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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
Page 31 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TRGP TARGA RES CORP Energy 46.0 $12K 0.00% $268.15 +8.2%
602 ICF ISHARES TR 182.0 $12K 0.00% $67.63 -1.0%
603 LNC LINCOLN NATL CORP IND Financial Services 348.0 $12K 0.00% -565.0 -61.9% $35.35 +28.6%
604 SMG SCOTTS MIRACLE-GRO CO Basic Materials 180.0 $12K 0.00% $68.11 -12.7%
605 HXL HEXCEL CORP NEW Industrials 122.0 $12K 0.00% $100.07 -8.1%
606 VICI VICI PPTYS INC Real Estate 456.0 $12K 0.00% $26.55 -4.3%
607 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 31.0 $12K 0.00% -37.0 -54.4% $386.74 +5.4%
608 VCR VANGUARD WORLD FD 30.0 $12K 0.00% -3.0 -9.1% $396.63 -2.3%
609 MAN MANPOWERGROUP INC WIS Industrials 350.0 $12K 0.00% $33.77 +83.5%
610 SMCI SUPER MICRO COMPUTER INC Technology 400.0 $12K 0.00% -100.0 -20.0% $29.33 +35.0%
611 HIG HARTFORD INSURANCE GROUP INC Financial Services 88.0 $12K 0.00% $132.52 +4.4%
612 RB GLOBAL INC 100.0 $12K 0.00% $116.45
613 AVB AVALONBAY CMNTYS INC Real Estate 61.0 $12K 0.00% $188.70 -2.5%
614 PNR PENTAIR PLC Industrials 150.0 $11K 0.00% $76.66 -21.5%
615 CFG CITIZENS FINL GROUP INC Financial Services 164.0 $11K 0.00% $70.07 +1.0%
616 NVTS NAVITAS SEMICONDUCTOR CORP Technology 640.0 $11K 0.00% +140.0 +28.0% $17.92 -34.2%
617 MPLX MPLX LP Energy 200.0 $11K 0.00% $56.33 +5.9%
618 SOLV ENERGY INC 330.0 $11K 0.00% $34.05
619 CHWY CHEWY INC Consumer Cyclical 570.0 $11K 0.00% +170.0 +42.5% $19.65 +20.4%
620 CTVA CORTEVA INC Basic Materials 132.0 $11K 0.00% $84.70 +3.7%
Page 31 of 45  ·  898 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 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%