Hcr Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Hcr Wealth Advisors disclosed 257 stock positions valued at approximately $1.12B as of quarter-end June 30, 2026. The largest holdings include Apple Inc, Vanguard Growth Index Fund ETF, and Vanguard High Dividend Yield Index Fund ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 257
- Portfolio Value
- $1.12B
Holdings by Sector
Hcr Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 13.32% | 514,279 | +3,030 | +0.59% | $148,811,880 |
| Vanguard Growth Index Fund ETF | VUG | Other | 10.45% | 1,355,155 | +1,133,560 | +511.55% | $116,733,123 |
| Vanguard High Dividend Yield Index Fund ETF | VYM | Other | 9.28% | 656,338 | +10,349 | +1.60% | $103,721,164 |
| Nvidia Corp | NVDA | Technology | 5.50% | 307,290 | +2,579 | +0.85% | $61,485,679 |
| Vanguard Extended Market ETF S &P Compl | VXF | Other | 4.25% | 192,946 | +11,089 | +6.10% | $47,505,365 |
| iShares Core S&P 500 ETF | IVV | Other | 3.39% | 50,622 | +26 | +0.05% | $37,910,619 |
| Alphabet Inc | GOOGL | Communication Services | 3.05% | 95,341 | +474 | +0.50% | $34,072,197 |
| Palo Alto Networks | PANW | Technology | 2.19% | 71,870 | +13 | +0.02% | $24,509,107 |
| iShares Core MSCI Emerging ETF | IEMG | Other | 1.98% | 267,622 | +3,748 | +1.42% | $22,169,864 |
| First Trust Preferred Securities and Income ETF | FPE | Other | 1.65% | 1,027,972 | +28,723 | +2.87% | $18,380,150 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 1.61% | 121,048 | -8,280 | -6.40% | $17,952,698 |
| Microsoft | MSFT | Technology | 1.60% | 48,033 | +366 | +0.77% | $17,917,488 |
| Ametek Inc | AME | Industrials | 1.43% | 65,935 | -2,523 | -3.69% | $15,952,313 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 1.25% | 58,530 | +2,235 | +3.97% | $13,950,179 |
| Visa Inc | V | Financial Services | 1.03% | 33,412 | +433 | +1.31% | $11,463,423 |
| Meta Platforms Inc | META | Communication Services | 1.03% | 20,342 | +286 | +1.43% | $11,458,999 |
| Micron Technology | MU | Technology | 1.01% | 9,818 | -4,744 | -32.58% | $11,332,875 |
| BlackRock Flexible Income ETF | BINC | Other | 1.00% | 213,952 | +18,451 | +9.44% | $11,198,290 |
| Broadcom Inc | AVGO | Technology | 0.92% | 27,285 | -393 | -1.42% | $10,306,940 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.91% | 31,113 | +133 | +0.43% | $10,184,404 |
| Janus Henderson Aaa Clo ETF IV | JAAA | Other | 0.90% | 199,097 | +22,028 | +12.44% | $10,052,457 |
| Alphabet Inc. Class C | GOOG | Communication Services | 0.86% | 27,207 | +1,543 | +6.01% | $9,613,095 |
| Invesco QQQ Trust | QQQ | Other | 0.75% | 11,304 | -13 | -0.11% | $8,323,745 |
| Dell Technologies Inc Class C | DELL | Technology | 0.72% | 18,669 | -2,697 | -12.62% | $8,055,258 |
| Costco Wholesale | COST | Consumer Defensive | 0.72% | 8,541 | +1 | +0.01% | $7,990,704 |
| SPDR Gold TR Gold (SHS) | GLD | Other | 0.70% | 21,345 | +682 | +3.30% | $7,863,071 |
| SPDR S&P 500 ETF | SPY | Other | 0.64% | 9,561 | -359 | -3.62% | $7,140,369 |
| GE Vernova Inc | GEV | Utilities | 0.61% | 5,793 | +4,092 | +240.56% | $6,805,972 |
| Vanguard FTSE Emerging Markets ETF | VWO | Other | 0.61% | 113,909 | -2,550 | -2.19% | $6,799,228 |
| Tesla Motors | TSLA | Consumer Cyclical | 0.59% | 15,580 | +231 | +1.50% | $6,553,100 |
Showing 30 of 257 holdings in the latest reporting period.