Hcr Wealth Advisors Top Holdings and 13F Report (2026) About Hcr Wealth AdvisorsInvestment ActivityHcr Wealth Advisors has $964.36 million in total holdings as of March 31, 2026.Hcr Wealth Advisors owns shares of 241 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 1.90% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Hcr Wealth Advisors has purchased 255 new stocks and bought additional shares in 101 stocks.Hcr Wealth Advisors sold shares of 88 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $129,749,996Vanguard Growth ETF $96,790,600Vanguard High Dividend Yield ETF $95,671,108NVIDIA $53,141,624Vanguard Extended Market ETF $37,426,328 Largest New Holdings this Quarter G31249108 - Establishment Labs $717,642 Holding74349Y837 - ProShares Short QQQ ETF $675,990 Holding219350105 - Corning $308,651 Holding770700102 - Robinhood Markets $272,210 Holding83443Q103 - Solstice Advanced $238,077 Holding Largest Purchases this Quarter Flowserve 33,301 shares (about $2.45M)Vanguard Growth ETF 4,360 shares (about $1.90M)iShares 7-10 Year Treasury Bond ETF 12,977 shares (about $1.24M)SPDR Gold Shares 1,847 shares (about $794.75K)Janus Henderson AAA CLO ETF 15,616 shares (about $786.58K) Largest Sales this Quarter Apple 23,033 shares (about $5.85M)Oracle 19,460 shares (about $2.86M)AMETEK 8,994 shares (about $1.93M)Invesco Senior Loan ETF 74,670 shares (about $1.52M)Johnson Controls International 5,111 shares (about $669.29K) 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$129,749,996$5,845,550 ▼-4.3%511,24913.5%Computer and TechnologyVUGVanguard Growth ETF$96,790,600$1,904,407 ▲2.0%221,59510.0%ETFVYMVanguard High Dividend Yield ETF$95,671,108$573,148 ▲0.6%645,9899.9%ETFNVDANVIDIA$53,141,624$113,883 ▼-0.2%304,7115.5%Computer and TechnologyVXFVanguard Extended Market ETF$37,426,328$769,901 ▲2.1%181,8573.9%ETFIVViShares Core S&P 500 ETF$33,050,243$238,425 ▼-0.7%50,5963.4%ETFGOOGLAlphabet$27,280,196$613,371 ▼-2.2%94,8672.8%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$18,405,246$359,353 ▲2.0%263,8741.9%ETFFPEFirst Trust Preferred Securities and Income ETF$17,736,684$19,117 ▲0.1%999,2491.8%ETFMSFTMicrosoft$17,645,029$75,145 ▼-0.4%47,6671.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$16,076,791$42,638 ▲0.3%129,3281.7%ETFAMEAMETEK$14,674,656$1,927,954 ▼-11.6%68,4581.5%Computer and TechnologyAMZNAmazon.com$11,724,559$522,133 ▲4.7%56,2951.2%Retail/WholesalePANWPalo Alto Networks$11,520,114$301,241 ▲2.7%71,8571.2%Computer and TechnologyMETAMeta Platforms$11,474,856$184,229 ▼-1.6%20,0561.2%Computer and TechnologyBINCiShares Flexible Income Active ETF$10,152,411$718,039 ▲7.6%195,5011.1%ETFVVisa$9,967,847$209,156 ▼-2.1%32,9791.0%Business ServicesJPMJPMorgan Chase & Co.