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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
DKNG icon
326
DraftKings
DKNG
$12.2B
$67.6K 0.01%
1,575
-23
-1% -$825
WHR icon
327
Whirlpool
WHR
$2.49B
$66.9K 0.01%
660
+100
+18% +$8.32K
BWXT icon
328
BWX Technologies
BWXT
$15.5B
$66.3K 0.01%
460
+70
+18% +$8.18K
NXPI icon
329
NXP Semiconductors
NXPI
$65.4B
$66.3K 0.01%
303
– –
NOC icon
330
Northrop Grumman
NOC
$78B
$66K 0.01%
132
+10
+8% +$4.92K
LUNR icon
331
Intuitive Machines
LUNR
$1.98B
$65.2K 0.01%
6,000
– –
IWS icon
332
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$65.1K 0.01%
493
+415
+532% +$52.1K
SPSM icon
333
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$65K 0.01%
1,526
+22
+1% +$887
SUN icon
334
Sunoco
SUN
$14.4B
$64.3K 0.01%
1,200
– –
CBSH icon
335
Commerce Bancshares
CBSH
$8.64B
$64K 0.01%
1,080
-17
-2% -$997
CBRL icon
336
Cracker Barrel
CBRL
$1.2B
$64K 0.01%
1,047
– –
BNY
337
Bank of New York Mellon
BNY
$106B
$63.4K 0.01%
696
– –
MDLZ icon
338
Mondelez International
MDLZ
$80.2B
$63.2K 0.01%
937
-53
-5% -$3.54K
FDN icon
339
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$62.8K 0.01%
233
– –
SLV icon
340
iShares Silver Trust
SLV
$27.6B
$62.7K 0.01%
1,910
+600
+46% +$18.4K
AEE icon
341
Ameren
AEE
$31.1B
$62.4K 0.01%
650
– –
SPTM icon
342
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$61.9K 0.01%
827
– –
GNRC icon
343
Generac Holdings
GNRC
$11.5B
$61.6K 0.01%
430
– –
TEL icon
344
TE Connectivity
TEL
$62.1B
$61.4K 0.01%
364
– –
FRD icon
345
Friedman Industries
FRD
$264M
$61.3K 0.01%
3,704
– –
STLD icon
346
Steel Dynamics
STLD
$37.5B
$61.1K 0.01%
477
– –
BATRK icon
347
Atlanta Braves Holdings Series B
BATRK
$3.27B
$59.9K 0.01%
1,280
– –
IDEV icon
348
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$59.7K 0.01%
785
– –
BTC
349
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$58.6K 0.01%
1,228
+188
+18% +$8.21K
TEVA icon
350
Teva Pharmaceuticals
TEVA
$36.9B
$58K 0.01%
3,460
– –
12 13
14
15 16

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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.