HHM Wealth Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 995,981
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 898 | 995,981 | 13F-HR | HHM Wealth Advisors, LLC |
| Q1 2026 | 4/17/2026 | 878 | 868,857 | 13F-HR | HHM Wealth Advisors, LLC |
| Q4 2025 | 1/22/2026 | 845 | 849,587 | 13F-HR | HHM Wealth Advisors, LLC |
| Q3 2025 | 10/29/2025 | 853 | 864,439 | 13F-HR | HHM Wealth Advisors, LLC |
| Q2 2025 | 8/11/2025 | 862 | 841,289 | 13F-HR | HHM Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.416 K
(0.2% of total reported value)
· QoQ Δ:
+429
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.7 K | 17.5% | 8.704 K | 0 | 8.704 K |
| ETFs | 819.5 K | 82.5% | 118.1 K | 0 | 118.1 K |
| Debt | 308 | 0.0% | 0 | 39 | -39 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
995,981
Holdings
898
QoQ value change ($000)
127,124
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.