Institutional Fund
Hhm Wealth Advisors, LLC
Chattanooga, TNCIK 17500865 filings on record
Portfolio Value
$866.87M
Q1 2026
Holdings
873
Reported positions
New Buys
83
Opened this quarter
QoQ Change
+2.3%
from $847.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr18.2%
- Schwab Strategic Tr14.9%
- Schwab Strategic Tr12.1%
- Spdr Series Trust5.6%
- Spdr Series Trust4.4%
- Vanguard Index Fds3.1%
- Other41.7%
Portfolio Holdings
873 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 5.16M | $158.20M | 18.2% | +138.2K | Added |
| 2 | Schwab Strategic Tr | 5.15M | $129.18M | 14.9% | +108.9K | Added |
| 3 | Schwab Strategic Tr | 3.59M | $104.72M | 12.1% | +112.3K | Added |
| 4 | Spdr Series Trust | 814.4K | $48.23M | 5.6% | +33.3K | Added |
| 5 | Spdr Series Trust | 1.31M | $38.17M | 4.4% | +212.1K | Added |
| 6 | Vanguard Index Fds | 304.2K | $26.99M | 3.1% | +15.4K | Added |
| 7 | Schwab Strategic Tr | 1.07M | $26.59M | 3.1% | −12.0K | Reduced |
| 8 | Apple Inc | 68.8K | $17.46M | 2.0% | +2.0K | Added |
| 9 | Pacer Fds Tr | 380.2K | $17.06M | 2.0% | −378.8K | Reduced |
| 10 | Schwab Strategic Tr | 342.3K | $16.75M | 1.9% | +20.1K | Added |
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