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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
BAC icon
76
Bank of America
BAC
$436B
$800K 0.1%
16,900
-813
-5% -$34.2K
SCHE icon
77
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$790K 0.09%
26,227
-22
-0.1% -$623
VYM icon
78
Vanguard High Dividend Yield ETF
VYM
$81.3B
$780K 0.09%
5,848
+6
+0.1% +$760
PLTR icon
79
Palantir
PLTR
$315B
$756K 0.09%
5,545
-753
-12% -$88.3K
JNJ icon
80
Johnson & Johnson
JNJ
$641B
$756K 0.09%
4,948
-54
-1% -$8.3K
ABT icon
81
Abbott
ABT
$182B
$749K 0.09%
5,510
-200
-4% -$26.4K
MLR icon
82
Miller Industries
MLR
$584M
$745K 0.09%
16,757
+6,759
+68% +$294K
ILCG icon
83
iShares Morningstar Growth ETF
ILCG
$3.09B
$739K 0.09%
7,625
– –
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.07T
$729K 0.09%
+1
New +$762K
MO icon
85
Altria Group
MO
$122B
$692K 0.08%
11,797
-330
-3% -$19.4K
DIS icon
86
Walt Disney
DIS
$168B
$682K 0.08%
5,499
-43
-0.8% -$4.47K
PM icon
87
Philip Morris
PM
$305B
$680K 0.08%
3,736
-85
-2% -$14.6K
CRWV
88
CoreWeave
CRWV
$38.6B
$679K 0.08%
+4,166
New +$384K
PNFP icon
89
Pinnacle Financial Partners Inc
PNFP
$15.6B
$678K 0.08%
6,144
-6,795
-53% -$701K
BX icon
90
Blackstone
BX
$106B
$678K 0.08%
4,533
-52
-1% -$7.14K
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$123B
$659K 0.08%
10,620
– –
UNP icon
92
Union Pacific
UNP
$178B
$658K 0.08%
2,861
-448
-14% -$99.5K
VB icon
93
Vanguard Small-Cap ETF
VB
$79.9B
$646K 0.08%
2,725
+200
+8% +$44.6K
ITOT icon
94
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$639K 0.08%
4,731
+4,335
+1,095% +$541K
RSPH icon
95
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$751M
$632K 0.08%
21,645
– –
IBIT icon
96
iShares Bitcoin Trust
IBIT
$48.2B
$622K 0.07%
10,165
+530
+6% +$29.7K
ACN icon
97
Accenture
ACN
$94.3B
$621K 0.07%
2,077
-33
-2% -$10.1K
RTX icon
98
RTX Corp
RTX
$294B
$618K 0.07%
4,229
-399
-9% -$53.2K
NEE icon
99
NextEra Energy
NEE
$185B
$616K 0.07%
8,871
-43
-0.5% -$2.99K
O icon
100
Realty Income
O
$61.1B
$598K 0.07%
10,382
-275
-3% -$15.6K
2 3
4
5 6

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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
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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.