HHM WEALTH ADVISORS LLC
Q3 2024 Form 13-F
CHATTANOOGA, TENNESSEE
CIK 0001750086
· CRD 150843
· SEC-registered investment adviser
$705.0M Reported Value Total
HHM WEALTH ADVISORS, LLC reports 2,899 total accounts under management (AUM). There are 2,873 discretionary accounts valued at $1,028,609,255, and 26 non-discretionary accounts valued at $39,116,935.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-18
Reported value
$705.0M
Quarter over quarter
+6.9%
Holdings
780
Top-10 concentration
68.7%
Key People
Form ADV owners & control persons
Travis A Hutchinson
MANAGING PARTNER
Gina H Cook
CHIEF COMPLIANCE OFFICER
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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | November 12, 2024 |
| Form | 13F-HR |
| Reported value | $705.0M |
| Positions | 780 |
| Change in reported value | +6.1% |
| New positions | 60 |
| Exited positions | 65 |
| Position turnover | 14.8% |
| Top-10 concentration | 68.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 13, 2026
|
895 | $996.0M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
874 | $868.9M |
|
Q4 2025 13F
Filed Jan 22, 2026
|
842 | $849.6M |
|
Q3 2025 13F
Filed Oct 29, 2025
|
852 | $864.4M |
|
Q2 2025 13F
Filed Aug 11, 2025
|
862 | $841.3M |
|
Q1 2025 13F
Filed May 8, 2025
|
921 | $742.8M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
1,010 | $735.4M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
780 | $705.0M |
|
Q2 2024 13F
Filed Aug 7, 2024
|
785 | $664.5M |
|
Q1 2024 13F
Filed May 14, 2024
|
739 | $607.5M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
740 | $574.7M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
784 | $511.9M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
800 | $533.3M |
|
Q1 2023 13F
Filed May 2, 2023
|
814 | $489.7M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
693 | $437.4M |
|
Q3 2022 13F
Filed Nov 4, 2022
|
611 | $380.3M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
749 | $390.3M |
|
Q1 2022 13F
Filed Apr 27, 2022
|
676 | $427.8M |
|
Q4 2021 13F
Filed Feb 3, 2022
|
636 | $414.4M |
|
Q3 2021 13F
Filed Nov 2, 2021
|
601 | $367.8M |
11 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHD SCHWAB STRATEGIC TR | $134.0M | 19.01% |
| 2 | SCHG SCHWAB STRATEGIC TR | $90.3M | 12.81% |
| 3 | SCHB SCHWAB STRATEGIC TR | $89.4M | 12.67% |
| 4 | SPTS SPDR SER TR | $31.4M | 4.46% |
| 5 | SPMD SPDR SER TR | $30.8M | 4.37% |
| 6 | CALF PACER FDS TR | $28.9M | 4.1% |
| 7 | VNQ VANGUARD INDEX FDS | $25.0M | 3.55% |
| 8 | SCHF SCHWAB STRATEGIC TR | $23.8M | 3.38% |
| 9 | FNDE SCHWAB STRATEGIC TR | $16.0M | 2.27% |
| 10 | SCHM SCHWAB STRATEGIC TR | $14.4M | 2.04% |
| 11 | VIG VANGUARD SPECIALIZED FUNDS | $13.2M | 1.87% |
| 12 | AAPL APPLE INC | $12.8M | 1.82% |
| 13 | SCHA SCHWAB STRATEGIC TR | $11.3M | 1.6% |
| 14 | FNDF SCHWAB STRATEGIC TR | $10.5M | 1.48% |
| 15 | MSFT MICROSOFT CORP | $8.2M | 1.16% |
| 16 | AMZN AMAZON COM INC | $7.4M | 1.05% |
| 17 | USMV ISHARES TR | $4.1M | 0.58% |
| 18 | SFBS SERVISFIRST BANCSHARES INC | $3.5M | 0.49% |
| 19 | VUG VANGUARD INDEX FDS | $3.3M | 0.47% |
| 20 | TFI SPDR SER TR | $2.8M | 0.4% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.