Notify me when HHM Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 843 | $847,485,541 | +$10,699,755 | -$34,961,108 | -$24,261,353 | SCHD, SCHB, SCHG, SPMD, CALF | 13F-HR | 22 Jan 2026, 16:06 |
| Q3 2025 | 853 | $864,438,787 | +$11,499,178 | -$41,555,532 | -$30,056,354 | SCHD, SCHB, SCHG, SPMD, CALF | 13F-HR | 29 Oct 2025, 13:02 |
| Q2 2025 | 862 | $841,289,146 | +$61,977,250 | -$8,848,491 | +$53,128,759 | SCHD, SCHB, SCHG, SPMD, CALF | 13F-HR | 11 Aug 2025, 16:35 |
| Q1 2025 | 921 | $742,804,975 | +$36,083,054 | -$5,888,213 | +$30,194,841 | SCHD, SCHB, SCHG, SPMD, SPTS | 13F-HR | 08 May 2025, 15:16 |
| Q4 2024 | 1,010 | $735,374,675 | +$290,969,024 | -$6,982,607 | +$283,986,417 | SCHD, SCHG, SCHB, SPTS, SPMD | 13F-HR | 24 Jan 2025, 14:34 |
| Q3 2024 | 780 | $705,004,709 | +$24,742,017 | -$28,608,710 | -$3,866,693 | SCHD, SCHG, SCHB, SPTS, SPMD | 13F-HR | 12 Nov 2024, 14:54 |
| Q2 2024 | 785 | $664,538,197 | +$66,476,169 | -$10,391,263 | +$56,084,906 | SCHD, SCHB, SCHG, SPMD, CALF | 13F-HR | 07 Aug 2024, 15:58 |
| Q1 2024 | 740 | $607,451,532 | +$35,940,845 | -$43,530,360 | -$7,589,515 | SCHD, SCHB, SCHG, CALF, SPMD | 13F-HR | 14 May 2024, 10:57 |
| Q4 2023 | 740 | $574,340,086 | +$19,850,114 | -$13,328,065 | +$6,522,049 | SCHD, SCHB, SCHG, SCHM, CALF | 13F-HR | 05 Feb 2024, 12:17 |
| Q3 2023 | 784 | $511,919,254 | +$17,327,817 | -$18,558,549 | -$1,230,732 | SCHD, SCHB, SCHG, SCHM, CALF | 13F-HR | 03 Nov 2023, 15:27 |
| Q2 2023 | 800 | $533,321,652 | +$20,432,752 | -$4,685,306 | +$15,747,446 | SCHD, SCHG, SCHB, SCHM, SCHF | 13F-HR | 11 Aug 2023, 17:43 |
| Q1 2023 | 814 | $489,729,480 | +$37,986,632 | -$6,176,915 | +$31,809,717 | SCHD, SCHG, SCHB, SCHM, SCHF | 13F-HR | 02 May 2023, 15:54 |
| Q4 2022 | 693 | $437,424,788 | +$32,514,264 | -$5,426,780 | +$27,087,484 | SCHD, SCHB, SCHG, SCHM, SCHF | 13F-HR | 19 Jan 2023, 14:34 |
| Q3 2022 | 638 | $380,310,000 | +$29,636,008 | -$15,804,224 | +$13,831,784 | SCHD, SCHB, SCHG, SCHM, SCHF | 13F-HR | 04 Nov 2022, 13:55 |
| Q2 2022 | 773 | $390,246,000 | +$34,497,857 | -$7,342,462 | +$27,155,395 | SCHD, SCHB, SCHG, SCHM, VNQ | 13F-HR | 08 Aug 2022, 16:13 |
| Q1 2022 | 693 | $427,809,000 | +$104,170,812 | -$18,512,850 | +$85,657,962 | SCHD, SCHB, SCHG, SCHM, VNQ | 13F-HR | 27 Apr 2022, 14:12 |
| Q4 2021 | 667 | $414,437,000 | +$21,869,847 | -$3,639,320 | +$18,230,527 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 03 Feb 2022, 14:22 |
| Q3 2021 | 622 | $367,821,000 | +$10,127,209 | -$6,155,690 | +$3,971,519 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 02 Nov 2021, 15:29 |
| Q2 2021 | 611 | $367,734,000 | +$28,476,643 | -$3,754,616 | +$24,722,027 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 27 Jul 2021, 15:55 |
| Q1 2021 | 579 | $323,231,000 | +$20,565,749 | -$10,724,650 | +$9,841,099 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 23 Apr 2021, 15:54 |
| Q4 2020 | 529 | $291,086,000 | +$8,085,762 | -$3,283,250 | +$4,802,512 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 28 Jan 2021, 11:05 |
| Q3 2020 | 500 | $250,112,000 | +$9,830,887 | -$12,597,325 | -$2,766,438 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 12 Nov 2020, 15:02 |
| Q2 2020 | 479 | $239,357,000 | +$9,421,250 | -$12,029,863 | -$2,608,613 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 13 Aug 2020, 13:53 |
| Q1 2020 | 460 | $204,840,000 | +$47,555,554 | -$5,168,864 | +$42,386,690 | SCHD, SCHB, SCHG, SCHM, USMV | 13F-HR | 12 May 2020, 14:11 |
| Q4 2019 | 87 | $208,042,000 | +$28,072,684 | -$7,562,449 | +$20,510,235 | SCHD, SCHG, SCHB, SCHM, JPUS | 13F-HR | 12 Feb 2020, 11:55 |
| Q3 2019 | 79 | $175,751,000 | +$8,165,150 | -$3,537,152 | +$4,627,998 | SCHD, SCHG, SCHB, SCHM, JPUS | 13F-HR | 13 Nov 2019, 16:29 |
| Q2 2019 | 74 | $169,655,000 | +$10,030,467 | -$782,137 | +$9,248,330 | SCHD, SCHG, SCHB, SCHM, JPUS | 13F-HR | 13 Aug 2019, 16:27 |
| Q1 2019 | 73 | $156,312,000 | +$7,172,787 | -$4,181,020 | +$2,991,767 | SCHD, SCHB, SCHG, SCHM, JPUS | 13F-HR | 14 May 2019, 17:11 |
| Q4 2018 | 62 | $136,455,000 | $0 | $0 | $0 | SCHD, SCHB, SCHG, SCHM, FNDB | 13F-HR | 13 Feb 2019, 16:25 |