HHM Wealth Advisors, LLC

RIA/Wealth

HHM Wealth Advisors, LLC is a RIA/Wealth based in Chattanooga, TN led by Travis A Hutchinson, reporting $1.4B in AUM as of Q3 2025 with 80% ETF concentration, 69% concentrated in top 10 holdings, and 16% allocation to SCHD.

Managing PartnerTravis A Hutchinson

Portfolio Value: $860.7M
Positions: 829
Top Holding: SCHD at 16.14%
Last Reported: Q3 2025

Address1181 King Street, Chattanooga, TN, 37403, United States

Top Holdings

Largest long holdings in HHM Wealth Advisors, LLC's portfolio (68.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab US Dividend Equity SCHD	ETF ETF	$138.9M	16.14%	-$2.8M Sold	— 5.1M shares	Q4 2018 Held for 6y 11m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$133.8M	15.55%	-$6.8M Sold	— 5.2M shares	Q4 2018 Held for 6y 11m
3 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$115.4M	13.40%	-$4.8M Sold	— 3.6M shares	Q4 2018 Held for 6y 11m
4 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$46.3M	5.37%	-$3.0M Sold	— 808.9K shares	Q1 2023 Held for 2y 8m
5 Pacer US Small Cap Cash Cows 100 CALF	ETF ETF	$34.6M	4.02%	-$1.3M Sold	— 790.7K shares	Q1 2022 Held for 3y 8m
6 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$32.7M	3.80%	+$579.7K Bought	— 1.1M shares	Q2 2024 Held for 1y 5m
7 Vanguard Real Estate VNQ	ETF ETF	$27.9M	3.24%	+$1.8M Bought	— 305.0K shares	Q1 2020 Held for 5y 8m
8 Schwab International Equity SCHF	ETF ETF	$26.2M	3.04%	-$3.0M Sold	— 1.1M shares	Q4 2018 Held for 6y 11m
9 Apple AAPL	Consumer Electronics Technology	$17.6M	2.04%	-$106.2K Sold	0.00% 69.1K shares	Q4 2018 Held for 6y 11m
10 FNDE Schwab Fundamental Emerging Markets Equity FNDE	ETF ETF	$16.2M	1.89%	-$2.6M Sold	— 448.9K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HHM Wealth Advisors, LLC's latest filing

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Market Value

$860.7M

Prior: $841.0M

Q/Q Change

+2.34%

+$19.7M

Net Flows % of MV

-3.92%

Turnover Ratio

2.86%

New Purchases

49 stocks

$2.2M

Added To

123 stocks

+$5.6M

Sold Out Of

94 stocks

$3.8M

Reduced Holdings

205 stocks

-$37.7M

Increased Positions

Position	Shares Δ	Change
1 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	New	0 → 14.6K +$1.5M
2 Cadence Bank CADE	New	0 → 4.2K +$159.4K
3 DFUV Dimensional US Marketwide Value DFUV	New	0 → 1.0K +$45.5K
4 Comstock Resources CRK	New	0 → 2.2K +$43.6K
5 Dimensional U.S. Equity DFUS	New	0 → 581.0 +$42.1K

Decreased Positions

Position	Shares Δ	Change
1 Invesco QQQ Trust QQQ	Sold	2.6K → 0 −$1.5M
2 Raytheon Technologies RTX	Sold	4.2K → 0 −$617.5K
3 Fortinet FTNT	Sold	5.5K → 0 −$577.2K
4 Target TGT	Sold	1.9K → 0 −$188.9K
5 Quanta Services PWR	Sold	280.0 → 0 −$105.9K

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Analytics

Portfolio insights and performance metrics for HHM Wealth Advisors, LLC

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Sector Allocation

ETF

80.00%

Technology

6.10%

Financial Services

2.50%

Industrials

2.00%

Consumer Cyclical

1.90%

Healthcare

1.30%

Communication Services

1.10%

Consumer Defensive

0.90%

Utilities

0.50%

Energy

0.50%

Real Estate

0.30%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

10.39%

Large Cap ($10B - $200B)

6.13%

Mid Cap ($2B - $10B)

0.66%

Small Cap ($300M - $2B)

0.30%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

82.49%

Portfolio Concentration

Top 10 Holdings %

68.5%

Top 20 Holdings %

79.36%

Top 50 Holdings %

87.58%

Top 100 Holdings %

93.13%