$9,113,267$28,828 ▼-0.3%30,9800.9%FinanceJAAAJanus Henderson AAA CLO ETF$8,918,966$786,578 ▲9.7%177,0690.9%ETFGLDSPDR Gold Shares$8,891,082$794,746 ▲9.8%20,6630.9%FinanceAVGOBroadcom$8,566,647$179,516 ▼-2.1%27,6780.9%Computer and TechnologyCOSTCostco Wholesale$8,510,280$79,722 ▼-0.9%8,5400.9%Retail/WholesaleVRTVertiv$7,364,334$658,027 ▼-8.2%29,3890.8%Computer and TechnologyGOOGAlphabet$7,362,173$55,652 ▲0.8%25,6640.8%Computer and TechnologyQQQInvesco QQQ$6,532,278$127,563 ▲2.0%11,3170.7%FinanceSPYSPDR S&P 500 ETF Trust$6,451,937$153,494 ▲2.4%9,9200.7%FinanceVWOVanguard FTSE Emerging Markets ETF$6,294,608$72,157 ▼-1.1%116,4590.7%ETFBRK.BBerkshire Hathaway$5,841,9270.0%12,1910.6%FinanceTSLATesla$5,706,125$34,574 ▼-0.6%15,3490.6%Auto/Tires/TrucksCOPConocoPhillips$5,477,596$180,184 ▲3.4%41,4960.6%EnergyAZOAutoZone$5,211,914$54,044 ▲1.0%1,5430.5%Retail/WholesaleVOOVanguard S&P 500 ETF$5,110,269$235,436 ▲4.8%8,5520.5%ETFMSMorgan Stanley$5,006,747$12,014 ▼-0.2%30,4230.5%FinanceMUMicron Technology$4,919,630$9,797 ▼-0.2%14,5620.5%Computer and TechnologyANAutoNation$4,777,524$78,301 ▼-1.6%24,4670.5%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$4,679,105$134,871 ▲3.0%101,9630.5%ETFLHXL3Harris Technologies$4,638,136$49,357 ▼-1.1%13,4380.5%AerospaceSCHGSchwab U.S. Large-Cap Growth ETF$4,429,195$393,052 ▼-8.2%152,0490.5%ETFETNEaton$4,423,698$67,242 ▲1.5%12,3680.5%IndustrialsWal-Mart$4,370,679$8,202 ▼-0.2%35,1680.5%Common StockPWRQuanta Services$4,266,514$168,552 ▼-3.8%7,7710.4%ConstructionCVXChevron$4,210,041$2,690 ▲0.1%20,3480.4%EnergyTMOThermo Fisher Scientific$4,138,114$14,747 ▲0.4%8,4180.4%MedicalICEIntercontinental Exchange$3,893,294$83,204 ▲2.2%24,7530.4%FinanceBABoeing$3,813,0170.0%19,1580.4%AerospaceXOMExxonMobil$3,737,987$3,733 ▲0.1%22,0320.4%EnergyNFLXNetflix$3,715,139$470,270 ▲14.5%38,6390.4%Consumer DiscretionaryCATCaterpillar$3,585,262$10,628 ▲0.3%5,0600.4%IndustrialsDELLDell Technologies$3,506,883$142,632 ▼-3.9%21,3660.4%Computer and TechnologyAWKAmerican Water Works$3,504,201$24,632 ▼-0.7%25,7490.4%UtilitiesSHYiShares 1-3 Year Treasury Bond ETF$3,467,609$635,871 ▼-15.5%41,9960.4%ManufacturingNEENextEra Energy$3,451,319$216,230 ▼-5.9%37,1580.4%UtilitiesCMECME Group$3,368,132$48,736 ▼-1.4%11,4030.3%FinanceNRGNRG Energy$3,299,593$24,113 ▲0.7%22,5780.3%UtilitiesIEFAiShares Core MSCI EAFE ETF$3,278,177$45,447 ▲1.4%36,2100.3%ETFABBVAbbVie$3,083,055$22,402 ▲0.7%14,1750.3%MedicalJNJJohnson & Johnson$2,908,609$12,711 ▲0.4%11,8990.3%MedicalURIUnited Rentals$2,769,277$212,741 ▼-7.1%3,8010.3%ConstructionSYKStryker$2,760,704$40,091 ▼-1.4%8,4010.3%MedicalHDHome Depot$2,739,961$7,894 ▼-0.3%8,3300.3%Retail/WholesaleFLSFlowserve$2,723,619$2,447,957 ▲888.0%37,0510.3%IndustrialsHONHoneywell International$2,675,803$20,795 ▲0.8%11,8380.3%Multi-Sector ConglomeratesSBUXStarbucks$2,662,446$61,101 ▼-2.2%29,7180.3%Retail/WholesaleBACBank of America$2,622,648$7,459 ▼-0.3%53,7970.