HC Advisors, LLC 13F Holdings · Q2 2026
HC Advisors, LLC reported 62 securities worth $164.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHR (13.46%), IYW (13.33%), FDL (8.91%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $22.2M | 13.46% | 899,393 | Trimmed |
| 2 | IYW | ISHARES TR | $22.0M | 13.33% | 87,053 | Trimmed |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | $14.7M | 8.91% | 301,517 | Added |
| 4 | SCHE | SCHWAB STRATEGIC TR | $11.9M | 7.23% | 328,318 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $10.1M | 6.15% | 299,455 | Added |
| 6 | DES | WISDOMTREE TR | $8.4M | 5.10% | 206,337 | Trimmed |
| 7 | SCHD | SCHWAB STRATEGIC TR | $6.5M | 3.98% | 206,511 | Added |
| 8 | SCHZ | Schwab US Agg Bond ETF | $5.8M | 3.52% | 250,805 | Added |
| 9 | VDC | Vanguard Consumer Staples | $5.5M | 3.32% | 24,283 | Added |
| 10 | IYF | ISHARES TR | $4.7M | 2.87% | 37,120 | Added |
| 11 | IYH | ISHARES TR | $4.7M | 2.83% | 69,580 | Trimmed |
| 12 | GRND | GRINDR INC | $4.5M | 2.76% | 316,088 | Added |
| 13 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 2.57% | 114,614 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $4.2M | 2.55% | 11,330 | Trimmed |
| 15 | IXP | ISHARES TR | $3.0M | 1.85% | 26,959 | Trimmed |
| 16 | SGDM | SPROTT ETF TRUST | $2.7M | 1.65% | 43,191 | Added |
| 17 | PHYS | SPROTT PHYSICAL GOLD TRUST | $2.5M | 1.50% | 81,666 | Added |
| 18 | PSLV | SPROTT PHYSICAL SILVER TR | $2.5M | 1.50% | 131,342 | Added |
| 19 | SCHF | Schwab Int'l Equity ETF | $2.4M | 1.47% | 87,445 | Added |
| 20 | AMLP | ALPS ETF TR | $2.2M | 1.35% | 42,962 | Added |
| 21 | SCHA | SCHWAB STRATEGIC TR | $1.9M | 1.14% | 52,014 | Added |
| 22 | AAPL | APPLE INC | $1.4M | 0.87% | 4,953 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.2M | 0.73% | 5,980 | Trimmed |
| 24 | FCX | FREEPORT MCMORAN INC | $867,902 | 0.53% | 13,800 | Added |
| 25 | RTX | RTX CORPORATION | $877,122 | 0.53% | 4,623 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR