HW

HCR Wealth Advisors

Diversified strategyMomentum followerSector-focused

Total reported value

$1.1B

Reporting period: 2026-06-30 · Number of holdings: 259

HCR Wealth Advisors disclosed 259 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.1B and a quarterly turnover rate of 18.8%.

Personality snowflake

Concentration
19.19
Portfolio Stability
18.76
Momentum/Contrarian
100
Sector conviction
86.75
Diversification
100
Sizing Uniformity
66.13

Recent moves

  • Add PANW

    +0.0%　$13.0M

  • Trim VYM

    +1.6%　$8.1M

  • Add MU

    -32.6%　$6.4M

  • Add GEV

    +240.6%　$5.3M

  • Add VUG

    +511.5%　$19.9M

  • Add VXF

    +6.1%　$10.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech13.32%-0.13%+0.59%
2VUGVanguard Growth ETFETF-Other10.45%+0.41%+511.55%
3VYMVanguard High Dvd Yield ETFETF-Other9.28%-0.64%+1.60%
4NVDANvidia CORPStock-Tech5.50%-0.01%+0.85%
5VXFVanguard Extended Market ETFETF-Other4.25%+0.37%+6.10%
6IVVIshares Core S&p 500 ETFETF-Large Cap & Growth3.39%-0.04%+0.05%
7GOOGLAlphabet Inc-cl AStock-Comm Services3.05%+0.22%+0.50%
8PANWPalo Alto Networks INCStock-Tech2.19%+1.00%+0.02%
9IEMGIshares Core Msci EmergingETF-Emerging Markets1.98%+0.07%+1.42%
10FPEFt-preferred Secur & INC ETFETF-Other1.65%-0.19%+2.87%
11IJRIshares Core S&p Small-cap EETF-Small Cap1.61%-0.06%-6.40%
12MSFTMicrosoft CORPStock-Tech1.60%—+0.77%
13AMEAmetek INCStock-Industrials1.43%-0.09%-3.69%
14AMZNAmazon.com INCStock-Consumer Disc1.25%+0.03%+3.97%
15VVisa Inc-class A SharesStock-Financials1.03%—+1.31%
16METAMeta Platforms Inc-class AStock-Comm Services1.03%—+1.43%
17MUMicron Technology INCStock-Tech1.01%+0.50%-32.58%
18BINCIshares Flex I A Etf-usd INCETF-Other1.00%-0.05%+9.44%
19AVGOBroadcom INCStock-Tech0.92%+0.03%-1.42%
20JPMJpmorgan Chase & CoStock-Financials0.91%-0.03%+0.43%
21JAAAJanus Henderson Aaa Clo ETFETF-Other0.90%-0.02%+12.44%
22GOOGAlphabet Inc-cl CStock-Comm Services0.86%+0.10%+6.01%
23QQQInvesco Qqq Trust Series 1ETF-Tech0.75%+0.07%-0.11%
24DELLDell Technologies -cStock-Tech0.72%+0.36%-12.62%
25COSTCostco Wholesale CORPStock-Consumer Staples0.72%—+0.01%
26GLDSpdr Gold SharesETF-Commodities0.70%-0.22%+3.30%
27SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.64%-0.03%-3.62%
28GEVGE Vernova INCStock-Industrials0.61%+0.46%+240.56%
29VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.61%—-2.19%
30TSLATesla INCStock-Consumer Disc0.59%—+1.50%
31MSMorgan StanleyStock-Financials0.58%+0.06%+1.37%
32VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.55%+0.02%+5.36%
33BRK-BBerkshire Hathaway Inc-cl BStock-Other0.54%—-0.40%
34VRTVertiv Holdings Co-aStock-Industrials0.52%-0.24%-41.23%
35PWRQuanta Services INCStock-Industrials0.51%+0.07%+1.30%
36CATCaterpillar INCStock-Industrials0.49%+0.12%+0.77%
37ETNEaton Corporation plcStock-Industrials0.47%+0.01%+0.30%
38RTXRtx CORPStock-Industrials0.47%+0.27%+170.89%
39SCHGSchwab US Large-cap GrowthETF-Other0.46%—+0.53%
40AZOAutozone INCStock-Consumer Disc0.43%—-2.53%
41COPConocophillipsStock-Energy0.41%-0.16%+6.28%
42ANAutonation INCStock-Consumer Disc0.40%—-0.63%
43XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.40%—-3.63%
44URIUnited Rentals INCStock-Industrials0.39%+0.10%+2.13%
45TMOThermo Fisher Scientific INCStock-Healthcare0.38%—+0.12%
46BABoeing Co/theStock-Industrials0.37%—+0.92%
47LHXL3harris Technologies INCStock-Industrials0.37%—+4.52%
48WMTWalmart INCStock-Consumer Staples0.36%—-0.28%
49ABBVAbbvie INCStock-Healthcare0.32%—+1.17%
50IEFAIshares Core Msci Eafe ETFETF-Other0.32%—+0.73%
1–50 of 259

Holding changes this quarter

HCR Wealth Advisors's most significant position changes for 2026-06-30: Sold out: Honeywell International INC (HON); New buy: ; New buy: Intel CORP (INTC); Add: Palo Alto Networks INC (PANW) — shares +0.02%; Add: Vanguard High Dvd Yield ETF (VYM) — shares +1.60%.

