13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›HC Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

HC Advisors, LLC

HC's holding co. based in Greenwich, CT — $149M in tracked AUM across 60 positions as of Q1 2026.

H
HC·Greenwich, CT·Holding Co.
CIK 0001803295 · last filed Mar 31, 2026
Total AUM
$149M
▼ 14.3%
vs prior
Holdings
60
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in HC
haiku-4-5 · 60 positions indexed
Sector mix
  • Tech50%
  • Health Care6%
  • Cons. Disc.9%
  • Communications24%
  • Industrials13%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market