HCR Wealth Advisors Portfolio Holdings - 13F Filings | 13F Fund Database
HCR Wealth Advisors 13F Holdings
CIK 0001697715 · Los Angeles, CA
As of Sep 30, 2025, HCR Wealth Advisors reported
244 positions worth $956.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 536,830 |
|
38.0M14.43% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 216,963 |
04.9M | 10.96% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 637,963 | $89.9M | 9.40% |
| NVIDIA CORP | NVDA | Technology | 300,121 | $56.7M | 5.93% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 435,627 | $52.1M | 5.44% |
| ISHARES CORE S&P 500 ETF | IVV | — | 41,337 | $27.8M | 2.91% |
| MICROSOFT CORP | MSFT | Technology | 46,831 | $24.2M | 2.52% |
| ALPHABET INC | GOOGL | Equity | 97,377 | $23.9M | 2.50% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 997,625 |
8.3M | 1.91% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 249,466 |
6.7M | 1.74% |
| AMETEK INC | AME | Industrials | 86,622 |
6.1M | 1.69% |
| PALO ALTO NETWORKS INC | PANW | Technology | 69,978 |
4.6M | 1.53% |
| META PLATFORMS INC | META | Communication Services | 19,527 |
4.2M | 1.48% |
| AMAZON.COM INC | AMZN | Equity | 52,584 |
1.7M | 1.22% |
| VISA INC-CLASS A SHARES | V | Financial Services | 33,566 |
1.6M | 1.21% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 30,662 | $9.4M | 0.99% |
| BROADCOM INC | AVGO | Technology | 27,111 | $9.2M | 0.96% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 163,166 | $8.7M | 0.91% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 155,179 | $7.9M | 0.82% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 8,362 | $7.7M | 0.80% |
| ORACLE CORP | ORCL | Technology | 25,923 | $7.5M | 0.78% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,256 | $6.8M | 0.71% |
| AUTOZONE INC | AZO | Consumer Cyclical | 1,530 | $6.5M | 0.68% |
| SPDR GOLD TRUST | GQ9 | — | 18,276 | $6.5M | 0.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,454 | $6.3M | 0.66% |