Hcr Wealth Advisors Portfolio Stock Holdings

Hcr Wealth Advisors disclosed 259 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include Apple Inc, Vanguard Growth Index Fund ETF, and Vanguard High Dividend Yield Index Fund ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.

Report Period
June 30, 2026
No. of Stocks
259
Portfolio Value
$1.1B
Holdings by Sector
Hcr Wealth Advisors Portfolio Holdings in Q2 2026

256 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Apple IncAAPLTechnology13.32%514,279+3,030+0.59%$148,811,880
Vanguard Growth Index Fund ETFVUGOther10.45%1,355,155+1,133,560+511.55%$116,733,123
Vanguard High Dividend Yield Index Fund ETFVYMOther9.28%656,338+10,349+1.60%$103,721,164
Nvidia CorpNVDATechnology5.50%307,290+2,579+0.85%$61,485,679
Vanguard Extended Market ETF S &P ComplVXFOther4.25%192,946+11,089+6.10%$47,505,365
iShares Core S&P 500 ETFIVVOther3.39%50,622+26+0.05%$37,910,619
Alphabet IncGOOGLCommunication Services3.05%95,341+474+0.50%$34,072,197
Palo Alto NetworksPANWTechnology2.19%71,870+13+0.02%$24,509,107
iShares Core MSCI Emerging ETFIEMGOther1.98%267,622+3,748+1.42%$22,169,864
First Trust Preferred Securities and Income ETFFPEOther1.65%1,027,972+28,723+2.87%$18,380,150
iShares Core S&P Small-Cap ETFIJROther1.61%121,048-8,280-6.40%$17,952,698
MicrosoftMSFTTechnology1.60%48,033+366+0.77%$17,917,488
Ametek IncAMEIndustrials1.43%65,935-2,523-3.69%$15,952,313
Amazon.Com IncAMZNConsumer Cyclical1.25%58,530+2,235+3.97%$13,950,179
Visa IncVFinancial Services1.03%33,412+433+1.31%$11,463,423
Meta Platforms IncMETACommunication Services1.03%20,342+286+1.43%$11,458,999
Micron TechnologyMUTechnology1.01%9,818-4,744-32.58%$11,332,875
BlackRock Flexible Income ETFBINCOther1.00%213,952+18,451+9.44%$11,198,290
Broadcom IncAVGOTechnology0.92%27,285-393-1.42%$10,306,940
JPMorgan Chase & CoJPMFinancial Services0.91%31,113+133+0.43%$10,184,404
Janus Henderson Aaa Clo ETF IVJAAAOther0.90%199,097+22,028+12.44%$10,052,457
Alphabet Inc. Class CGOOGCommunication Services0.86%27,207+1,543+6.01%$9,613,095
Invesco QQQ TrustQQQOther0.75%11,304-13-0.11%$8,323,745
Dell Technologies Inc Class CDELLTechnology0.72%18,669-2,697-12.62%$8,055,258
Costco WholesaleCOSTConsumer Defensive0.72%8,541+1+0.01%$7,990,704
SPDR Gold TR Gold (SHS)GLDOther0.70%21,345+682+3.30%$7,863,071
SPDR S&P 500 ETFSPYOther0.64%9,561-359-3.62%$7,140,369
GE Vernova IncGEVUtilities0.61%5,793+4,092+240.56%$6,805,972
Vanguard FTSE Emerging Markets ETFVWOOther0.61%113,909-2,550-2.19%$6,799,228
Tesla MotorsTSLAConsumer Cyclical0.59%15,580+231+1.50%$6,553,100
Morgan StanleyMSFinancial Services0.58%30,840+417+1.37%$6,446,999
Vanguard S&P 500 ETFVOOOther0.55%9,010+458+5.36%$6,188,322
Berkshire HathawayBRK-BFinancial Services0.54%12,142-49-0.40%$6,075,735
Vertiv Holdings Co Class AVRTIndustrials0.52%17,271-12,118-41.23%$5,782,733
Quanta Services IncPWRIndustrials0.51%7,872+101+1.30%$5,668,275
CaterpillarCATIndustrials0.49%5,099+39+0.77%$5,430,875
Eaton Corp PLC FETNOther0.47%12,405+37+0.30%$5,286,099
RTX CorpRTXIndustrials0.47%27,536+17,371+170.89%$5,224,552
Schwab US Large Cap Growth ETFSCHGOther0.46%152,848+799+0.53%$5,172,388
Autozone Inc ComAZOConsumer Cyclical0.43%1,504-39-2.53%$4,806,693
Conocophillips ComCOPEnergy0.41%44,104+2,608+6.28%$4,585,109
Autonation Inc ComANConsumer Cyclical0.40%24,313-154-0.63%$4,517,205
Utilities Select (sector SPDR Fund)XLUOther0.40%98,259-3,704-3.63%$4,455,085
United Rentals IncURIIndustrials0.39%3,882+81+2.13%$4,397,942
Thermo FisherTMOHealthcare0.38%8,428+10+0.12%$4,225,924
Boeing CoBAIndustrials0.37%19,335+177+0.92%$4,185,448
