Managers / Q1 2026
HHM Wealth Advisors, LLC
CIK 0001750086 · 1181 KING STREET, CHATTANOOGA, TN, 37403 · 423-826-1670
Reported Value
$869M
Q1 2026
Positions
890
Filings on Record
30
2019–present window
Filed
Apr 17, 2026
original filing
Summary
Hhm Wealth Advisors, Llc reported $869M in U.S.-listed holdings across 890 positions for Q1 2026.
Its largest position, SCHD, represents 18.2% of the portfolio.
Compared with Q4 2025, the fund opened 85 new positions and exited 53.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
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 ↗.