HC Advisors, LLC ETF holdings
Sandy Springs, GA
Reported $140.4M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$140.4M
ETFs held
27
Change from prior quarter
+11.0%
With price moves
ETFs as a share of its 13F
85.3%
of $164.7M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $22.2M | 899,393 | −78 shares |
| IYW | iShares U.S. Technology ETF | $22.0M | 87,053 | −1,975 shares |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $14.7M | 301,517 | +8,813 shares |
| SCHE | Schwab Emerging Markets Equity ETF | $11.9M | 328,318 | +14,390 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $10.1M | 299,455 | +12,314 shares |
| DES | WisdomTree U.S. SmallCap Dividend Fund | $8.4M | 206,337 | −197 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $6.5M | 206,511 | +17,055 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $5.8M | 250,805 | +23,156 shares |
| VDC | Vanguard Consumer Staples ETF | $5.5M | 24,283 | +608 shares |
| IYF | iShares U.S. Financials ETF | $4.7M | 37,120 | +578 shares |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803295. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does HC Advisors, LLC own?
HC Advisors, LLC reported 27 ETF positions worth $140.4M in its Form 13F for June 30, 2026. The largest was SCHR, at $22.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.