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

About Hc Advisors, LLC

Investment Activity

Hc Advisors, LLC has $164.73 million in total holdings as of June 30, 2026.
Hc Advisors, LLC owns shares of 62 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 3.18% of the portfolio was purchased this quarter.
About 0.78% of the portfolio was sold this quarter.
This quarter, Hc Advisors, LLC has purchased 60 new stocks and bought additional shares in 29 stocks.
Hc Advisors, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Schwab Intermediate-Term U.S. Treasury ETF: $22,179,031
iShares U.S. Technology ETF: $21,957,378
First Trust Morningstar Dividend Leaders Index Fund: $14,671,817
Schwab Emerging Markets Equity ETF: $11,904,811
Schwab U.S. Large-Cap Growth ETF: $10,133,557

Largest New Holdings this Quarter

882508104 - Texas Instruments: $342,184 Holding
097023105 - Boeing: $308,470 Holding
58933Y105 - Merck & Co., Inc.: $210,205 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 17,055 shares (about $540.81K)
Schwab U.S. Aggregate Bond ETF: 23,156 shares (about $535.60K)
Schwab Emerging Markets Equity ETF: 14,390 shares (about $521.78K)
First Trust Morningstar Dividend Leaders Index Fund: 8,813 shares (about $428.84K)
Schwab U.S. Large-Cap Growth ETF: 12,314 shares (about $416.71K)

