§ 13F · FUND PROFILE
HC Advisors, LLC.
AUM · $165M (13F)Positions · 62Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$861K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 899K | $22M | 13.5% | ±0% |
| 2 | IYW | ISHARES TR | 87K | $22M | 13.3% | −2% |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | 302K | $15M | 8.9% | +3% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 328K | $12M | 7.2% | +5% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 299K | $10M | 6.2% | +4% |
| 6 | DES | WISDOMTREE TR | 206K | $8M | 5.1% | ±0% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 207K | $7M | 4.0% | +9% |
| 8 | SCHZ | Schwab US Agg Bond ETF | 251K | $6M | 3.5% | +10% |
| 9 | VDC | Vanguard Consumer Staples | 24K | $5M | 3.3% | +3% |
| 10 | IYF | ISHARES TR | 37K | $5M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HC SIGNAL
AC read
HC Advisors, LLC is a Other fund managing $165 million in assets. The fund runs a portfolio of 62 positions.
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