HC Advisors, LLC

Q4 2025 13F Holdings

  • Location
    sandy springs, GA
  • Num holdings

    60

  • Value ($000)

    $144,540

  • Date Filed
    02/11/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
$21.51M
15 %

857,670

IYW

ISHARES TR

U.S. TECH ETF
$16.57M
12 %

82,998

FDL

FIRST TR MORNINGSTAR DIV LEA

SHS
$13.35M
9 %

301,109

SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$10.6M
7 %

323,731

SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$8.28M
6 %

253,826

DES

WISDOMTREE TR

US SMALLCAP DIVD
$6.86M
5 %

204,939

SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$4.9M
3 %

178,715

IYH

ISHARES TR

US HLTHCARE ETF
$4.79M
3 %

73,544

IYF

ISHARES TR

U.S. FINLS ETF
$4.65M
3 %

36,048

SCHZ

Schwab US Agg Bond ETF

US AGGREGATE B
$4.57M
3 %

195,678

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