HHM Wealth Advisors, LLC: 13F holdings
CIK 17500862026Q2
| Positions | 896 |
|---|---|
| Reported value | $996.0m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 5,312,613 | $168.5m | 16.9% |
| SCHB SCHWAB STRATEGIC TR | 5,258,356 | $152.3m | 15.3% |
| SCHG SCHWAB STRATEGIC TR | 3,728,072 | $126.2m | 12.7% |
| SPMD SPDR SERIES TRUST | 856,429 | $57.9m | 5.8% |
| SPTS SPDR SERIES TRUST | 1,298,928 | $37.7m | 3.8% |
| SCHF SCHWAB STRATEGIC TR | 1,118,071 | $31.0m | 3.1% |
| VNQ VANGUARD INDEX FDS | 318,158 | $30.7m | 3.1% |
| AVUV AMERICAN CENTY ETF TR | 224,884 | $28.1m | 2.8% |
| EWU SCHWAB STRATEGIC TR | 381,584 | $20.1m | 2.0% |
| AAPL APPLE INC | 68,653 | $19.9m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1750086")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.