Largest Sales this Quarter

iShares U.S. Technology ETF: 1,975 shares (about $498.15K)
iShares U.S. Healthcare ETF: 2,749 shares (about $184.21K)
Apple: 604 shares (about $174.81K)
SPDR S&P 500 ETF Trust: 116 shares (about $86.66K)
Delta Air Lines: 615 shares (about $57.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$22,179,031	$1,923 â–¼	0.0%	899,393	13.5%	ETF
IYW iShares U.S. Technology ETF	$21,957,378	$498,154 â–¼	-2.2%	87,053	13.3%	ETF
FDL First Trust Morningstar Dividend Leaders Index Fund	$14,671,817	$428,841 â–²	3.0%	301,517	8.9%	ETF
SCHE Schwab Emerging Markets Equity ETF	$11,904,811	$521,781 â–²	4.6%	328,318	7.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$10,133,557	$416,706 â–²	4.3%	299,455	6.2%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$8,393,789	$8,014 â–¼	-0.1%	206,337	5.1%	ETF
SCHD Schwab US Dividend Equity ETF	$6,548,464	$540,814 â–²	9.0%	206,511	4.0%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$5,801,120	$535,598 â–²	10.2%	250,805	3.5%	ETF
VDC Vanguard Consumer Staples ETF	$5,475,574	$137,098 â–²	2.6%	24,283	3.3%	ETF
IYF iShares U.S. Financials ETF	$4,733,171	$73,701 â–²	1.6%	37,120	2.9%	ETF
IYH iShares U.S. Healthcare ETF	$4,662,556	$184,210 â–¼	-3.8%	69,580	2.8%	ETF
GRND Grindr	$4,542,185	$11,496 â–²	0.3%	316,088	2.8%	Communication Services
SCHM Schwab U.S. Mid-Cap ETF	$4,225,818	$306,021 â–²	7.8%	114,614	2.6%	ETF
VTI Vanguard Total Stock Market ETF	$4,192,626	$35,524 â–¼	-0.8%	11,330	2.5%	ETF
IXP iShares Global Comm Services ETF	$3,042,240	$339 â–¼	0.0%	26,959	1.8%	ETF
SGDM Sprott Gold Miners ETF	$2,715,475	$99,840 â–²	3.8%	43,191	1.6%	ETF
SPROTT PHYSICAL SILVER TR	$2,478,424	$96,105 â–²	4.0%	131,342	1.5%	TR UNIT
SPROTT PHYSICAL GOLD TRUST	$2,463,863	$185,153 â–²	8.1%	81,666	1.5%	UNIT
SCHF Schwab International Equity ETF	$2,422,227	$266,059 â–²	12.3%	87,445	1.5%	ETF
AMLP Alerian MLP ETF	$2,227,609	$117,442 â–²	5.6%	42,962	1.4%	ETF
SCHA Schwab US Small-Cap ETF	$1,879,266	$113,810 â–²	6.4%	52,014	1.1%	ETF
AAPL Apple	$1,433,476	$174,807 â–¼	-10.9%	4,953	0.9%	Technology
NVDA NVIDIA	$1,196,697	$8,805 â–¼	-0.7%	5,980	0.7%	Technology
RTX RTX	$877,122		0.0%	4,623	0.5%	Industrials
FCX Freeport-McMoRan	$867,902	$139,682 â–²	19.2%	13,800	0.5%	Materials
JPM JPMorgan Chase & Co.	$862,012	$5,566 â–²	0.6%	2,633	0.5%	Finance
SPROTT PHYSICAL PLAT PALLAD	$787,338	$121,002 â–²	18.2%	63,240	0.5%	UNIT
HQY HealthEquity	$784,881		0.0%	8,690	0.5%	Healthcare
SPY SPDR S&P 500 ETF Trust	$582,681	$86,655 â–¼	-12.9%	780	0.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$572,384	$29,089 â–²	5.4%	23,711	0.3%	ETF
KO CocaCola	$521,247	$23,083 â–²	4.6%	6,413	0.3%	Consumer Staples
CVX Chevron	$513,379	$995 â–¼	-0.2%	3,097	0.3%	Energy
DAL Delta Air Lines	$481,726	$57,605 â–¼	-10.7%	5,143	0.3%	Industrials
XOM ExxonMobil	$471,533	$34,599 â–²	7.9%	3,448	0.3%	Energy
BAC Bank of America	$459,373	$14,530 â–¼	-3.1%	8,062	0.3%	Finance
GE GE Aerospace	$420,471		0.0%	1,125	0.3%	Industrials
IDV iShares International Select Dividend ETF	$397,728	$113,933 â–²	40.1%	9,600	0.2%	ETF
AON PLC	$397,696		0.0%	1,199	0.2%	SHS CL A
IBM International Business Machines	$395,100		0.0%	1,405	0.2%	Technology
HD Home Depot	$355,501	$3,527 â–²	1.0%	1,008	0.2%	Consumer Discretionary
GE VERNOVA INC	$352,458		0.0%	300	0.2%	COM
TXN Texas Instruments	$342,184	$342,184 â–²	New Holding	1,148	0.2%	Technology
AMZN Amazon.com	$340,125	$1,907 â–²	0.6%	1,427	0.2%	Consumer Discretionary
BOXX Alpha Architect 1-3 Month Box ETF	$329,053	$117 â–²	0.0%	2,810	0.2%	ETF
AXP American Express	$320,283	$339 â–²	0.1%	946	0.2%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$316,384		0.0%	3,828	0.2%	ETF
BA Boeing	$308,470	$308,470 â–²	New Holding	1,425	0.2%	Industrials
SCHB Schwab US Broad Market ETF	$295,044		0.0%	10,188	0.2%	ETF
WFC Wells Fargo & Company	$289,323	$9,090 â–¼	-3.0%	3,501	0.2%	Finance
PLUG Plug Power	$284,550		0.0%	105,000	0.2%	Industrials
SO Southern	$281,196		0.0%	2,938	0.2%	Utilities
DVYA iShares Asia/Pacific Dividend ETF	$280,587		0.0%	5,933	0.2%	ETF
BABA Alibaba Group	$277,286	$33,401 â–²	13.7%	2,889	0.2%	Consumer Discretionary
FNDX Schwab Fundamental U.S. Large Company ETF	$258,254		0.0%	8,304	0.2%	ETF
WM Waste Management	$247,843		0.0%	1,112	0.2%	Industrials
ITA iShares U.S. Aerospace & Defense ETF	$242,420		0.0%	1,000	0.1%	ETF
MMM 3M	$241,479	$810 â–²	0.3%	1,491	0.1%	Industrials
BTU Peabody Energy	$227,107	$17,897 â–²	8.6%	9,822	0.1%	Energy
MRK Merck & Co., Inc.	$210,205	$210,205 â–²	New Holding	1,635	0.1%	Healthcare
MSFT Microsoft	$207,257	$4,855 â–¼	-2.3%	555	0.1%	Technology
ALXO ALX Oncology	$47,403		0.0%	22,900	0.0%	Healthcare
GDEVW GDEV	$56		0.0%	13,600	0.0%	Communication Services
CEG Constellation Energy	$0	$201,852 â–¼	-100.0%	0	0.0%	Utilities

Showing largest 100 holdings. View all holdings.

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

About Hc Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Hc Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHc Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools