Hcr Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Hcr Wealth Advisors disclosed 265 stock positions valued at approximately $1.27B as of quarter-end September 30, 2026. The largest holdings include Apple Inc, Vanguard Growth Index Fund ETF, and Vanguard High Dividend Yield Index Fund ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 265
- Portfolio Value
- $1.27B
Holdings by Sector
Hcr Wealth Advisors Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 13.45% | 511,248 | -3,031 | -0.59% | $170,256,072 |
| Vanguard Growth Index Fund ETF | VUG | Other | 10.03% | 1,408,761 | +53,606 | +3.96% | $126,943,539 |
| Vanguard High Dividend Yield Index Fund ETF | VYM | Other | 8.48% | 691,841 | +35,503 | +5.41% | $107,373,842 |
| Nvidia Corp | NVDA | Technology | 5.65% | 312,891 | +5,601 | +1.82% | $71,458,073 |
| Columbia Core Bond ETF | CRUX | Other | 3.97% | 1,758,417 | +1,758,417 | +100.00% | $50,194,015 |
| Vanguard Extended Market ETF S &P Compl | VXF | Other | 3.70% | 202,326 | +9,380 | +4.86% | $46,864,867 |
| iShares Core S&P 500 ETF | IVV | Other | 3.07% | 50,658 | +36 | +0.07% | $38,797,133 |
| Alphabet Inc | GOOGL | Communication Services | 2.62% | 96,237 | +896 | +0.94% | $33,113,299 |
| Palo Alto Networks | PANW | Technology | 2.29% | 72,958 | +1,088 | +1.51% | $28,986,942 |
| First Trust WCM International Equity ETF | WCMI | Other | 2.28% | 1,510,851 | +1,510,851 | +100.00% | $28,827,037 |
| Microsoft | MSFT | Technology | 1.98% | 48,911 | +878 | +1.83% | $25,086,615 |
| iShares Core MSCI Emerging ETF | IEMG | Other | 1.79% | 279,897 | +12,275 | +4.59% | $22,716,496 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 1.40% | 130,724 | +9,676 | +7.99% | $17,783,694 |
| First Trust Preferred Securities and Income ETF | FPE | Other | 1.39% | 1,029,238 | +1,266 | +0.12% | $17,548,510 |
| Meta Platforms Inc | META | Communication Services | 1.20% | 21,014 | +672 | +3.30% | $15,239,251 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 1.19% | 60,413 | +1,883 | +3.22% | $15,051,918 |
| Ametek Inc | AME | Industrials | 1.14% | 58,430 | -7,505 | -11.38% | $14,474,863 |
| Janus Henderson Aaa Clo ETF IV | JAAA | Other | 0.94% | 235,714 | +36,617 | +18.39% | $11,896,534 |
| Visa Inc | V | Financial Services | 0.93% | 32,919 | -493 | -1.48% | $11,828,902 |
| SPDR Gold TR Gold (SHS) | GLD | Other | 0.92% | 30,555 | +9,210 | +43.15% | $11,636,566 |
| BlackRock Flexible Income ETF | BINC | Other | 0.90% | 225,420 | +11,468 | +5.36% | $11,449,122 |
| Micron Technology | MU | Technology | 0.87% | 10,280 | +462 | +4.71% | $10,949,397 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.83% | 31,682 | +569 | +1.83% | $10,481,604 |
| Broadcom Inc | AVGO | Technology | 0.77% | 27,676 | +391 | +1.43% | $9,719,581 |
| Dell Technologies Inc Class C | DELL | Technology | 0.76% | 17,896 | -773 | -4.14% | $9,627,633 |
| Alphabet Inc. Class C | GOOG | Communication Services | 0.75% | 27,776 | +569 | +2.09% | $9,464,625 |
| Invesco QQQ Trust | QQQ | Other | 0.65% | 11,202 | -102 | -0.90% | $8,287,452 |
| Costco Wholesale | COST | Consumer Defensive | 0.60% | 8,365 | -176 | -2.06% | $7,615,059 |
| SPDR S&P 500 ETF | SPY | Other | 0.59% | 9,856 | +295 | +3.09% | $7,516,717 |
| Vanguard S&P 500 ETF | VOO | Other | 0.53% | 9,661 | +651 | +7.23% | $6,771,175 |
Showing 30 of 265 holdings in the latest reporting period.