HC Advisors, LLC

Est. AUM

$149.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTRM TRM TRES	$22.4M	899471	15.00%	SOLE
2	ISHARES TR	U.S. TECH ETF	$16.2M	89028	10.81%	SOLE
3	FIRST TR MORNINGSTAR DIV LEA	SHS	$14.9M	292704	9.95%	SOLE
4	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$10.3M	313928	6.92%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.4M	287141	5.60%	SOLE
6	WISDOMTREE TR	US SMALLCAP DIVD	$7.4M	206534	4.97%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.8M	189456	3.89%	SOLE
8	Vanguard Consumer Staples	CONSUM STP ETF	$5.3M	23675	3.56%	SOLE
9	Schwab US Agg Bond ETF	US AGGREGATE B	$5.3M	227649	3.54%	SOLE
10	ISHARES TR	US HLTHCARE ETF	$4.5M	72329	2.98%	SOLE
11	ISHARES TR	U.S. FINLS ETF	$4.3M	36542	2.88%	SOLE
12	GRINDR INC	COM	$3.8M	315288	2.55%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	11426	2.45%	SOLE
14	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.3M	106314	2.20%	SOLE
15	SPROTT ETF TRUST	GOLD MINERS ETF	$3.1M	41603	2.10%	SOLE
16	ISHARES TR	GBL COMM SVC ETF	$3.1M	26962	2.07%	SOLE
17	SPROTT PHYSICAL SILVER TR	TR UNIT	$3.1M	126249	2.06%	SOLE
18	SPROTT PHYSICAL GOLD TRUST	UNIT	$2.7M	75529	1.79%	SOLE
19	ALPS ETF TR	ALERIAN MLP	$2.1M	40697	1.43%	SOLE
20	Schwab Int'l Equity ETF	INTL EQTY ETF	$1.9M	77840	1.29%	SOLE
21	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	48864	0.95%	SOLE
22	APPLE INC	COM	$1.4M	5557	0.94%	SOLE
23	NVIDIA CORPORATION	COM	$1.1M	6024	0.70%	SOLE
24	RTX CORPORATION	COM	$892K	4623	0.60%	SOLE
25	SPROTT PHYSICAL PLAT PALLAD	UNIT	$831K	53521	0.56%	SOLE
26	JPMORGAN CHASE & CO.	COM	$770K	2616	0.52%	SOLE
27	HEALTHEQUITY INC	COM	$726K	8690	0.49%	SOLE
28	FREEPORT MCMORAN INC	CL B	$681K	11579	0.46%	SOLE
29	CHEVRON CORP NEW	COM	$642K	3103	0.43%	SOLE
30	SPDR S&P 500 ETF TR	TR UNIT	$583K	896	0.39%	SOLE
31	SCHWAB STRATEGIC TR	SHT TM US TRES	$546K	22506	0.37%	SOLE
32	EXXON MOBIL CORP	COM	$542K	3195	0.36%	SOLE
33	Coca Cola Company	COM	$466K	6129	0.31%	SOLE
34	BK OF AMERICA CORP	COM	$405K	8317	0.27%	SOLE
35	AON PLC	SHS CL A	$387K	1199	0.26%	SOLE
36	DELTA AIR LINES INC DEL	COM NEW	$383K	5758	0.26%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$341K	1405	0.23%	SOLE
38	HOME DEPOT INC	COM	$328K	998	0.22%	SOLE
39	EA SERIES TRUST	ALPHA ARCH 1-3	$327K	2809	0.22%	SOLE
40	GE AEROSPACE	COM NEW	$319K	1125	0.21%	SOLE
41	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$319K	2541	0.21%	SOLE
42	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$317K	3828	0.21%	SOLE
43	PEABODY ENERGY CORP	COM	$298K	9048	0.20%	SOLE
44	AMAZON COM INC	COM	$296K	1419	0.20%	SOLE
45	ISHARES TR	INTL SEL DIV ETF	$292K	6850	0.20%	SOLE
46	WELLS FARGO CO NEW	COM	$288K	3611	0.19%	SOLE
47	ISHARES INC	ASIA/PAC DIV ETF	$286K	5933	0.19%	SOLE
48	AMERICAN EXPRESS CO	COM	$286K	945	0.19%	SOLE
49	SOUTHERN CO	COM	$284K	2938	0.19%	SOLE
50	GE VERNOVA INC	COM	$262K	300	0.18%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.