Institutional Fund
Hc Advisors, LLC
Sandy Springs, GACIK 18032955 filings on record
Portfolio Value
$149.41M
Q1 2026
Holdings
60
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+3.4%
from $144.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr15.0%
- Ishares Tr10.8%
- First Tr Exchange-Traded Fd10.0%
- Schwab Strategic Tr6.9%
- Schwab Strategic Tr5.6%
- Wisdomtree Tr5.0%
- Other46.8%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 899.5K | $22.41M | 15.0% | +41.8K | Added |
| 2 | Ishares Tr | 89.0K | $16.15M | 10.8% | +6.0K | Added |
| 3 | First Tr Exchange-Traded Fd | 292.7K | $14.87M | 10.0% | −8.4K | Reduced |
| 4 | Schwab Strategic Tr | 313.9K | $10.34M | 6.9% | −9.8K | Reduced |
| 5 | Schwab Strategic Tr | 287.1K | $8.36M | 5.6% | +33.3K | Added |
| 6 | Wisdomtree Tr | 206.5K | $7.42M | 5.0% | +1.6K | Added |
| 7 | Schwab Strategic Tr | 189.5K | $5.81M | 3.9% | +10.7K | Added |
| 8 | Vanguard World Fd | 23.7K | $5.32M | 3.6% | +3.4K | Added |
| 9 | Schwab Strategic Tr | 227.6K | $5.29M | 3.5% | +32.0K | Added |
| 10 | Ishares Tr | 72.3K | $4.46M | 3.0% | −1.2K | Reduced |
50 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio