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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
CRWD icon
101
CrowdStrike
CRWD
$183B
$596K 0.07%
4,684
– –
AVGO icon
102
Broadcom
AVGO
$1.82T
$586K 0.07%
2,125
-135
-6% -$29.3K
LOW icon
103
Lowe's Companies
LOW
$119B
$586K 0.07%
2,640
-16
-0.6% -$3.57K
OKE icon
104
Oneok
OKE
$56.4B
$585K 0.07%
7,163
-180
-2% -$15K
SMH icon
105
VanEck Semiconductor ETF
SMH
$66.1B
$578K 0.07%
2,073
– –
FTNT icon
106
Fortinet
FTNT
$112B
$577K 0.07%
5,460
-100
-2% -$10.1K
AMT icon
107
American Tower
AMT
$77.7B
$575K 0.07%
2,601
-17
-0.6% -$3.67K
DUK icon
108
Duke Energy
DUK
$100B
$571K 0.07%
4,835
-35
-0.7% -$4.13K
WFC icon
109
Wells Fargo
WFC
$264B
$553K 0.07%
6,897
– –
IOO icon
110
iShares Global 100 ETF
IOO
$8.68B
$550K 0.07%
5,106
– –
DE icon
111
Deere & Co
DE
$169B
$536K 0.06%
1,054
-20
-2% -$9.79K
FHN icon
112
First Horizon
FHN
$12.1B
$529K 0.06%
24,943
+17,408
+231% +$332K
ALL icon
113
Allstate
ALL
$67.3B
$518K 0.06%
2,572
– –
CVX icon
114
Chevron
CVX
$378B
$511K 0.06%
3,572
+52
+1% +$7.33K
MRK icon
115
Merck
MRK
$323B
$505K 0.06%
6,378
+63
+1% +$5.01K
CMI icon
116
Cummins
CMI
$91.3B
$490K 0.06%
1,495
-79
-5% -$24.5K
JPIN icon
117
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$486K 0.06%
7,585
-1,246
-14% -$75.6K
SPY icon
118
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$485K 0.06%
785
-11
-1% -$6.29K
VEA icon
119
Vanguard FTSE Developed Markets ETF
VEA
$227B
$484K 0.06%
8,493
+153
+2% +$8.2K
GEV icon
120
GE Vernova
GEV
$265B
$481K 0.06%
909
-7
-0.8% -$2.92K
KKR icon
121
KKR & Co
KKR
$91.3B
$474K 0.06%
3,566
+1
+0% +$117
TTD icon
122
Trade Desk
TTD
$8.41B
$464K 0.06%
6,445
+500
+8% +$31.9K
MA icon
123
Mastercard
MA
$487B
$438K 0.05%
780
-64
-8% -$35.4K
COST icon
124
Costco
COST
$422B
$437K 0.05%
441
-65
-13% -$64.6K
VHT icon
125
Vanguard Health Care ETF
VHT
$18.3B
$429K 0.05%
1,729
– –
3 4
5
6 7

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.