§ 13F · FUND PROFILE
HCR Wealth Advisors.
AUM · $1.1B (13F)Positions · 259Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 514K | $149M | 13.3% | +1% |
| 2 | VUG | Vanguard Growth Index Fund ETF | 1.36M | $117M | 10.4% | +512% |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 656K | $104M | 9.3% | +2% |
| 4 | NVDA | Nvidia Corp | 307K | $61M | 5.5% | +1% |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 193K | $48M | 4.3% | +6% |
| 6 | IVV | iShares Core S&P 500 ETF | 51K | $38M | 3.4% | ±0% |
| 7 | GOOGL | Alphabet Inc | 95K | $34M | 3.0% | ±0% |
| 8 | PANW | Palo Alto Networks | 72K | $25M | 2.2% | ±0% |
| 9 | IEMG | iShares Core MSCI Emerging ETF | 268K | $22M | 2.0% | +1% |
| 10 | FPE | First Trust Preferred Securities and Income ETF | 1.03M | $18M | 1.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HCR SIGNAL
AC read
HCR Wealth Advisors is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 259 positions.
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