13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001697715
Total reported value
$1.1B
$1.1B
241 檔
36.9%
During the Q1 2026 filing period, HCR Wealth Advisors (CIK: 0001697715) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 241 reported positions.
HCR Wealth Advisors executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 22 holdings and trimming 75 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VYM) accounted for 36.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ESTABLISHMENT LABS HOLDINGS IN
市值: $717.6K
Top Position Liquidated / Trimmed
NOW
前期市值: $3.0M
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.45% | -0.13% | -4.31% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.04% | +0.41% | +2.01% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.92% | -0.64% | +0.60% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | -0.01% | -0.21% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.88% | +0.37% | +2.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | -0.04% | -0.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | +0.22% | -2.20% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +0.07% | +1.99% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.84% | -0.19% | +0.11% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.23% | -0.42% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | -0.06% | +0.27% | |
| 12 | AME | Ametek Inc | Stock-Industrials | 1.52% | -0.09% | -11.61% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.03% | +4.66% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.19% | +1.00% | +2.69% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.16% | -1.58% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.05% | -0.05% | +7.61% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | — | -2.06% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.03% | -0.32% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.92% | -0.02% | +9.67% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.22% | +9.82% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.03% | -2.05% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.16% | -0.93% | |
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.76% | -0.24% | -8.20% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.10% | +0.76% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.07% | +1.99% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.03% | +2.44% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.04% | -1.13% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.07% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | — | -0.60% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.57% | -0.16% | +3.40% | |
| 31 | AZO | Autozone Inc | Stock-Consumer Disc | 0.54% | -0.11% | +1.05% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | +4.83% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.52% | +0.06% | -0.24% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +0.50% | -0.20% | |
| 35 | AN | Autonation Inc | Stock-Consumer Disc | 0.50% | -0.10% | -1.61% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.49% | -0.09% | +2.97% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.48% | -0.11% | -1.05% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | — | -8.15% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | +0.01% | +1.54% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.09% | -0.19% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.44% | +0.07% | -3.80% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | +0.06% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | -0.05% | +0.36% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.40% | -0.12% | +2.18% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.12% | +0.10% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.15% | +14.49% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.12% | +0.30% | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.36% | +0.36% | -3.91% | |
| 50 | AWK | American Water Works Co Inc | Stock-Utilities | 0.36% | -0.06% | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.8% | +0.60% | Add |
| 2 | FLS | Flowserve CORP | +0.3% | +888.03% | Add |
| 3 | VRT | Vertiv Holdings Co-a | +0.3% | -8.20% | Trim |
| 4 | COP | Conocophillips | +0.2% | +3.40% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +1.99% | Add |
| 6 | VXF | Vanguard Extended Market ETF | +0.2% | +2.10% | Add |
| 7 | GLD | Spdr Gold Shares | +0.2% | +9.82% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | -0.93% | Trim |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +95.68% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +0.06% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +0.10% | Add |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.27% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.67% | Add |
| 14 | PWR | Quanta Services Inc | +0.1% | -3.80% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | -0.20% | Trim |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +7.61% | Add |
| 17 | LHX | L3harris Technologies Inc | +0.1% | -1.05% | Trim |
| 18 | DELL | Dell Technologies -c | +0.1% | -3.91% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | +0.30% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +14.49% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +1.54% | Add |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +2.97% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.44% | Add |
| 24 | WMT | Walmart Inc | +0.1% | -0.19% | Trim |
| 25 | UCON | First Trust Smith Unconstrai | +0.1% | +28.43% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | +0.78% | Add |
| 27 | FDX | Fedex CORP | +0.1% | -0.22% | Trim |
| 28 | NEE | Nextera Energy Inc | +0.1% | -5.90% | Trim |
| 29 | FPE | Ft-preferred Secur & Inc ETF | 0% | +0.11% | Add |
| 30 | GEV | GE Vernova Inc | 0% | -2.52% | Trim |
| 31 | RTX | Rtx CORP | 0% | +12.43% | Add |
| 32 | TIP | Ishares Tips Bond ETF | 0% | +89.55% | Add |
| 33 | XLE | Ss Energy Select Sector | 0% | -1.02% | Trim |
| 34 | CME | Cme Group Inc | 0% | -1.43% | Trim |
| 35 | SNDK | Sandisk CORP | 0% | -16.07% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | +74.19% | Add |
| 37 | FCX | Freeport-mcmoran Inc | 0% | -1.87% | Trim |
| 38 | SBUX | Starbucks CORP | 0% | -2.24% | Trim |
| 39 | AZO | Autozone Inc | 0% | +1.05% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +35.07% | Add |
| 41 | CDZI | Cadiz Inc | 0% | +69.46% | Add |
| 42 | LMT | Lockheed Martin CORP | 0% | +0.27% | Add |
| 43 | MRVL | Marvell Technology Inc | 0% | +2.41% | Add |
| 44 | LIN | Linde plc | 0% | +13.73% | Add |
| 45 | MO | Altria Group Inc | 0% | -0.81% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.44% | Add |
| 47 | STZ | Constellation Brands Inc-a | 0% | +8.03% | Add |
| 48 | PSX | Phillips 66 | 0% | -6.45% | Trim |
| 49 | AMLP | Alerian Mlp ETF | 0% | -2.39% | Trim |
| 50 | AMGN | Amgen Inc | 0% | +0.38% | Add |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.1B across 241 disclosed positions in Q1 2026.
During Q1 2026, HCR Wealth Advisors's top holdings by market value included AAPL (13.4%)、VUG (10.0%)、VYM (9.9%). The largest single position, AAPL, represented 13.4% of total portfolio value.
In Q1 2026, HCR Wealth Advisors made 186 total portfolio adjustments, initiating 8 new buys, adding to 81 positions, trimming 75 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.