Hcr Wealth Advisors Portfolio Stock Holdings
Hcr Wealth Advisors disclosed 241 stock positions valued at approximately $964.4 million 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 March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 241
- Portfolio Value
- $964.4M
Holdings by Sector
Hcr Wealth Advisors Portfolio Holdings in Q1 2026
239 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 13.45% | 511,249 | -23,033 | -4.31% | $129,749,996 |
| Vanguard Growth Index Fund ETF | VUG | Other | 10.04% | 221,595 | +4,360 | +2.01% | $96,790,600 |
| Vanguard High Dividend Yield Index Fund ETF | VYM | Other | 9.92% | 645,989 | +3,870 | +0.60% | $95,671,108 |
| Nvidia Corp | NVDA | Technology | 5.51% | 304,711 | -653 | -0.21% | $53,141,624 |
| Vanguard Extended Market ETF S &P Compl | VXF | Other | 3.88% | 181,857 | +3,741 | +2.10% | $37,426,328 |
| iShares Core S&P 500 ETF | IVV | Other | 3.43% | 50,596 | -365 | -0.72% | $33,050,243 |
| Alphabet Inc | GOOGL | Communication Services | 2.83% | 94,867 | -2,133 | -2.20% | $27,280,196 |
| iShares Core MSCI Emerging ETF | IEMG | Other | 1.91% | 263,874 | +5,152 | +1.99% | $18,405,246 |
| First Trust Preferred Securities and Income ETF | FPE | Other | 1.84% | 999,249 | +1,077 | +0.11% | $17,736,684 |
| Microsoft | MSFT | Technology | 1.83% | 47,667 | -203 | -0.42% | $17,645,029 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 1.67% | 129,328 | +343 | +0.27% | $16,076,791 |
| Ametek Inc | AME | Industrials | 1.52% | 68,458 | -8,994 | -11.61% | $14,674,656 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 1.22% | 56,295 | +2,507 | +4.66% | $11,724,559 |
| Palo Alto Networks | PANW | Technology | 1.19% | 71,857 | +1,879 | +2.69% | $11,520,114 |
| Meta Platforms Inc | META | Communication Services | 1.19% | 20,056 | -322 | -1.58% | $11,474,856 |
| BlackRock Flexible Income ETF | BINC | Other | 1.05% | 195,501 | +13,827 | +7.61% | $10,152,411 |
| Visa Inc | V | Financial Services | 1.03% | 32,979 | -692 | -2.06% | $9,967,847 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.95% | 30,980 | -98 | -0.32% | $9,113,267 |
| Janus Henderson Aaa Clo ETF IV | JAAA | Other | 0.92% | 177,069 | +15,616 | +9.67% | $8,918,966 |
| SPDR Gold TR Gold (SHS) | GLD | Other | 0.92% | 20,663 | +1,847 | +9.82% | $8,891,082 |
| Broadcom Inc | AVGO | Technology | 0.89% | 27,678 | -580 | -2.05% | $8,566,647 |
| Costco Wholesale | COST | Consumer Defensive | 0.88% | 8,540 | -80 | -0.93% | $8,510,280 |
| Vertiv Holdings Co Class A | VRT | Industrials | 0.76% | 29,389 | -2,626 | -8.20% | $7,364,334 |
| Alphabet Inc. Class C | GOOG | Communication Services | 0.76% | 25,664 | +194 | +0.76% | $7,362,173 |
| Invesco QQQ Trust | QQQ | Other | 0.68% | 11,317 | +221 | +1.99% | $6,532,278 |
| SPDR S&P 500 ETF | SPY | Other | 0.67% | 9,920 | +236 | +2.44% | $6,451,937 |
| Vanguard FTSE Emerging Markets ETF | VWO | Other | 0.65% | 116,459 | -1,335 | -1.13% | $6,294,608 |
| Berkshire Hathaway | BRK-B | Financial Services | 0.61% | 12,191 | - | - | $5,841,927 |
| Tesla Motors | TSLA | Consumer Cyclical | 0.59% | 15,349 | -93 | -0.60% | $5,706,125 |
| Conocophillips Com | COP | Energy | 0.57% | 41,496 | +1,365 | +3.40% | $5,477,596 |
| Autozone Inc Com | AZO | Consumer Cyclical | 0.54% | 1,543 | +16 | +1.05% | $5,211,914 |
| Vanguard S&P 500 ETF | VOO | Other | 0.53% | 8,552 | +394 | +4.83% | $5,110,269 |
| Morgan Stanley | MS | Financial Services | 0.52% | 30,423 | -73 | -0.24% | $5,006,747 |
| Micron Technology | MU | Technology | 0.51% | 14,562 | -29 | -0.20% | $4,919,630 |
| Autonation Inc Com | AN | Consumer Cyclical | 0.50% | 24,467 | -401 | -1.61% | $4,777,524 |
| Utilities Select (sector SPDR Fund) | XLU | Other | 0.49% | 101,963 | +2,939 | +2.97% | $4,679,105 |
| L3harris | LHX | Industrials | 0.48% | 13,438 | -143 | -1.05% | $4,638,136 |
| Schwab US Large Cap Growth ETF | SCHG | Other | 0.46% | 152,049 | -13,493 | -8.15% | $4,429,195 |
| Eaton Corp PLC F | ETN | Other | 0.46% | 12,368 | +188 | +1.54% | $4,423,698 |
| Wal-Mart | WMT | Consumer Defensive | 0.45% | 35,168 | -66 | -0.19% | $4,370,679 |
| Quanta Services Inc | PWR | Industrials | 0.44% | 7,771 | -307 | -3.80% | $4,266,514 |
| Chevron Corp. | CVX | Energy | 0.44% | 20,348 | +13 | +0.06% | $4,210,041 |
| Thermo Fisher | TMO | Healthcare | 0.43% | 8,418 | +30 | +0.36% | $4,138,114 |
| Intercontinental Exchange Inc | ICE | Financial Services | 0.40% | 24,753 | +529 | +2.18% | $3,893,294 |
| Boeing Co | BA | Industrials | 0.40% | 19,158 | - | - | $3,813,017 |
| ExxonMobil | XOM | Energy | 0.39% | 22,032 | +22 | +0.10% | $3,737,987 |
| Netflix Inc | NFLX | Communication Services | 0.39% | 38,639 | +4,891 | +14.49% | $3,715,139 |
| Caterpillar | CAT | Industrials | 0.37% | 5,060 | +15 | +0.30% | $3,585,262 |
| Dell Technologies Inc Class C | DELL | Technology | 0.36% | 21,366 | -869 | -3.91% | $3,506,883 |
| American Water Works | AWK | Utilities | 0.36% | 25,749 | -181 | -0.70% | $3,504,201 |
| iShares Trust 1-3 (year Treasury Bond Etf) | SHY | Other | 0.36% | 41,996 | -7,701 | -15.50% | $3,467,609 |
| Nextera Energy Inc | NEE | Utilities | 0.36% | 37,158 | -2,328 | -5.90% | $3,451,319 |
| CME Group Inc | CME | Financial Services | 0.35% | 11,403 | -165 | -1.43% | $3,368,132 |
| NRG Energy Inc | NRG | Utilities | 0.34% | 22,578 | +165 | +0.74% | $3,299,593 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 0.34% | 36,210 | +502 | +1.41% | $3,278,177 |
| Abbvie Inc Com | ABBV | Healthcare | 0.32% | 14,175 | +103 | +0.73% | $3,083,055 |
| Johnson & Johnson | JNJ | Healthcare | 0.30% | 11,899 | +52 | +0.44% | $2,908,609 |
| United Rentals Inc | URI | Industrials | 0.29% | 3,801 | -292 | -7.13% | $2,769,277 |
| Stryker Corp | SYK | Healthcare | 0.29% | 8,401 | -122 | -1.43% | $2,760,704 |
| Home Depot | HD | Consumer Cyclical | 0.28% | 8,330 | -24 | -0.29% | $2,739,961 |
| Flowserve Corp | FLS | Industrials | 0.28% | 37,051 | +33,301 | +888.03% | $2,723,619 |
| Honeywell | HON | Industrials | 0.28% | 11,838 | +92 | +0.78% | $2,675,803 |
| Starbucks Corp Com | SBUX | Consumer Cyclical | 0.28% | 29,718 | -682 | -2.24% | $2,662,446 |
| Bank Of America Corp | BAC | Financial Services | 0.27% | 53,797 | -153 | -0.28% | $2,622,648 |
| iShares 7-10 Year Treasury Bond ETF | IEF | Other | 0.26% | 26,540 | +12,977 | +95.68% | $2,532,977 |
