§ 13F · FUND PROFILE
HCR Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $849.7T (13F)Positions · 237Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 534K | $145.3T | 14.4% | ±0% |
| 2 | VUG | Vanguard Growth Index Fund ETF | 217K | $106.0T | 10.5% | ±0% |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 642K | $92.2T | 9.1% | +1% |
| 4 | NVDA | Nvidia Corp | 305K | $57.0T | 5.6% | +2% |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 178K | $37.2T | 3.7% | NEW |
| 6 | IVV | iShares Core S&P 500 ETF | 51K | $34.9T | 3.5% | +23% |
| 7 | GOOGL | Alphabet Inc | 97K | $30.4T | 3.0% | ±0% |
| 8 | MSFT | Microsoft | 48K | $23.2T | 2.3% | +2% |
| 9 | FPE | First Trust Preferred Securities and Income ETF | 998K | $18.2T | 1.8% | ±0% |
| 10 | IEMG | iShares Core MSCI Emerging ETF | 259K | $17.4T | 1.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HCR SIGNAL
AC read
HCR Wealth Advisors is a Other fund managing $849696.1 trillion in assets. The fund runs a broad portfolio of 237 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed