HC Advisors

HC Advisors as of June 30, 2026

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