Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086

13F Portfolio $996M AUM 905 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 83 New 186 Added 122 Reduced 62 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	AGL	AGILON HEALTH INC	Healthcare	—	$2.0	—	SOLD
62	—	XEROX HOLDINGS CORP	—	12	$2.0	—	SOLD

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Sector Allocation

Technology 33.3%

Financial Services 16.2%

Industrials 13.4%

Consumer Cyclical 11.0%

Healthcare 7.8%

Communication Services 5.3%

Consumer Defensive 4.8%

Utilities 3.2%

Energy 2.9%

Real Estate 1.3%