§ 13F · FUND PROFILE
HC Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $142M (13F)Positions · 61Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 899K | $22M | 15.0% | +5% |
| 2 | IYW | ISHARES TR | 89K | $16M | 10.8% | +7% |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | 293K | $15M | 10.0% | −3% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 314K | $10M | 6.9% | −3% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 287K | $8M | 5.6% | +13% |
| 6 | DES | WISDOMTREE TR | 207K | $7M | 5.0% | +1% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 189K | $6M | 3.9% | +6% |
| 8 | VDC | Vanguard Consumer Staples | 24K | $5M | 3.6% | +17% |
| 9 | SCHZ | Schwab US Agg Bond ETF | 228K | $5M | 3.5% | +16% |
| 10 | IYH | ISHARES TR | 72K | $4M | 3.0% | −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 $142 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed