Holdings of HHM Wealth Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 767 in 13 countries
- Top ten
- 69.9 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 5.0 %
- Industrials 2.1 %
- Consumer discretionary 1.8 %
- Financials 1.6 %
- Funds 1.6 %
- Health care 1.4 %
- Communication 1.2 %
- Consumer staples 0.9 %
- Utilities 0.5 %
- Energy 0.5 %
- Real estate 0.2 %
- Materials 0.1 %
- Unattributed 83.1 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.7 %
- Japan 0.2 %
- United Kingdom 0.1 %
- Netherlands 0.0 %
- Israel 0.0 %
- Taiwan 0.0 %
- Australia 0.0 %
- Cayman Islands 0.0 %
- Germany 0.0 %
- Brazil 0.0 %
- Belgium 0.0 %
- Italy 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 740 | 832.4M $ | 99.68 % |
| 2 | Japan | 4 | 1.3M $ | 0.16 % |
| 3 | United Kingdom | 8 | 607.9K $ | 0.07 % |
| 4 | Netherlands | 1 | 291.9K $ | 0.03 % |
| 5 | Israel | 1 | 104.2K $ | 0.01 % |
| 6 | Taiwan | 1 | 93.3K $ | 0.01 % |
| 7 | Australia | 2 | 91.2K $ | 0.01 % |
| 8 | Cayman Islands | 3 | 72.2K $ | 0.01 % |
| 9 | Germany | 1 | 26K $ | 0.00 % |
| 10 | Brazil | 3 | 22.5K $ | 0.00 % |
| 11 | Belgium | 1 | 16K $ | 0.00 % |
| 12 | Italy | 1 | 3.5K $ | 0.00 % |
Cite this page
Titelia. "Holdings of HHM Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1750086