Institutions / HCR Wealth Advisors
HCR Wealth Advisors
CIK 1697715 · Institution · as of Dec 31, 2025
Portfolio value
$1.01B
Positions
255
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 255 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $145.25M | 14.4% |
| Vanguard Growth Index Fund ETF | $105.98M | 10.5% |
| Vanguard High Dividend Yield Index Fund ETF | $92.16M | 9.1% |
| NVIDIA Corp | $56.95M | 5.6% |
| Vanguard Extended Market ETF S &P Compl | $37.25M | 3.7% |
| iShares Core S&P 500 ETF | $34.91M | 3.5% |
| Alphabet Inc. | $30.36M | 3.0% |
| Microsoft Corp | $23.15M | 2.3% |
| First Trust Preferred Securities and Income ETF | $18.19M | 1.8% |
| iShares Core MSCI Emerging ETF | $17.39M | 1.7% |
| AMETEK Inc | $15.90M | 1.6% |
| iShares Core S&P Small-Cap ETF | $15.50M | 1.5% |
| Meta Platforms Inc | $13.45M | 1.3% |
| Palo Alto Networks Inc | $12.89M | 1.3% |
| Amazon.com Inc | $12.42M | 1.2% |
| Visa Inc | $11.81M | 1.2% |
| JPMorgan Chase & Co | $10.01M | 1.0% |
| Broadcom Inc. | $9.78M | 1.0% |
| BlackRock Flexible Income ETF | $9.59M | 0.9% |
| Janus Henderson Aaa Clo ETF IV | $8.17M | 0.8% |
| Alphabet Inc. | $7.99M | 0.8% |
| SPDR Gold TR Gold (SHS) | $7.46M | 0.7% |
| Costco Wholesale Corp /New | $7.43M | 0.7% |
| Tesla Inc | $6.94M | 0.7% |
| Invesco QQQ Trust | $6.82M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.