HCR Wealth Advisors

DOSSIER · 13F-HR · Q2 2026

HCR Wealth Advisors

$1.1B in tracked AUM across 259 positions as of Q2 2026.

HW

CIK 0001697715 · last filed Jun 30, 2026

Total AUM

$1.1B

as of Q2 2026

Holdings

259

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

HCR Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

AAPL

Apple Inc

$149M514K13.3%02

VUG

Vanguard Growth Index Fund ETF

$117M1.4M10.4%03

VYM

Vanguard High Dividend Yield Index Fund ETF

$104M656K9.3%04

NVDA

Nvidia Corp

$61M307K5.5%05

VXF

Vanguard Extended Market ETF S &P Compl

$48M193K4.3%06

IVV

iShares Core S&P 500 ETF

$38M51K3.4%07

GOOGL

Alphabet Inc

$34M95K3.0%08

PANW

Palo Alto Networks

$25M72K2.2%09

IEMG

iShares Core MSCI Emerging ETF

$22M268K2.0%10

FPE

First Trust Preferred Securities and Income ETF