ETF Holders

HHM Wealth Advisors, LLC ETF holdings

Chattanooga, TN

Reported $822.5M in 284 ETFs in its Form 13F for June 30, 2026.

ETF value
$822.5M
ETFs held
284
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
82.8%
of $993.6M

Top 10 of 284 ETF holdings

TickerFundValueSharesChange
SCHDSchwab U.S. Dividend Equity ETF$168.5M5,312,613+156,107 shares
SCHBSchwab U.S. Broad Market ETF$152.3M5,258,356+111,765 shares
SCHGSchwab U.S. Large-Cap Growth ETF$126.2M3,728,072+133,079 shares
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF$57.9M856,429+42,057 shares
SPTSState Street SPDR Portfolio Short Term Treasury Index ETF$37.7M1,298,928−9,269 shares
SCHFSchwab International Equity ETF$31.0M1,118,071+43,792 shares
VNQVanguard Real Estate ETF$30.7M318,158+13,909 shares
AVUVAvantis US Small Cap Value ETF$28.1M224,884+74,455 shares
FNDFSchwab Fundamental International Equity ETF$20.1M381,584+39,318 shares
FNDESchwab Fundamental Emerging Markets Equity ETF$19.1M480,918+47,789 shares
274 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001750086. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does HHM Wealth Advisors, LLC own?

HHM Wealth Advisors, LLC reported 284 ETF positions worth $822.5M in its Form 13F for June 30, 2026. The largest was SCHD, at $168.5M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.