13F Insight
DOSSIER · 13F-HR · Q2 2026

HC Advisors, LLC

$165M in tracked AUM across 62 positions as of Q2 2026.

HA
CIK 0001803295 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
62
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HC Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHR
SCHWAB STRATEGIC TR
$22M899K13.5%02
IYW
ISHARES TR
$22M87K13.3%03
FDL
FIRST TR MORNINGSTAR DIV LEA
$15M302K8.9%04
SCHE
SCHWAB STRATEGIC TR
$12M328K7.2%05
SCHG
SCHWAB STRATEGIC TR
$10M299K6.2%06
DES
WISDOMTREE TR
$8M206K5.1%07
SCHD
SCHWAB STRATEGIC TR
$7M207K4.0%08
SCHZ
Schwab US Agg Bond ETF
$6M251K3.5%09
VDC
Vanguard Consumer Staples
$5M24K3.3%10
IYF
ISHARES TR
$5M37K2.9%

Filing history

2026Q2Jun 30
$165M▲ 10.3%
62 positionsView →2026Q1Mar 31
$149M▲ 3.4%
60 positionsView →2025Q4Dec 31
$145M▲ 1.6%
60 positionsView →2025Q3Sep 30
$142M▲ 0.5%
61 positionsView →2025Q2Jun 30
$142M▲ 6.0%
60 positionsLocked2025Q1Mar 31
$134M▲ 7.2%
62 positionsLocked2024Q4Dec 31
$125M▲ 2.5%
59 positionsLocked2024Q3Sep 30
$122M▲ 12.2%
53 positionsLocked2024Q2Jun 30
$108M▼ 48.3%
50 positionsLocked2024Q1Mar 31
$210M▲ 17.5%
91 positionsLocked2023Q4Dec 31
$179M▲ 6.1%
87 positionsLocked2023Q3Sep 30
$168M▼ 2.4%
83 positionsLocked
Showing 12 of 26