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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| 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 |
| Morgan Stanley | MS | Financial Services | 0.58% | 30,840 | +417 | +1.37% | $6,446,999 |
| Vanguard S&P 500 ETF | VOO | Other | 0.55% | 9,010 | +458 | +5.36% | $6,188,322 |
| Berkshire Hathaway | BRK-B | Financial Services | 0.54% | 12,142 | -49 | -0.40% | $6,075,735 |
| Vertiv Holdings Co Class A | VRT | Industrials | 0.52% | 17,271 | -12,118 | -41.23% | $5,782,733 |
| Quanta Services Inc | PWR | Industrials | 0.51% | 7,872 | +101 | +1.30% | $5,668,275 |
| Caterpillar | CAT | Industrials | 0.49% | 5,099 | +39 | +0.77% | $5,430,875 |
| Eaton Corp PLC F | ETN | Other | 0.47% | 12,405 | +37 | +0.30% | $5,286,099 |
| RTX Corp | RTX | Industrials | 0.47% | 27,536 | +17,371 | +170.89% | $5,224,552 |
| Schwab US Large Cap Growth ETF | SCHG | Other | 0.46% | 152,848 | +799 | +0.53% | $5,172,388 |
| Autozone Inc Com | AZO | Consumer Cyclical | 0.43% | 1,504 | -39 | -2.53% | $4,806,693 |
| Conocophillips Com | COP | Energy | 0.41% | 44,104 | +2,608 | +6.28% | $4,585,109 |
| Autonation Inc Com | AN | Consumer Cyclical | 0.40% | 24,313 | -154 | -0.63% | $4,517,205 |
| Utilities Select (sector SPDR Fund) | XLU | Other | 0.40% | 98,259 | -3,704 | -3.63% | $4,455,085 |
| United Rentals Inc | URI | Industrials | 0.39% | 3,882 | +81 | +2.13% | $4,397,942 |
| Thermo Fisher | TMO | Healthcare | 0.38% | 8,428 | +10 | +0.12% | $4,225,924 |
| Boeing Co | BA | Industrials | 0.37% | 19,335 | +177 | +0.92% | $4,185,448 |
| L3harris | LHX | Industrials | 0.37% | 14,045 | +607 | +4.52% | $4,081,593 |
| Wal-Mart | WMT | Consumer Defensive | 0.36% | 35,069 | -99 | -0.28% | $3,971,914 |
| Abbvie Inc Com | ABBV | Healthcare | 0.32% | 14,341 | +166 | +1.17% | $3,608,908 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 0.32% | 36,474 | +264 | +0.73% | $3,522,712 |
| Chevron Corp. | CVX | Energy | 0.30% | 20,346 | -2 | -0.01% | $3,372,663 |
| American Water Works | AWK | Utilities | 0.30% | 25,569 | -180 | -0.70% | $3,364,479 |
| NRG Energy Inc | NRG | Utilities | 0.29% | 22,245 | -333 | -1.47% | $3,249,178 |
| Johnson & Johnson | JNJ | Healthcare | 0.29% | 12,749 | +850 | +7.14% | $3,237,992 |
| Marvell Technology Inc | MRVL | Technology | 0.29% | 10,740 | +113 | +1.06% | $3,199,338 |
| Nextera Energy Inc | NEE | Utilities | 0.28% | 36,143 | -1,015 | -2.73% | $3,172,350 |
| Starbucks Corp Com | SBUX | Consumer Cyclical | 0.28% | 30,534 | +816 | +2.75% | $3,120,328 |
| iShares Trust 1-3 (year Treasury Bond Etf) | SHY | Other | 0.28% | 37,813 | -4,183 | -9.96% | $3,104,825 |
| Intercontinental Exchange Inc | ICE | Financial Services | 0.28% | 25,032 | +279 | +1.13% | $3,081,792 |
| Bank Of America Corp | BAC | Financial Services | 0.28% | 53,993 | +196 | +0.36% | $3,076,553 |
| ExxonMobil | XOM | Energy | 0.27% | 21,928 | -104 | -0.47% | $2,998,122 |
| Home Depot | HD | Consumer Cyclical | 0.27% | 8,495 | +165 | +1.98% | $2,996,202 |
| Flowserve Corp | FLS | Industrials | 0.25% | 37,812 | +761 | +2.05% | $2,804,168 |
| Vanguard Total Stock Market Index Fund ETF | VTI | Other | 0.25% | 7,410 | +201 | +2.79% | $2,742,213 |
| Vanguard FTSE Developed Markets ETF | VEA | Other | 0.24% | 38,415 | +5,041 | +15.10% | $2,737,099 |