| Vanguard Total Stock Market Index Fund ETF | VTI | Other | 0.24% | 7,209 | +47 | +0.66% | $2,312,777 |
| Transdigm Group | TDG | Industrials | 0.23% | 1,904 | -143 | -6.99% | $2,207,224 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 0.22% | 33,374 | -2,723 | -7.54% | $2,138,609 |
| Walt Disney | DIS | Communication Services | 0.22% | 22,024 | +738 | +3.47% | $2,122,709 |
| iShares Core S&P Mid Cap | IJH | Other | 0.22% | 31,210 | - | - | $2,107,611 |
| First Trust TCW Unconstrained Plus Bond ETF | UCON | Other | 0.22% | 84,555 | +18,717 | +28.43% | $2,094,427 |
| Allstate Corp | ALL | Financial Services | 0.21% | 9,980 | -88 | -0.87% | $2,069,253 |
| PIMCO Enhanced SHRT Maturty Actv ETF | MINT | Other | 0.21% | 20,378 | -250 | -1.21% | $2,049,415 |
| Freeport-Mcmoran Inc | FCX | Basic Materials | 0.21% | 34,770 | -663 | -1.87% | $2,043,816 |
| RTX Corp | RTX | Industrials | 0.20% | 10,165 | +1,124 | +12.43% | $1,960,830 |
| iShares High Yield Corporat Bond ETF | SHYG | Other | 0.20% | 45,621 | -2,793 | -5.77% | $1,930,239 |
| ProShares Large Cap Core Plus ETF | CSM | Other | 0.20% | 25,714 | - | - | $1,923,921 |
| Fedex Corp Com | FDX | Industrials | 0.20% | 5,379 | -12 | -0.22% | $1,916,144 |
| Goldman Sachs Group | GS | Financial Services | 0.20% | 2,264 | -304 | -11.84% | $1,915,461 |
| Mastercard | MA | Financial Services | 0.19% | 3,716 | +19 | +0.51% | $1,856,790 |
| Amgen Inc. | AMGN | Healthcare | 0.18% | 4,813 | +18 | +0.38% | $1,693,454 |
| Alps Alerian MLP ETF | AMLP | Other | 0.17% | 32,018 | -783 | -2.39% | $1,685,474 |
| Vanguard Small Cap ETF IV | VB | Other | 0.17% | 6,330 | +2 | +0.03% | $1,657,992 |
| Invesco Senior Loan ETF | BKLN | Other | 0.17% | 81,007 | -74,670 | -47.96% | $1,653,372 |
| iShares Bitcoin ETF | IBIT | Other | 0.17% | 42,123 | +3,193 | +8.20% | $1,618,365 |
| First Trust TCW Opportunistic Fixed Income ETF | FIXD | Other | 0.17% | 36,619 | +274 | +0.75% | $1,596,222 |
| McDonalds | MCD | Consumer Cyclical | 0.17% | 5,135 | -85 | -1.63% | $1,595,930 |
| iShares US Technology ETF | IYW | Other | 0.16% | 8,654 | -560 | -6.08% | $1,570,151 |
| GE Vernova Inc | GEV | Utilities | 0.15% | 1,701 | -44 | -2.52% | $1,484,802 |
| Johnson Controls Inter F | JCI | Industrials | 0.15% | 11,148 | -5,111 | -31.43% | $1,459,830 |
| Zoetis Inc | ZTS | Healthcare | 0.14% | 11,752 | -578 | -4.69% | $1,389,301 |
| Vanguard Information Technology Index Fund ETF | VGT | Other | 0.14% | 1,905 | +32 | +1.71% | $1,329,413 |
| Altria Group Inc | MO | Consumer Defensive | 0.14% | 20,097 | -164 | -0.81% | $1,326,212 |
| iShares 3-7 Year Treasury Bond ETF | IEI | Other | 0.14% | 11,145 | -584 | -4.98% | $1,321,797 |
| Charles Schwab Corp | SCHW | Financial Services | 0.13% | 13,688 | -74 | -0.54% | $1,286,405 |
| Technology Select Sector SPDR ETF | XLK | Other | 0.13% | 9,590 | +3 | +0.03% | $1,274,511 |
| iShares California Muni Bond ETF | CMF | Other | 0.13% | 22,061 | +700 | +3.28% | $1,254,388 |
| iShares Russell 2000 ETF | IWM | Other | 0.13% | 5,051 | - | - | $1,252,890 |
| Lilly Eli & Co | LLY | Healthcare | 0.13% | 1,351 | +13 | +0.97% | $1,243,160 |
| Procter & Gamble | PG | Consumer Defensive | 0.13% | 8,568 | -639 | -6.94% | $1,237,629 |