Hcr Wealth Advisors
$1.1B 13F equity value
268 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 514,279 | $149M | 13.3% |
| VUG | Vanguard Growth Index Fund ETF | 1,355,155 | $117M | 10.4% |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 656,338 | $104M | 9.3% |
| NVDA | Nvidia Corp | 307,290 | $61M | 5.5% |
| VXF | Vanguard Extended Market ETF S &P Compl | 192,946 | $48M | 4.3% |
| IVV | iShares Core S&P 500 ETF | 50,622 | $38M | 3.4% |
| GOOGL | Alphabet Inc | 95,341 | $34M | 3.0% |
| PANW | Palo Alto Networks | 71,870 | $25M | 2.2% |
| IEMG | iShares Core MSCI Emerging ETF | 267,622 | $22M | 2.0% |
| FPE | First Trust Preferred Securities and Income ETF | 1,027,972 | $18M | 1.6% |
Track Hcr Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 268 positions. Top holdings and quarterly changes on SentiSense.
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