§ 13F · FUND PROFILE
HC Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $141.6T (13F)Positions · 60Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$226.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 858K | $21.5T | 14.9% | +3% |
| 2 | IYW | ISHARES TR | 83K | $16.6T | 11.5% | +1% |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | 301K | $13.4T | 9.2% | +1% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 324K | $10.6T | 7.3% | −2% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 254K | $8.3T | 5.7% | +10% |
| 6 | DES | WISDOMTREE TR | 205K | $6.9T | 4.7% | +1% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 179K | $4.9T | 3.4% | ±0% |
| 8 | IYH | ISHARES TR | 74K | $4.8T | 3.3% | −1% |
| 9 | IYF | ISHARES TR | 36K | $4.6T | 3.2% | ±0% |
| 10 | SCHZ | Schwab US Agg Bond ETF | 196K | $4.6T | 3.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HC SIGNAL
AC read
HC Advisors, LLC is a Other fund managing $141584.6 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed