Managers / Q1 2022 · view latest →
HHM Wealth Advisors, LLC
CIK 0001750086 · 1181 KING STREET, CHATTANOOGA, TN, 37403 · 423-826-1670
Reported Value
$428M
Q1 2022
Positions
725
Filings on Record
30
2019–present window
Filed
Apr 27, 2022
original filing
Summary
Hhm Wealth Advisors, Llc reported $428M in U.S.-listed holdings across 725 positions for Q1 2022.
The portfolio is heavily concentrated: Schwab Strategic Tr alone accounts for 20.7% of reported value.
Compared with Q4 2021, the fund opened 81 new positions and exited 49.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 82.5% · $353M
- Common Stock · 15.6% · $67M
- REIT · 0.6% · $3M
- Other · 0.6% · $3M
- ADR · 0.3% · $1M
- Other · 0.3% · $1M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $869M | 890 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $850M | 856 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $864M | 864 | Oct 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $841M | 873 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $743M | 933 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $735M | 1,021 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $705M | 791 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $665M | 800 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $608M | 754 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $575M | 756 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $512M | 797 | Nov 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $533M | 808 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $490M | 814 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $437.4B | 693 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $380M | 682 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $390M | 819 | Aug 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $428M | 725 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $414M | 693 | Feb 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $368M | 644 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $368M | 628 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $323M | 610 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $291M | 559 | Jan 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $250M | 534 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $239M | 509 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $205M | 478 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $208M | 87 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $176M | 79 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $170M | 74 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $156M | 73 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $136M | 62 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.