Hcr Wealth Advisors
$1.3B 13F equity value
275 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Hcr Wealth Advisors covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 511,248 | $170M | 13.5% |
| VUG | Vanguard Growth Index Fund ETF | 1,408,761 | $127M | 10.0% |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 691,841 | $107M | 8.5% |
| NVDA | Nvidia Corp | 312,891 | $71M | 5.6% |
| CRUX | Columbia Core Bond ETF | 1,758,417 | $50M | 4.0% |
| VXF | Vanguard Extended Market ETF S &P Compl | 202,326 | $47M | 3.7% |
| IVV | iShares Core S&P 500 ETF | 50,658 | $39M | 3.1% |
| GOOGL | Alphabet Inc | 96,237 | $33M | 2.6% |
| PANW | Palo Alto Networks | 72,958 | $29M | 2.3% |
| WCMI | First Trust WCM International Equity ETF | 1,510,851 | $29M | 2.3% |
Track Hcr Wealth Advisors's 13F portfolio: $1.3B in reported holdings, 275 positions. Top holdings and quarterly changes on SentiSense.
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