Institutional Manager · CIK 0001697715
HCR Wealth Advisors
LOS ANGELES, CA · File #028-17911
Latest AUM
$1.01B
Positions
255
Top-10 Concentration
67.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025255 pos · $1.01B
- 13F HOLDINGS REPORTQ/E Sep 2025244 pos · $965.7M
- 13F HOLDINGS REPORTQ/E Jun 2025237 pos · $849.7M
- 13F HOLDINGS REPORTQ/E Mar 2025230 pos · $768.1M
- 13F HOLDINGS REPORTQ/E Dec 2024228 pos · $798.2M
- 13F HOLDINGS REPORTQ/E Sep 2024229 pos · $764.2M
- 13F HOLDINGS REPORTQ/E Jun 2024220 pos · $699.7M
- 13F HOLDINGS REPORTQ/E Mar 2024223 pos · $659.4M
- 13F HOLDINGS REPORTQ/E Dec 2023170 pos · $456.1M
- 13F HOLDINGS REPORTQ/E Sep 2023179 pos · $540.0M
- 13F HOLDINGS REPORTQ/E Jun 2023175 pos · $505.2M
- 13F HOLDINGS REPORTQ/E Mar 2023178 pos · $476.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 534,282 | $145.3M | 17.47% |
| 2 | Vanguard Growth Index Fund ETF | 922908736 | 217,235 | $106.0M | 12.75% |
| 3 | Vanguard High Dividend Yield Index Fund ETF | 921946406 | 642,119 | $92.2M | 11.09% |
| 4 | Nvidia Corp | NVDA | 305,364 | $57.0M | 6.85% |
| 5 | Vanguard Extended Market ETF S &P Compl | 922908652 | 178,116 | $37.2M | 4.48% |
| 6 | iShares Core S&P 500 ETF | 464287200 | 50,961 | $34.9M | 4.20% |
| 7 | Alphabet Inc | GOOG | 97,000 | $30.4M | 3.65% |
| 8 | Microsoft | MSFT | 47,870 | $23.2M | 2.79% |
| 9 | First Trust Preferred Securities and Income ETF | 33739E108 | 998,172 | $18.2M | 2.19% |
| 10 | iShares Core MSCI Emerging ETF | 46434G103 | 258,722 | $17.4M | 2.09% |
| 11 | Ametek Inc | AME | 77,452 | $15.9M | 1.91% |
| 12 | iShares Core S&P Small-Cap ETF | 464287804 | 128,985 | $15.5M | 1.86% |
| 13 | Meta Platforms Inc | META | 20,378 | $13.5M | 1.62% |
| 14 | Palo Alto Networks | PANW | 69,978 | $12.9M | 1.55% |
| 15 | Amazon.Com Inc | AMZN | 53,788 | $12.4M | 1.49% |
| 16 | Visa Inc | V | 33,671 | $11.8M | 1.42% |
| 17 | JPMorgan Chase & Co | VYLD | 31,078 | $10.0M | 1.20% |
| 18 | Broadcom Inc | AVGO | 28,258 | $9.8M | 1.18% |
| 19 | BlackRock Flexible Income ETF | BLK | 181,674 | $9.6M | 1.15% |
| 20 | Janus Henderson Aaa Clo ETF IV | 47103U845 | 161,453 | $8.2M | 0.98% |