13F Insight
DOSSIER · 13F-HR · Q1 2026

HC Advisors, LLC

$149M in tracked AUM across 60 positions as of Q1 2026.

HA
CIK 0001803295 · last filed Mar 31, 2026
Total AUM
$149M
as of Q1 2026
Holdings
60
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

HC Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHR
SCHWAB STRATEGIC TR
$22M899K15.0%02
IYW
ISHARES TR
$16M89K10.8%03
FDL
FIRST TR MORNINGSTAR DIV LEA
$15M293K10.0%04
SCHE
SCHWAB STRATEGIC TR
$10M314K6.9%05
SCHG
SCHWAB STRATEGIC TR
$8M287K5.6%06
DES
WISDOMTREE TR
$7M207K5.0%07
SCHD
SCHWAB STRATEGIC TR
$6M189K3.9%08
VDC
Vanguard Consumer Staples
$5M24K3.6%09
SCHZ
Schwab US Agg Bond ETF
$5M228K3.5%10
IYH
ISHARES TR
$4M72K3.0%

Filing history

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 positionsLocked2023Q2Jun 30
$172M▲ 6.5%
83 positionsLocked
Showing 12 of 25