HHM Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
964
Total value ($000)
$1,062,172
Net value change ($000)
+66,191 (6.6%)
New positions
131
Sold out positions
64
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHG 14,604 11.6%
SCHD 13,562 8.1%
SCHB 11,434 7.5%
MSFT 4,199 42.1%
FNDF 3,492 17.3%
AAPL 3,161 15.9%
AVUV 3,115 11.1%
SPTS 2,102 5.6%
CSRE 1,903 73.6%
XOM 1,897 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,605 -100.0%
SCHM -1,596 -9.2%
SCHA -1,564 -9.0%
CAT -1,311 -24.1%
AMZN -1,281 -15.6%
OKE -578 -100.0%
CALF -555 -4.4%
VNQ -463 -1.5%
HD -451 -19.1%
TFI -381 -13.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,360 (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