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HCR Wealth Advisors — 13F Holdings & Portfolio

CIK 1697715 · latest 13F-HR filed 2026-07-13

Backtest portfolio

HCR Wealth Advisors manages $1.12B in 13F-reported U.S. long-equity assets across 259 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (13.32%), VUG (10.45%), VYM (9.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 28 new positions, exited 10, added to 133, and trimmed 52.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10866 WILSHIRE BLVD #1600
LOS ANGELES, CA 90024
Phone
(310) 473-5454
Filing Manager
HCR Wealth Advisors
LOS ANGELES, CA
Signatory
Steve Weinberger
Senior Managing Director
Loading holdings…
AUM

$1.12B

Long-equity book

Holdings

259

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+28 / −10 / ↑133 / ↓52

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard Growth Index Fund ETF$19.9M +20.6%
  • Apple Inc$19.1M +14.7%
  • Palo Alto Networks$13.0M +112.8%
  • Vanguard Extended Market ETF S &P Compl$10.1M +26.9%
  • Nvidia Corp$8.3M +15.7%
Show all 133 →

Top Trims

  • Vertiv Holdings Co Class A-$1.6M -21.5%
  • SPDR Gold TR Gold (SHS)-$1.0M -11.6%
  • Netflix Inc-$1.0M -27.4%
  • CME Group Inc-$894.4K -26.6%
  • Conocophillips Com-$892.5K -16.3%
Show all 52 →

New Positions

  • Honeywell Intl Inc Com$1.3M
  • Intel$731.1K
  • Lowes Companies Inc$484.0K
  • Bristol-Myers Squibb$424.4K
  • Bloom Energy Corp. CL A$415.0K
Show all 28 →

Exited Positions

  • Honeywell$2.7M
  • Nike Inc Class B Com$431.8K
  • Vaneck Semiconductor ETF$265.7K
  • AT&T$231.5K
  • iShares TR 20 YR TR (BD Etf)$217.5K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Apple Inc AAPL 037833100 $148.8M 13.32% 514,279 SH
2 Vanguard Growth Index Fund ETF VUG 922908736 $116.7M 10.45% 1,355,155 SH
3 Vanguard High Dividend Yield Index Fund ETF VYM 921946406 $103.7M 9.28% 656,338 SH
4 Nvidia Corp NVDA 67066G104 $61.5M 5.50% 307,290 SH
5 Vanguard Extended Market ETF S &P Compl VXF 922908652 $47.5M 4.25% 192,946 SH
6 iShares Core S&P 500 ETF IVV 464287200 $37.9M 3.39% 50,622 SH
7 Alphabet Inc GOOGL 02079K305 $34.1M 3.05% 95,341 SH
8 Palo Alto Networks PANW 697435105 $24.5M 2.19% 71,870 SH
9 iShares Core MSCI Emerging ETF IEMG 46434G103 $22.2M 1.98% 267,622 SH
10 First Trust Preferred Securities and Income ETF FPE 33739E108 $18.4M 1.65% 1,027,972 SH
11 iShares Core S&P Small-Cap ETF IJR 464287804 $18.0M 1.61% 121,048 SH
12 Microsoft MSFT 594918104 $17.9M 1.60% 48,033 SH
13 Ametek Inc AME 031100100 $16.0M 1.43% 65,935 SH
14 Amazon.Com Inc AMZN 023135106 $14.0M 1.25% 58,530 SH
15 Visa Inc V 92826C839 $11.5M 1.03% 33,412 SH
16 Meta Platforms Inc META 30303M102 $11.5M 1.03% 20,342 SH
17 Micron Technology MU 595112103 $11.3M 1.01% 9,818 SH
18 BlackRock Flexible Income ETF BINC 092528603 $11.2M 1.00% 213,952 SH
19 Broadcom Inc AVGO 11135F101 $10.3M 0.92% 27,285 SH
20 JPMorgan Chase & Co JPM 46625H100 $10.2M 0.91% 31,113 SH
21 Janus Henderson Aaa Clo ETF IV JAAA 47103U845 $10.1M 0.90% 199,097 SH
22 Alphabet Inc. Class C GOOG 02079K107 $9.6M 0.86% 27,207 SH
23 Invesco QQQ Trust QQQ 46090E103 $8.3M 0.75% 11,304 SH
24 Dell Technologies Inc Class C DELL 24703L202 $8.1M 0.72% 18,669 SH
25 Costco Wholesale COST 22160K105 $8.0M 0.72% 8,541 SH
26 SPDR Gold TR Gold (SHS) GLD 78463V107 $7.9M 0.70% 21,345 SH
27 SPDR S&P 500 ETF SPY 78462F103 $7.1M 0.64% 9,561 SH
28 GE Vernova Inc GEV 36828A101 $6.8M 0.61% 5,793 SH
29 Vanguard FTSE Emerging Markets ETF VWO 922042858 $6.8M 0.61% 113,909 SH
30 Tesla Motors TSLA 88160R101 $6.6M 0.59% 15,580 SH
31 Morgan Stanley MS 617446448 $6.4M 0.58% 30,840 SH
32 Vanguard S&P 500 ETF VOO 922908363 $6.2M 0.55% 9,010 SH
33 Berkshire Hathaway BRK.B 084670702 $6.1M 0.54% 12,142 SH
34 Vertiv Holdings Co Class A VRT 92537N108 $5.8M 0.52% 17,271 SH
35 Quanta Services Inc PWR 74762E102 $5.7M 0.51% 7,872 SH
36 Caterpillar CAT 149123101 $5.4M 0.49% 5,099 SH
37 Eaton Corp PLC F ETN G29183103 $5.3M 0.47% 12,405 SH
38 RTX Corp RTX 75513E101 $5.2M 0.47% 27,536 SH
39 Schwab US Large Cap Growth ETF SCHG 808524300 $5.2M 0.46% 152,848 SH
40 Autozone Inc Com AZO 053332102 $4.8M 0.43% 1,504 SH
41 Conocophillips Com COP 20825C104 $4.6M 0.41% 44,104 SH
42 Autonation Inc Com AN 05329W102 $4.5M 0.40% 24,313 SH
43 Utilities Select (sector SPDR Fund) XLU 81369Y886 $4.5M 0.40% 98,259 SH
44 United Rentals Inc URI 911363109 $4.4M 0.39% 3,882 SH
45 Thermo Fisher TMO 883556102 $4.2M 0.38% 8,428 SH
46 Boeing Co BA 097023105 $4.2M 0.37% 19,335 SH
47 L3harris LHX 502431109 $4.1M 0.37% 14,045 SH
48 Wal-Mart WMT 931142103 $4.0M 0.36% 35,069 SH
49 Abbvie Inc Com ABBV 00287Y109 $3.6M 0.32% 14,341 SH
50 iShares Core MSCI EAFE ETF IEFA 46432F842 $3.5M 0.32% 36,474 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $1.12B 259 0001697715-26-000004
2026-03-31 2026-04-21 $964.4M 241 0001697715-26-000003
2025-12-31 2026-01-27 $1.01B 255 0001697715-26-000001