§ 13F · FUND PROFILE
HCR Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $966M (13F)Positions · 244Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 511K | $130M | 13.5% | −4% |
| 2 | VUG | Vanguard Growth Index Fund ETF | 222K | $97M | 10.0% | +2% |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 646K | $96M | 9.9% | +1% |
| 4 | NVDA | Nvidia Corp | 305K | $53M | 5.5% | ±0% |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 182K | $37M | 3.9% | +2% |
| 6 | IVV | iShares Core S&P 500 ETF | 51K | $33M | 3.4% | −1% |
| 7 | GOOGL | Alphabet Inc | 95K | $27M | 2.8% | −2% |
| 8 | IEMG | iShares Core MSCI Emerging ETF | 264K | $18M | 1.9% | +2% |
| 9 | FPE | First Trust Preferred Securities and Income ETF | 999K | $18M | 1.8% | ±0% |
| 10 | MSFT | Microsoft | 48K | $18M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HCR SIGNAL
AC read
HCR Wealth Advisors is a Other fund managing $966 million in assets. The fund runs a broad portfolio of 244 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed