Hcr Wealth Advisors Top Holdings and 13F Report (2026) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $1.27 billion in total holdings as of September 30, 2026.Hcr Wealth Advisors owns shares of 267 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 259 new stocks and bought additional shares in 138 stocks.Hcr Wealth Advisors sold shares of 68 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $170,256,072Vanguard Growth ETF $126,943,539Vanguard High Dividend Yield ETF $107,373,842NVIDIA $71,458,073Columbia Core Bond ETF $50,194,015 Largest New Holdings this Quarter 19761L748 - Columbia Core Bond ETF $50,194,015 Holding33733E732 - First Trust WCM International Equity ETF $28,827,037 Holding30233Q108 - Exxonmobil HLDGS Corp $3,655,927 Holding43849R105 - Honeywell Aerospace $877,285 Holding313747206 - Fed Realty Invest Trust Sbi US D0.01 $323,258 Holding Largest Purchases this Quarter Columbia Core Bond ETF 1,758,417 shares (about $50.19M)First Trust WCM International Equity ETF 1,510,851 shares (about $28.83M)Vanguard High Dividend Yield ETF 35,503 shares (about $5.51M)Corning 32,945 shares (about $5.07M)Vanguard Growth ETF 53,606 shares (about $4.83M) Largest Sales this Quarter AMETEK 7,505 shares (about $1.86M)Apple 3,031 shares (about $1.01M)iShares 0-5 Year High Yield Corporate Bond ETF 11,884 shares (about $490.22K)Dell Technologies 773 shares (about $415.86K)Progressive 1,664 shares (about $344.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHcr Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$170,256,072$1,009,385 ▼-0.6%511,24813.5%TechnologyVUGVanguard Growth ETF$126,943,539$4,830,440 ▲4.0%1,408,76110.0%ETFVYMVanguard High Dividend Yield ETF$107,373,842$5,510,072 ▲5.4%691,8418.5%ETFNVDANVIDIA$71,458,073$1,279,157 ▲1.8%312,8915.6%TechnologyColumbia Core Bond ETF$50,194,015$50,194,015 ▲New Holding1,758,4174.0%ETFVXFVanguard Extended Market ETF$46,864,867$2,172,694 ▲4.9%202,3263.7%ETFIVViShares Core S&P 500 ETF$38,797,133$27,571 ▲0.1%50,6583.1%ETFGOOGLAlphabet$33,113,299$308,296 ▲0.9%96,2372.6%Communication ServicesPANWPalo Alto Networks$28,986,942$432,273 ▲1.5%72,9582.3%TechnologyFirst Trust WCM International Equity ETF$28,827,037$28,827,037 ▲New Holding1,510,8512.3%ETFMSFTMicrosoft$25,086,615$450,329 ▲1.8%48,9112.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$22,716,496$996,241 ▲4.6%279,8971.8%ETFIJRiShares Core S&P Small-Cap ETF$17,783,694$1,316,323 ▲8.0%130,7241.4%ETFFPEFirst Trust Preferred Securities and Income ETF$17,548,510$21,585 ▲0.1%1,029,2381.4%ETFMETAMeta Platforms$15,239,251$487,331 ▲3.3%21,0141.2%Communication ServicesAMZNAmazon.com$15,051,918$469,150 ▲3.2%60,4131.2%Consumer DiscretionaryAMEAMETEK$14,474,863$1,859,214 ▼-11.4%58,4301.1%TechnologyJAAAJanus Henderson AAA CLO ETF$11,896,534$1,848,068 ▲18.4%235,7140.9%ETFVVisa$11,828,902$177,151 ▼-1.5%32,9190.9%FinanceGLDSPDR Gold Shares$11,636,566$3,507,536 ▲43.1%30,5550.9%ETFBINCiShares Flexible Income Active ETF$11,449,122$582,462 ▲5.4%225,4200.9%ETFMUMicron Technology$10,949,397$492,084 ▲4.7%10,2800.9%TechnologyJPMJPMorgan Chase & Co.$10,481,604$188,247 ▲1.8%31,6820.8%FinanceAVGOBroadcom$9,719,581$137,316 ▲1.4%27,6760.8%TechnologyDELLDell Technologies$9,627,633$415,856 ▼-4.1%17,8960.8%TechnologyGOOGAlphabet$9,464,625$193,886 ▲2.1%27,7760.7%Communication ServicesQQQInvesco QQQ$8,287,452$75,462 ▼-0.9%11,2020.7%ETFCOSTCostco Wholesale$7,615,059$160,221 ▼-2.1%8,3650.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$7,516,717$224,983 ▲3.1%9,8560.6%ETFVOOVanguard S&P 500 ETF$6,771,175$456,271 ▲7.2%9,6610.5%ETFVWOVanguard FTSE Emerging Markets ETF$6,652,585$103,378 ▼-1.5%112,1660.5%ETFBRK.BBerkshire Hathaway$6,162,131$116,022 ▲1.9%12,3750.5%FinanceMSMorgan Stanley$5,936,121$135,609 ▲2.3%31,5610.5%FinanceCOPConocoPhillips$5,861,639$341,916 ▲6.2%46,8360.5%EnergyGE Vernova Inc$5,858,831$352,632 ▲6.4%6,1640.5%Common StockTMOThermo Fisher Scientific$5,836,498$147,161 ▲2.6%8,6460.5%HealthcareGLWCorning$5,834,450$5,065,646 ▲658.9%37,9450.5%TechnologyTSLATesla$5,610,384$82,318 ▲1.5%15,8120.4%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$5,470,004$21,846 ▼-0.4%152,2400.4%ETFETNEaton$5,315,202$15,470 ▼-0.3%12,3690.4%IndustrialsPWRQuanta Services$5,167,186$109,229 ▲2.2%8,0420.4%IndustrialsRTXRTX$5,166,060$53,840 ▲1.1%27,8260.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$4,786,632$2,074,120 ▲76.5%67,7890.4%ETFVRTVertiv$4,576,973$409,266 ▲9.8%18,9670.4%IndustrialsAZOAutoZone$4,344,080$87,731 ▲2.1%1,5350.3%Consumer DiscretionaryCVXChevron$4,250,354$95,369 ▲2.3%20,8130.3%EnergyCATCaterpillar$4,195,171$60,811 ▲1.5%5,1740.3%IndustrialsJNJJohnson & Johnson$4,085,620$710,324 ▲21.0%15,4320.3%HealthcareURIUnited Rentals$4,032,222$147,118 ▲3.8%4,0290.3%IndustrialsXLUUtilities Select Sector SPDR Fund$3,999,827$124,473 ▲3.2%101,4150.3%ETFABBVAbbVie$3,999,685$248,002 ▲6.6%15,2890.3%HealthcareICEIntercontinental Exchange$3,948,827$143,066 ▲3.8%25,9730.3%FinanceANAutoNation$3,857,358$29,442 ▲0.8%24,5000.3%Consumer DiscretionaryExxonmobil HLDGS Corp$3,655,927$3,655,927 ▲New Holding22,4630.3%Common StockBABoeing$3,608,626$11,349 ▲0.3%19,3960.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$3,588,585$54,932 ▲1.6%37,0410.3%ETFWal-Mart$3,388,935$255,435 ▼-7.0%32,6110.3%Common StockAWKAmerican Water Works$3,354,173$43,633 ▲1.3%25,9060.3%UtilitiesLHXL3Harris Technologies$3,296,465$29,124 ▼-0.9%13,9220.3%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$3,134,111$63,662 ▲2.1%38,5970.2%ETFBACBank of America$2,975,557$36,686 ▲1.2%54,6670.2%FinanceSBUXStarbucks$2,899,353$30,349 ▲1.1%30,8570.2%Consumer DiscretionaryMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,883,681$985,493 ▲51.9%28,6790.2%ETFCMECME Group$2,859,806$74,927 ▼-2.6%10,9160.2%FinanceVTIVanguard Total Stock Market ETF$2,805,467$32,187 ▲1.2%7,4960.2%ETFMRVLMarvell Technology$2,804,853$32,762 ▼-1.2%10,6160.2%TechnologyNEENextEra Energy$2,669,070$68,471 ▼-2.5%35,2390.2%UtilitiesFLSFlowserve$2,640,794$124,088 ▼-4.5%36,1150.2%IndustrialsFCXFreeport-McMoRan$2,610,760$78,191 ▲3.1%37,2960.2%MaterialsNFLXNetflix$2,551,429$75,773 ▼-2.9%36,6690.2%Communication ServicesUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,473,350$103,148 ▲4.4%104,1630.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,428,785$54,033 ▲2.3%27,1950.2%ETFDISWalt Disney$2,406,023$46,891 ▼-1.9%22,9360.2%Communication ServicesHDHome Depot$2,380,844$36,134 ▼-1.5%8,3680.2%Consumer DiscretionaryIYWiShares U.S. Technology ETF$2,350,672$94,578 ▲4.2%8,8730.2%ETFAMGNAmgen$2,280,636$86,420 ▲3.9%5,4100.2%HealthcareGSThe Goldman Sachs Group$2,252,154$79,244 ▲3.6%2,5010.2%FinanceIJHiShares Core S&P Mid-Cap ETF$2,245,5590.0%31,2100.2%ETFCSMProShares Large Cap Core Plus$2,231,4780.0%25,7140.2%ETFALLAllstate$2,215,493$3,772 ▲0.2%9,9860.2%FinanceMAMastercard$2,200,621$221,165 ▲11.2%3,9900.2%FinanceSYKStryker$2,076,402$95,847 ▼-4.4%7,5390.2%HealthcareAMLPAlerian MLP ETF$2,038,907$674 ▲0.0%39,3080.2%ETFLLYEli Lilly and Company$2,034,839$211,818 ▲11.6%1,7580.2%HealthcareAMDAdvanced Micro Devices$2,032,566$87,495 ▲4.5%3,3220.2%TechnologyiShares Bitcoin ETF$2,001,251$108,740 ▼-5.2%42,2740.2%ETFNRGNRG Energy$1,995,607$132,192 ▼-6.2%20,8630.2%UtilitiesTDGTransdigm Group$1,939,463$179,760 ▼-8.5%1,7910.2%IndustrialsVGTVanguard Information Technology ETF$1,873,212$251 ▲0.0%14,9050.1%ETFXLKTechnology Select Sector SPDR Fund$1,872,3480.0%9,5650.1%ETFJCIJohnson Controls International$1,839,841$14,122 ▲0.8%12,3770.1%IndustrialsVBVanguard Small-Cap ETF$1,798,663$2,561 ▼-0.1%6,3220.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,687,533$413,035 ▲32.4%14,8760.1%ETFFDXFedEx$1,557,849$19,102 ▲1.2%5,4640.1%IndustrialsGEGE Aerospace$1,495,603$445,964 ▲42.5%4,7890.1%IndustrialsSCHWCharles Schwab$1,460,845$88,554 ▲6.5%14,9460.1%FinanceFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,436,649$94,261 ▼-6.2%34,8110.1%ETFIWMiShares Russell 2000 ETF$1,370,400$278 ▲0.0%4,9310.1%ETFMOAltria Group$1,369,764$12,929 ▲1.0%20,3410.1%Consumer StaplesISRGIntuitive Surgical$1,367,903$490,396 ▲55.9%3,3640.1%HealthcareShowing largest 100 holdings. 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