HC Advisors, LLC

Q3 2025 13F Holdings

  • Location
    sandy springs, GA
  • Num holdings

    61

  • Value ($000)

    $142,326

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001803295
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHR
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
$20.87 M
15 %

830,664

IYW
IYW

ISHARES TR

U.S. TECH ETF
$16.16 M
11 %

82,494

FDL
FDL

FIRST TR MORNINGSTAR DIV LEA

SHS
$12.95 M
9 %

298,306

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$11.01 M
8 %

329,906

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$7.33 M
5 %

229,793

DES
DES

WISDOMTREE TR

US SMALLCAP DIVD
$6.85 M
5 %

203,344

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$4.87 M
3 %

178,457

---

Vanguard Consumer Staples

CONSUM STP ETF
$4.59 M
3 %

21,461

IYF
IYF

ISHARES TR

U.S. FINLS ETF
$4.56 M
3 %

36,032

IYH
IYH

ISHARES TR

US HLTHCARE ETF
$4.37 M
3 %

74,464

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