HCR Wealth Advisors

CIK

1697715

Location

LOS ANGELES, CA

Portfolio Value

Mid $1,117,173,367

Diversification

Diversified

Filing Date

Global Rank

#2,334 / 8,794 ▲ 170 · as of Jun 2026

Top Industry

Consumer Electronics 24.3%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

196 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

−3.2 pts

Top 5

49.1%

+4.4 pts

Top 10

62.8%

+6.9 pts

HHI

581

Diversified+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.3%	$505,884,539	42
Technology	26.7%	$298,197,315	29
Industrials	7.1%	$78,798,380	27
Financial Services	5.6%	$62,330,288	30
Communication Services	5.5%	$61,158,398	7
Consumer Cyclical	3.5%	$39,501,905	13
Healthcare	2.1%	$23,415,299	18
Consumer Defensive	1.8%	$19,818,107	13
Utilities	1.1%	$11,955,209	7
Energy	1.1%	$11,813,723	5
Basic Materials	0.4%	$3,933,711	4
Real Estate	0.0%	$366,493	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+1,137,065	1,380,751	$127,811,478
FCAL	First Trust California Municipal High income ETF	+34,798	1,042,391	$19,110,380
JA	Janus Henderson AA-A CLO ETF	+22,028	199,097	$10,052,407
BCLO	iShares BBB-B CLO Active ETF	+18,451	213,952	$11,198,247
AFGR	First Trust Active Factor Large Cap Growth ETF	+17,848	151,721	$4,642,107
RTX	RTX Corp	+17,371	27,536	$5,224,405
—		+14,576	20,770	$892,875
EDV	Vanguard World Funds Extended Duration ETF	+12,987	16,991	$2,405,538
—		+11,089	192,946	$47,505,234
VIGI	Vanguard International Dividend Appreciation ETF	+10,349	656,338	$103,721,094
ACES	ALPS Clean Energy ETF	+7,277	39,295	$2,037,445
ABI	VictoryShares Pioneer Asset-Based Income ETF	+6,640	15,845	$1,382,946
RKT	Rocket Companies, Inc.	+5,998	75,328	$1,186,416
VEA	Vanguard FTSE Developed Markets ETF	+5,041	38,415	$2,737,068
GEV	GE Vernova Inc.	+4,092	5,793	$6,805,963
AAPL	Apple Inc.	+3,030	514,279	$148,811,771
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,888	15,938	$563,431
GLW	Corning Inc /Ny	+2,730	5,000	$1,277,150
COP	Conocophillips	+2,608	44,104	$4,585,051
NVDA	Nvidia Corp	+2,579	307,290	$61,485,656
IBIT	iShares Bitcoin Trust ETF	+2,448	44,571	$1,483,768
AMZN	Amazon Com Inc	+2,235	58,530	$13,950,040
GOOGL	Alphabet Inc.	+2,017	122,548	$43,685,062
WFC	Wells Fargo & Company/Mn	+2,005	13,772	$1,138,118
SOLS	Solstice Advanced Materials Inc.	+1,938	5,064	$448,670
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDZI	Cadiz Inc	−50,000	88,000	$367,840
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−14,523	768,213	$107,082,914
VRT	Vertiv Holdings Co	−12,118	17,271	$5,782,676
IVZ	Invesco Ltd.	−11,382	69,625	$1,418,261
HON	Honeywell International Inc	−6,098	5,740	$1,285,186
MU	Micron Technology Inc	−4,744	9,818	$11,332,819
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,723	128,023	$7,543,733
ANEW	ProShares MSCI Transformational Changes ETF	−3,019	43,695	$2,768,106
DELL	Dell Technologies Inc.	−2,697	18,669	$8,054,926
VEU	Vanguard FTSE All-World Ex-US ETF	−2,550	113,909	$6,799,228
AME	Ametek Inc/	−2,523	65,935	$15,952,313
CHD	Church & Dwight Co Inc /De/	−2,140	8,077	$782,499
NVO	Novo Nordisk A S	−1,672	5,913	$283,469
BILZ	PIMCO Ultra Short Government Active ETF	−1,271	29,631	$2,894,625
AFK	VanEck Africa Index ETF	−1,253	3,948	$297,876
BX	Blackstone Inc.	−1,117	2,679	$315,237
NEE	Nextera Energy Inc	−1,015	36,143	$3,172,271
CLX	Clorox Co /De/	−971	2,506	$239,172
NFLX	Netflix Inc	−881	37,758	$2,695,921
—		−700	2,700	$247,428
AIEQ	Amplify AI Powered Equity ETF	−685	17,415	$1,357,469
SYK	Stryker Corp	−514	7,887	$2,483,143
VZ	Verizon Communications Inc	−461	10,442	$442,114
IAU	Ishares Gold Trust	−448	3,146	$237,554
ZTS	Zoetis Inc.	−401	11,351	$815,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	5,235	$730,963
LOW	Lowes Companies Inc	2,195	$483,975
BMY	Bristol Myers Squibb Co	7,365	$424,371
BE	Bloom Energy Corp	1,371	$415,001
VTEC	Vanguard California Tax-Exempt Bond ETF	4,015	$403,909
MFC	Manulife Financial Corp	9,780	$396,187
FRT	Federal Realty Investment Trust	2,969	$366,493
MSI	Motorola Solutions, Inc.	773	$321,019
VIAV	Viavi Solutions Inc.	5,651	$269,835
QCOM	Qualcomm Inc/De	1,423	$262,956
CVS	CVS HEALTH Corp	2,498	$258,418
ORLY	O Reilly Automotive Inc	2,429	$223,686
EW	Edwards Lifesciences Corp	2,453	$221,898
CSCO	Cisco Systems, Inc.	1,866	$219,180
MOG-A	Moog Inc.	500	$213,580
SYF	Synchrony Financial	2,787	$211,951
COHR	Coherent Corp.	537	$211,830
CL	Colgate Palmolive Co	2,265	$207,655
UBER	Uber Technologies, Inc	2,833	$204,429
