HCR Wealth Advisors Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$1.0B

Holdings

255

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (255 positions)

#	Stock	Shares	Value	% Portfolio
201	PRFInvesco FTSE Rafi US 1000 ETF	6,000	$281K	0.03%
202	TTTrane Technologies PLC F	721	$280K	0.03%
203	AIEQAmplify Ai Powered Equity ETF	6,140	$277K	0.03%
204	CSXCSX Corp	7,427	$269K	0.03%
205	NOCNorthrop Grumman Co	473	$269K	0.03%
206	SHELShell PLC F Sponsored ADR	3,651	$268K	0.03%
207	BTCGrayscale Bitcoin Mini Trust ETF	6,831	$264K	0.03%
208	MRSHMarsh & MC Lennan Co	1,418	$263K	0.03%
209	FLSFlowserve Corp	3,750	$260K	0.03%
210	SNPSSynopsys Inc	555	$260K	0.03%
211	QCOMQualcomm Inc	1,514	$259K	0.03%
212	USRTiShares Core US REIT ETF	4,537	$258K	0.03%
213	SNDKSandisk Corp	1,070	$253K	0.03%
214	GLDMSPDR Gold Minishares Etv	2,964	$253K	0.03%
215	BMTABrit Amer Tobacco F Unsponsored ADR	4,407	$249K	0.02%
216	CARRCarrier Global Corp	4,675	$247K	0.02%
217	UPSUnited Parcel SRVC Class B	2,466	$244K	0.02%
218	IDXXIdexx Labs Inc	362	$244K	0.02%
219	SHOPShopify Inc F Class A	1,505	$242K	0.02%
220	SCHDSchwab US Dividend Equity ETF	8,812	$241K	0.02%
221	SMHVaneck Semiconductor ETF	668	$240K	0.02%
222	ILCBiShares Morningstar US Equity ETF	2,536	$239K	0.02%
223	COHRCoherent Corp	1,300	$239K	0.02%
224	FFord Motor Co	18,088	$237K	0.02%
225	TLTiShares TR 20 YR TR (BD Etf)	2,709	$236K	0.02%
226	MCXMcCormick &company	3,438	$234K	0.02%
227	SYFSynchrony Finl	2,787	$232K	0.02%
228	—Vanguard VNG Rus1000val ETF	2,507	$231K	0.02%
229	IJJiShares S&P Mid Cap 400 Value ETF	1,740	$228K	0.02%
230	CIThe CIGNA Group	807	$222K	0.02%
231	REGNRegeneron Pharms Inc	286	$220K	0.02%
232	VCITVGRD Itc ETF DV	2,617	$219K	0.02%
233	SOXXiShares Semiconductor ETF IV	723	$217K	0.02%
234	PSTGPure Storage Inc	3,211	$215K	0.02%
235	CVSCVS Health Corp	2,708	$214K	0.02%
236	MGNIMagnite Inc	13,000	$210K	0.02%
237	MDLZMondelez Intl Class A	3,915	$210K	0.02%
238	XLYSPDR Fund Consumer Discre Select ETF	1,740	$207K	0.02%
239	CRWDCrowdstrike HLDGS Inc Class A	438	$205K	0.02%
240	CLColgate-Palmolive Co	2,605	$205K	0.02%
241	AONAon PLC F Class A	581	$205K	0.02%
242	EWEdwards Lifesciences	2,416	$205K	0.02%
243	RSPInvsc S P 500 Equal Weight ETF	1,069	$204K	0.02%
244	GDXJVaneck Junior Gold Miners ETF	1,800	$204K	0.02%
245	DEDeere & Co	434	$202K	0.02%
246	EDConsolidated Edison	2,036	$202K	0.02%
247	MDBMongodb Inc Class A	477	$200K	0.02%
248	SCHPSchwab U.S. TIPS ETF	7,564	$200K	0.02%
249	CVBFC V B Finl Corp	10,000	$186K	0.02%
250	KWKennedy Wilson HLDGS	19,041	$184K	0.02%
251	NTHINeonc Technologies HLDGS	15,000	$124K	0.01%
252	NOKNokia Oyj F Sponsored ADR	15,405	$99K	0.01%
253	BDTXBlack Diamond Therapeuti	27,000	$65K	0.01%
254	EDITEditas Medicine Incorpor	17,000	$34K	0.00%
255	MOBXMobix Labs Inc Class A	30,000	$8K	0.00%

PreviousPage 3 of 3