StockDriftsStockDriftsTop 50 HC Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 13.46% | 899.4K | $22.2M | -0.01%(-78) | $25.87(-5.67%) | 2026-06-30 | |
| IYW | ISHARES TR | 13.33% | 87.1K | $22.0M | -2.22%(-1.98K) | $97.67(+158.31%) | 2026-06-30 | |
| FDL | FIRST TR MORNINGSTAR DIV LEA | 8.91% | 301.5K | $14.7M | +3.01%(+8.81K) | $30.04(+72.80%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 7.23% | 328.3K | $11.9M | +4.58%(+14.39K) | $26.39(+39.87%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.15% | 299.5K | $10.1M | +4.29%(+12.31K) | $19.13(+87.01%) | 2026-06-30 | |
| DES | WISDOMTREE TR | 5.1% | 206.3K | $8.4M | -0.10%(-197) | $24.81(+66.17%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.98% | 206.5K | $6.5M | +9.00%(+17.05K) | $21.59(+58.83%) | 2026-06-30 | |
| SCHZ | Schwab US Agg Bond ETF | 3.52% | 250.8K | $5.8M | +10.17%(+23.16K) | $24.24(-6.05%) | 2026-06-30 | |
| VDC | Vanguard Consumer Staples | 3.32% | 24.3K | $5.5M | +2.57%(+608) | $193.28(+19.19%) | 2026-06-30 | |
| IYF | ISHARES TR | 2.87% | 37.1K | $4.7M | +1.58%(+578) | $71.71(+91.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.34% | +45.60% | +5.95% | +33.49% |
| Top 20 Holdings Unweighted | +15.07% | +52.37% | +6.85% | +39.27% |
HC Advisors, LLC reports $164.73M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are SCHR (13.5%), IYW (13.3%) and FDL (8.9%). The top 20 holdings account for 87.9% of reported assets. Its disclosed equity book has returned +45.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track HC Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from HC Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803295). View HC Advisors, LLC’s 13F filings on SEC