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	8,174	$431,750
T	At&T Inc.	7,985	$231,485
VALE	Vale S.A.	13,184	$209,757
IDXX	Idexx Laboratories Inc /De	366	$205,651
BTC	Grayscale Bitcoin Mini Trust ETF	6,831	$204,861
MOBX	Mobix Labs, Inc	30,000	$10,020
—		19,041	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $1,117,173,367 total · filing declares 259 positions · $1,117,188,703 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	514,279	+3,030	$148,811,771	+14.7%	13.32%
VB	Vanguard Morningstar Small-Cap ETF	Added	1,380,751	+1,137,065	$127,811,478	+406.9%	11.44%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	768,213	-14,523	$107,082,914	—	9.59%
VIGI	Vanguard International Dividend Appreciation ETF	Added	656,338	+10,349	$103,721,094	+8.4%	9.28%
NVDA	Nvidia Corp Technology	Added	307,290	+2,579	$61,485,656	+15.7%	5.50%
		Added	192,946	+11,089	$47,505,234	+26.9%	4.25%
GOOGL	Alphabet Inc. Communication Services	Added	122,548	+2,017	$43,685,062	+26.1%	3.91%
PANW	Palo Alto Networks Inc Technology	Added	71,870	+13	$24,509,107	+112.8%	2.19%
FCAL	First Trust California Municipal High income ETF	Added	1,042,391	+34,798	$19,110,380	+5.2%	1.71%
MSFT	Microsoft Corp Technology	Added	48,033	+366	$17,917,269	+1.5%	1.60%
AME	Ametek Inc/ Industrials	Reduced	65,935	-2,523	$15,952,313	+8.7%	1.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	58,530	+2,235	$13,950,040	+19.0%	1.25%
V	Visa Inc. Financial Services	Added	33,412	+433	$11,463,323	+15.0%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	20,342	+286	$11,458,445	−0.1%	1.03%
MU	Micron Technology Inc Technology	Reduced	9,818	-4,744	$11,332,819	+130.4%	1.01%
BCLO	iShares BBB-B CLO Active ETF	Added	213,952	+18,451	$11,198,247	+10.3%	1.00%
AVGO	Broadcom Inc. Technology	Reduced	27,285	-393	$10,306,908	+20.3%	0.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,113	+133	$10,184,218	+11.8%	0.91%
JA	Janus Henderson AA-A CLO ETF	Added	199,097	+22,028	$10,052,407	+12.7%	0.90%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,304	-13	$8,324,265	+27.4%	0.75%
DELL	Dell Technologies Inc. Technology	Reduced	18,669	-2,697	$8,054,926	+129.7%	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,541	+1	$7,989,849	−6.1%	0.72%
GLD	Spdr Gold Trust	Added	21,345	+682	$7,863,071	−11.6%	0.70%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	128,023	-3,723	$7,543,733	+2.7%	0.68%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	225,503	+1,364	$7,396,689	+16.4%	0.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,561	-359	$7,139,867	+10.7%	0.64%
GEV	GE Vernova Inc. Industrials	Added	5,793	+4,092	$6,805,963	+358.4%	0.61%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	113,909	-2,550	$6,799,228	+8.0%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,580	+231	$6,552,948	+14.8%	0.59%
MS	Morgan Stanley Financial Services	Added	30,840	+417	$6,446,793	+28.8%	0.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	12,142	-49	$6,075,735	+4.0%	0.54%
VRT	Vertiv Holdings Co Industrials	Reduced	17,271	-12,118	$5,782,676	−21.5%	0.52%
PWR	Quanta Services, Inc. Industrials	Added	7,872	+101	$5,668,154	+32.9%	0.51%
CAT	Caterpillar Inc Industrials	Added	5,099	+39	$5,429,925	+51.5%	0.49%
ETN	Eaton Corp plc Industrials	Added	12,405	+37	$5,286,018	+19.5%	0.47%
RTX	RTX Corp Industrials	Added	27,536	+17,371	$5,224,405	+166.4%	0.47%
AZO	Autozone Inc Consumer Cyclical	Reduced	1,504	-39	$4,806,693	−7.8%	0.43%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	151,721	+17,848	$4,642,107	+12.7%	0.42%
COP	Conocophillips Energy	Added	44,104	+2,608	$4,585,051	−16.3%	0.41%
AN	Autonation, Inc. Consumer Cyclical	Reduced	24,313	-154	$4,517,112	−5.4%	0.40%
URI	United Rentals, Inc. Industrials	Added	3,882	+81	$4,397,878	+58.8%	0.39%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	8,428	+10	$4,225,462	+2.1%	0.38%
BA	Boeing Co Industrials	Added	19,335	+177	$4,185,447	+9.8%	0.37%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	14,045	+607	$4,081,336	−12.0%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	35,069	-99	$3,971,914	−9.1%	0.36%
ABBV	AbbVie Inc. Healthcare	Added	14,341	+166	$3,608,769	+17.1%	0.32%
CVX	Chevron Corp Energy	Reduced	20,346	-2	$3,372,552	−19.9%	0.30%
AWK	American Water Works Company, Inc. Utilities	Reduced	25,569	-180	$3,364,369	−4.0%	0.30%
NRG	Nrg Energy, Inc. Utilities	Reduced	22,245	-333	$3,249,104	−1.5%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	12,749	+850	$3,237,863	+11.3%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.