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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 31 of 44  ·  878 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FNV FRANCO NEV CORP Basic Materials 50.0 $12K 0.00% $247.06 -8.6%
602 CSX CSX CORP Industrials 300.0 $12K 0.00% $41.05 +11.8%
603 PLXS PLEXUS CORP Technology 60.0 $12K 0.00% $202.55 +27.6%
604 VBK VANGUARD INDEX FDS 40.0 $12K 0.00% $302.25 +13.7%
605 CRCL CIRCLE INTERNET GROUP INC Financial Services 125.0 $12K 0.00% $95.42 +20.4%
606 HIG HARTFORD INSURANCE GROUP INC Financial Services 88.0 $12K 0.00% +56.0 +175.0% $135.24 +0.6%
607 VCR VANGUARD WORLD FD 33.0 $12K 0.00% $359.03 +9.4%
608 CME CME GROUP INC Financial Services 40.0 $12K 0.00% NEW $295.35 -2.1%
609 DXCM DEXCOM INC Healthcare 188.0 $12K 0.00% +136.0 +261.5% $62.80 +14.5%
610 LULU LULULEMON ATHLETICA INC Consumer Cyclical 76.0 $12K 0.00% $153.11 -17.2%
611 NDAQ NASDAQ INC Financial Services 136.0 $12K 0.00% NEW $84.90 +6.5%
612 TRGP TARGA RES CORP Energy 46.0 $12K 0.00% NEW $250.74 +8.0%
613 CMCSA COMCAST CORP NEW Communication Services 398.0 $11K 0.00% +369.0 +1272.4% $28.74 -12.7%
614 MPLX MPLX LP Energy 200.0 $11K 0.00% $57.07 -2.5%
615 KOMP SPDR SERIES TRUST 195.0 $11K 0.00% $58.48 +18.4%
616 SMCI SUPER MICRO COMPUTER INC Technology 500.0 $11K 0.00% +235.0 +88.7% $22.77 +46.9%
617 SMCI CALL SUPER MICRO COMPUTER INC Technology 500.0 $11K 0.00% NEW $22.77 +46.9%
618 CCI CROWN CASTLE INC Real Estate 140.0 $11K 0.00% $81.31 +13.2%
619 VGIT VANGUARD SCOTTSDALE FDS 191.0 $11K 0.00% -36.0 -15.9% $59.55 -1.4%
620 IWS ISHARES TR 78.0 $11K 0.00% $145.74 +8.1%
Page 31 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%