HC Advisors
Latest statistics and disclosures from HC Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHR, IYW, FDL, SCHE, SCHG, and represent 48.65% of HC Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG, SCHR, SCHZ, BCTK, GRND, FDL, IYW, SPPP, DES, PHYS.
- Started 1 new stock position in BCTK.
- Reduced shares in these 10 stocks: PSLV, SGDM, CRSP, VDC, SCHE, AEM, SCHA, HD, DAL, AMLP.
- Sold out of its positions in AEM, CRSP.
- HC Advisors was a net seller of stock by $-1.2M.
- HC Advisors has $145M in assets under management (AUM), dropping by 1.56%.
- Central Index Key (CIK): 0001803295
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Portfolio Holdings for HC Advisors
HC Advisors holds 60 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 14.9 | $22M | +3% | 858k | 25.08 |
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| Ishares Tr U.s. Tech Etf (IYW) | 11.5 | $17M | 83k | 199.68 |
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| First Tr Morningstar Div Lea SHS (FDL) | 9.2 | $13M | 301k | 44.34 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 7.3 | $11M | 324k | 32.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.7 | $8.3M | +10% | 254k | 32.62 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 4.7 | $6.9M | 205k | 33.45 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.4 | $4.9M | 179k | 27.43 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 3.3 | $4.8M | 74k | 65.10 |
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| Ishares Tr U.s. Finls Etf (IYF) | 3.2 | $4.6M | 36k | 128.93 |
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| Schwab US Agg Bond ETF Us Aggregate B (SCHZ) | 3.2 | $4.6M | +5% | 196k | 23.37 |
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| Vanguard Consumer Staples Consum Stp Etf (VDC) | 3.0 | $4.3M | -5% | 20k | 211.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $3.8M | 11k | 335.27 |
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| Grindr (GRND) | 2.6 | $3.7M | +5% | 275k | 13.54 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 2.4 | $3.4M | -25% | 145k | 23.65 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.2 | $3.2M | 107k | 30.07 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 2.2 | $3.1M | 26k | 121.22 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 2.0 | $2.9M | -14% | 41k | 69.63 |
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| Sprott Physical Gold Trust Unit (PHYS) | 1.6 | $2.4M | 72k | 33.02 |
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| Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) | 1.3 | $1.9M | 80k | 24.04 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.3 | $1.9M | -6% | 40k | 47.02 |
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| Apple (AAPL) | 1.0 | $1.5M | -4% | 5.6k | 271.89 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $1.3M | -11% | 47k | 28.48 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 7.1k | 186.50 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $900k | 4.9k | 183.40 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $863k | 2.7k | 322.25 |
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| Healthequity (HQY) | 0.6 | $814k | 8.9k | 91.61 |
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| Sprott Physical Plat Pallad Unit (SPPP) | 0.5 | $763k | +14% | 45k | 16.84 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $546k | 800.00 | 681.92 |
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| Chevron Corporation (CVX) | 0.4 | $528k | 3.5k | 152.44 |
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| Ge Aerospace Com New (GE) | 0.3 | $501k | 1.6k | 308.04 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $479k | 20k | 24.37 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $446k | 3.7k | 120.35 |
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| Bank of America Corporation (BAC) | 0.3 | $439k | 8.0k | 55.00 |
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| Coca-Cola Company (KO) | 0.3 | $430k | 6.1k | 69.91 |
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| Aon Shs Cl A | 0.3 | $423k | 1.2k | 352.88 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $399k | -28% | 5.7k | 69.40 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $373k | 2.5k | 146.58 |
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| International Business Machines (IBM) | 0.3 | $370k | -10% | 1.3k | 296.21 |
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| American Express Company (AXP) | 0.2 | $351k | 948.00 | 370.29 |
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| Amazon (AMZN) | 0.2 | $333k | 1.4k | 230.83 |
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| Home Depot (HD) | 0.2 | $324k | -33% | 941.00 | 344.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $321k | 3.8k | 83.75 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $311k | 7.9k | 39.45 |
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| Microsoft Corporation (MSFT) | 0.2 | $310k | 641.00 | 484.09 |
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| Ishares Asia/pac Div Etf (DVYA) | 0.2 | $309k | 7.0k | 44.28 |
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| Wells Fargo & Company (WFC) | 0.2 | $306k | 3.3k | 93.22 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $267k | 10k | 26.23 |
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| Southern Company (SO) | 0.2 | $256k | -26% | 2.9k | 87.20 |
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| Constellation Energy (CEG) | 0.2 | $255k | 722.00 | 353.46 |
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| Ge Vernova (GEV) | 0.2 | $245k | 375.00 | 653.57 |
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| Peabody Energy (BTU) | 0.2 | $244k | -10% | 8.2k | 29.70 |
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| Waste Management (WM) | 0.2 | $244k | 1.1k | 219.71 |
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| 3M Company (MMM) | 0.2 | $237k | 1.5k | 160.14 |
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| Baron Etf Tr Technology Etf (BCTK) | 0.2 | $227k | NEW | 9.0k | 25.12 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $226k | 8.3k | 27.21 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $215k | 1.0k | 214.69 |
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| Plug Power Com New (PLUG) | 0.1 | $207k | 105k | 1.97 |
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| New Gold Inc Cda (NGD) | 0.1 | $181k | -38% | 21k | 8.71 |
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| Alx Oncology Hldgs (ALXO) | 0.0 | $27k | +9% | 24k | 1.13 |
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| Nexters *w Exp 08/26/202 (GDEVW) | 0.0 | $243.440000 | -20% | 14k | 0.02 |
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Past Filings by HC Advisors
SEC 13F filings are viewable for HC Advisors going back to 2019
- HC Advisors 2025 Q4 filed Feb. 11, 2026
- HC Advisors 2025 Q3 filed Nov. 7, 2025
- HC Advisors 2025 Q2 filed Aug. 7, 2025
- HC Advisors 2025 Q1 filed May 14, 2025
- HC Advisors 2024 Q4 filed Feb. 5, 2025
- HC Advisors 2024 Q3 filed Nov. 5, 2024
- HC Advisors 2024 Q2 filed Aug. 7, 2024
- HC Advisors 2024 Q1 filed May 14, 2024
- HC Advisors 2023 Q4 filed Jan. 25, 2024
- HC Advisors 2023 Q3 filed Nov. 7, 2023
- HC Advisors 2023 Q2 filed Aug. 10, 2023
- HC Advisors 2023 Q1 filed May 8, 2023
- HC Advisors 2022 Q4 filed Feb. 9, 2023
- HC Advisors 2022 Q3 filed Nov. 10, 2022
- HC Advisors 2022 Q2 filed Aug. 8, 2022
- HC Advisors 2022 Q1 filed May 6, 2022