Arkolith/Funds/HC Advisors, LLC

HC Advisors, LLC

CIK 1803295
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

HC Advisors, LLC holds a focused book of 62 reported positions worth $164.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Schwab Intermediate-Term US. Their largest long position is Schwab Intermediate-Term US at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.5%
+16.1%/yr · since Nov '25
Their reported book
+13.8%
held from quarter-end
S&P 500
+14.8%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
HC Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning HC Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
68%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

15% mapped to company sectors

ETFs / funds
65%
No sector on file yet
20%
Information Technology
5%
Financials
5%
Industrials
2%
Energy
1%
Materials
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as HC Advisors, LLC

Manager / fundShared namesTheir $ in those
Evergreen Advisors, LLC11 / 62$360.5M
Marest Capital, LLC10 / 62$148.9M
Golden Reserve Retirement LLC22 / 62$465.9M
AdviceOne Advisory Services, LLC12 / 62$127.5M
Beacon Wealthcare LLC8 / 62$222.8M
Independent Investors Inc18 / 62$373.6M
Hoey Investments, Inc32 / 62$533.8M
V. M. Manning & Co., Inc.18 / 62$79.9M

Ranked by the share of each fund's own book sitting in the names it shares with HC Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
INTRM TRM TRES
$22.2M899.4K
13.5%
~0%
Reduced · −78 sh
2Ishares TR
U.S. TECH ETF
$22.0M87.1K
13.3%
−2.2%
Reduced · −2K sh
3First TR Morningstar Div Lea
SHS
$14.7M301.5K
8.9%
+3.0%
Added · +9K sh
4Schwab Strategic TR
EMRG MKTEQ ETF
$11.9M328.3K
7.2%
+4.6%
Added · +14K sh
5Schwab Strategic TR
US LCAP GR ETF
$10.1M299.5K
6.2%
+4.3%
Added · +12K sh
6Wisdomtree TR
US SMALLCAP DIVD
$8.4M206.3K
5.1%
−0.1%
Reduced · −197 sh
7Schwab Strategic TR
US DIVIDEND EQ
$6.5M206.5K
4.0%
+9.0%
Added · +17K sh
8Schwab US Agg Bond ETF
US AGGREGATE B
$5.8M250.8K
3.5%
+10%
Added · +23K sh
9Vanguard Consumer Staples
CONSUM STP ETF
$5.5M24.3K
3.3%
+2.6%
Added · +608 sh
10Ishares TR
U.S. FINLS ETF
$4.7M37.1K
2.9%
+1.6%
Added · +578 sh
11Ishares TR
US HLTHCARE ETF
$4.7M69.6K
2.8%
−3.8%
Reduced · −3K sh
12Grindr Inc
COM
$4.5M316.1K
2.8%
+0.3%
Added · +800 sh
13Schwab Strategic TR
US MID-CAP ETF
$4.2M114.6K
2.6%
+7.8%
Added · +8K sh
14Vanguard Index FDS
TOTAL STK MKT
$4.2M11.3K
2.5%
−0.8%
Reduced · −96 sh
15Ishares TR
GBL COMM SVC ETF
$3.0M27.0K
1.8%
~0%
Reduced · −3 sh
16Sprott ETF Trust
GOLD MINERS ETF
$2.7M43.2K
1.6%
+3.8%
Added · +2K sh
17Sprott Physical Silver TR
TR UNIT
$2.5M131.3K
1.5%
+4.0%
Added · +5K sh
18Sprott Physical Gold Trust
UNIT
$2.5M81.7K
1.5%
+8.1%
Added · +6K sh
19Schwab Int'l Equity ETF
INTL EQTY ETF
$2.4M87.4K
1.5%
+12%
Added · +10K sh
20ALPS ETF TR
ALERIAN MLP
$2.2M43.0K
1.4%
+5.6%
Added · +2K sh
21Schwab Strategic TR
US SML CAP ETF
$1.9M52.0K
1.1%
+6.4%
Added · +3K sh
22Apple Inc
COM
$1.4M5.0K
0.9%
−11%
Reduced · −604 sh
23Nvidia Corporation
COM
$1.2M6.0K
0.7%
−0.7%
Reduced · −44 sh
24RTX Corporation
COM
$877K4.6K
0.5%
Held
25Freeport McMoran Inc
CL B
$868K13.8K
0.5%
+19%
Added · +2K sh
26JPMorgan Chase & Co.
COM
$862K2.6K
0.5%
+0.6%
Added · +17 sh
27Sprott Physical Plat Pallad
UNIT
$787K63.2K
0.5%
+18%
Added · +10K sh
28Healthequity Inc
COM
$785K8.7K
0.5%
Held
29SPDR S&P 500 ETF TR
TR UNIT
$583K780
0.4%
−13%
Reduced · −116 sh
30Schwab Strategic TR
SHT TM US TRES
$572K23.7K
0.3%
+5.3%
Added · +1K sh
31Coca Cola Company
COM
$521K6.4K
0.3%
+4.6%
Added · +284 sh
32Chevron Corp New
COM
$513K3.1K
0.3%
−0.2%
Reduced · −6 sh
33Delta Air Lines Inc Del
COM NEW
$482K5.1K
0.3%
−11%
Reduced · −615 sh
34Exxon Mobil Corp
COM
$472K3.4K
0.3%
+7.9%
Added · +253 sh
35BK Of America Corp
COM
$459K8.1K
0.3%
−3.1%
Reduced · −255 sh
36Ge Aerospace
COM NEW
$420K1.1K
0.3%
Held
37Ishares TR
INTL SEL DIV ETF
$398K9.6K
0.2%
+40%
Added · +3K sh
38Aon PLC
SHS CL A
$398K1.2K
0.2%
Held
39International Business Machs
COM
$395K1.4K
0.2%
Held
40Home Depot Inc
COM
$356K1.0K
0.2%
+1.0%
Added · +10 sh
41Ge Vernova Inc
COM
$352K300
0.2%
Held
42Texas Instrs Inc
COM
$342K1.1K
0.2%
New
New position
43Amazon Com Inc
COM
$340K1.4K
0.2%
+0.6%
Added · +8 sh
44Ea Series Trust
ALPHA ARCH 1-3
$329K2.8K
0.2%
~0%
Added · +1 sh
45American Express Co
COM
$320K946
0.2%
+0.1%
Added · +1 sh
46Vanguard Scottsdale FDS
INT-TERM CORP
$316K3.8K
0.2%
Held
47Boeing Co
COM
$308K1.4K
0.2%
New
New position
48Schwab Strategic TR
US BRD MKT ETF
$295K10.2K
0.2%
Held
49Wells Fargo Co New
COM
$289K3.5K
0.2%
−3.0%
Reduced · −110 sh
50Plug Power Inc
COM NEW
$285K105.0K
0.2%
Held
Showing 50 of 62 positions
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Filing history

As-of date vs the date the SEC received each filing

$164.7M · Q2 2026Q3 2025 · $142.3MQ2 2026 · $164.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d62$164.7M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d60$149.4M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d60$144.5M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d61$142.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.