HHM Wealth Advisors, LLC reported 592 positions worth $171.86M for the quarter ended Jun 30, 2026, up 16.9% on the prior quarter. It opened 44 new positions, added to 148, trimmed 85 and exited 25. Its largest holding is Apple Inc. at 11.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +1,739 | +86.2% | $979.58K | 1.23% |
| STX Seagate Technology Holdings plc | +800 | – | $772.00K | 0.449% |
| MSFT Microsoft Corp | +1,869 | +7.5% | $697.18K | 5.81% |
| AMZN Amazon Com Inc | +2,924 | +9.3% | $696.91K | 4.77% |
| SPCX Space Exploration Technologies Corp | +3,587 | – | $612.88K | 0.357% |
| MLR Miller Industries Inc | +9,313 | +55.6% | $476.36K | 0.776% |
| V Visa Inc. | +1,143 | +18.8% | $392.12K | 1.44% |
| NVDA Nvidia Corp | +1,567 | +6.3% | $313.54K | 3.07% |
| GOOG Alphabet Inc. | +691 | +7.2% | $244.14K | 2.12% |
| MRVL Marvell Technology, Inc. | +750 | +371.3% | $223.42K | 0.165% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -1,253 | -44.2% | $1.45M | 1.06% |
| INTC Intel Corp | -2,071 | -24.8% | $289.19K | 0.511% |
| HON Honeywell International Inc | -554 | -100.0% | $250.44K | Exited |
| UNH Unitedhealth Group Inc | -557 | -16.5% | $231.49K | 0.682% |
| MELI Mercadolibre Inc | -100 | -96.2% | $169.75K | <0.01% |
| SFBS ServisFirst Bancshares, Inc. | -3,538 | -6.5% | $153.46K | 1.29% |
| RF Regions Financial Corp | -4,940 | -8.3% | $149.19K | 0.954% |
| MSTR Strategy Inc | -1,500 | -8.3% | $130.40K | 0.835% |
| DXPE Dxp Enterprises Inc | -680 | -10.2% | $114.74K | 0.585% |
| OKTA Okta, Inc. | -625 | -50.0% | $85.28K | 0.05% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STX Seagate Technology Holdings plc | +800 | $772.00K | 0.449% |
| SPCX Space Exploration Technologies Corp | +3,587 | $612.88K | 0.357% |
| ASST Strive, Inc. | +13.0K | $141.83K | 0.083% |
| DDOG Datadog, Inc. | +328 | $85.40K | 0.05% |
| FDXF FedEx Freight Holding Company, Inc. | +285 | $43.04K | 0.025% |
| INFQ Infleqtion, Inc. | +1,517 | $20.21K | 0.012% |
| TEO Telecom Argentina Sa | +1,551 | $20.16K | 0.012% |
| GNRC Generac Holdings Inc. | +50 | $14.64K | <0.01% |
| WDC Western Digital Corp | +22 | $14.05K | <0.01% |
| ROST Ross Stores, Inc. | +51 | $10.86K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -554 | $250.44K | 0.17% |
| HUBS Hubspot Inc | -343 | $83.73K | 0.057% |
| TWLO Twilio Inc | -600 | $75.49K | 0.051% |
| GL Globe Life Inc. | -170 | $23.66K | 0.016% |
| SNOW Snowflake Inc. | -100 | $15.08K | 0.01% |
| AAL American Airlines Group Inc. | -1,400 | $15.04K | 0.01% |
| NDAQ Nasdaq, Inc. | -136 | $11.55K | <0.01% |
| ARES Ares Management Corp | -94 | $10.26K | <0.01% |
| PEGA Pegasystems Inc | -100 | $4.26K | <0.01% |
| PSIX Power Solutions International, Inc. | -50 | $3.04K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 68.7K | $19.87M | 11.56% | -127 | -0.2% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 26.8K | $9.98M | 5.81% | +1,869 | +7.5% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 34.4K | $8.20M | 4.77% | +2,924 | +9.3% | Added | 0% |
| 4 | CAT Caterpillar Inc | Industrials | 5,112 | $5.44M | 3.17% | +15 | +0.3% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 26.4K | $5.27M | 3.07% | +1,567 | +6.3% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 12.7K | $4.55M | 2.65% | +139 | +1.1% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 10.3K | $3.64M | 2.12% | +691 | +7.2% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 10.7K | $3.50M | 2.04% | +138 | +1.3% | Added | 0% |
| 9 | NSC Norfolk Southern Corp | Industrials | 10.2K | $3.22M | 1.87% | +8 | +0.1% | Added | 0% |
| 10 | UNM Unum Group | Financial Services | 31.6K | $2.82M | 1.64% | +262 | +0.8% | Added | 0.02% |
| 11 | LLY ELI LILLY & Co | Healthcare | 2,201 | $2.64M | 1.54% | +97 | +4.6% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 5,904 | $2.48M | 1.44% | +51 | +0.9% | Added | 0% |
| 13 | V Visa Inc. | Financial Services | 7,233 | $2.48M | 1.44% | +1,143 | +18.8% | Added | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 9,421 | $2.37M | 1.38% | +36 | +0.4% | Added | 0% |
| 15 | HD Home Depot, Inc. | Consumer Discretionary | 6,710 | $2.37M | 1.38% | +42 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at HHM Wealth Advisors.
As of its Q2 2026 13F filing, HHM Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 11.6%, Microsoft Corp (MSFT) at 5.8%, Amazon Com Inc (AMZN) at 4.8%, Caterpillar Inc (CAT) at 3.2%, Nvidia Corp (NVDA) at 3.1% of the reported portfolio.
HHM Wealth Advisors, LLC reported a 13F portfolio worth $171.86M across 592 positions for Q2 2026. That is up 16.9% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($979.58K), Seagate Technology Holdings plc ($772.00K), Microsoft Corp ($697.18K). It opened 44 new positions.
Its largest sales by value were Micron Technology Inc ($1.45M), Intel Corp ($289.19K), Honeywell International Inc ($250.44K). It exited 25 positions entirely.
From the Form 13F-HR reports HHM Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.