Hcr Wealth Advisors Top Holdings and 13F Report (2026)

About Hcr Wealth Advisors

Investment Activity

Hcr Wealth Advisors has $1.12 billion in total holdings as of June 30, 2026.
Hcr Wealth Advisors owns shares of 259 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 12.08% of the portfolio was purchased this quarter.
About 2.02% of the portfolio was sold this quarter.
This quarter, Hcr Wealth Advisors has purchased 241 new stocks and bought additional shares in 114 stocks.
Hcr Wealth Advisors sold shares of 83 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple: $148,811,880
Vanguard Growth ETF: $116,733,123
Vanguard High Dividend Yield ETF: $103,721,164
NVIDIA: $61,485,679
Vanguard Extended Market ETF: $47,505,365

Largest New Holdings this Quarter

438516205 - Honeywell Intl Inc Com: $1,285,186 Holding
458140100 - Intel: $731,094 Holding
548661107 - Lowe's Companies: $483,975 Holding
110122108 - Bristol Myers Squibb: $424,408 Holding
093712107 - Bloom Energy: $415,001 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 1,133,560 shares (about $97.64M)
GE Vernova Inc: 4,092 shares (about $4.81M)
RTX: 17,371 shares (about $3.30M)
Vanguard Extended Market ETF: 11,089 shares (about $2.73M)
Vanguard High Dividend Yield ETF: 10,349 shares (about $1.64M)

Largest Sales this Quarter

Micron Technology: 4,744 shares (about $5.48M)
Vertiv: 12,118 shares (about $4.06M)
iShares Core S&P Small-Cap ETF: 8,280 shares (about $1.23M)
Dell Technologies: 2,697 shares (about $1.16M)
Sandisk Corp: 272 shares (about $618.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$148,811,880	$876,761 â–²	0.6%	514,279	13.3%	Computer and Technology
VUG Vanguard Growth ETF	$116,733,123	$97,644,918 â–²	511.5%	1,355,155	10.4%	ETF
VYM Vanguard High Dividend Yield ETF	$103,721,164	$1,635,454 â–²	1.6%	656,338	9.3%	Financial Services
NVDA NVIDIA	$61,485,679	$516,032 â–²	0.8%	307,290	5.5%	Computer and Technology
VXF Vanguard Extended Market ETF	$47,505,365	$2,730,230 â–²	6.1%	192,946	4.3%	ETF
IVV iShares Core S&P 500 ETF	$37,910,619	$19,471 â–²	0.1%	50,622	3.4%	ETF
GOOGL Alphabet	$34,072,197	$169,394 â–²	0.5%	95,341	3.0%	Computer and Technology
PANW Palo Alto Networks	$24,509,107	$4,433 â–²	0.0%	71,870	2.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$22,169,864	$310,485 â–²	1.4%	267,622	2.0%	ETF
FPE First Trust Preferred Securities and Income ETF	$18,380,150	$513,568 â–²	2.9%	1,027,972	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$17,952,698	$1,228,012 â–¼	-6.4%	121,048	1.6%	ETF
MSFT Microsoft	$17,917,488	$136,527 â–²	0.8%	48,033	1.6%	Computer and Technology
AME AMETEK	$15,952,313	$610,415 â–¼	-3.7%	65,935	1.4%	Computer and Technology
AMZN Amazon.com	$13,950,179	$532,695 â–²	4.0%	58,530	1.2%	Retail/Wholesale
V Visa	$11,463,423	$148,559 â–²	1.3%	33,412	1.0%	Business Services
META Meta Platforms	$11,458,999	$161,109 â–²	1.4%	20,342	1.0%	Computer and Technology
MU Micron Technology	$11,332,875	$5,475,979 â–¼	-32.6%	9,818	1.0%	Computer and Technology
BINC iShares Flexible Income Active ETF	$11,198,290	$965,729 â–²	9.4%	213,952	1.0%	ETF
AVGO Broadcom	$10,306,940	$148,456 â–¼	-1.4%	27,285	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,184,404	$43,536 â–²	0.4%	31,113	0.9%	Finance
JAAA Janus Henderson AAA CLO ETF	$10,052,457	$1,112,199 â–²	12.4%	199,097	0.9%	ETF
GOOG Alphabet	$9,613,095	$545,191 â–²	6.0%	27,207	0.9%	Computer and Technology
QQQ Invesco QQQ	$8,323,745	$9,573 â–¼	-0.1%	11,304	0.7%	Finance
DELL Dell Technologies	$8,055,258	$1,163,695 â–¼	-12.6%	18,669	0.7%	Computer and Technology
COST Costco Wholesale	$7,990,704	$936 â–²	0.0%	8,541	0.7%	Retail/Wholesale
GLD SPDR Gold Shares	$7,863,071	$251,235 â–²	3.3%	21,345	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$7,140,369	$268,109 â–¼	-3.6%	9,561	0.6%	Finance
GE Vernova Inc	$6,805,972	$4,807,533 â–²	240.6%	5,793	0.6%	Common Stock
VWO Vanguard FTSE Emerging Markets ETF	$6,799,228	$152,209 â–¼	-2.2%	113,909	0.6%	ETF
TSLA Tesla	$6,553,100	$97,161 â–²	1.5%	15,580	0.6%	Auto/Tires/Trucks
MS Morgan Stanley	$6,446,999	$87,172 â–²	1.4%	30,840	0.6%	Finance
VOO Vanguard S&P 500 ETF	$6,188,322	$314,567 â–²	5.4%	9,010	0.6%	ETF
BRK.B Berkshire Hathaway	$6,075,735	$24,519 â–¼	-0.4%	12,142	0.5%	Finance
VRT Vertiv	$5,782,733	$4,057,389 â–¼	-41.2%	17,271	0.5%	Computer and Technology
PWR Quanta Services	$5,668,275	$72,726 â–²	1.3%	7,872	0.5%	Construction
CAT Caterpillar	$5,430,875	$41,538 â–²	0.8%	5,099	0.5%	Industrials
ETN Eaton	$5,286,099	$15,767 â–²	0.3%	12,405	0.5%	Industrials
RTX RTX	$5,224,552	$3,295,892 â–²	170.9%	27,536	0.5%	Aerospace
SCHG Schwab U.S. Large-Cap Growth ETF	$5,172,388	$27,038 â–²	0.5%	152,848	0.5%	ETF
AZO AutoZone	$4,806,693	$124,642 â–¼	-2.5%	1,504	0.4%	Retail/Wholesale
COP ConocoPhillips	$4,585,109	$271,131 â–²	6.3%	44,104	0.4%	Energy
AN AutoNation	$4,517,205	$28,612 â–¼	-0.6%	24,313	0.4%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$4,455,085	$167,940 â–¼	-3.6%	98,259	0.4%	ETF
URI United Rentals	$4,397,942	$91,765 â–²	2.1%	3,882	0.4%	Construction
TMO Thermo Fisher Scientific	$4,225,924	$5,014 â–²	0.1%	8,428	0.4%	Medical
BA Boeing	$4,185,448	$38,315 â–²	0.9%	19,335	0.4%	Aerospace
LHX L3Harris Technologies	$4,081,593	$176,399 â–²	4.5%	14,045	0.4%	Aerospace
Wal-Mart	$3,971,914	$11,213 â–¼	-0.3%	35,069	0.4%	Common Stock
ABBV AbbVie	$3,608,908	$41,774 â–²	1.2%	14,341	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$3,522,712	$25,498 â–²	0.7%	36,474	0.3%	ETF
