1y return+16.5%S&P 500 +20.9%
3y return+49.5%S&P 500 +68.5%
5y return+39.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $186 against $232 in the S&P 500.2
HC Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHRSchwab Strategic Tr | $22.2M | 13.5% | |
| IYWIshares Tr | $22.0M | 13.3% | −2.2% |
| FDLFirst Tr Morningstar Div Lea | $14.7M | 8.9% | +3.0% |
| SCHESchwab Strategic Tr | $11.9M | 7.2% | +4.6% |
| SCHGSchwab Strategic Tr | $10.1M | 6.2% | +4.3% |
| DESWisdomtree Tr | $8.4M | 5.1% | |
| SCHDSchwab Strategic Tr | $6.5M | 4.0% | +9.0% |
| SCHZSchwab US Agg Bond ETF | $5.8M | 3.5% | +10.2% |
| VDCVanguard Consumer Staples | $5.5M | 3.3% | +2.6% |
| IYFIshares Tr | $4.7M | 2.9% | +1.6% |
| IYHIshares Tr | $4.7M | 2.8% | −3.8% |
| GRNDGrindr Inc | $4.5M | 2.8% | |
| SCHMSchwab Strategic Tr | $4.2M | 2.6% | +7.8% |
| VTIVanguard Index Fds | $4.2M | 2.5% | |
| IXPIshares Tr | $3.0M | 1.8% | |
| SGDMSprott Etf Trust | $2.7M | 1.6% | +3.8% |
| PSLVSprott Physical Silver Tr | $2.5M | 1.5% | +4.0% |
| PHYSSprott Physical Gold Trust | $2.5M | 1.5% | +8.1% |
| SCHFSchwab Int'l Equity ETF | $2.4M | 1.5% | +12.3% |
| AMLPAlps Etf Tr | $2.2M | 1.4% | +5.6% |
| SCHASchwab Strategic Tr | $1.9M | 1.1% | +6.4% |
| AAPLApple Inc | $1.4M | 0.9% | −10.9% |
| NVDANvidia Corporation | $1.2M | 0.7% | |
| RTXRtx Corporation | $877K | 0.5% | |
| FCXFreeport Mcmoran Inc | $868K | 0.5% | +19.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $1.2M |
| IYWIshares Tr | June 30, 2020 | +273.9% | $22.0M |
| JPMJpmorgan Chase & Co. | June 30, 2020 | +248.0% | $862K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.4M |
| GRNDGrindr Inc | December 31, 2022 | +209.0% | $4.5M |
| PSLVSprott Physical Silver Tr | June 30, 2020 | +185.5% | $2.5M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $10.1M |
| BACBk Of America Corp | June 30, 2020 | +139.9% | $459K |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $4.2M |
| IYFIshares Tr | June 30, 2020 | +131.5% | $4.7M |
Sold off last quarter
- CEGConstellation Energy Corp was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | +0.9% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HC Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803295&type=13F-HR&dateb=&owner=include&count=40CIK 1803295
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803295/000180329526000003/Filed August 7, 2026 · accession 0001803295-26-000003