HHM Wealth Advisors, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, HHM Wealth Advisors, LLC maintained a portfolio of 910 distinct positions. They heavily accumulated shares in VANGUARD SPECIALIZED, increasing their position by 5.9%. Conversely, HHM Wealth Advisors, LLC completely exited their position in INVESCO QQQ TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
910
Quarter
2025 Q4
Top Holding
SCHD (16.2%)
Top 10 Concentration
68.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 910
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHD
SCHWAB STRATEGI...
ETF 16.20% 16.07% #1
Prev: #1
6.5 -68,932 -1.4%
P
S
5,018,281 $137,651,447
$23.30 +18.8%
$27.20 +1.8%
2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 15.55% 15.48% #2
Prev: #2
6.0 -167,238 -3.2%
P
S
5,037,648 $132,137,502
$20.27 +30.5%
$26.16 +1.1%
2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 13.37% 13.35% #3
Prev: #3
5.5 -132,594 -3.7%
P
S
3,482,686 $113,605,228
$23.90 +36.8%
$32.58 +0.3%
2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPMD
SPDR SERIES TRU...
ETF 5.32% 5.35% #4
Prev: #4
3.1 -27,789 -3.4%
P
S
781,091 $45,232,972 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CALF
PACER FDS TR
ETF 3.96% 4.00% #5
Prev: #5
2.6 -31,765 -4.0%
P
S
758,980 $33,675,934 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTS
SPDR SERIES TRU...
ETF 3.78% 3.79% #6
Prev: #6
2.0 -20,330 -1.8%
P
S
1,096,137 $32,094,899 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 3.07% 3.03% #7 1
Prev: #8
1.7 -38,368 -3.4%
P
S
1,086,262 $26,113,742 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 3.01% 3.23% #8 1
Prev: #7
1.7 -16,098 -5.3%
P
S
288,893 $25,564,116 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.14% 2.03% #9
Prev: #9
1.4 -2,327 -3.4%
P
S
66,741 $18,144,333 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.96% 1.79% #10 1
Prev: #11
2.8 4,214 5.9%
P
S
75,870 $16,674,692 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB STRATEGI...
Bond/Debt 1.84% 1.88% #11 1
Prev: #10
1.2 -16,425 -3.7%
P
S
432,499 $15,595,900 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHM
SCHWAB STRATEGI...
ETF 1.72% 1.71% #12
Prev: #12
1.2 -11,386 -2.3%
P
S
487,054 $14,645,706 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 1.71% 1.61% #13
Prev: #13
1.2 -1,743 -0.5%
P
S
322,126 $14,563,308 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB STRATEGI...
ETF 1.49% 1.34% #14 1
Prev: #15
2.6 32,040 7.7%
P
S
445,699 $12,693,502 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.36% 1.42% #15 1
Prev: #14
1.0 183 0.8%
P
S
23,944 $11,580,028 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.88% 0.81% #16
Prev: #16
0.9 463 1.5%
P
S
32,388 $7,475,799 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.50% 0.51% #17 1
Prev: #18
0.7 -983 -4.2%
P
S
22,661 $4,226,249 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.48% 0.40% #18 4
Prev: #22
0.7 -1,434 -10.0%
P
S
12,943 $4,051,174 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USMV
ISHARES TR
ETF 0.47% 0.47% #19 1
Prev: #20
0.7 -716 -1.7%
P
S
41,983 $3,953,086 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 0.47% 0.48% #20 1
Prev: #19
0.7 -580 -6.7%
P
S
8,102 $3,952,428 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.39% 0.32% #21 7
Prev: #28
0.7 -5 -0.1%
P
S
5,754 $3,296,470 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TFI
SPDR SERIES TRU...
ETF 0.38% 0.46% #22 1
Prev: #21
0.7 -16,585 -18.9%
P
S
71,379 $3,262,735 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.38% 0.36% #23
Prev: #23
0.7 20 0.2%
P
S
10,017 $3,227,678 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.37% 0.28% #24 9
Prev: #33
0.6 75 0.8%
P
S
10,037 $3,149,509 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDA
SCHWAB STRATEGI...