| Netflix Inc | NFLX | Communication Services | 0.24% | 37,758 | -881 | -2.28% | $2,695,921 |
| Transdigm Group | TDG | Industrials | 0.23% | 1,957 | +53 | +2.78% | $2,607,450 |
| iShares 7-10 Year Treasury Bond ETF | IEF | Other | 0.23% | 26,590 | +50 | +0.19% | $2,514,616 |
| First Trust TCW Unconstrained Plus Bond ETF | UCON | Other | 0.22% | 99,819 | +15,264 | +18.05% | $2,483,496 |
| Stryker Corp | SYK | Healthcare | 0.22% | 7,887 | -514 | -6.12% | $2,483,385 |
| CME Group Inc | CME | Financial Services | 0.22% | 11,202 | -201 | -1.76% | $2,473,756 |
| Goldman Sachs Group | GS | Financial Services | 0.22% | 2,413 | +149 | +6.58% | $2,440,630 |
| iShares Core S&P Mid Cap | IJH | Other | 0.22% | 31,210 | - | - | $2,406,603 |
| Allstate Corp | ALL | Financial Services | 0.21% | 9,969 | -11 | -0.11% | $2,372,023 |
| Freeport-Mcmoran Inc | FCX | Basic Materials | 0.20% | 36,179 | +1,409 | +4.05% | $2,275,344 |
| Walt Disney | DIS | Communication Services | 0.20% | 23,383 | +1,359 | +6.17% | $2,250,664 |
| ProShares Large Cap Core Plus ETF | CSM | Other | 0.20% | 25,714 | - | - | $2,191,226 |
| iShares US Technology ETF | IYW | Other | 0.19% | 8,516 | -138 | -1.59% | $2,148,192 |
| Alps Alerian MLP ETF | AMLP | Other | 0.18% | 39,295 | +7,277 | +22.73% | $2,037,492 |
| Vanguard Small Cap ETF IV | VB | Other | 0.17% | 6,331 | +1 | +0.02% | $1,919,137 |
| PIMCO Enhanced SHRT Maturty Actv ETF | MINT | Other | 0.17% | 18,878 | -1,500 | -7.36% | $1,903,091 |
| Lilly Eli & Co | LLY | Healthcare | 0.17% | 1,575 | +224 | +16.58% | $1,889,820 |
| Amgen Inc. | AMGN | Healthcare | 0.17% | 5,205 | +392 | +8.14% | $1,885,150 |
| Advanced Micro Device In | AMD | Technology | 0.17% | 3,179 | -160 | -4.79% | $1,846,997 |
| Mastercard | MA | Financial Services | 0.17% | 3,589 | -127 | -3.42% | $1,843,463 |
| Technology Select Sector SPDR ETF | XLK | Other | 0.16% | 9,565 | -25 | -0.26% | $1,822,323 |
| Johnson Controls Inter F | JCI | Industrials | 0.16% | 12,282 | +1,134 | +10.17% | $1,794,523 |
| Vanguard Information Technology Index Fund ETF | VGT | Other | 0.16% | 14,903 | +12,998 | +682.31% | $1,781,313 |
| iShares High Yield Corporat Bond ETF | SHYG | Other | 0.16% | 41,400 | -4,221 | -9.25% | $1,755,789 |
| Fedex Corp Com | FDX | Industrials | 0.15% | 5,397 | +18 | +0.33% | $1,689,976 |
| First Trust TCW Opportunistic Fixed Income ETF | FIXD | Other | 0.14% | 37,095 | +476 | +1.30% | $1,617,712 |
| iShares Bitcoin ETF | IBIT | Other | 0.13% | 44,571 | +2,448 | +5.81% | $1,483,768 |
| iShares Russell 2000 ETF | IWM | Other | 0.13% | 4,930 | -121 | -2.40% | $1,481,420 |
| Altria Group Inc | MO | Consumer Defensive | 0.13% | 20,149 | +52 | +0.26% | $1,449,771 |
| Sandisk Corp | SNDK | Other | 0.13% | 626 | -272 | -30.29% | $1,423,354 |
| Invesco Senior Loan ETF | BKLN | Other | 0.13% | 69,625 | -11,382 | -14.05% | $1,418,280 |
| iShares 3-7 Year Treasury Bond ETF | IEI | Other | 0.12% | 11,235 | +90 | +0.81% | $1,319,550 |
| Charles Schwab Corp | SCHW | Financial Services | 0.12% | 14,040 | +352 | +2.57% | $1,295,536 |
| McDonalds | MCD | Consumer Cyclical | 0.12% | 4,757 | -378 | -7.36% | $1,286,098 |
| Corning Inc | GLW | Technology | 0.11% | 5,000 | +2,730 | +120.26% | $1,277,150 |