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CIK: 0001697715
Total reported value
$1.3B
$1.3B
259 檔
37.8%
In Q2 2026, HCR Wealth Advisors's U.S. equity holdings reached a combined market value of $1.3B, distributed across 259 disclosed stock positions.
In Q2 2026, HCR Wealth Advisors displayed an active expansion posture, initiating 28 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.32% | +0.13% | +0.59% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.45% | -0.42% | +511.55% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.28% | -0.80% | +1.60% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.50% | +0.15% | +0.85% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.25% | -0.55% | +6.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.32% | +0.05% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.05% | -0.43% | +0.50% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.19% | +0.10% | +0.02% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | -0.19% | +1.42% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.65% | -0.26% | +2.87% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | -0.21% | -6.40% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | +0.38% | +0.77% | |
| 13 | AME | Ametek Inc | Stock-Industrials | 1.43% | -0.29% | -3.69% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.06% | +3.97% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.10% | +1.31% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | +0.17% | +1.43% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.01% | -0.15% | -32.58% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.00% | -0.10% | +9.44% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.15% | -1.42% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.08% | +0.43% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.90% | +0.04% | +12.44% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.11% | +6.01% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.10% | -0.11% | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 0.72% | +0.04% | -12.62% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | +0.01% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | +0.22% | +3.30% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.05% | -3.62% | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | -0.15% | +240.56% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.08% | -2.19% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.15% | +1.50% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.58% | -0.11% | +1.37% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.02% | +5.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | -0.40% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.52% | -0.16% | -41.23% | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.51% | -0.10% | +1.30% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | -0.16% | +0.77% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | -0.05% | +0.30% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.06% | +170.89% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | -0.03% | +0.53% | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.43% | -0.09% | -2.53% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.41% | +0.05% | +6.28% | |
| 42 | AN | Autonation Inc | Stock-Consumer Disc | 0.40% | -0.10% | -0.63% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.40% | -0.08% | -3.63% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.39% | -0.07% | +2.13% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | +0.08% | +0.12% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.37% | -0.08% | +0.92% | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.37% | -0.11% | +4.52% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | -0.28% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | — | +1.17% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.04% | +0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1% | +0.02% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | -32.58% | Trim |
| 3 | GEV | GE Vernova Inc | +0.5% | +240.56% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.4% | +511.55% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.4% | +6.10% | Add |
| 6 | DELL | Dell Technologies -c | +0.4% | -12.62% | Trim |
| 7 | RTX | Rtx CORP | +0.3% | +170.89% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.50% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +1.06% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.77% | Add |
| 11 | ✓ | +0.1% | NEW | New buy | |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +6.01% | Add |
| 13 | URI | United Rentals Inc | +0.1% | +2.13% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | -4.79% | Trim |
| 15 | GLW | Corning Inc | +0.1% | +120.26% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.42% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.11% | Trim |
| 18 | PWR | Quanta Services Inc | +0.1% | +1.30% | Add |
| 19 | SNDK | Sandisk CORP | +0.1% | -30.29% | Trim |
| 20 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 21 | MS | Morgan Stanley | +0.1% | +1.37% | Add |
| 22 | LLY | Eli Lilly & Co | 0% | +16.58% | Add |
| 23 | LOW | Lowe's Cos Inc | 0% | NEW | New buy |
| 24 | BMY | Bristol-myers Squibb Co | 0% | NEW | New buy |
| 25 | BE | Bloom Energy Corp- A | 0% | NEW | New buy |
| 26 | VTEC | Vanguard Ca Tax-ex Bond | 0% | NEW | New buy |
| 27 | MFC | Manulife Financial CORP | 0% | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | 0% | +3.97% | Add |
| 29 | AVGO | Broadcom Inc | 0% | -1.42% | Trim |
| 30 | IYW | Ishares Ustechnology ETF | 0% | -1.59% | Trim |
| 31 | XLK | Ss Technology Select Sector | 0% | -0.26% | Trim |
| 32 | PGR | Progressive CORP | 0% | +109.40% | Add |
| 33 | ✓ | Establishment Labs Holdings In | 0% | — | Unchanged |
| 34 | FRT | Federal Realty Invs Trust | 0% | NEW | New buy |
| 35 | MSI | Motorola Solutions Inc | 0% | NEW | New buy |
| 36 | FCAL | First Trust California Munic | 0% | NEW | New buy |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +5.36% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +15.10% | Add |
| 39 | GS | Goldman Sachs Group Inc | 0% | +6.58% | Add |
| 40 | VGT | Vanguard Info Tech ETF | 0% | +682.31% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.14% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | +1.03% | Add |
| 43 | VIAV | Viavi Solutions Inc | 0% | NEW | New buy |
| 44 | AXP | American Express Co | 0% | +38.27% | Add |
| 45 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 46 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 47 | WDC | Western Digital CORP | 0% | -8.79% | Trim |
| 48 | RZG | Invesco S&p Smallcap 600 Pur | 0% | NEW | New buy |
| 49 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 50 | ORLY | O'reilly Automotive Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, HCR Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 259 disclosed positions in Q2 2026.
During Q2 2026, HCR Wealth Advisors's top holdings by market value included AAPL (13.3%)、VUG (10.4%)、VYM (9.3%). The largest single position, AAPL, represented 13.3% of total portfolio value.
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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VYM) accounted for 37.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.3M
Top Position Liquidated / Trimmed
HON
前期市值: $2.7M
In Q2 2026, HCR Wealth Advisors made 184 total portfolio adjustments, initiating 28 new buys, adding to 88 positions, trimming 59 holdings, and fully liquidating 9 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.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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