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Gina Cook

Hhm Wealth Advisors, Llc

Assets Managed
$868.857M
Holdings
875
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
2.27%(2Q avg: 0.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hhm Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 875 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 868.857M in assets, with a quarterly growth rate of 2.27% and a 2-quarter average growth rate of 0.28%. The portfolio is managed by Gina Cook, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.76%
18.21%
$158.202M
5.157M shares@ $30.68 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 2.17%
14.87%
$129.179M
5.147M shares@ $25.11 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.23%
12.06%
$104.722M
3.595M shares@ $29.13 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 4.27%
5.56%
$48.227M
814,372 shares@ $59.23 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 19.35%
4.4%
$38.173M
1.308M shares@ $29.19 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 5.32%
3.11%
$26.987M
304,249 shares@ $88.71 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.1%
3.07%
$26.588M
1.074M shares@ $24.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.06%
2.01%
$17.456M
68,780 shares@ $253.79 avg price
CALF
Pacer Us Small Cap Cash Cows
Recent Activity
Decreased -49.9%
1.97%
$17.06M
380,206 shares@ $44.87 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 6.26%
1.93%
$16.747M
342,266 shares@ $48.93 avg price

1-10 of 875