HHM Wealth Advisors's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • HHM Wealth Advisors added most to Schwab US Broad Market ETF in Q2 2025, an estimated $28.7M increase.
  • HHM Wealth Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio Short Term Treasury ETF, cutting an estimated $1.02M.
  • HHM Wealth Advisors fully exited Discover Financial Services in Q2 2025, selling an estimated $240K.
  • HHM Wealth Advisors's ten largest holdings make up 68% of its $841M portfolio in Q2 2025.
  • HHM Wealth Advisors opened 34 new positions and closed 93 in Q2 2025.
  • HHM Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $841M.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.