CVX Chevron	$3,372,663	$332 â–¼	0.0%	20,346	0.3%	Energy
AWK American Water Works	$3,364,479	$23,685 â–¼	-0.7%	25,569	0.3%	Utilities
NRG NRG Energy	$3,249,178	$48,639 â–¼	-1.5%	22,245	0.3%	Utilities
JNJ Johnson & Johnson	$3,237,992	$215,883 â–²	7.1%	12,749	0.3%	Medical
MRVL Marvell Technology	$3,199,338	$33,662 â–²	1.1%	10,740	0.3%	Computer and Technology
NEE NextEra Energy	$3,172,350	$89,089 â–¼	-2.7%	36,143	0.3%	Utilities
SBUX Starbucks	$3,120,328	$83,389 â–²	2.7%	30,534	0.3%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$3,104,825	$343,466 â–¼	-10.0%	37,813	0.3%	Manufacturing
ICE Intercontinental Exchange	$3,081,792	$34,349 â–²	1.1%	25,032	0.3%	Finance
BAC Bank of America	$3,076,553	$11,168 â–²	0.4%	53,993	0.3%	Finance
XOM ExxonMobil	$2,998,122	$14,219 â–¼	-0.5%	21,928	0.3%	Energy
HD Home Depot	$2,996,202	$58,196 â–²	2.0%	8,495	0.3%	Retail/Wholesale
FLS Flowserve	$2,804,168	$56,436 â–²	2.1%	37,812	0.3%	Industrials
VTI Vanguard Total Stock Market ETF	$2,742,213	$74,384 â–²	2.8%	7,410	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,737,099	$359,175 â–²	15.1%	38,415	0.2%	ETF
NFLX Netflix	$2,695,921	$62,903 â–¼	-2.3%	37,758	0.2%	Consumer Discretionary
TDG Transdigm Group	$2,607,450	$70,616 â–²	2.8%	1,957	0.2%	Aerospace
IEF iShares 7-10 Year Treasury Bond ETF	$2,514,616	$4,728 â–²	0.2%	26,590	0.2%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$2,483,496	$379,768 â–²	18.1%	99,819	0.2%	ETF
SYK Stryker	$2,483,385	$161,844 â–¼	-6.1%	7,887	0.2%	Medical
CME CME Group	$2,473,756	$44,387 â–¼	-1.8%	11,202	0.2%	Finance
GS The Goldman Sachs Group	$2,440,630	$150,706 â–²	6.6%	2,413	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$2,406,603		0.0%	31,210	0.2%	ETF
ALL Allstate	$2,372,023	$2,617 â–¼	-0.1%	9,969	0.2%	Finance
FCX Freeport-McMoRan	$2,275,344	$88,614 â–²	4.1%	36,179	0.2%	Basic Materials
DIS Walt Disney	$2,250,664	$130,807 â–²	6.2%	23,383	0.2%	Consumer Discretionary
CSM ProShares Large Cap Core Plus	$2,191,226		0.0%	25,714	0.2%	ETF
IYW iShares U.S. Technology ETF	$2,148,192	$34,811 â–¼	-1.6%	8,516	0.2%	Manufacturing
AMLP Alerian MLP ETF	$2,037,492	$377,321 â–²	22.7%	39,295	0.2%	ETF
VB Vanguard Small-Cap ETF	$1,919,137	$303 â–²	0.0%	6,331	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,903,091	$151,215 â–¼	-7.4%	18,878	0.2%	ETF
LLY Eli Lilly and Company	$1,889,820	$268,774 â–²	16.6%	1,575	0.2%	Medical
AMGN Amgen	$1,885,150	$141,975 â–²	8.1%	5,205	0.2%	Medical
AMD Advanced Micro Devices	$1,846,997	$92,960 â–¼	-4.8%	3,179	0.2%	Computer and Technology
MA Mastercard	$1,843,463	$65,233 â–¼	-3.4%	3,589	0.2%	Business Services
XLK Technology Select Sector SPDR Fund	$1,822,323	$4,763 â–¼	-0.3%	9,565	0.2%	ETF
JCI Johnson Controls International	$1,794,523	$165,689 â–²	10.2%	12,282	0.2%	Construction
VGT Vanguard Information Technology ETF	$1,781,313	$1,553,614 â–²	682.3%	14,903	0.2%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,755,789	$179,014 â–¼	-9.3%	41,400	0.2%	ETF
FDX FedEx	$1,689,976	$5,636 â–²	0.3%	5,397	0.2%	Transportation
FIXD First Trust TCW Opportunistic Fixed Income ETF	$1,617,712	$20,758 â–²	1.3%	37,095	0.1%	Manufacturing
iShares Bitcoin ETF	$1,483,768	$81,494 â–²	5.8%	44,571	0.1%	ETF
IWM iShares Russell 2000 ETF	$1,481,420	$36,359 â–¼	-2.4%	4,930	0.1%	Finance
MO Altria Group	$1,449,771	$3,742 â–²	0.3%	20,149	0.1%	Consumer Staples
Sandisk Corp	$1,423,354	$618,454 â–¼	-30.3%	626	0.1%	Common Stock
BKLN Invesco Senior Loan ETF	$1,418,280	$231,854 â–¼	-14.1%	69,625	0.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,319,550	$10,570 â–²	0.8%	11,235	0.1%	ETF
SCHW Charles Schwab	$1,295,536	$32,481 â–²	2.6%	14,040	0.1%	Finance
MCD McDonald's	$1,286,098	$102,196 â–¼	-7.4%	4,757	0.1%	Retail/Wholesale
Honeywell Intl Inc Com	$1,285,186	$1,285,186 â–²	New Holding	5,740	0.1%	Common Stock

Showing largest 100 holdings. View all holdings.

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Hcr Wealth Advisors Top Holdings and 13F Report (2026)

About Hcr Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Hcr Wealth Advisors Top Holdings and 13F Report (2026)

About Hcr Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHcr Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools