Universe · entity
HHM Wealth Advisors, LLC
Institutional manager (13F) · CIK 1750086
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $759M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $158M | 5,156,506 |
| 2 | SCHWAB STRATEGIC TR | $129M | 5,146,591 |
| 3 | SCHWAB STRATEGIC TR | $105M | 3,594,993 |
| 4 | SPDR SERIES TRUST | $48M | 814,372 |
| 5 | SPDR SERIES TRUST | $38M | 1,308,197 |
| 6 | VANGUARD INDEX FDS | $27M | 304,249 |
| 7 | SCHWAB STRATEGIC TR | $27M | 1,074,279 |
| 8 | APPLE INC | $17M | 68,780 |
| 9 | PACER FDS TR | $17M | 380,206 |
| 10 | SCHWAB STRATEGIC TR | $17M | 342,266 |
| 11 | AMERICAN CENTY ETF TR | $17M | 150,429 |
| 12 | SCHWAB STRATEGIC TR | $17M | 433,129 |
| 13 | VANGUARD SPECIALIZED FUNDS | $16M | 75,730 |
| 14 | SCHWAB STRATEGIC TR | $15M | 483,483 |
| 15 | SCHWAB STRATEGIC TR | $14M | 465,370 |
| 16 | MICROSOFT CORP | $9M | 24,896 |
| 17 | AMAZON COM INC | $7M | 31,488 |
| 18 | NVIDIA CORPORATION | $4M | 24,783 |
| 19 | ISHARES TR | $4M | 41,232 |
| 20 | ALPHABET INC | $4M | 12,584 |
| 21 | CATERPILLAR INC | $4M | 5,097 |
| 22 | VANGUARD INDEX FDS | $3M | 7,969 |
| 23 | SPDR SERIES TRUST | $3M | 75,094 |
| 24 | JPMORGAN CHASE & CO | $3M | 10,554 |
| 25 | ISHARES TR | $3M | 4,741 |
| 26 | SCHWAB STRATEGIC TR | $3M | 93,365 |
| 27 | NORFOLK SOUTHN CORP | $3M | 10,215 |
| 28 | J P MORGAN EXCHANGE TRADED F | $3M | 21,801 |
| 29 | ALPHABET INC | $3M | 9,622 |
| 30 | SCHWAB STRATEGIC TR | $2M | 90,493 |
| 31 | UNUM GROUP | $2M | 31,331 |
| 32 | STRATEGY INC | $2M | 18,011 |
| 33 | VANECK ETF TRUST | $2M | 22,981 |
| 34 | HOME DEPOT INC | $2M | 6,668 |
| 35 | SPDR INDEX SHS FDS | $2M | 59,574 |
| 36 | TESLA INC | $2M | 5,853 |
| 37 | HCA HEALTHCARE INC | $2M | 4,460 |
| 38 | WALMART INC | $2M | 16,975 |
| 39 | ABBVIE INC | $2M | 9,385 |
| 40 | SERVISFIRST BANCSHARES INC | $2M | 27,334 |
| 41 | SOUTHERN CO | $2M | 20,535 |
| 42 | INVESCO EXCHANGE TRADED FD T | $2M | 43,550 |
| 43 | EXXON MOBIL CORP | $2M | 11,517 |
| 44 | ELI LILLY & CO | $2M | 2,104 |
| 45 | VISA INC | $2M | 6,090 |
| 46 | ISHARES TR | $2M | 4,309 |
| 47 | INVESCO QQQ TR | $2M | 3,179 |
| 48 | INVESCO EXCHANGE TRADED FD T | $2M | 22,476 |
| 49 | PROCTER & GAMBLE CO | $2M | 11,314 |
| 50 | VANGUARD INDEX FDS | $2M | 2,718 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.