Hc Advisors, Llc Portfolio Stock Holdings
Hc Advisors, Llc disclosed 60 stock positions valued at approximately $149.4 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, ISHARES TR, and FIRST TR MORNINGSTAR DIV LEA. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 60
- Portfolio Value
- $149.4M
Holdings by Sector
Hc Advisors, Llc Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | Other | 15.00% | 899,471 | +41,801 | +4.87% | $22,405,823 |
| ISHARES TR | IYW | Other | 10.81% | 89,028 | +6,030 | +7.27% | $16,151,460 |
| FIRST TR MORNINGSTAR DIV LEA | FDL | Other | 9.95% | 292,704 | -8,405 | -2.79% | $14,869,363 |
| SCHWAB STRATEGIC TR | SCHE | Other | 6.92% | 313,928 | -9,803 | -3.03% | $10,343,928 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.60% | 287,141 | +33,315 | +13.13% | $8,364,417 |
| WISDOMTREE TR | DES | Other | 4.97% | 206,534 | +1,595 | +0.78% | $7,422,832 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.89% | 189,456 | +10,741 | +6.01% | $5,812,510 |
| Vanguard Consumer Staples | VDC | Other | 3.56% | 23,675 | +3,405 | +16.80% | $5,317,168 |
| Schwab US Agg Bond ETF | SCHZ | Other | 3.54% | 227,649 | +31,971 | +16.34% | $5,286,010 |
| ISHARES TR | IYH | Other | 2.98% | 72,329 | -1,215 | -1.65% | $4,458,360 |
| ISHARES TR | IYF | Other | 2.88% | 36,542 | +494 | +1.37% | $4,299,532 |
| GRINDR INC | GRND | Technology | 2.55% | 315,288 | +39,849 | +14.47% | $3,811,832 |
| VANGUARD INDEX FDS | VTI | Other | 2.45% | 11,426 | +10 | +0.09% | $3,665,590 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.20% | 106,314 | -831 | -0.78% | $3,291,481 |
| SPROTT ETF TRUST | SGDM | Other | 2.10% | 41,603 | +603 | +1.47% | $3,140,678 |
| ISHARES TR | IXP | Other | 2.07% | 26,962 | +1,317 | +5.14% | $3,096,855 |
| SPROTT PHYSICAL SILVER TR | PSLV | Other | 2.06% | 126,249 | -18,693 | -12.90% | $3,079,213 |
| SPROTT PHYSICAL GOLD TRUST | PHYS | Other | 1.79% | 75,529 | +4,026 | +5.63% | $2,676,748 |
| ALPS ETF TR | AMLP | Other | 1.43% | 40,697 | +339 | +0.84% | $2,142,312 |
| Schwab Int'l Equity ETF | SCHF | Other | 1.29% | 77,840 | -1,631 | -2.05% | $1,926,540 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.95% | 48,864 | +1,864 | +3.97% | $1,420,965 |
| APPLE INC | AAPL | Technology | 0.94% | 5,557 | +4 | +0.07% | $1,410,489 |
| NVIDIA CORPORATION | NVDA | Technology | 0.70% | 6,024 | -1,058 | -14.94% | $1,050,606 |
| RTX CORPORATION | RTX | Industrials | 0.60% | 4,623 | -285 | -5.81% | $891,777 |
| SPROTT PHYSICAL PLAT PALLAD | SPPP | Other | 0.56% | 53,521 | +8,222 | +18.15% | $831,181 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.52% | 2,616 | -61 | -2.28% | $769,635 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.49% | 8,690 | -190 | -2.14% | $726,223 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.46% | 11,579 | +11,579 | +100.00% | $680,648 |
| CHEVRON CORP NEW | CVX | Energy | 0.43% | 3,103 | -359 | -10.37% | $642,084 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.39% | 896 | +96 | +12.00% | $582,705 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.37% | 22,506 | +2,845 | +14.47% | $546,221 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 3,195 | -514 | -13.86% | $542,106 |
| Coca Cola Company | KO | Consumer Defensive | 0.31% | 6,129 | -15 | -0.24% | $466,122 |
| BK OF AMERICA CORP | BAC | Financial Services | 0.27% | 8,317 | +345 | +4.33% | $405,454 |
| DELTA AIR LINES INC DEL | DAL | Industrials | 0.26% | 5,758 | +12 | +0.21% | $382,822 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.23% | 1,405 | +155 | +12.40% | $340,558 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.22% | 998 | +57 | +6.06% | $328,232 |
| EA SERIES TRUST | BOXX | Other | 0.22% | 2,809 | +2,809 | +100.00% | $326,659 |
| GE AEROSPACE | GE | Industrials | 0.21% | 1,125 | -500 | -30.77% | $319,260 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.21% | 2,541 | - | - | $318,794 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.21% | 3,828 | - | - | $316,767 |
| PEABODY ENERGY CORP | BTU | Energy | 0.20% | 9,048 | +819 | +9.95% | $298,144 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 1,419 | -24 | -1.66% | $295,548 |
| ISHARES TR | IDV | Other | 0.20% | 6,850 | -1,020 | -12.96% | $291,536 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.19% | 3,611 | +326 | +9.92% | $287,510 |
| ISHARES INC | DVYA | Other | 0.19% | 5,933 | -1,035 | -14.85% | $286,350 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.19% | 945 | -3 | -0.32% | $285,890 |
| SOUTHERN CO | SO | Utilities | 0.19% | 2,938 | - | - | $283,576 |
| GE VERNOVA INC | GEV | Utilities | 0.18% | 300 | -75 | -20.00% | $261,870 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.17% | 10,188 | - | - | $255,719 |
| WASTE MGMT INC DEL | WM | Industrials | 0.17% | 1,112 | - | - | $255,526 |
| PLUG POWER INC | PLUG | Industrials | 0.16% | 105,000 | - | - | $237,300 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.15% | 8,304 | - | - | $231,266 |
| ISHARES TR | ITA | Other | 0.15% | 1,000 | - | - | $218,750 |
| 3M CO | MMM | Industrials | 0.14% | 1,486 | +4 | +0.27% | $215,948 |
| MICROSOFT CORP | MSFT | Technology | 0.14% | 568 | -73 | -11.39% | $210,300 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.14% | 722 | - | - | $201,852 |
| ALX ONCOLOGY HLDGS INC | ALXO | Healthcare | 0.03% | 22,900 | -1,000 | -4.18% | $45,915 |