HC Advisors, LLC
CIK 0001803295 · SANDY SPRINGS, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
SCHR
SCHWAB STRATEGIC TR
13.5%
IYW
ISHARES TR
13.3%
FDL
FIRST TR MORNINGSTAR DIV LEA
8.9%
SCHE
SCHWAB STRATEGIC TR
7.2%
SCHG
SCHWAB STRATEGIC TR
6.2%
DES
WISDOMTREE TR
5.1%
SCHD
SCHWAB STRATEGIC TR
4.0%
SCHZ
Schwab US Agg Bond ETF
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.