EdgeMarket › What Hhm Wealth Advisors, Llc reported owning
What Hhm Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
868.9MPositions
878Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHD Schwab US Dividend Equity ETF | 158.2M | 18.2% | 5.2M | 35.11 | +27.6% |
| SCHB Schwab U.S. Broad Market ETF | 129.2M | 14.9% | 5.1M | 29.61 | +20.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 104.7M | 12.1% | 3.6M | 35.32 | +17.3% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 48.2M | 5.6% | 814.4K | 67.27 | +20.8% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 38.2M | 4.4% | 1.3M | 28.96 | -1.0% |
| VNQ Vanguard Real Estate ETF | 27.0M | 3.1% | 304.2K | 98.50 | +8.6% |
| SCHF Schwab International Equity ETF | 26.6M | 3.1% | 1.1M | 28.46 | +24.7% |
| AAPL Apple Inc. | 17.5M | 2.0% | 68.8K | 309.35 | +36.9% |
| CALF Pacer US Small Cap Cash Cows ETF | 17.1M | 2.0% | 380.2K | 57.80 | +37.8% |
| FNDF Schwab Fundamental International Equity ETF | 16.7M | 1.9% | 342.3K | 55.84 | +32.1% |
| AVUV Avantis U.S. Small Cap Value ETF | 16.6M | 1.9% | 150.4K | 126.45 | +33.2% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 16.6M | 1.9% | 433.1K | 41.87 | +22.4% |
| VIG Vanguard Div Appreciation ETF | 16.3M | 1.9% | 75.7K | 243.91 | +16.2% |
| SCHM Schwab U.S. Mid Cap ETF | 15.0M | 1.7% | 483.5K | 36.16 | +25.4% |
| SCHA Schwab U.S. Small-Cap ETF | 13.5M | 1.6% | 465.4K | 34.83 | +32.4% |
| MSFT MICROSOFT CORP | 9.2M | 1.1% | 24.9K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 6.6M | 0.8% | 31.5K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 4.3M | 0.5% | 24.8K | 214.72 | +22.4% |
| USMV iShares MSCI USA Min Vol Factor ETF | 3.8M | 0.4% | 41.2K | 101.23 | +7.0% |
| GOOGL Alphabet Inc. | 3.6M | 0.4% | 12.6K | 344.82 | +73.0% |
| CAT CATERPILLAR INC | 3.6M | 0.4% | 5.1K | 827.90 | +96.8% |
| VUG Vanguard Morningstar Growth ETF | 3.5M | 0.4% | 8.0K | 87.50 | +15.9% |
| TFI State Street SPDR Nuveen ICE Municipal Bond ET | 3.4M | 0.4% | 75.1K | 44.87 | +0.7% |
| JPM JPMORGAN CHASE & CO | 3.1M | 0.4% | 10.6K | 351.58 | +20.3% |
| IVV iShares Core S&P 500 ETF | 3.1M | 0.4% | 4.7K | 769.31 | +20.0% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 3.0M | 0.3% | 93.4K | 37.73 | +25.3% |
| NSC NORFOLK SOUTHERN CORP | 2.9M | 0.3% | 10.2K | 350.72 | +22.8% |
| JPUS JPMorgan Diversified Return U.S. Equity ETF | 2.8M | 0.3% | 21.8K | 144.94 | +19.3% |
| GOOG Alphabet Inc. | 2.8M | 0.3% | 9.6K | 341.75 | +70.7% |
| FNDB Schwab Fundamental U.S. Broad Market ETF | 2.5M | 0.3% | 90.5K | 31.72 | +28.1% |
| UNM Unum Group | 2.3M | 0.3% | 31.3K | 87.77 | +26.4% |
| MSTR Strategy Inc | 2.2M | 0.3% | 18.0K | 119.25 | -65.4% |
| MOAT VanEck Morningstar Wide Moat ETF | 2.2M | 0.3% | 23.0K | 114.42 | +17.5% |
| HD HOME DEPOT, INC. | 2.2M | 0.3% | 6.7K | 335.61 | -16.5% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 2.2M | 0.3% | 59.6K | 41.52 | +23.2% |
| TSLA Tesla, Inc. | 2.2M | 0.3% | 5.9K | 362.86 | +12.0% |
| HCA HCA Healthcare, Inc. | 2.1M | 0.2% | 4.5K | 429.19 | +4.6% |
| WMT Walmart Inc. | 2.1M | 0.2% | 17.0K | 103.70 | +1.1% |
| ABBV AbbVie Inc. | 2.0M | 0.2% | 9.4K | 264.96 | +26.7% |
| SFBS ServisFirst Bancshares, Inc. | 2.0M | 0.2% | 27.3K | 43.34 | -47.8% |
| SO SOUTHERN CO | 2.0M | 0.2% | 20.5K | 88.94 | -6.3% |
| RSPT Invesco S&P 500 Equal Weight Technology ETF | 2.0M | 0.2% | 43.5K | 64.02 | +56.4% |
| XOM ExxonMobil Holdings Corp | 2.0M | 0.2% | 11.5K | 165.11 | +52.1% |
| LLY ELI LILLY & Co | 1.9M | 0.2% | 2.1K | 1,255.40 | +78.0% |
| V VISA INC. | 1.8M | 0.2% | 6.1K | 371.04 | +7.9% |
| IWF iShares Russell 1000 Growth Fund | 1.8M | 0.2% | 4.3K | 122.39 | +11.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.8M | 0.2% | 3.2K | 713.44 | +26.1% |
| SPHQ Invesco S&P 500 Quality ETF | 1.7M | 0.2% | 22.5K | 85.95 | +18.7% |
| PG PROCTER & GAMBLE Co | 1.6M | 0.2% | 11.3K | 144.68 | -9.3% |
| VOO Vanguard S&P 500 ETF | 1.6M | 0.2% | 2.7K | 703.71 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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