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Hc Advisors, LLC Top Holdings and 13F Report (2026)

About Hc Advisors, LLC

Investment Activity

  • Hc Advisors, LLC has $149.41 million in total holdings as of March 31, 2026.
  • Hc Advisors, LLC owns shares of 60 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 4.92% of the portfolio was purchased this quarter.
  • About 1.69% of the portfolio was sold this quarter.
  • This quarter, Hc Advisors, LLC has purchased 60 new stocks and bought additional shares in 26 stocks.
  • Hc Advisors, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

35671D857 - Freeport-McMoRan
$680,648 Holding
02072L565 - Alpha Architect 1-3 Month Box ETF
$326,659 Holding

Largest Purchases this Quarter

iShares U.S. Technology ETF
6,030 shares (about $1.09M)
Schwab Intermediate-Term U.S. Treasury ETF
41,801 shares (about $1.04M)
Schwab U.S. Large-Cap Growth ETF
33,315 shares (about $970.47K)
Vanguard Consumer Staples ETF
3,405 shares (about $764.73K)
Schwab U.S. Aggregate Bond ETF
31,971 shares (about $742.37K)

Largest Sales this Quarter

SPROTT PHYSICAL SILVER TR
18,693 shares (about $455.92K)
Schwab Emerging Markets Equity ETF
9,803 shares (about $323.01K)
NVIDIA
1,058 shares (about $184.52K)
GE Aerospace
500 shares (about $141.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHc Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$22,405,823$1,041,263 4.9%899,47115.0%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$16,151,460$1,093,963 7.3%89,02810.8%Manufacturing
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$14,869,363$426,974 -2.8%292,70410.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$10,343,928$323,009 -3.0%313,9286.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$8,364,417$970,466 13.1%287,1415.6%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$7,422,832$57,324 0.8%206,5345.0%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,812,510$329,534 6.0%189,4563.9%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$5,317,168$764,729 16.8%23,6753.6%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,286,010$742,367 16.3%227,6493.5%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,458,360$74,893 -1.7%72,3293.0%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$4,299,532$58,124 1.4%36,5422.9%ETF
Grindr Inc. stock logo
GRND
Grindr
$3,811,832$481,774 14.5%315,2882.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,665,590$3,208 0.1%11,4262.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$3,291,481$25,728 -0.8%106,3142.2%ETF
Sprott Gold Miners ETF stock logo
SGDM
Sprott Gold Miners ETF
$3,140,678$45,521 1.5%41,6032.1%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$3,096,855$151,271 5.1%26,9622.1%ETF
SPROTT PHYSICAL SILVER TR
$3,079,213$455,922 -12.9%126,2492.1%TR UNIT
SPROTT PHYSICAL GOLD TRUST
$2,676,748$142,681 5.6%75,5291.8%UNIT
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$2,142,312$17,845 0.8%40,6971.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,926,540$40,367 -2.1%77,8401.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,420,965$54,205 4.0%48,8641.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,410,489$1,015 0.1%5,5570.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,050,606$184,519 -14.9%6,0240.7%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$891,777$54,977 -5.8%4,6230.6%Aerospace
SPROTT PHYSICAL PLAT PALLAD
$831,181$127,688 18.2%53,5210.6%UNIT
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$769,635$17,946 -2.3%2,6160.5%Finance
HealthEquity, Inc. stock logo
HQY
HealthEquity
$726,223$15,878 -2.1%8,6900.5%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$680,648$680,648 New Holding11,5790.5%Basic Materials
Chevron Corporation stock logo
CVX
Chevron
$642,084$74,286 -10.4%3,1030.4%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$582,705$62,433 12.0%8960.4%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$546,221$69,048 14.5%22,5060.4%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$542,106$87,212 -13.9%3,1950.4%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$466,122$1,141 -0.2%6,1290.3%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$405,454$16,819 4.3%8,3170.3%Finance
AON PLC
$387,0130.0%1,1990.3%SHS CL A
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$382,822$798 0.2%5,7580.3%Transportation
International Business Machines Corporation stock logo
IBM
International Business Machines
$340,558$37,570 12.4%1,4050.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$328,232$18,747 6.1%9980.2%Retail/Wholesale
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$326,659$326,659 New Holding2,8090.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$319,260$141,893 -30.8%1,1250.2%Aerospace
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$318,7940.0%2,5410.2%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$316,7670.0%3,8280.2%ETF
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$298,144$26,987 10.0%9,0480.2%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$295,548$4,999 -1.7%1,4190.2%Retail/Wholesale
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$291,536$43,411 -13.0%6,8500.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$287,510$25,956 9.9%3,6110.2%Finance
iShares Asia/Pacific Dividend ETF stock logo
DVYA
iShares Asia/Pacific Dividend ETF
$286,350$49,953 -14.9%5,9330.2%ETF
American Express Company stock logo
AXP
American Express
$285,890$908 -0.3%9450.2%Finance
Southern Company (The) stock logo
SO
Southern
$283,5760.0%2,9380.2%Utilities
GE VERNOVA INC
$261,870$65,468 -20.0%3000.2%COM
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$255,7190.0%10,1880.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$255,5260.0%1,1120.2%Business Services
Plug Power, Inc. stock logo
PLUG
Plug Power
$237,3000.0%105,0000.2%Industrials
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$231,2660.0%8,3040.2%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$218,7500.0%1,0000.1%ETF
3M Company stock logo
MMM
3M
$215,948$581 0.3%1,4860.1%Multi-Sector Conglomerates
Microsoft Corporation stock logo
MSFT
Microsoft
$210,300$27,028 -11.4%5680.1%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$201,8520.0%7220.1%Energy
ALX Oncology Holdings Inc. stock logo
ALXO
ALX Oncology
$45,915$2,005 -4.2%22,9000.0%Medical
GDEV Inc. stock logo
GDEVW
GDEV
$570.0%13,6000.0%Communication Services
BARON ETF TR
$0$226,645 -100.0%00.0%TECHNOLOGY ETF
NEW GOLD INC CDA
$0$181,168 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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