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Livermore
Livermore
ZHEN

HC Advisors, LLC

SEC CIK
0001803295
Latest filing
Aug 7, 2026

The latest 13F from HC Advisors, LLC covers Q2 2026 (filed Aug 7, 2026): 62 long positions worth $164.7M. The top 10 holdings make up 67.9% of the portfolio, and the largest is Schwab Intermediate-Term US Treasury ETF at 13.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$860.9K
Added
29
Est. +$4.38M
Reduced
14
Est. −$1.09M
Sold out
1
Est. −$201.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab Intermediate-Term US Treasury ETF808524854
    13.5%$22.2M
  2. iShares Tr464287721
    13.3%$22.0M
  3. First Tr Exchange-Traded FD336917109
    8.9%$14.7M
  4. Schwab Emerging Markets Equity ETF808524706
    7.2%$11.9M
  5. Schwab U.S. Large-Cap Growth ETF808524300
    6.2%$10.1M

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab US Dividend Equity ETF808524797
    +$540.8KAdded
  2. Schwab US Aggregate Bond ETF808524839
    +$535.6KAdded
  3. Schwab Emerging Markets Equity ETF808524706
    +$521.8KAdded
  4. First Tr Exchange-Traded FD336917109
    +$428.8KAdded
  5. Schwab U.S. Large-Cap Growth ETF808524300
    +$416.7KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab U.S. Large-Cap Growth ETF808524300
    +0.55 pp5.6% → 6.2%
  2. Schwab U.S. Mid-Cap ETF808524508
    +0.36 pp2.2% → 2.6%
  3. Schwab Emerging Markets Equity ETF808524706
    +0.30 pp6.9% → 7.2%
  4. TXNTexas Instruments Inc
    +0.21 pp0.0% → 0.2%History
  5. GRNDGrindr Inc.
    +0.21 pp2.6% → 2.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464287721
    −$498.2KReduced
  2. CEGConstellation Energy Corp
    −$201.9KSold outHistory
  3. iShares Tr464287762
    −$184.2KReduced
  4. AAPLApple Inc.
    −$174.8KReducedHistory
  5. SPYSPDR S&P 500 ETF Trust
    −$86.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Schwab Intermediate-Term US Treasury ETF808524854
    −1.53 pp15.0% → 13.5%
  2. iShares Tr464287275
    −0.23 pp2.1% → 1.8%
  3. iShares Tr464287762
    −0.15 pp3.0% → 2.8%
  4. CEGConstellation Energy Corp
    −0.14 pp0.1% → 0.0%History
  5. CVXChevron Corp
    −0.12 pp0.4% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$164.7M
+$15.3M (+10.3%) vs. prior quarter
Positions
62
+2 vs. prior quarter
Top 10 concentration
67.9%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
20.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $209.8M (Q1 2024)

Q1 2021: $154.7MQ2 2021: $162.6MQ3 2021: $152.4MQ4 2021: $163.0MQ1 2022: $157.6MQ2 2022: $140.4MQ3 2022: $145.2MQ4 2022: $146.5MQ1 2023: $161.8MQ2 2023: $172.4MQ3 2023: $168.2MQ4 2023: $178.6MQ1 2024: $209.8MQ2 2024: $108.4MQ3 2024: $121.6MQ4 2024: $124.6MQ1 2025: $133.5MQ2 2025: $141.6MQ3 2025: $142.3MQ4 2025: $144.5MQ1 2026: $149.4MQ2 2026: $164.7M
Q1 2021Q2 2026
13F filings of HC Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202662$164.7MSchwab Intermediate-Term US Treasury ETFiShares TrFirst Tr Exchange-Traded FDvs. Q1 2026SEC
Q1 2026May 5, 202660$149.4MSchwab Intermediate-Term US Treasury ETFiShares TrFirst Tr Exchange-Traded FDvs. Q4 2025SEC
Q4 2025Feb 11, 202660$144.5MSchwab Intermediate-Term US Treasury ETFiShares TrFirst Tr Exchange-Traded FDvs. Q3 2025SEC
Q3 2025Nov 7, 202561$142.3MSchwab Intermediate-Term US Treasury ETFiShares TrFirst Tr Exchange-Traded FDvs. Q2 2025SEC
Q2 2025Aug 7, 202560$141.6MSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDiShares Trvs. Q1 2025SEC
Q1 2025May 14, 202562$133.5MSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDiShares Trvs. Q4 2024SEC
Q4 2024Feb 5, 202559$124.6MSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDiShares Trvs. Q3 2024SEC
Q3 2024Nov 5, 202453$121.6MSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDiShares Trvs. Q2 2024SEC
Q2 2024Aug 7, 202450$108.4MSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDiShares Trvs. Q1 2024SEC
Q1 2024May 14, 202491$209.8MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q4 2023SEC
Q4 2023Jan 25, 202487$178.6MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q3 2023SEC
Q3 2023Nov 7, 202383$168.2MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFSchwab US Tips ETFvs. Q2 2023SEC
Q2 2023Aug 10, 202383$172.4MVanguard Morningstar Total Stock Market ETFSchwab US Tips ETFSchwab Intermediate-Term US Treasury ETFvs. Q1 2023SEC
Q1 2023May 8, 202381$161.8MVanguard Morningstar Total Stock Market ETFSchwab US Tips ETFSchwab Intermediate-Term US Treasury ETFvs. Q4 2022SEC
Q4 2022Feb 9, 202384$146.5MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q3 2022SEC
Q3 2022Nov 10, 202285$145.2MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFSchwab US Tips ETFvs. Q2 2022SEC
Q2 2022Aug 8, 202280$140.4MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q1 2022SEC
Q1 2022May 6, 202283$157.6MVanguard Morningstar Total Stock Market ETFFirst Tr Exchange-Traded FDSchwab US Tips ETFvs. Q4 2021SEC
Q4 2021Feb 2, 202286$163.0MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q3 2021SEC
Q3 2021Oct 29, 202181$152.4MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q2 2021SEC
Q2 2021Aug 9, 202182$162.6MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FDvs. Q1 2021SEC
Q1 2021May 7, 202189$154.7MVanguard Morningstar Total Stock Market ETFSchwab Intermediate-Term US Treasury ETFFirst Tr Exchange-Traded FD–SEC