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Portfolio (Quarterly) Guide ↗

HHM Wealth Advisors, LLC

· CIK 0001750086
13F Portfolio $868.9B AUM 890 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 176 Added 134 Reduced 53 Exited
Page 7 of 44  ·  878 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 3,043.0 $473K 0.05% +614.0 +25.3% $155.28 -3.6%
122 NUKZ EXCHANGE TRADED CONCEPTS TRU 7,166.0 $471K 0.05% +3K +59.1% $65.77 +1.8%
123 CRWD CROWDSTRIKE HLDGS INC Technology 1,205.0 $470K 0.05% +29.0 +2.5% $390.41 +59.1%
124 LOW LOWES COS INC Consumer Cyclical 1,978.0 $467K 0.05% $236.28 -8.8%
125 AMGN AMGEN INC Healthcare 1,287.0 $453K 0.05% $351.85 -8.3%
126 IAU ISHARES GOLD TR Financial Services 5,107.0 $450K 0.05% -88.0 -1.7% $88.16 -4.6%
127 DAL DELTA AIR LINES INC Industrials 6,697.0 $445K 0.05% $66.48 +2.4%
128 VB VANGUARD INDEX FDS 1,645.0 $431K 0.05% -320.0 -16.3% $261.92 +6.3%
129 FORTINET INC 5,234.0 $428K 0.05% $81.72
130 AXP AMERICAN EXPRESS CO Financial Services 1,353.0 $409K 0.05% +152.0 +12.7% $302.49 +2.0%
131 LMT LOCKHEED MARTIN CORP Industrials 675.0 $408K 0.05% +23.0 +3.5% $604.39 -13.1%
132 AMD ADVANCED MICRO DEVICES INC Technology 1,997.0 $406K 0.05% +232.0 +13.1% $203.43 +106.3%
133 CRWV COREWEAVE INC Technology 5,199.0 $403K 0.05% $77.47 +29.6%
134 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 399.0 $398K 0.05% -86.0 -17.7% $997.49 +8.3%
135 SCHW SCHWAB CHARLES CORP Financial Services 4,212.0 $396K 0.05% +249.0 +6.3% $93.97 -2.1%
136 COF CAPITAL ONE FINL CORP Financial Services 2,132.0 $389K 0.04% +687.0 +47.5% $182.43 +0.8%
137 MA MASTERCARD INCORPORATED Financial Services 759.0 $379K 0.04% +35.0 +4.8% $499.38 +1.8%
138 ARM ARM HOLDINGS PLC Technology 2,490.0 $377K 0.04% $151.28 +41.7%
139 TFC TRUIST FINL CORP Financial Services 8,110.0 $373K 0.04% $45.97 +1.0%
140 VHT VANGUARD WORLD FD 1,365.0 $372K 0.04% -18.0 -1.3% $272.33 -0.9%
Page 7 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%