HHM Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
898
Total value ($000)
$995,981
Net value change ($000)
+127,124 (14.6%)
New positions
82
Sold out positions
59
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHB 23,103 17.9%
SCHG 21,436 20.5%
AVUV 11,439 68.8%
SCHD 10,261 6.5%
SPMD 9,633 20.0%
SCHWAB STRATEGIC TRUST 4,383 16.5%
SCHA 3,801 28.1%
VNQ 3,693 13.7%
FNDF 3,385 20.2%
FNDE 2,512 15.2%
Top Reduces (Value $000, Stocks/ETFs)
CALF -4,402 -25.8%
MSTR -813 -36.2%
USMV -794 -20.8%
TFI -529 -15.5%
SPTS -491 -1.3%
HCA -372 -17.6%
XOM -349 -17.9%
NFLX -314 -26.0%
SGOV -305 -18.9%
HON -250 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,416 (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