HA

HC Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$149.4M

Reporting period: 2026-03-31 · Number of holdings: 60

HC Advisors, LLC disclosed 60 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $149.4M and a quarterly turnover rate of 8.1%.

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Personality snowflake

Concentration
25.79
Portfolio Stability
8.14
Momentum/Contrarian
100
Sector conviction
47.53
Diversification
100
Sizing Uniformity
82.92

Recent moves

  • Add FDL

    -2.8%　$1.5M

  • Trim IYW

    +7.3%　-$421.6K

  • Add VDC

    +16.8%　$1.0M

  • Add SCHD

    +6.0%　$910.4K

  • Trim SCHE

    -3.0%　-$258.3K

  • Add SCHZ

    +16.3%　$713.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHRSchwab Intermediate-term USETF-Other15.00%+0.12%+4.87%
2IYWIshares Ustechnology ETFETF-Tech10.81%-0.66%+7.27%
3FDLFirst Trust Morn Dvd Lead InETF-Other9.95%+0.71%-2.79%
4SCHESchwab Emrg Mrkts Eqty ETFETF-Other6.92%-0.42%-3.03%
5SCHGSchwab US Large-cap GrowthETF-Other5.60%-0.13%+13.13%
6DESWisdomtree US Smallcap DividETF-Other4.97%+0.23%+0.78%
7SCHDSchwab US Dvd Equity ETFETF-Other3.89%+0.50%+6.01%
8VDCVanguard Consumer Staple ETFETF-Other3.56%+0.60%+16.80%
9SCHZSchwab US Aggregate Bond ETFETF-Other3.54%+0.38%+16.34%
10IYHIshares U.s. Healthcare ETFETF-Other2.98%-0.33%-1.65%
11IYFIshares US Financials ETFETF-Other2.88%-0.34%+1.37%
12GRNDGrindr INCStock-Other2.55%-0.03%+14.47%
13VTIVanguard Total Stock Mkt ETFETF-Other2.45%-0.20%+0.09%
14SCHMSchwab US Mid Cap ETFETF-Other2.20%-0.03%-0.78%
15SGDMSprott Gold Miners ETFETF-Commodities2.10%+0.12%+1.47%
16IXPIshares Global Comm ServicesETF-Other2.07%—+5.14%
17PSLVSprott Physical Silver TrustStock-Other2.06%-0.31%-12.90%
18PHYSSprott Physical Gold TrustStock-Other1.79%+0.16%+5.63%
19AMLPAlerian Mlp ETFETF-Other1.43%+0.12%+0.84%
20SCHFSchwab Intl Equity ETFETF-Other1.29%—-2.05%
21SCHASchwab US Small-cap ETFETF-Other0.95%+0.02%+3.97%
22AAPLApple INCStock-Tech0.94%-0.10%+0.07%
23NVDANvidia CORPStock-Tech0.70%-0.21%-14.94%
24RTXRtx CORPStock-Industrials0.60%—-5.81%
25SPPPSprott Physical Platinum AndStock-Other0.56%+0.03%+18.15%
26JPMJpmorgan Chase & CoStock-Financials0.52%-0.08%-2.28%
27HQYHealthequity INCStock-Healthcare0.49%-0.07%-2.14%
28FCXFreeport-mcmoran INCStock-Materials0.46%+0.46%NEW
29CVXChevron CORPStock-Energy0.43%+0.06%-10.37%
30SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.39%+0.01%+12.00%
31SCHOSchwab Short-term US TreasETF-Other0.37%+0.04%+14.47%
32XOMExxon Mobil CORPStock-Energy0.36%+0.05%-13.86%
33KOCoca-cola Co/theStock-Consumer Staples0.31%+0.01%-0.24%
34BACBank Of America CORPStock-Financials0.27%-0.03%+4.33%
35AONAon plcStock-Financials0.26%-0.03%—
36DALDelta Air Lines INCStock-Industrials0.26%—+0.21%
37IBMIntl Business Machines CORPStock-Tech0.23%-0.03%+12.40%
38HDHome Depot INCStock-Consumer Disc0.22%—+6.06%
39BOXXAlpha Architect 1-3 Mnth BoxETF-Other0.22%+0.22%NEW
40GEGeneral ElectricStock-Industrials0.21%-0.14%-30.77%
41BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.21%-0.05%—
42VCITVanguard Int-term CorporateETF-Corp Bonds0.21%——
43BTUPeabody Energy CORPStock-Energy0.20%+0.03%+9.95%
44AMZNAmazon.com INCStock-Consumer Disc0.20%-0.03%-1.66%
45IDVIshares International SelectETF-Other0.20%-0.01%-12.96%
46WFCWells Fargo & CoStock-Financials0.19%-0.02%+9.92%
47DVYAIshares Asia/pacific DividenETF-Other0.19%-0.02%-14.85%
48AXPAmerican Express CoStock-Financials0.19%-0.05%-0.32%
49SOSouthern Co/theStock-Utilities0.19%+0.01%—
50GEVGE Vernova INCStock-Industrials0.18%—-20.00%
1–50 of 60

Holding changes this quarter

HC Advisors, LLC's most significant position changes for 2026-03-31: New buy: Freeport-mcmoran INC (FCX); New buy: Alpha Architect 1-3 Mnth Box (BOXX); Sold out: Baron Technology ETF (BCTK); Sold out: New Gold INC (NGDN); Trim: First Trust Morn Dvd Lead In (FDL) — shares -2.79%.

