HCR Wealth Advisors
CIK: 0001697715Latest portfolio: $1.0B · Q4 2025
Holdings
255
Total Value
$1.0B
New Positions
19
Closed Positions
9
Top Holdings
View All 255 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLApple Inc | 534,282 | $145.3M | 14.39% | -2,548 | |
| 2 | VUGVanguard Growth Index Fund ETF | 217,235 | $106.0M | 10.50% | +272 | |
| 3 | VYMVanguard High Dividend Yield Index Fund ETF | 642,119 | $92.2M | 9.13% | +4K | |
| 4 | NVDANvidia Corp | 305,364 | $57.0M | 5.64% | +5K | |
| 5 | VXFVanguard Extended Market ETF S &P Compl | 178,116 | $37.2M | 3.69% | NEW | |
| 6 | IVViShares Core S&P 500 ETF | 50,961 | $34.9M | 3.46% | +10K | |
| 7 | GOOGLAlphabet Inc | 97,000 | $30.4M | 3.01% | -377 | |
| 8 | MSFTMicrosoft | 47,870 | $23.2M | 2.29% | +1K | |
| 9 | XFEBFirst Trust Preferred Securities and Income ETF | 998,172 | $18.2M | 1.80% | +547 | |
| 10 | IEMGiShares Core MSCI Emerging ETF | 258,722 | $17.4M | 1.72% | +9K | |
| 11 | AMEAmetek Inc | 77,452 | $15.9M | 1.57% | -9,170 | |
| 12 | IJRiShares Core S&P Small-Cap ETF | 128,985 | $15.5M | 1.54% | -306,642 | |
| 13 | METAMeta Platforms Inc | 20,378 | $13.5M | 1.33% | +851 | |
| 14 | PANWPalo Alto Networks | 69,978 | $12.9M | 1.28% | — | |
| 15 | AMZNAmazon.Com Inc | 53,788 | $12.4M | 1.23% | +1K | |
| 16 | VVisa Inc | 33,671 | $11.8M | 1.17% | +105 | |
| 17 | JPMJPMorgan Chase & Co | 31,078 | $10.0M | 0.99% | +416 | |
| 18 | AVGOBroadcom Inc | 28,258 | $9.8M | 0.97% | +1K | |
| 19 | BINCBlackRock Flexible Income ETF | 181,674 | $9.6M | 0.95% | +19K | |
| 20 | JAAAJanus Henderson Aaa Clo ETF IV | 161,453 | $8.2M | 0.81% | +6K | |
| 21 | GOOGAlphabet Inc. Class C | 25,470 | $8.0M | 0.79% | +540 | |
| 22 | GQ9SPDR Gold TR Gold (SHS) | 18,816 | $7.5M | 0.74% | +540 | |
| 23 | COSTCostco Wholesale | 8,620 | $7.4M | 0.74% | +258 | |
| 24 | TSLATesla Motors | 15,442 | $6.9M | 0.69% | +989 | |
| 25 | NDQInvesco QQQ Trust | 11,096 | $6.8M | 0.68% | -160 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.4525056950231512e+99T)
Industrials0.0% ($1.5901518641593985e+70T)
Unknown0.0% ($1.8186745668166128e+56T)
Healthcare0.0% ($4.860321529952452e+55T)
Consumer Cyclical0.0% ($1.2415694451785133e+34T)
Consumer Defensive0.0% ($7.433392513191169e+27T)
Communication Services0.0% ($3036113451799232000.0T)
Utilities0.0% ($31701140955516.5T)
Energy0.0% ($375630992.6T)
Basic Materials0.0% ($1.8T)
Real Estate0.0% ($184K)
Filing History
Fund Information
HCR Wealth Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.0B across 255 holdings. The largest position is Apple Inc (AAPL), representing 14.4% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.