Universe · entity
HC Advisors, LLC
Institutional manager (13F) · CIK 1803295
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $148M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $22M | 899,471 |
| 2 | ISHARES TR | $16M | 89,028 |
| 3 | FIRST TR MORNINGSTAR DIV LEA | $15M | 292,704 |
| 4 | SCHWAB STRATEGIC TR | $10M | 313,928 |
| 5 | SCHWAB STRATEGIC TR | $8M | 287,141 |
| 6 | WISDOMTREE TR | $7M | 206,534 |
| 7 | SCHWAB STRATEGIC TR | $6M | 189,456 |
| 8 | Vanguard Consumer Staples | $5M | 23,675 |
| 9 | Schwab US Agg Bond ETF | $5M | 227,649 |
| 10 | ISHARES TR | $4M | 72,329 |
| 11 | ISHARES TR | $4M | 36,542 |
| 12 | GRINDR INC | $4M | 315,288 |
| 13 | VANGUARD INDEX FDS | $4M | 11,426 |
| 14 | SCHWAB STRATEGIC TR | $3M | 106,314 |
| 15 | SPROTT ETF TRUST | $3M | 41,603 |
| 16 | ISHARES TR | $3M | 26,962 |
| 17 | SPROTT PHYSICAL SILVER TR | $3M | 126,249 |
| 18 | SPROTT PHYSICAL GOLD TRUST | $3M | 75,529 |
| 19 | ALPS ETF TR | $2M | 40,697 |
| 20 | Schwab Int'l Equity ETF | $2M | 77,840 |
| 21 | SCHWAB STRATEGIC TR | $1M | 48,864 |
| 22 | APPLE INC | $1M | 5,557 |
| 23 | NVIDIA CORPORATION | $1M | 6,024 |
| 24 | RTX CORPORATION | $892k | 4,623 |
| 25 | SPROTT PHYSICAL PLAT PALLAD | $831k | 53,521 |
| 26 | JPMORGAN CHASE & CO. | $770k | 2,616 |
| 27 | HEALTHEQUITY INC | $726k | 8,690 |
| 28 | FREEPORT MCMORAN INC | $681k | 11,579 |
| 29 | CHEVRON CORP NEW | $642k | 3,103 |
| 30 | SPDR S&P 500 ETF TR | $583k | 896 |
| 31 | SCHWAB STRATEGIC TR | $546k | 22,506 |
| 32 | EXXON MOBIL CORP | $542k | 3,195 |
| 33 | Coca Cola Company | $466k | 6,129 |
| 34 | BK OF AMERICA CORP | $405k | 8,317 |
| 35 | AON PLC | $387k | 1,199 |
| 36 | DELTA AIR LINES INC DEL | $383k | 5,758 |
| 37 | INTERNATIONAL BUSINESS MACHS | $341k | 1,405 |
| 38 | HOME DEPOT INC | $328k | 998 |
| 39 | EA SERIES TRUST | $327k | 2,809 |
| 40 | GE AEROSPACE | $319k | 1,125 |
| 41 | ALIBABA GROUP HLDG LTD | $319k | 2,541 |
| 42 | VANGUARD SCOTTSDALE FDS | $317k | 3,828 |
| 43 | PEABODY ENERGY CORP | $298k | 9,048 |
| 44 | AMAZON COM INC | $296k | 1,419 |
| 45 | ISHARES TR | $292k | 6,850 |
| 46 | WELLS FARGO CO NEW | $288k | 3,611 |
| 47 | ISHARES INC | $286k | 5,933 |
| 48 | AMERICAN EXPRESS CO | $286k | 945 |
| 49 | SOUTHERN CO | $284k | 2,938 |
| 50 | GE VERNOVA INC | $262k | 300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.