Q2 2026 13F · SEC CIK 1697715

HCR Wealth Advisors

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 259
Top holdings a year, 3 yrs: +21.2%
Assets under management: $2.0B

HCR Wealth Advisors is a wealth manager that reported 259 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Apple Inc (AAPL, 13.3%), Vanguard Indx Fd (VUG, 10.4%), Vym (VYM, 9.3%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

HCR Wealth Advisors holdings largest 50 of 259 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HCR Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	13.3%	13.5%	514,279	+0.6%	$148.8M
VUGVanguard Indx Fd	10.4%	10.0%	1,355,155	+511.5%	$116.7M
VYMVym	9.3%	9.9%	656,338	+1.6%	$103.7M
NVDANvidia Corporation Com	5.5%	5.5%	307,290	+0.8%	$61.5M
VXFVanguard Index Fds	4.3%	3.9%	192,946	+6.1%	$47.5M
IVVIshares Core S&p 500 ETF	3.4%	3.4%	50,622	+0.1%	$37.9M
GOOGLAlphabet Inc	3.0%	2.8%	95,341	+0.5%	$34.1M
PANWPalo Alto Networks Inc	2.2%	1.2%	71,870	+0.0%	$24.5M
IEMGIshares	2.0%	1.9%	267,622	+1.4%	$22.2M
FPEFirst Tr Exch Traded Fd III	1.6%	1.8%	1,027,972	+2.9%	$18.4M
IJRIshares Core S&p Small Cap ETF	1.6%	1.7%	121,048	-6.4%	$18.0M
MSFTMicrosoft Corp	1.6%	1.8%	48,033	+0.8%	$17.9M
AMEAmetek Inc	1.4%	1.5%	65,935	-3.7%	$16.0M
AMZNAmazon Com Inc Com	1.2%	1.2%	58,530	+4.0%	$14.0M
VVisa Inc Com Cl A	1.0%	1.0%	33,412	+1.3%	$11.5M
METAMeta Platforms Inc Class A	1.0%	1.2%	20,342	+1.4%	$11.5M
MUMicron Technology Inc	1.0%	0.5%	9,818	-32.6%	$11.3M
BINCIshares Flexible Income Active ETF	1.0%	1.1%	213,952	+9.4%	$11.2M
AVGOBroadcom Inc	0.9%	0.9%	27,285	-1.4%	$10.3M
JPMJpmorgan Chase & Co	0.9%	0.9%	31,113	+0.4%	$10.2M
JAAAJanus Detroit Str Tr	0.9%	0.9%	199,097	+12.4%	$10.1M
GOOGAlphabet Inc	0.9%	0.8%	27,207	+6.0%	$9.6M
QQQInvesco Qqq Tr	0.7%	0.7%	11,304	-0.1%	$8.3M
DELLDell Technologies Inc	0.7%	0.4%	18,669	-12.6%	$8.1M
COSTCostco Whsl Corp New	0.7%	0.9%	8,541	+0.0%	$8.0M
GLDSpdr Gold Shares	0.7%	0.9%	21,345	+3.3%	$7.9M
SPYSpdr S&p 500 ETF Tr	0.6%	0.7%	9,561	-3.6%	$7.1M
GEVGe Vernova Inc	0.6%	—	5,793	—	$6.8M
VWOVanguard Intl Equity Index F	0.6%	0.7%	113,909	-2.2%	$6.8M
TSLATesla Inc Com	0.6%	0.6%	15,580	+1.5%	$6.6M
MSMorgan Stanley Com New	0.6%	0.5%	30,840	+1.4%	$6.4M
VOOVanguard S&p 500 ETF	0.6%	0.5%	9,010	+5.4%	$6.2M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	12,142	-0.4%	$6.1M
VRTVertiv Holdings Co	0.5%	0.8%	17,271	-41.2%	$5.8M
PWRQuanta Svcs Inc Com	0.5%	0.4%	7,872	+1.3%	$5.7M
CATCaterpillar Inc Com	0.5%	0.4%	5,099	+0.8%	$5.4M
ETNEaton Corp PLC	0.5%	0.5%	12,405	+0.3%	$5.3M
RTXRtx Corporation Com	0.5%	—	27,536	—	$5.2M
SCHGSchwab U.s. Large-Cap Growth ETF	0.5%	0.5%	152,848	+0.5%	$5.2M
AZOAutozone Inc	0.4%	0.5%	1,504	-2.5%	$4.8M
COPConocophillips	0.4%	0.6%	44,104	+6.3%	$4.6M
ANAutonation Inc	0.4%	0.5%	24,313	-0.6%	$4.5M
XLUSpdr	0.4%	0.5%	98,259	-3.6%	$4.5M
URIUnited Rentals Inc Com	0.4%	—	3,882	—	$4.4M
TMOThermo Fisher Scientific Inc	0.4%	0.4%	8,428	+0.1%	$4.2M
BABoeing Co	0.4%	0.4%	19,335	+0.9%	$4.2M
LHXL3harris Technologies Inc	0.4%	0.5%	14,045	+4.5%	$4.1M
WMTWalmart Inc	0.4%	0.5%	35,069	-0.3%	$4.0M
ABBVAbbvie Inc	0.3%	—	14,341	—	$3.6M
IEFAIshares Core Msci Eafe ETF	0.3%	—	36,474	—	$3.5M

What HCR Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	259
Q1 2026	$964.4M	241
Q4 2025	$1.0B	255
Q3 2025	$965.7M	244
Q2 2025	$849.7M	237
Q1 2025	$768.1M	230
Q4 2024	$798.2M	228
Q3 2024	$764.2M	229
Q2 2024	$699.7M	220
Q1 2024	$659.4M	223
Q4 2023	$633.1M	205
Q3 2023	$456.1M	170

Questions about HCR Wealth Advisors's portfolio

What stocks does HCR Wealth Advisors own?

HCR Wealth Advisors's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 259 positions worth $1.1B. The largest are Apple Inc (AAPL) at 13.3%, Vanguard Indx Fd (VUG) at 10.4%, Vym (VYM) at 9.3%, Nvidia Corporation Com (NVDA) at 5.5% and Vanguard Index Fds (VXF) at 4.3%.

What did HCR Wealth Advisors buy last quarter?

In Q2 2026, HCR Wealth Advisors added Vanguard Indx Fd (VUG) (+511.5% shares), Janus Detroit Str Tr (JAAA) (+12.4% shares) and Ishares Flexible Income Active ETF (BINC) (+9.4% shares), compared with its Q1 2026 filing.

What did HCR Wealth Advisors sell last quarter?

In Q2 2026, HCR Wealth Advisors cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Intercontinental Exchange in (ICE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 American Water Works Co. Inc. (AWK), Vertiv Holdings Co (VRT) (-41.2% shares), Micron Technology Inc (MU) (-32.6% shares) and Dell Technologies Inc (DELL) (-12.6% shares), compared with its Q1 2026 filing.

How has HCR Wealth Advisors's portfolio performed?

A portfolio copying HCR Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +13.1% a year against +11.6%.

When is HCR Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. HCR Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HCR Wealth Advisors manage?

HCR Wealth Advisors reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.