HCR Wealth Advisors

DOSSIER · 13F-HR · Q3 2026

HCR Wealth Advisors

$1.3B in tracked AUM across 267 positions as of Q3 2026.

HW

CIK 0001697715 · last filed Sep 30, 2026

Total AUM

$1.3B

as of Q3 2026

Holdings

267

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

HCR Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

AAPL

Apple Inc

$170M511K13.5%02

VUG

Vanguard Growth Index Fund ETF

$127M1.4M10.0%03

VYM

Vanguard High Dividend Yield Index Fund ETF

$107M692K8.5%04

NVDA

Nvidia Corp

$71M313K5.6%05

CRUX

Columbia Core Bond ETF

$50M1.8M4.0%06

VXF

Vanguard Extended Market ETF S &P Compl

$47M202K3.7%07

IVV

iShares Core S&P 500 ETF

$39M51K3.1%08

GOOGL

Alphabet Inc

$33M96K2.6%09

PANW

Palo Alto Networks

$29M73K2.3%10

WCMI

First Trust WCM International Equity ETF