account_balance
Investment manager · 13F filer · SEC CIK 1803295
HC Advisors, LLC
Reported value$173Mas of Sep 30, 2026
Positions58 1 new, 5 sold out
Top 10 weight69.5%SCHO alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHOSchwab Strategic Tr
18.2%Added +5487%
IYWiShares Tr
11.7%Trimmed −12%
FDLFirst Tr Morningstar Div Lea
8.5%
SCHESchwab Strategic Tr
7.1%Added +3%
SCHGSchwab Strategic Tr
6.5%Added +5%
DESWisdomtree Tr
4.2%Trimmed −7%
SCHDSchwab Strategic Tr
3.9%
SCHRSchwab Strategic Tr
3.1%Trimmed −74%
IYHiShares Tr
3.1%+9%
VDCVanguard Consumer Staples
3.1%
GRNDGrindr Inc.
2.9%+2%
IYFiShares Tr
2.7%
SCHOSchwab Strategic Tr
18.2%Added +5487%
IYWiShares Tr
11.7%−12%
FDLFirst Tr Morningstar Div Lea
8.5%
SCHESchwab Strategic Tr
7.1%+3%
SCHGSchwab Strategic Tr
6.5%+5%
DESWisdomtree Tr
4.2%
SCHDSchwab Strategic Tr
3.9%
SCHR3.1%
IYH3.1%
VDC3.1%
GRND2.9%IYF2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHO Schwab Strategic Tr 18.2% Added +5487%
IYW iShares Tr 11.7% Trimmed −12%
FDL First Tr Morningstar Div Lea 8.5% Held
SCHE Schwab Strategic Tr 7.1% Added +3%
SCHG Schwab Strategic Tr 6.5% Added +5%
DES Wisdomtree Tr 4.2% Trimmed −7%
SCHD Schwab Strategic Tr 3.9% Held
SCHR Schwab Strategic Tr 3.1% Trimmed −74%
IYH iShares Tr 3.1% Added +9%
VDC Vanguard Consumer Staples 3.1% Held
GRND Grindr Inc. 2.9% Added +2%IYF iShares Tr 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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