HC Advisors, LLC: 13F holdings
CIK 18032952026Q2
| Positions | 62 |
|---|
| Reported value | $164.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 62 (+2 vs prior quarter) |
|---|
| Reported value | $164.7m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHR SCHWAB STRATEGIC TR | 899,393 | $22.2m | 13.5% |
| IYW ISHARES TR | 87,053 | $22.0m | 13.3% |
| FE FIRST TR MORNINGSTAR DIV LEA | 301,517 | $14.7m | 8.9% |
| SCHE SCHWAB STRATEGIC TR | 328,318 | $11.9m | 7.2% |
| SCHG SCHWAB STRATEGIC TR | 299,455 | $10.1m | 6.2% |
| DES WISDOMTREE TR | 206,337 | $8.4m | 5.1% |
| SCHD SCHWAB STRATEGIC TR | 206,511 | $6.5m | 4.0% |
| SCHZ Schwab US Agg Bond ETF | 250,805 | $5.8m | 3.5% |
| VDC Vanguard Consumer Staples | 24,283 | $5.5m | 3.3% |
| IYF ISHARES TR | 37,120 | $4.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803295")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples