HC Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, HC Advisors, LLC held in its portfolio 60 assets valued at $144,540,166 (i.e. $144.54M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($21.51M), ISHARES TR ($16.57M), and FIRST TR MORNINGSTAR DIV LEA ($13.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HC Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 857670 | 21510364 | INTRM TRM TRES |
| ISHARES TR | 82998 | 16573041 | U.S. TECH ETF |
| FIRST TR MORNINGSTAR DIV LEA | 301109 | 13351173 | SHS |
| SCHWAB STRATEGIC TR | 323731 | 10602190 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 253826 | 8279804 | US LCAP GR ETF |
| WISDOMTREE TR | 204939 | 6855210 | US SMALLCAP DIVD |
| SCHWAB STRATEGIC TR | 178715 | 4902152 | US DIVIDEND EQ |
| ISHARES TR | 73544 | 4787722 | US HLTHCARE ETF |
| ISHARES TR | 36048 | 4647669 | U.S. FINLS ETF |
| Schwab US Agg Bond ETF | 195678 | 4572995 | US AGGREGATE B |
| Vanguard Consumer Staples | 20270 | 4281835 | CONSUM STP ETF |
| VANGUARD INDEX FDS | 11416 | 3827445 | TOTAL STK MKT |
| GRINDR INC | 275439 | 3729444 | COM |
| SPROTT PHYSICAL SILVER TR | 144942 | 3427878 | TR UNIT |
| SCHWAB STRATEGIC TR | 107145 | 3221850 | US MID-CAP ETF |
| ISHARES TR | 25645 | 3108687 | GBL COMM SVC ETF |
| SPROTT ETF TRUST | 41000 | 2854892 | GOLD MINERS ETF |
| SPROTT PHYSICAL GOLD TRUST | 71503 | 2361029 | UNIT |
| Schwab Int'l Equity ETF | 79471 | 1910483 | INTL EQTY ETF |
| ALPS ETF TR | 40358 | 1897672 | ALERIAN MLP |
| APPLE INC | 5553 | 1509811 | COM |
| SCHWAB STRATEGIC TR | 47000 | 1338560 | US SML CAP ETF |
| NVIDIA CORPORATION | 7082 | 1320815 | COM |
| RTX CORPORATION | 4908 | 900127 | COM |
| JPMORGAN CHASE & CO. | 2677 | 862660 | COM |
| HEALTHEQUITY INC | 8880 | 813497 | COM |
| SPROTT PHYSICAL PLAT PALLAD | 45299 | 762835 | UNIT |
| SPDR S&P 500 ETF TR | 800 | 545536 | TR UNIT |
| CHEVRON CORP NEW | 3462 | 527738 | COM |
| GE AEROSPACE | 1625 | 500569 | COM NEW |
| SCHWAB STRATEGIC TR | 19661 | 479139 | SHT TM US TRES |
| EXXON MOBIL CORP | 3709 | 446370 | COM |
| BK OF AMERICA CORP | 7972 | 438460 | COM |
| Coca Cola Company | 6144 | 429538 | COM |
| AON PLC | 1199 | 423103 | SHS CL A |
| DELTA AIR LINES INC DEL | 5746 | 398776 | COM NEW |
| ALIBABA GROUP HLDG LTD | 2541 | 372460 | SPONSORED ADS |
| INTERNATIONAL BUSINESS MACHS | 1250 | 370263 | COM |
| AMERICAN EXPRESS CO | 948 | 351037 | COM |
| AMAZON COM INC | 1443 | 333087 | COM |
| HOME DEPOT INC | 941 | 323798 | COM |
| VANGUARD SCOTTSDALE FDS | 3828 | 320595 | INT-TERM CORP |
| ISHARES TR | 7870 | 310472 | INTL SEL DIV ETF |
| MICROSOFT CORP | 641 | 310304 | COM |
| ISHARES INC | 6968 | 308513 | ASIA/PAC DIV ETF |
| WELLS FARGO CO NEW | 3285 | 306243 | COM |
| SCHWAB STRATEGIC TR | 10188 | 267231 | US BRD MKT ETF |
| SOUTHERN CO | 2938 | 256194 | COM |
| CONSTELLATION ENERGY CORP | 722 | 255197 | COM |
| GE VERNOVA INC | 375 | 245089 | COM |
| PEABODY ENERGY CORP | 8229 | 244420 | COM |
| WASTE MGMT INC DEL | 1112 | 244318 | COM |
| 3M CO | 1482 | 237321 | COM |
| BARON ETF TR | 9023 | 226645 | TECHNOLOGY ETF |
| SCHWAB STRATEGIC TR | 8304 | 225952 | FUNDAMENTAL US L |
| ISHARES TR | 1000 | 214690 | US AER DEF ETF |
| PLUG POWER INC | 105000 | 206850 | COM NEW |
| NEW GOLD INC CDA | 20800 | 181168 | COM |
| ALX ONCOLOGY HLDGS INC | 23900 | 27007 | COM |
| NEXTERS INC | 13600 | 243 | *W EXP 08/26/202 |
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