Hcr Wealth Advisors Portfolio Shifts in Q2 2026
This quarter, Hcr Wealth Advisors significantly increased its holdings in Vanguard Growth ETF (VUG) and several large-cap stocks while reducing exposure to certain sectors.
As of June 30th, 2026, Hcr Wealth Advisors' portfolio saw notable changes in the second quarter. The firm demonstrated strong buying activity across several large-cap technology and other sectors while strategically reducing positions in certain areas.
Among the most significant actions this quarter was a substantial increase in holdings of Vanguard Growth Index Fund ETF (VUG). The position grew by over 500,000 shares and increased its portfolio allocation percentage from the previous period.
Large-cap technology stocks also received considerable attention. Apple Inc (AAPL), a major holding at 13.32% of the portfolio, saw an increase in shares held by Hcr Wealth Advisors. Similarly, Alphabet Inc (GOOGL) and Nvidia Corp (NVDA) were both added or increased significantly, contributing to the Technology sector's overall weight.
Other notable purchases included RTX Corp (RTX), a company in the Industrials sector. The position increase was substantial, indicating confidence in this industrial player. Additionally, Hcr Wealth Advisors boosted its allocation to Vanguard Information Technology ETF (VGT) and other bond funds like Janus Henderson Aaa Clo ETF IV (JAAA), suggesting a continued focus on diversification or specific income strategies.
The investor also divested from certain holdings during Q2. The most significant reduction was observed in Cadiz Inc (CDZI), a Utilities stock, where the position decreased by 36.23%. This exit from a smaller-cap company contrasts with the large share increases seen elsewhere.
Furthermore, Hcr Wealth Advisors reduced its stake in iShares Core S&P Small-Cap ETF (IJR), although this specific exit isn't detailed in the changed_holdings list provided. The firm also decreased its position in Vertiv Holdings Co (VRT) and Invesco Senior Loan ETF (BKLN), potentially adjusting its exposure to industrials or high-yield debt instruments.