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$2,532,977$1,238,525 ▲95.7%26,5400.3%ETFVTIVanguard Total Stock Market ETF$2,312,777$15,078 ▲0.7%7,2090.2%ETFTDGTransdigm Group$2,207,224$165,774 ▼-7.0%1,9040.2%AerospaceVEAVanguard FTSE Developed Markets ETF$2,138,609$174,490 ▼-7.5%33,3740.2%ETFDISWalt Disney$2,122,709$71,130 ▲3.5%22,0240.2%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$2,107,6110.0%31,2100.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,094,427$463,620 ▲28.4%84,5550.2%ETFALLAllstate$2,069,253$18,246 ▼-0.9%9,9800.2%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,049,415$25,142 ▼-1.2%20,3780.2%ETFFCXFreeport-McMoRan$2,043,816$38,972 ▼-1.9%34,7700.2%Basic MaterialsRTXRTX$1,960,830$216,820 ▲12.4%10,1650.2%AerospaceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,930,239$118,173 ▼-5.8%45,6210.2%ETFCSMProShares Large Cap Core Plus$1,923,9210.0%25,7140.2%ETFFDXFedEx$1,916,144$4,275 ▼-0.2%5,3790.2%TransportationGSThe Goldman Sachs Group$1,915,461$257,200 ▼-11.8%2,2640.2%FinanceMAMastercard$1,856,790$9,494 ▲0.5%3,7160.2%Business ServicesAMGNAmgen$1,693,454$6,333 ▲0.4%4,8130.2%MedicalAMLPAlerian MLP ETF$1,685,474$41,218 ▼-2.4%32,0180.2%ETFVBVanguard Small-Cap ETF$1,657,992$524 ▲0.0%6,3300.2%ETFBKLNInvesco Senior Loan ETF$1,653,372$1,524,032 ▼-48.0%81,0070.2%ETFiShares Bitcoin ETF$1,618,365$122,675 ▲8.2%42,1230.2%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,596,222$11,944 ▲0.8%36,6190.2%ManufacturingMCDMcDonald's$1,595,930$26,418 ▼-1.6%5,1350.2%Retail/WholesaleIYWiShares U.S. Technology ETF$1,570,151$101,604 ▼-6.1%8,6540.2%ManufacturingGE Vernova Inc$1,484,802$38,408 ▼-2.5%1,7010.2%Common StockJCIJohnson Controls International$1,459,830$669,285 ▼-31.4%11,1480.2%ConstructionZTSZoetis$1,389,301$68,330 ▼-4.7%11,7520.1%MedicalVGTVanguard Information Technology ETF$1,329,413$22,331 ▲1.7%1,9050.1%ETFMOAltria Group$1,326,212$10,822 ▼-0.8%20,0970.1%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$1,321,797$69,262 ▼-5.0%11,1450.1%ETFSCHWCharles Schwab$1,286,405$6,955 ▼-0.5%13,6880.1%FinanceXLKTechnology Select Sector SPDR Fund$1,274,511$399 ▲0.0%9,5900.1%ETFCMFiShares California Muni Bond ETF$1,254,388$39,802 ▲3.3%22,0610.1%ETFIWMiShares Russell 2000 ETF$1,252,8900.0%5,0510.1%FinanceLLYEli Lilly and Company$1,243,160$11,962 ▲1.0%1,3510.1%MedicalPGProcter & Gamble$1,237,629$92,302 ▼-6.9%8,5680.1%Consumer StaplesShowing largest 100 holdings. 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