Position changes disclosed by HCR Wealth Advisors for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PANWPalo Alto Networks INC+1%+0.02%Add
2MUMicron Technology INC+0.5%-32.58%Trim
3GEVGE Vernova INC+0.5%+240.56%Add
4VUGVanguard Growth ETF+0.4%+511.55%Add
5VXFVanguard Extended Market ETF+0.4%+6.10%Add
6DELLDell Technologies -c+0.4%-12.62%Trim
7RTXRtx CORP+0.3%+170.89%Add
8GOOGLAlphabet Inc-cl A+0.2%+0.50%Add
9MRVLMarvell Technology INC+0.2%+1.06%Add
10CATCaterpillar INC+0.1%+0.77%Add
11✓ +0.1%NEWNew buy
12GOOGAlphabet Inc-cl C+0.1%+6.01%Add
13URIUnited Rentals INC+0.1%+2.13%Add
14AMDAdvanced Micro Devices+0.1%-4.79%Trim
15GLWCorning INC+0.1%+120.26%Add
16IEMGIshares Core Msci Emerging+0.1%+1.42%Add
17QQQInvesco Qqq Trust Series 1+0.1%-0.11%Trim
18PWRQuanta Services INC+0.1%+1.30%Add
19SNDKSandisk CORP+0.1%-30.29%Trim
20INTCIntel CORP+0.1%NEWNew buy
21MSMorgan Stanley+0.1%+1.37%Add
22LLYEli Lilly & Co0%+16.58%Add
23AMZNAmazon.com INC0%+3.97%Add
24AVGOBroadcom INC0%-1.42%Trim
25VOOVanguard S&p 500 ETF0%+5.36%Add
26VEAVanguard Ftse Developed ETF0%+15.10%Add
27ETNEaton Corporation plc0%+0.30%Add
28VVisa Inc-class A Shares—+1.31%Add
29TSLATesla INC—+1.50%Add
30SCHGSchwab US Large-cap Growth—+0.53%Add
31NVDANvidia CORP0%+0.85%Add
32JAAAJanus Henderson Aaa Clo ETF0%+12.44%Add
33JPMJpmorgan Chase & Co0%+0.43%Add
34SPYSs Spdr S&p 500 ETF Trust-us0%-3.62%Trim
35IVVIshares Core S&p 500 ETF0%+0.05%Add
36BINCIshares Flex I A Etf-usd INC-0.1%+9.44%Add
37IJRIshares Core S&p Small-cap E-0.1%-6.40%Trim
38AMEAmetek INC-0.1%-3.69%Trim
39ICEIntercontinental Exchange In-0.1%+1.13%Add
40XOMExxon Mobil CORP-0.1%-0.47%Trim
41AAPLApple INC-0.1%+0.59%Add
42CMECme Group INC-0.1%-1.76%Trim
43CVXChevron CORP-0.1%-0.01%Trim
44NFLXNetflix INC-0.2%-2.28%Trim
45COPConocophillips-0.2%+6.28%Add
46FPEFt-preferred Secur & INC ETF-0.2%+2.87%Add
47GLDSpdr Gold Shares-0.2%+3.30%Add
48VRTVertiv Holdings Co-a-0.2%-41.23%Trim
49HONHoneywell International INC-0.3%EXITSold out
50VYMVanguard High Dvd Yield ETF-0.6%+1.60%Add

FAQ

What is HCR Wealth Advisors and what type of investor is it?
HCR Wealth Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 259 disclosed positions.
What are HCR Wealth Advisors's largest equity positions?
Based on the latest 13F filing, HCR Wealth Advisors's top holdings by market value are: 1. Apple INC (AAPL) — $148.8M (13.3%) 2. Vanguard Growth ETF (VUG) — $116.7M (10.4%) 3. Vanguard High Dvd Yield ETF (VYM) — $103.7M (9.3%) 4. Nvidia CORP (NVDA) — $61.5M (5.5%) 5. Vanguard Extended Market ETF (VXF) — $47.5M (4.3%)
What changes did HCR Wealth Advisors make in its most recent portfolio filing?
In the latest reported quarter, HCR Wealth Advisors made 50 notable position adjustments: 2 new positions were initiated, 33 existing holdings were added to, 14 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Honeywell International INC (HON); New buy: ; New buy: Intel CORP (INTC); Add: Palo Alto Networks INC (PANW) — shares +0.02%; Add: Vanguard High Dvd Yield ETF (VYM) — shares +1.60%
What sectors does HCR Wealth Advisors focus on?
HCR Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.7% • Industrials: 12.6% • Communication Services: 10.2% • Financials: 9.0% • Consumer Discretionary: 6.6% • Health Care: 4.0%