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Gina Cook

Hhm Wealth Advisors, Llc

Assets Managed
$995.981M
Holdings
896
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.64%(2Q avg: 8.45%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Hhm Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 896 positions.

Assets under management

The assets under management (AUM) of Hhm Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 995.981M in assets, with a quarterly growth rate of 14.64% and a 2-quarter average growth rate of 8.45%. The portfolio is managed by Gina Cook, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.03%
16.92%
$168.463M
5.313M shares@ $31.72 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 2.18%
15.29%
$152.282M
5.258M shares@ $28.97 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.71%
12.67%
$126.158M
3.728M shares@ $33.84 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 5.17%
5.81%
$57.86M
856,429 shares@ $67.56 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -0.7%
3.79%
$37.682M
1.299M shares@ $29.01 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 4.08%
3.11%
$30.971M
1.118M shares@ $27.71 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 4.58%
3.09%
$30.68M
318,158 shares@ $96.44 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 49.5%
2.82%
$28.057M
224,884 shares@ $124.77 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 11.49%
2.03%
$20.132M
381,584 shares@ $52.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.18%
2%
$19.865M
68,653 shares@ $289.36 avg price

1-10 of 896