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 49.08% of HC Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHD, SCHZ, SCHE, FDL, SCHG, TXN, BA, SCHM, SCHF, MRK.
- Started 3 new stock positions in BA, MRK, TXN.
- Reduced shares in these 10 stocks: IYW, CEG, IYH, AAPL, SPY, DAL, VTI, BAC, WFC, NVDA.
- Sold out of its position in CEG.
- HC Advisors was a net buyer of stock by $3.9M.
- HC Advisors has $165M in assets under management (AUM), dropping by 10.25%.
- Central Index Key (CIK): 0001803295
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Portfolio Holdings for HC Advisors
HC Advisors holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 13.5 | $22M | 899k | 24.66 |
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| Ishares Tr U.s. Tech Etf (IYW) | 13.3 | $22M | -2% | 87k | 252.23 |
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| First Tr Morningstar Div Lea SHS (FDL) | 8.9 | $15M | +3% | 302k | 48.66 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 7.2 | $12M | +4% | 328k | 36.26 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 6.2 | $10M | +4% | 300k | 33.84 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 5.1 | $8.4M | 206k | 40.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.0 | $6.5M | +9% | 207k | 31.71 |
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| Schwab US Agg Bond ETF Us Aggregate B (SCHZ) | 3.5 | $5.8M | +10% | 251k | 23.13 |
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| Vanguard Consumer Staples Consum Stp Etf (VDC) | 3.3 | $5.5M | +2% | 24k | 225.49 |
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| Ishares Tr U.s. Finls Etf (IYF) | 2.9 | $4.7M | 37k | 127.51 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 2.8 | $4.7M | -3% | 70k | 67.01 |
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| Grindr (GRND) | 2.8 | $4.5M | 316k | 14.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.6 | $4.2M | +7% | 115k | 36.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $4.2M | 11k | 370.05 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 1.8 | $3.0M | 27k | 112.85 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 1.6 | $2.7M | +3% | 43k | 62.87 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 1.5 | $2.5M | +4% | 131k | 18.87 |
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| Sprott Physical Gold Trust Unit (PHYS) | 1.5 | $2.5M | +8% | 82k | 30.17 |
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| Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) | 1.5 | $2.4M | +12% | 87k | 27.70 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $2.2M | +5% | 43k | 51.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $1.9M | +6% | 52k | 36.13 |
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| Apple (AAPL) | 0.9 | $1.4M | -10% | 5.0k | 289.42 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.2M | 6.0k | 200.12 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $877k | 4.6k | 189.73 |
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| Freeport Mcmoran CL B (FCX) | 0.5 | $868k | +19% | 14k | 62.89 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $862k | 2.6k | 327.39 |
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| Sprott Physical Plat Pallad Unit (SPPP) | 0.5 | $787k | +18% | 63k | 12.45 |
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| Healthequity (HQY) | 0.5 | $785k | 8.7k | 90.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $583k | -12% | 780.00 | 747.03 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $572k | +5% | 24k | 24.14 |
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| Coca-Cola Company (KO) | 0.3 | $521k | +4% | 6.4k | 81.28 |
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| Chevron Corporation (CVX) | 0.3 | $513k | 3.1k | 165.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $482k | -10% | 5.1k | 93.67 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $472k | +7% | 3.4k | 136.76 |
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| Bank of America Corporation (BAC) | 0.3 | $459k | -3% | 8.1k | 56.98 |
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| Ge Aerospace Com New (GE) | 0.3 | $421k | 1.1k | 373.75 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $398k | +40% | 9.6k | 41.43 |
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| Aon Shs Cl A | 0.2 | $398k | 1.2k | 331.69 |
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| International Business Machines (IBM) | 0.2 | $395k | 1.4k | 281.21 |
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| Home Depot (HD) | 0.2 | $356k | 1.0k | 352.68 |
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| Ge Vernova (GEV) | 0.2 | $353k | 300.00 | 1174.86 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $342k | NEW | 1.1k | 298.07 |
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| Amazon (AMZN) | 0.2 | $340k | 1.4k | 238.35 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $329k | 2.8k | 117.10 |
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| American Express Company (AXP) | 0.2 | $320k | 946.00 | 338.57 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $316k | 3.8k | 82.65 |
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| Boeing Company (BA) | 0.2 | $309k | NEW | 1.4k | 216.47 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $295k | 10k | 28.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $289k | -3% | 3.5k | 82.64 |
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| Plug Power Com New (PLUG) | 0.2 | $285k | 105k | 2.71 |
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| Southern Company (SO) | 0.2 | $281k | 2.9k | 95.71 |
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| Ishares Asia/pac Div Etf (DVYA) | 0.2 | $281k | 5.9k | 47.29 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $277k | +13% | 2.9k | 95.98 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $258k | 8.3k | 31.10 |
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| Waste Management (WM) | 0.2 | $248k | 1.1k | 222.88 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $242k | 1.0k | 242.42 |
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| 3M Company (MMM) | 0.1 | $242k | 1.5k | 161.96 |
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| Peabody Energy (BTU) | 0.1 | $227k | +8% | 9.8k | 23.12 |
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| Merck & Co (MRK) | 0.1 | $210k | NEW | 1.6k | 128.57 |
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| Microsoft Corporation (MSFT) | 0.1 | $207k | -2% | 555.00 | 373.44 |
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| Alx Oncology Hldgs (ALXO) | 0.0 | $47k | 23k | 2.07 |
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| Nexters *w Exp 08/26/202 (GDEVW) | 0.0 | $55.760000 | 14k | 0.00 |
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Past Filings by HC Advisors
SEC 13F filings are viewable for HC Advisors going back to 2019
- HC Advisors 2026 Q2 filed Aug. 7, 2026
- HC Advisors 2026 Q1 filed May 5, 2026
- 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