HC Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Sandy Springs, GA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$164,728
Net value change ($000)
+15,316 (10.3%)
New positions
3
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IYW 5,806 35.9%
SCHG 1,770 21.2%
SCHE 1,561 15.1%
DES 971 13.1%
SCHM 935 28.4%
SCHD 735 12.6%
GRND 730 19.2%
VTI 527 14.4%
SCHZ 515 9.7%
SCHWAB STRATEGIC TRUST 495 25.7%
Top Reduces (Value $000, Stocks/ETFs)
PSLV -601 -19.5%
SGDM -426 -13.6%
SCHR -227 -1.0%
PHYS -213 -8.0%
CEG -202 -100.0%
FDL -197 -1.3%
CVX -129 -20.1%
BTU -71 -23.8%
XOM -70 -12.9%
IXP -55 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type