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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $869M AUM 890 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 176 Added 134 Reduced 53 Exited
Page 26 of 44  ·  878 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SPXC SPX TECHNOLOGIES INC Industrials 107.0 $21K 0.00% $199.94 +1.0%
502 TPL TEXAS PACIFIC LAND CORPORATI Energy 45.0 $21K 0.00% $474.58 -16.1%
503 USAR USA RARE EARTH INC Basic Materials 1,406.0 $21K 0.00% NEW $15.14 +58.9%
504 NOBL PROSHARES TR 200.0 $21K 0.00% $106.01 +0.4%
505 ITW ILLINOIS TOOL WKS INC Industrials 81.0 $21K 0.00% +34.0 +72.3% $260.30 -5.1%
506 EWC ISHARES INC 384.0 $21K 0.00% $54.79 +6.6%
507 VGK VANGUARD INTL EQUITY INDEX F 254.0 $21K 0.00% $82.43 +6.8%
508 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 2,046.0 $21K 0.00% $10.17 +1.1%
509 WKC WORLD KINECT CORPORATION Energy 900.0 $21K 0.00% $23.07 +25.4%
510 APP APPLOVIN CORP Technology 52.0 $21K 0.00% $398.00 +21.2%
511 FVD FIRST TR EXCHANGE-TRADED FD 435.0 $20K 0.00% $47.03 +0.8%
512 CASY CASEYS GEN STORES INC Consumer Cyclical 28.0 $20K 0.00% NEW $727.89 +13.2%
513 LUV SOUTHWEST AIRLS CO Industrials 540.0 $20K 0.00% $37.57 +5.5%
514 DAR DARLING INGREDIENTS INC Consumer Defensive 328.0 $20K 0.00% $61.85 -4.9%
515 MRVL MARVELL TECHNOLOGY INC Technology 202.0 $20K 0.00% $99.05 +94.5%
516 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 68.0 $20K 0.00% +37.0 +119.3% $292.75 +33.5%
517 ULTA ULTA BEAUTY INC Consumer Cyclical 38.0 $20K 0.00% $522.71 -5.2%
518 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,280.0 $19K 0.00% -8.0 -0.6% $15.05 -7.3%
519 VONV VANGUARD SCOTTSDALE FDS 204.0 $19K 0.00% $93.74 +9.2%
520 LXP INDUSTRIAL TRUST 412.0 $19K 0.00% $46.26
Page 26 of 44  ·  878 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 16.2%
Industrials 12.6%
Consumer Cyclical 10.8%
Healthcare 8.2%
Communication Services 6.8%
Consumer Defensive 5.5%
Energy 3.9%
Utilities 3.5%
Real Estate 1.5%