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 48.28% of HC Advisors's stock portfolio.
- Added to shares of these 10 stocks: IYW, SCHR, SCHG, VDC, SCHZ, FCX, GRND, SCHD, BOXX, IXP.
- Started 2 new stock positions in FCX, BOXX.
- Reduced shares in these 10 stocks: PSLV, FDL, SCHE, BCTK, NVDA, New Gold Inc Cda, GE, XOM, IYH, CVX.
- Sold out of its positions in BCTK, New Gold Inc Cda.
- HC Advisors was a net buyer of stock by $4.8M.
- HC Advisors has $149M in assets under management (AUM), dropping by 3.37%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 15.0 | $22M | +4% | 900k | 24.91 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 10.8 | $16M | +7% | 89k | 181.42 |
|
| First Tr Morningstar Div Lea SHS (FDL) | 10.0 | $15M | -2% | 293k | 50.80 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.9 | $10M | -3% | 314k | 32.95 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.6 | $8.4M | +13% | 287k | 29.13 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 5.0 | $7.4M | 207k | 35.94 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.9 | $5.8M | +6% | 190k | 30.68 |
|
| Vanguard Consumer Staples Consum Stp Etf (VDC) | 3.6 | $5.3M | +16% | 24k | 224.59 |
|
| Schwab US Agg Bond ETF Us Aggregate B (SCHZ) | 3.5 | $5.3M | +16% | 228k | 23.22 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 3.0 | $4.5M | 72k | 61.64 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 2.9 | $4.3M | 37k | 117.66 |
|
|
| Grindr (GRND) | 2.6 | $3.8M | +14% | 315k | 12.09 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $3.7M | 11k | 320.81 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.2 | $3.3M | 106k | 30.96 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 2.1 | $3.1M | 42k | 75.49 |
|
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 2.1 | $3.1M | +5% | 27k | 114.86 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 2.1 | $3.1M | -12% | 126k | 24.39 |
|
| Sprott Physical Gold Trust Unit (PHYS) | 1.8 | $2.7M | +5% | 76k | 35.44 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $2.1M | 41k | 52.64 |
|
|
| Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) | 1.3 | $1.9M | -2% | 78k | 24.75 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.4M | +3% | 49k | 29.08 |
|
| Apple (AAPL) | 0.9 | $1.4M | 5.6k | 253.82 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.1M | -14% | 6.0k | 174.40 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $892k | -5% | 4.6k | 192.90 |
|
| Sprott Physical Plat Pallad Unit (SPPP) | 0.6 | $831k | +18% | 54k | 15.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $770k | -2% | 2.6k | 294.20 |
|
| Healthequity (HQY) | 0.5 | $726k | -2% | 8.7k | 83.57 |
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $681k | NEW | 12k | 58.78 |
|
| Chevron Corporation (CVX) | 0.4 | $642k | -10% | 3.1k | 206.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $583k | +12% | 896.00 | 650.34 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $546k | +14% | 23k | 24.27 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $542k | -13% | 3.2k | 169.67 |
|
| Coca-Cola Company (KO) | 0.3 | $466k | 6.1k | 76.05 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $406k | +4% | 8.3k | 48.75 |
|
| Aon Shs Cl A | 0.3 | $387k | 1.2k | 322.78 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $383k | 5.8k | 66.49 |
|
|
| International Business Machines (IBM) | 0.2 | $341k | +12% | 1.4k | 242.39 |
|
| Home Depot (HD) | 0.2 | $328k | +6% | 998.00 | 328.89 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $327k | NEW | 2.8k | 116.29 |
|
| Ge Aerospace Com New (GE) | 0.2 | $319k | -30% | 1.1k | 283.79 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $319k | 2.5k | 125.46 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $317k | 3.8k | 82.75 |
|
|
| Peabody Energy (BTU) | 0.2 | $298k | +9% | 9.0k | 32.95 |
|
| Amazon (AMZN) | 0.2 | $296k | 1.4k | 208.28 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $292k | -12% | 6.9k | 42.56 |
|
| Wells Fargo & Company (WFC) | 0.2 | $288k | +9% | 3.6k | 79.62 |
|
| Ishares Asia/pac Div Etf (DVYA) | 0.2 | $286k | -14% | 5.9k | 48.26 |
|
| American Express Company (AXP) | 0.2 | $286k | 945.00 | 302.53 |
|
|
| Southern Company (SO) | 0.2 | $284k | 2.9k | 96.52 |
|
|
| Ge Vernova (GEV) | 0.2 | $262k | -20% | 300.00 | 872.90 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $256k | 10k | 25.10 |
|
|
| Waste Management (WM) | 0.2 | $256k | 1.1k | 229.79 |
|
|
| Plug Power Com New (PLUG) | 0.2 | $237k | 105k | 2.26 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $231k | 8.3k | 27.85 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $219k | 1.0k | 218.75 |
|
|
| 3M Company (MMM) | 0.1 | $216k | 1.5k | 145.32 |
|
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| Microsoft Corporation (MSFT) | 0.1 | $210k | -11% | 568.00 | 370.25 |
|
| Constellation Energy (CEG) | 0.1 | $202k | 722.00 | 279.57 |
|
|
| Alx Oncology Hldgs (ALXO) | 0.0 | $46k | -4% | 23k | 2.00 |
|
| Nexters *w Exp 08/26/202 (GDEVW) | 0.0 | $57.120000 | 14k | 0.00 |
|
Past Filings by HC Advisors
SEC 13F filings are viewable for HC Advisors going back to 2019
- 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
- HC Advisors 2022 Q2 filed Aug. 8, 2022