HC Advisors, LLC
CIK: 0001803295SEC EDGAR →
Portfolio Value
$144.5M
Holdings
60
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 857,670 | $21.5M | 14.88% |
| 2 | ISHARES TR | 82,998 | $16.6M | 11.47% |
| 3 | FIRST TR MORNINGSTAR DIV LEA | 301,109 | $13.4M | 9.24% |
| 4 | SCHWAB STRATEGIC TR | 323,731 | $10.6M | 7.33% |
| 5 | SCHWAB STRATEGIC TR | 253,826 | $8.3M | 5.73% |
| 6 | WISDOMTREE TR | 204,939 | $6.9M | 4.74% |
| 7 | SCHWAB STRATEGIC TR | 178,715 | $4.9M | 3.39% |
| 8 | ISHARES TR | 73,544 | $4.8M | 3.31% |
| 9 | ISHARES TR | 36,048 | $4.6M | 3.22% |
| 10 | Schwab US Agg Bond ETF | 195,678 | $4.6M | 3.16% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $120.2M | 83.1% |
| Unknown | 6 | $9.6M | 6.7% |
| Technology | 7 | $8.0M | 5.5% |
| Industrials | 5 | $2.3M | 1.6% |
| Energy | 3 | $1.2M | 0.8% |
| Consumer Cyclical | 3 | $1.0M | 0.7% |
| Healthcare | 2 | $840K | 0.6% |
| Utilities | 3 | $756K | 0.5% |
| Consumer Defensive | 1 | $429K | 0.3% |
| Basic Materials | 1 | $181K | 0.1% |