Bond/Debt 0.36% 0.32% #25 1
Prev: #26
2.1 7,345 8.2%
P
S
97,286 $3,065,482 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
INVESCO QQQ TR
Unknown 0.00% 0.19%
Sold All 😨
(Was: #49)
0.0 -2,758 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MINT
PIMCO ETF TR
ETF 0.00% 0.17%
Sold All 😨
(Was: #55)
0.0 -14,641 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FORTINET INC
Unknown 0.00% 0.05%
Sold All 😨
(Was: #120)
0.0 -5,626 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
CATH
GLOBAL X FDS
ETF 0.00% 0.04%
Sold All 😨
(Was: #137)
0.0 -4,706 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPHD
TIMOTHY PLAN
ETF 0.00% 0.04%
Sold All 😨
(Was: #154)
0.0 -8,568 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPIF
TIMOTHY PLAN
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #177)
0.0 -7,383 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPLC
TIMOTHY PLAN
ETF 0.00% 0.03%
Sold All 😨
(Was: #183)
0.0 -5,072 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLES
NORTHERN LTS FD...
ETF 0.00% 0.03%
Sold All 😨
(Was: #192)
0.0 -5,225 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TARGET CORP
Unknown 0.00% 0.02%
Sold All 😨
(Was: #224)
0.0 -1,915 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
TPSC
TIMOTHY PLAN
ETF 0.00% 0.02%
Sold All 😨
(Was: #225)
0.0 -4,068 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XCH
XCHG LTD
Industrials 0.00% 0.01%
Sold All 😨
(Was: #304)
0.0 -63,692 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UWM
PROSHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #335)
0.0 -1,400 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #347)
0.0 -1,550 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAMT
PAMT CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #393)
0.0 -3,875 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPF
HANCOCK JOHN PF...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #457)
0.0 -1,643 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KTB
KONTOOR BRANDS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #461)
0.0 -342 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRT
COPART INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #494)
0.0 -500 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NOVAGOLD RES IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #496)
0.0 -2,500 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TOTALENERGIES S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #511)
0.0 -341 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #518)
0.0 -328 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DSGX
DESCARTES SYS G...
Technology 0.00% 0.00%
Sold All 😨
(Was: #524)
0.0 -200 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XPEV
XPENG INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #546)
0.0 -691 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #552)
0.0 -81 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KEY
KEYCORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #562)
0.0 -800 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IHI
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #572)
0.0 -238 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GSSC
GOLDMAN SACHS E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #578)
0.0 -186 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AOR
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #604)
0.0 -195 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMGF
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #615)
0.0 -204 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
M
MACYS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #627)
0.0 -600 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #640)
0.0 -1,500 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TRAVELERS COMPA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #643)
0.0 -35 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #644)
0.0 -127 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #648)
0.0 -100 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DINO
HF SINCLAIR COR...
Energy 0.00% 0.00%
Sold All 😨
(Was: #653)
0.0 -175 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THRO
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #658)
0.0 -237 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRA
COTERRA ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #666)
0.0 -345 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGC
VANGUARD WORLD ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #667)
0.0 -33 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MPW
MEDICAL PPTYS T...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #685)
0.0 -1,350 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #688)
0.0 -28 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTL
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #695)
0.0 -237 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #703)
0.0 -121 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAI
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #717)
0.0 -155 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #723)
0.0 -50 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPMO
INVESCO EXCH TR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #726)
0.0 -41 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #731)
0.0 -1,000 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AESI
ATLAS ENERGY SO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #735)
0.0 -400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRFZ
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #736)
0.0 -100 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BINC
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #750)
0.0 -75 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #752)
0.0 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #753)
0.0 -151 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLRY
TILRAY BRANDS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #768)
0.0 -1,740 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VAL
VALARIS LTD
Energy 0.00% 0.00%
Sold All 😨
(Was: #771)
0.0 -59 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PROP
PRAIRIE OPER CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #784)
0.0 -1,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDW
TIDEWATER INC N...
Energy 0.00% 0.00%
Sold All 😨
(Was: #787)
0.0 -36 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSIF
MSC INCOME FUND...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #792)
0.0 -128 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FUN
SIX FLAGS ENTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #804)
0.0 -49 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REE
REE AUTOMOTIVE ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #808)
0.0 -1,290 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCN
DIGITALOCEAN HL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #811)
0.0 -26 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLNK
BLINK CHARGING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #817)
0.0 -484 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #822)
0.0 -7 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NUVB
NUVATION BIO IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #825)
0.0 -141 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DDD
3-D SYS CORP DE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #834)
0.0 -70 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLNE
CLEAN ENERGY FU...
Energy 0.00% 0.00%
Sold All 😨
(Was: #840)
0.0 -60 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DRILLING TOOLS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #847)
0.0 -25 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
CJET
CHIJET MTR CO I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #853)
0.0 -4 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 910 holdings

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