Investor
HC Advisors, LLC
CIK 0001803295 · filed 2026-05-05 · SEC filing
13F book
$149.4M
Positions
60
2 new · 2 sold
Largest name
15.0%
Schwab Strategic Tr
Est. mark
−$53.9K
Price effect on 58 names still held. Flow $4.93M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 899.5K | $22.4M | 15.0% | −$145.8K | Added$895.5K |
| Ishares Tr | — | 89K | $16.2M | 10.8% | −$1.52M | Added−$421.6K |
| First Tr Exchange-Traded Fd | — | 292.7K | $14.9M | 10.0% | $1.89M | Cut$1.52M |
| Schwab Strategic Tr | — | 313.9K | $10.3M | 6.9% | $62.8K | Cut−$258.3K |
| Schwab Strategic Tr | — | 287.1K | $8.36M | 5.6% | −$885.9K | Added$84.6K |
| Wisdomtree Tr | — | 206.5K | $7.42M | 5.0% | $510.3K | Added$567.6K |
| Schwab Strategic Tr | — | 189.5K | $5.81M | 3.9% | $580.8K | Added$910.4K |
| Vanguard World Fd | — | 23.7K | $5.32M | 3.6% | $270.6K | Added$1.04M |
| Schwab Us Aggregate Bond | — | 227.6K | $5.29M | 3.5% | −$29.4K | Added$713K |
| Ishares Tr | — | 72.3K | $4.46M | 3.0% | −$250.3K | Cut−$329.4K |
| Ishares Tr | — | 36.5K | $4.3M | 2.9% | −$406.3K | Added−$348.1K |
| Grindr Inc. | GRND | 315.3K | $3.81M | 2.6% | −$399.4K | Added$82.4K |
| Vanguard Index Fds | — | 11.4K | $3.67M | 2.5% | −$165.1K | Added−$161.9K |
| Schwab Strategic Tr | — | 106.3K | $3.29M | 2.2% | $94.6K | Cut$69.6K |
| Sprott Etf Trust | — | 41.6K | $3.14M | 2.1% | $240.3K | Added$285.8K |
| Ishares Tr | — | 27K | $3.1M | 2.1% | −$163.1K | Added−$11.8K |
| Sprott Asset Management Lp | — | 126.2K | $3.08M | 2.1% | $93.4K | Cut−$348.7K |
| Sprott Asset Management Lp | — | 75.5K | $2.68M | 1.8% | $173K | Added$315.7K |
| Alps Etf Tr | — | 40.7K | $2.14M | 1.4% | $226.8K | Added$244.6K |
| Schwab Strategic Tr | — | 77.8K | $1.93M | 1.3% | $55.3K | Cut$16.1K |
| Schwab Strategic Tr | — | 48.9K | $1.42M | 1.0% | $28.2K | Added$82.4K |
| Apple Inc. | AAPL | 5.56K | $1.41M | 0.9% | −$100.3K | Added−$99.3K |
| Nvidia Corp | NVDA | 6.02K | $1.05M | 0.7% | −$72.9K | Cut−$270.2K |
| RTX Corp | RTX | 4.62K | $891.8K | 0.6% | $43.9K | Cut−$8.35K |
| Sprott Asset Management Lp | — | 53.5K | $831.2K | 0.6% | −$59.3K | Added$68.3K |
| Jpmorgan Chase & Co. | — | 2.62K | $769.6K | 0.5% | −$73.4K | Cut−$93K |
| Healthequity, Inc. | HQY | 8.69K | $726.2K | 0.5% | −$69.9K | Cut−$87.3K |
| Freeport-Mcmoran Inc | FCX | 11.6K | $680.6K | 0.5% | — | New |
| Chevron Corp New | CVX | 3.1K | $642.1K | 0.4% | $169.1K | Cut$114.3K |
| Spdr S&P 500 Etf Tr | — | 896 | $582.7K | 0.4% | −$25.3K | Added$37.2K |
| Schwab Strategic Tr | — | 22.5K | $546.2K | 0.4% | −$1.97K | Added$67.1K |
| Exxon Mobil Corp | — | 3.19K | $542.1K | 0.4% | $157.6K | Cut$95.7K |
| Coca Cola Co | KO | 6.13K | $466.1K | 0.3% | $37.6K | Cut$36.6K |
| Bank America Corp | — | 8.32K | $405.5K | 0.3% | −$49.8K | Added−$33K |
| Aon plc | AON | 1.2K | $387K | 0.3% | −$36.1K | Held |
| Delta Air Lines Inc Del | DAL | 5.76K | $382.8K | 0.3% | −$16.8K | Added−$16K |
| International Business Machs | — | 1.41K | $340.6K | 0.2% | −$67.3K | Added−$29.7K |
| Home Depot, Inc. | HD | 998 | $328.2K | 0.2% | −$14.3K | Added$4.43K |
| Ea Series Trust | — | 2.81K | $326.7K | 0.2% | — | New |
| Ge Aerospace | — | 1.13K | $319.3K | 0.2% | −$27.3K | Cut−$181.3K |
| Alibaba Group Hldg Ltd | — | 2.54K | $318.8K | 0.2% | −$53.7K | Held |
| Vanguard Scottsdale Fds | — | 3.83K | $316.8K | 0.2% | −$3.83K | Held |
| Peabody Energy Corp | BTU | 9.05K | $298.1K | 0.2% | $26.7K | Added$53.7K |
| Amazon Com Inc | AMZN | 1.42K | $295.5K | 0.2% | −$32K | Cut−$37.5K |
| Ishares Tr | — | 6.85K | $291.5K | 0.2% | $21.3K | Cut−$18.9K |
| Wells Fargo Co New | — | 3.61K | $287.5K | 0.2% | −$44.7K | Added−$18.7K |
| Ishares Inc | — | 5.93K | $286.4K | 0.2% | $23.7K | Cut−$22.2K |
| American Express Co | AXP | 945 | $285.9K | 0.2% | −$64K | Cut−$65.1K |
| Southern Co | — | 2.94K | $283.6K | 0.2% | $27.4K | Held |
| GE Vernova Inc. | GEV | 300 | $261.9K | 0.2% | $65.8K | Cut$16.8K |
| Schwab Strategic Tr | — | 10.2K | $255.7K | 0.2% | −$11.5K | Held |
| Waste Mgmt Inc Del | — | 1.11K | $255.5K | 0.2% | $11.2K | Held |
| Plug Power Inc | PLUG | 105K | $237.3K | 0.2% | $30.4K | Held |
| Schwab Strategic Tr | — | 8.3K | $231.3K | 0.2% | $5.31K | Held |
| Ishares Tr | — | 1K | $218.8K | 0.1% | $4.06K | Held |
| 3M CO | MMM | 1.49K | $215.9K | 0.1% | −$22K | Added−$21.4K |
| Microsoft Corp | MSFT | 568 | $210.3K | 0.1% | −$64.7K | Cut−$100K |
| Constellation Energy Corp | CEG | 722 | $201.9K | 0.1% | −$53.3K | Held |
| Alx Oncology Hldgs Inc | — | 22.9K | $45.9K | 0.0% | $20K | Cut$18.9K |
| Gdev Inc | — | 13.6K | $57 | 0.0% | −$186 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.