Position changes disclosed by HC Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FDLFirst Trust Morn Dvd Lead In+0.7%-2.79%Trim
2VDCVanguard Consumer Staple ETF+0.6%+16.80%Add
3SCHDSchwab US Dvd Equity ETF+0.5%+6.01%Add
4SCHZSchwab US Aggregate Bond ETF+0.4%+16.34%Add
5DESWisdomtree US Smallcap Divid+0.2%+0.78%Add
6PHYSSprott Physical Gold Trust+0.2%+5.63%Add
7SCHRSchwab Intermediate-term US+0.1%+4.87%Add
8SGDMSprott Gold Miners ETF+0.1%+1.47%Add
9AMLPAlerian Mlp ETF+0.1%+0.84%Add
10CVXChevron CORP+0.1%-10.37%Trim
11XOMExxon Mobil CORP+0.1%-13.86%Trim
12SCHOSchwab Short-term US Treas0%+14.47%Add
13SPPPSprott Physical Platinum And0%+18.15%Add
14BTUPeabody Energy CORP0%+9.95%Add
15SCHASchwab US Small-cap ETF0%+3.97%Add
16PLUGPlug Power INC0%—Unchanged
17SPYSs Spdr S&p 500 ETF Trust-us0%+12.00%Add
18KOCoca-cola Co/the0%-0.24%Trim
19SOSouthern Co/the0%—Unchanged
20ALXOAlx Oncology Holdings INC0%-4.18%Trim
21IDVIshares International Select0%-12.96%Trim
22DVYAIshares Asia/pacific Dividen0%-14.85%Trim
23MMM3m Co0%+0.27%Add
24WFCWells Fargo & Co0%+9.92%Add
25GRNDGrindr INC0%+14.47%Add
26SCHMSchwab US Mid Cap ETF0%-0.78%Trim
27AMZNAmazon.com INC0%-1.66%Trim
28AONAon plc0%—Unchanged
29BACBank Of America CORP0%+4.33%Add
30IBMIntl Business Machines CORP0%+12.40%Add
31CEGConstellation Energy0%—Unchanged
32AXPAmerican Express Co-0.1%-0.32%Trim
33BABAAlibaba Group Holding-sp Adr-0.1%—Unchanged
34MSFTMicrosoft CORP-0.1%-11.39%Trim
35HQYHealthequity INC-0.1%-2.14%Trim
36JPMJpmorgan Chase & Co-0.1%-2.28%Trim
37AAPLApple INC-0.1%+0.07%Add
38SCHGSchwab US Large-cap Growth-0.1%+13.13%Add
39GEGeneral Electric-0.1%-30.77%Trim
40VTIVanguard Total Stock Mkt ETF-0.2%+0.09%Add
41NVDANvidia CORP-0.2%-14.94%Trim
42PSLVSprott Physical Silver Trust-0.3%-12.90%Trim
43IYHIshares U.s. Healthcare ETF-0.3%-1.65%Trim
44IYFIshares US Financials ETF-0.3%+1.37%Add
45SCHESchwab Emrg Mrkts Eqty ETF-0.4%-3.03%Trim
46IYWIshares Ustechnology ETF-0.7%+7.27%Add
47FCXFreeport-mcmoran INC—NEWNew buy
48BOXXAlpha Architect 1-3 Mnth Box—NEWNew buy
49BCTKBaron Technology ETF—EXITSold out
50NGDNNew Gold INC—EXITSold out

FAQ

What is HC Advisors, LLC and what type of investor is it?
HC Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $149.4M, spread across 60 disclosed positions.
What are HC Advisors, LLC's largest equity positions?
Based on the latest 13F filing, HC Advisors, LLC's top holdings by market value are: 1. Schwab Intermediate-term US (SCHR) — $22.4M (15.0%) 2. Ishares Ustechnology ETF (IYW) — $16.2M (10.8%) 3. First Trust Morn Dvd Lead In (FDL) — $14.9M (9.9%) 4. Schwab Emrg Mrkts Eqty ETF (SCHE) — $10.3M (6.9%) 5. Schwab US Large-cap Growth (SCHG) — $8.4M (5.6%)
What changes did HC Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, HC Advisors, LLC made 45 notable position adjustments: 2 new positions were initiated, 23 existing holdings were added to, 18 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Freeport-mcmoran INC (FCX); New buy: Alpha Architect 1-3 Mnth Box (BOXX); Sold out: Baron Technology ETF (BCTK); Sold out: New Gold INC (NGDN); Trim: First Trust Morn Dvd Lead In (FDL) — shares -2.79%
What sectors does HC Advisors, LLC focus on?
HC Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 24.1% • Industrials: 20.5% • Financials: 17.1% • Energy: 11.9% • Consumer Discretionary: 7.5% • Health Care: 5.8%

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