HHM Wealth Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 868,857
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
1.987 K
(0.2% of total reported value)
· QoQ Δ:
-114
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165 K | 19.0% | 0 | 315.1 K | -315.1 K |
| ETFs | 701.4 K | 80.9% | 335.6 K | 0 | 335.6 K |
| Debt | 347 | 0.0% | 20 | 0 | 20 |
| Other | 0 | 0.0% | 0 | 1.193 K | -1.193 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
868,857
Holdings
878
QoQ value change ($000)
19,270
(2.3%)
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.