L3harrisLHXIndustrials0.37%14,045+607+4.52%$4,081,593
Wal-MartWMTConsumer Defensive0.36%35,069-99-0.28%$3,971,914
Abbvie Inc ComABBVHealthcare0.32%14,341+166+1.17%$3,608,908
iShares Core MSCI EAFE ETFIEFAOther0.32%36,474+264+0.73%$3,522,712
Chevron Corp.CVXEnergy0.30%20,346-2-0.01%$3,372,663
American Water WorksAWKUtilities0.30%25,569-180-0.70%$3,364,479
NRG Energy IncNRGUtilities0.29%22,245-333-1.47%$3,249,178
Johnson & JohnsonJNJHealthcare0.29%12,749+850+7.14%$3,237,992
Marvell Technology IncMRVLTechnology0.29%10,740+113+1.06%$3,199,338
Nextera Energy IncNEEUtilities0.28%36,143-1,015-2.73%$3,172,350
Starbucks Corp ComSBUXConsumer Cyclical0.28%30,534+816+2.75%$3,120,328
iShares Trust 1-3 (year Treasury Bond Etf)SHYOther0.28%37,813-4,183-9.96%$3,104,825
Intercontinental Exchange IncICEFinancial Services0.28%25,032+279+1.13%$3,081,792
Bank Of America CorpBACFinancial Services0.28%53,993+196+0.36%$3,076,553
ExxonMobilXOMEnergy0.27%21,928-104-0.47%$2,998,122
Home DepotHDConsumer Cyclical0.27%8,495+165+1.98%$2,996,202
Flowserve CorpFLSIndustrials0.25%37,812+761+2.05%$2,804,168
Vanguard Total Stock Market Index Fund ETFVTIOther0.25%7,410+201+2.79%$2,742,213
Vanguard FTSE Developed Markets ETFVEAOther0.24%38,415+5,041+15.10%$2,737,099
Netflix IncNFLXCommunication Services0.24%37,758-881-2.28%$2,695,921
Transdigm GroupTDGIndustrials0.23%1,957+53+2.78%$2,607,450
iShares 7-10 Year Treasury Bond ETFIEFOther0.23%26,590+50+0.19%$2,514,616
First Trust TCW Unconstrained Plus Bond ETFUCONOther0.22%99,819+15,264+18.05%$2,483,496
Stryker CorpSYKHealthcare0.22%7,887-514-6.12%$2,483,385
CME Group IncCMEFinancial Services0.22%11,202-201-1.76%$2,473,756
Goldman Sachs GroupGSFinancial Services0.22%2,413+149+6.58%$2,440,630
iShares Core S&P Mid CapIJHOther0.22%31,210--$2,406,603
Allstate CorpALLFinancial Services0.21%9,969-11-0.11%$2,372,023
Freeport-Mcmoran IncFCXBasic Materials0.20%36,179+1,409+4.05%$2,275,344
Walt DisneyDISCommunication Services0.20%23,383+1,359+6.17%$2,250,664
ProShares Large Cap Core Plus ETFCSMOther0.20%25,714--$2,191,226
iShares US Technology ETFIYWOther0.19%8,516-138-1.59%$2,148,192
Alps Alerian MLP ETFAMLPOther0.18%39,295+7,277+22.73%$2,037,492
Vanguard Small Cap ETF IVVBOther0.17%6,331+1+0.02%$1,919,137
PIMCO Enhanced SHRT Maturty Actv ETFMINTOther0.17%18,878-1,500-7.36%$1,903,091
Lilly Eli & CoLLYHealthcare0.17%1,575+224+16.58%$1,889,820
Amgen Inc.AMGNHealthcare0.17%5,205+392+8.14%$1,885,150
Advanced Micro Device InAMDTechnology0.17%3,179-160-4.79%$1,846,997
MastercardMAFinancial Services0.17%3,589-127-3.42%$1,843,463
Technology Select Sector SPDR ETFXLKOther0.16%9,565-25-0.26%$1,822,323
Johnson Controls Inter FJCIIndustrials0.16%12,282+1,134+10.17%$1,794,523
Vanguard Information Technology Index Fund ETFVGTOther0.16%14,903+12,998+682.31%$1,781,313
iShares High Yield Corporat Bond ETFSHYGOther0.16%41,400-4,221-9.25%$1,755,789
Fedex Corp ComFDXIndustrials0.15%5,397+18+0.33%$1,689,976
First Trust TCW Opportunistic Fixed Income ETFFIXDOther0.14%37,095+476+1.30%$1,617,712
iShares Bitcoin ETFIBITOther0.13%44,571+2,448+5.81%$1,483,768
iShares Russell 2000 ETFIWMOther0.13%4,930-121-2.40%$1,481,420
Altria Group IncMOConsumer Defensive0.13%20,149+52+0.26%$1,449,771
Sandisk CorpSNDKOther0.13%626-272-30.29%$1,423,354
Invesco Senior Loan ETFBKLNOther0.13%69,625-11,382-14.05%$1,418,280
iShares 3-7 Year Treasury Bond ETFIEIOther0.12%11,235+90+0.81%$1,319,550
Charles Schwab CorpSCHWFinancial Services0.12%14,040+352+2.57%$1,295,536
McDonaldsMCDConsumer Cyclical0.12%4,757-378-7.36%$1,286,098
Corning IncGLWTechnology0.11%5,000+2,730+120.26%$1,277,150