HC Advisors, LLC

Q3 2025 13F Holdings

  • Location
    sandy springs, GA
  • Num holdings

    61

  • Value ($000)

    $142,326

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001803295
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
$20.87M
15 %

830,664

I
IYW

ISHARES TR

U.S. TECH ETF
$16.16M
11 %

82,494

F
FDL

FIRST TR MORNINGSTAR DIV LEA

SHS
$12.95M
9 %

298,306

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$11.01M
8 %

329,906

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$7.33M
5 %

229,793

D
DES

WISDOMTREE TR

US SMALLCAP DIVD
$6.85M
5 %

203,344

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$4.87M
3 %

178,457

---

Vanguard Consumer Staples

CONSUM STP ETF
$4.59M
3 %

21,461

I
IYF

ISHARES TR

U.S. FINLS ETF
$4.56M
3 %

36,032

I
IYH

ISHARES TR

US HLTHCARE ETF
$4.37M
3 %

74,464

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