HC Advisors, LLC

CIK 0001803295 · SANDY SPRINGS, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

HC Advisors, LLC reported 62 positions worth $164.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SCHR (13.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.7M
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.9%
Est. Net Flow (Q)
2026 Q2
10 / 62 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHRSCHWAB STRATEGIC TRSH$22.2M13.46%899,393
2IYWISHARES TRSH$22.0M13.33%87,053
3FDLFIRST TR MORNINGSTAR DIV LEASH$14.7M8.91%301,517
4SCHESCHWAB STRATEGIC TRSH$11.9M7.23%328,318
5SCHGSCHWAB STRATEGIC TRSH$10.1M6.15%299,455
6DESWISDOMTREE TRSH$8.4M5.10%206,337
7SCHDSCHWAB STRATEGIC TRSH$6.5M3.98%206,511
8SCHZSchwab US Agg Bond ETFSH$5.8M3.52%250,805
9VDCVanguard Consumer StaplesSH$5.5M3.32%24,283
10IYFISHARES TRSH$4.7M2.87%37,120

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HC Advisors, LLC hold as of Q2 2026?

HC Advisors, LLC reported 62 positions worth $164.7M in its Q2 2026 13F filing. Largest positions: SCHR (13.5%), IYW (13.3%), FDL (8.9%), SCHE (7.2%) and SCHG (6.2%).

What did HC Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HC Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.