Hc Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$149.4M
Q ending 2026-03-31
Prior quarter
$144.5M
Q ending 2025-12-31
Change
+3.4% QoQ · +11.9% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHR | Shares | $22.4M | 899K |
| Ishares Tr | IYW | Shares | $16.2M | 89K |
| First Tr Morningstar Div Lea | FDL | Shares | $14.9M | 293K |
| Schwab Strategic Tr | SCHE | Shares | $10.3M | 314K |
| Schwab Strategic Tr | SCHG | Shares | $8.4M | 287K |
| Wisdomtree Tr | DES | Shares | $7.4M | 207K |
| Schwab Strategic Tr | SCHD | Shares | $5.8M | 189K |
| Vanguard Consumer Staples | VDC | Shares | $5.3M | 24K |
| Schwab Us Agg Bond Etf | SCHZ | Shares | $5.3M | 228K |
| Ishares Tr | IYH | Shares | $4.5M | 72K |
| Ishares Tr | IYF | Shares | $4.3M | 37K |
| Grindr Inc | GRND | Shares | $3.8M | 315K |
| Vanguard Index Fds | VTI | Shares | $3.7M | 11K |
| Schwab Strategic Tr | SCHM | Shares | $3.3M | 106K |
| Sprott Etf Trust | SGDM | Shares | $3.1M | 42K |
| Ishares Tr | IXP | Shares | $3.1M | 27K |
| Sprott Physical Silver Tr | PSLV | Shares | $3.1M | 126K |
| Sprott Physical Gold Trust | PHYS | Shares | $2.7M | 76K |
| Alps Etf Tr | AMLP | Shares | $2.1M | 41K |
| Schwab Int'L Equity Etf | SCHF | Shares | $1.9M | 78K |
| Schwab Strategic Tr | SCHA | Shares | $1.4M | 49K |
| Apple Inc | AAPL | Shares | $1.4M | 6K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Rtx Corporation | RTX | Shares | $892K | 5K |
| Sprott Physical Plat Pallad | SPPP | Shares | $831K | 54K |
| Jpmorgan Chase & Co. | JPM | Shares | $770K | 3K |
| Healthequity Inc | HQY | Shares | $726K | 9K |
| Freeport Mcmoran Inc | FCX | Shares | $681K | 12K |
| Chevron Corp New | CVX | Shares | $642K | 3K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $583K | 896 |
| Schwab Strategic Tr | SCHO | Shares | $546K | 23K |
| Exxon Mobil Corp | XOM | Shares | $542K | 3K |
| Coca Cola Company | KO | Shares | $466K | 6K |
| Bk Of America Corp | BAC | Shares | $405K | 8K |
| Aon Plc | Shares | $387K | 1K | |
| Delta Air Lines Inc Del | DAL | Shares | $383K | 6K |
| International Business Machs | IBM | Shares | $341K | 1K |
| Home Depot Inc | HD | Shares | $328K | 998 |
| Ea Series Trust | BOXX | Shares | $327K | 3K |
| Ge Aerospace | GE | Shares | $319K | 1K |
| Alibaba Group Hldg Ltd | BABA | Shares | $319K | 3K |
| Vanguard Scottsdale Fds | VCIT | Shares | $317K | 4K |
| Peabody Energy Corp | BTU | Shares | $298K | 9K |
| Amazon Com Inc | AMZN | Shares | $296K | 1K |
| Ishares Tr | IDV | Shares | $292K | 7K |
| Wells Fargo Co New | WFC | Shares | $288K | 4K |
| Ishares Inc | DVYA | Shares | $286K | 6K |
| American Express Co | AXP | Shares | $286K | 945 |
| Southern Co | SO | Shares | $284K | 3K |
| Ge Vernova Inc | GEV | Shares | $262K | 300 |
| Schwab Strategic Tr | SCHB | Shares | $256K | 10K |
| Waste Mgmt Inc Del | WM | Shares | $256K | 1K |
| Plug Power Inc | PLUG | Shares | $237K | 105K |
| Schwab Strategic Tr | FNDX | Shares | $231K | 8K |
| Ishares Tr | ITA | Shares | $219K | 1K |
| 3M Co | MMM | Shares | $216K | 1K |
| Microsoft Corp | MSFT | Shares | $210K | 568 |
| Constellation Energy Corp | CEG | Shares | $202K | 722 |
| Alx Oncology Hldgs Inc | ALXO | Shares | $46K | 23K |
| Nexters Inc | Shares | $57 | 14K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.