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HC Advisors, LLC

Q1 2026 13F Holdings

  • Location
    sandy springs, GA
  • Num holdings

    60

  • Value ($000)

    $149,412

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
808524854
$22.41M
15 %

899,471

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$16.15M
11 %

89,028

F
FDL

FIRST TR MORNINGSTAR DIV LEA

SHS
336917109
$14.87M
10 %

292,704

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$10.34M
7 %

313,928

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$8.36M
6 %

287,141

D
DES

WISDOMTREE TR

US SMALLCAP DIVD
97717W604
$7.42M
5 %

206,534

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$5.81M
4 %

189,456

---

Vanguard Consumer Staples

CONSUM STP ETF
92204A207
$5.32M
4 %

23,675

S
SCHZ

Schwab US Agg Bond ETF

US AGGREGATE B
808524839
$5.29M
4 %

227,649

I
IYH

ISHARES TR

US HLTHCARE ETF
464287762
$4.46M
3 %

72,329

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