Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HC Advisors, LLC (CIK 1803295) reported $149.4M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHR ($22.4M, 15.00%), IYW ($16.2M, 10.81%), FDL ($14.9M, 9.95%), SCHE ($10.3M, 6.92%), SCHG ($8.4M, 5.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $22.4M | 15.00% | 899,471 | Added |
| 2 | IYW | ISHARES TR | $16.2M | 10.81% | 89,028 | Added |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | $14.9M | 9.95% | 292,704 | Trimmed |
| 4 | SCHE | SCHWAB STRATEGIC TR | $10.3M | 6.92% | 313,928 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 5.60% | 287,141 | Added |
| 6 | DES | WISDOMTREE TR | $7.4M | 4.97% | 206,534 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $5.8M | 3.89% | 189,456 | Added |
| 8 | VDC | Vanguard Consumer Staples | $5.3M | 3.56% | 23,675 | Added |
| 9 | SCHZ | Schwab US Agg Bond ETF | $5.3M | 3.54% | 227,649 | Added |
| 10 | IYH | ISHARES TR | $4.5M | 2.98% | 72,329 | Trimmed |
| 11 | IYF | ISHARES TR | $4.3M | 2.88% | 36,542 | Added |
| 12 | GRND | GRINDR INC | $3.8M | 2.55% | 315,288 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $3.7M | 2.45% | 11,426 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $3.3M | 2.20% | 106,314 | Trimmed |
| 15 | SGDM | SPROTT ETF TRUST | $3.1M | 2.10% | 41,603 | Added |
| 16 | IXP | ISHARES TR | $3.1M | 2.07% | 26,962 | Added |
| 17 | PSLV | SPROTT PHYSICAL SILVER TR | $3.1M | 2.06% | 126,249 | Trimmed |
| 18 | PHYS | SPROTT PHYSICAL GOLD TRUST | $2.7M | 1.79% | 75,529 | Added |
| 19 | AMLP | ALPS ETF TR | $2.1M | 1.43% | 40,697 | Added |
| 20 | SCHF | Schwab Int'l Equity ETF | $1.9M | 1.29% | 77,840 | Trimmed |
| 21 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.95% | 48,864 | Added |
| 22 | AAPL | APPLE INC | $1.4M | 0.94% | 5,557 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.1M | 0.70% | 6,024 | Trimmed |
| 24 | RTX | RTX CORPORATION | $891,777 | 0.60% | 4,623 | Trimmed |
| 25 | SPPP | SPROTT PHYSICAL PLAT PALLAD | $831,181 | 0.56% | 53,521 | Added |
Source: SEC Form 13F filings · as of 2026-03-31