HHM Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
878
Total value ($000)
$868,857
Net value change ($000)
+19,270 (2.3%)
New positions
83
Sold out positions
52
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 20,551 14.9%
AVUV 16,618 NEW
SPTS 6,078 18.9%
SPMD 2,994 6.6%
FNDF 2,184 15.0%
CSRE 1,509 NEW
VNQ 1,423 5.6%
FNDE 975 6.3%
SCHA 839 6.6%
IVV 747 31.8%
Top Reduces (Value $000, Stocks/ETFs)
CALF -16,616 -49.3%
SCHG -8,883 -7.8%
SCHB -2,959 -2.2%
MSFT -2,364 -20.4%
AMZN -918 -12.3%
GLD -808 -54.9%
IBIT -714 -78.0%
AAPL -688 -3.8%
PINNACLE FINANCIAL PARTNERS INC -586 -100.0%
TSLA -553 -20.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,987 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type