1y return+18.6%S&P 500 +20.9%
3y return+50.0%S&P 500 +68.5%
5y return+45.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $235 against $299 in the S&P 500.2
HHM Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHDSchwab Strategic Tr | $168.5M | 17.0% | +3.0% |
| SCHBSchwab Strategic Tr | $152.3M | 15.3% | +2.2% |
| SCHGSchwab Strategic Tr | $126.2M | 12.7% | +3.7% |
| SPMDSpdr Series Trust | $57.9M | 5.8% | +5.2% |
| SPTSSpdr Series Trust | $37.7M | 3.8% | |
| SCHFSchwab Strategic Tr | $31.0M | 3.1% | +4.1% |
| VNQVanguard Index Fds | $30.7M | 3.1% | +4.6% |
| AVUVAmerican Centy Etf Tr | $28.1M | 2.8% | +49.5% |
| FNDFSchwab Strategic Tr | $20.1M | 2.0% | +11.5% |
| AAPLApple Inc | $19.9M | 2.0% | |
| FNDESchwab Strategic Tr | $19.1M | 1.9% | +11.0% |
| VIGVanguard Specialized Funds | $17.9M | 1.8% | |
| SCHMSchwab Strategic Tr | $17.4M | 1.8% | −2.2% |
| SCHASchwab Strategic Tr | $17.3M | 1.7% | +3.1% |
| CALFPacer Fds Tr | $12.7M | 1.3% | −34.2% |
| MSFTMicrosoft Corp | $10.0M | 1.0% | +7.5% |
| AMZNAmazon Com Inc | $8.2M | 0.8% | +9.3% |
| CATCaterpillar Inc | $5.4M | 0.5% | |
| NVDANvidia Corporation | $5.3M | 0.5% | +6.3% |
| GOOGLAlphabet Inc | $4.5M | 0.5% | +1.1% |
| VUGVanguard Index Fds | $4.1M | 0.4% | |
| IVVIshares Tr | $3.7M | 0.4% | +4.5% |
| GOOGAlphabet Inc | $3.6M | 0.4% | +7.2% |
| FNDASchwab Strategic Tr | $3.6M | 0.4% | |
| JPMJpmorgan Chase & Co | $3.5M | 0.4% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $5.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $5.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.6M |
| UNMUnum Group | June 30, 2020 | +438.9% | $2.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $4.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.5M |
| RSPTInvesco Exchange Traded Fd T | June 30, 2020 | +223.9% | $2.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $19.9M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $126.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $250K
- GOVTIshares Tr was $86K
- HUBSHubspot Inc was $84K
- RSPSInvesco Exchange Traded Fd T was $77K
- TWLOTwilio Inc was $75K
- DFUVDimensional Etf Trust was $49K
- USHYIshares Tr was $44K
- VCITVanguard Scottsdale Fds was $29K
- Dimensional Etf TrustCUSIP 25434V500 was $27K
- HYLBDbx Etf Tr was $26K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HHM Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1750086&type=13F-HR&dateb=&owner=include&count=40CIK 1750086
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1750086/000175008626000003/Filed July 13, 2026 · accession 0001750086-26-000003