HCR Wealth Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), HCR Wealth Advisors reported 259 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 13.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.4%) and Vanguard High DVD Yield ETF (VYM, 9.3%). Compared with Q1 2026, it opened 27 new positions, sold out of 9, added to 112 and reduced 85. The biggest buy was Palo Alto Networks (PANW, shares +0%) and the biggest sale Vertiv Class A (VRT, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001697715-26-000004 ↗ filed Jul 13, 2026
Holdings Value
Holdings 259 stocks · $1.1B
| AAPL Apple Inc. | 13.32% | 514,279 | $148.8M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.45% | 1,355,155 | $116.7M | Add +1.9% |
| VYM Vanguard High DVD Yield ETF | 9.28% | 656,338 | $103.7M | Add +1.6% |
| NVDA Nvidia Corp. | 5.50% | 307,290 | $61.5M | Add +0.8% |
| VXF Vanguard Extended Market ETF | 4.25% | 192,946 | $47.5M | Add +6.1% |
| IVV iShares Core S&P 500 ETF | 3.39% | 50,622 | $37.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.05% | 95,341 | $34.1M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 2.19% | 71,870 | $24.5M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 1.98% | 267,622 | $22.2M | Add +1.4% |
| FPE FT-Preferred Secur & Inc. ETF | 1.65% | 1,027,972 | $18.4M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 1.61% | 121,048 | $18.0M | Reduce -6.4% |
| MSFT Microsoft Corp. | 1.60% | 48,033 | $17.9M | Add +0.8% |
| AME Ametek Inc. | 1.43% | 65,935 | $16.0M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 1.25% | 58,530 | $14.0M | Add +4.0% |
| V Visa Inc. Class A | 1.03% | 33,412 | $11.5M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.03% | 20,342 | $11.5M | Add +1.4% |
| MU Micron Technology Inc. | 1.01% | 9,818 | $11.3M | Reduce -32.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.00% | 213,952 | $11.2M | Add +9.4% |
| AVGO Broadcom Inc. | 0.92% | 27,285 | $10.3M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.91% | 31,113 | $10.2M | Add +0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.90% | 199,097 | $10.1M | Add +12.4% |
| GOOG Alphabet Inc. Class C | 0.86% | 27,207 | $9.6M | Add +6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 11,304 | $8.3M | Reduce -0.1% |
| DELL Dell Technologies -C | 0.72% | 18,669 | $8.1M | Reduce -12.6% |
| COST Costco Wholesale Corp. | 0.72% | 8,541 | $8.0M | Add +0.0% |
| GLD SPDR Gold Shares | 0.70% | 21,345 | $7.9M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 9,561 | $7.1M | Reduce -3.6% |
| GEV GE Vernova Inc. | 0.61% | 5,793 | $6.8M | Add +240.6% |
| VWO Vanguard Ftse Emerging Marke | 0.61% | 113,909 | $6.8M | Reduce -2.2% |
| TSLA Tesla Inc. | 0.59% | 15,580 | $6.6M | Add +1.5% |
| MS Morgan Stanley | 0.58% | 30,840 | $6.4M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 0.55% | 9,010 | $6.2M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 12,142 | $6.1M | Reduce -0.4% |
| VRT Vertiv Holdings Co. Class A | 0.52% | 17,271 | $5.8M | Reduce -41.2% |
| PWR Quanta Services Inc. | 0.51% | 7,872 | $5.7M | Add +1.3% |
| CAT Caterpillar Inc. | 0.49% | 5,099 | $5.4M | Add +0.8% |
| ETN Eaton Corp. PLC | 0.47% | 12,405 | $5.3M | Add +0.3% |
| RTX RTX Corp. | 0.47% | 27,536 | $5.2M | Add +170.9% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 152,848 | $5.2M | Add +0.5% |
| AZO AutoZone Inc. | 0.43% | 1,504 | $4.8M | Reduce -2.5% |
| COP Conocophillips | 0.41% | 44,104 | $4.6M | Add +6.3% |
| AN Autonation Inc. | 0.40% | 24,313 | $4.5M | Reduce -0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 98,259 | $4.5M | Reduce -3.6% |
| URI United Rentals Inc. | 0.39% | 3,882 | $4.4M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 8,428 | $4.2M | Add +0.1% |
| BA The Boeing Co. | 0.37% | 19,335 | $4.2M | Add +0.9% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 14,045 | $4.1M | Add +4.5% |
| WMT Walmart Inc. | 0.36% | 35,069 | $4.0M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.32% | 14,341 | $3.6M | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 36,474 | $3.5M | Add +0.7% |
| CVX Chevron Corp. | 0.30% | 20,346 | $3.4M | Reduce -0.0% |
| AWK American Water Works Co. Inc. | 0.30% | 25,569 | $3.4M | Reduce -0.7% |
| NRG NRG Energy Inc. | 0.29% | 22,245 | $3.2M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.29% | 12,749 | $3.2M | Add +7.1% |
| MRVL Marvell Technology Inc. | 0.29% | 10,740 | $3.2M | Add +1.1% |
| NEE Nextera Energy Inc. | 0.28% | 36,143 | $3.2M | Reduce -2.7% |
| SBUX Starbucks Corp. | 0.28% | 30,534 | $3.1M | Add +2.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 37,813 | $3.1M | Reduce -10.0% |
| ICE Intercontinental Exchange Inc. | 0.28% | 25,032 | $3.1M | Add +1.1% |
| BAC Bank of America Corp. | 0.28% | 53,993 | $3.1M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.27% | 21,928 | $3.0M | Reduce -0.5% |
| HD Home Depot Inc. | 0.27% | 8,495 | $3.0M | Add +2.0% |
| FLS Flowserve Corp. | 0.25% | 37,812 | $2.8M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 7,410 | $2.7M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 38,415 | $2.7M | Add +15.1% |
| NFLX Netflix Inc. | 0.24% | 37,758 | $2.7M | Reduce -2.3% |
| TDG Transdigm Group Inc. | 0.23% | 1,957 | $2.6M | Add +2.8% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 26,590 | $2.5M | Add +0.2% |
| UCON First Trust Smith Unconstrai | 0.22% | 99,819 | $2.5M | Add +18.1% |
| SYK Stryker Corp. | 0.22% | 7,887 | $2.5M | Reduce -6.1% |
| CME Cme Group Inc. | 0.22% | 11,202 | $2.5M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.22% | 2,413 | $2.4M | Add +6.6% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 31,210 | $2.4M | No change |
| ALL Allstate Corp. | 0.21% | 9,969 | $2.4M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 0.20% | 36,179 | $2.3M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 23,383 | $2.3M | Add +6.2% |
| CSM Proshares Large Cap Core Plu | 0.20% | 25,714 | $2.2M | No change |
| IYW iShares Ustechnology ETF | 0.19% | 8,516 | $2.1M | Reduce -1.6% |
| AMLP Alerian MLP ETF | 0.18% | 39,295 | $2.0M | Add +22.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 6,331 | $1.9M | Add +0.0% |
| MINT PIMCO Enhanced Short Maturit | 0.17% | 18,878 | $1.9M | Reduce -7.4% |
| LLY Eli Lilly & Co. | 0.17% | 1,575 | $1.9M | Add +16.6% |
| AMGN Amgen Inc. | 0.17% | 5,205 | $1.9M | Add +8.1% |
| AMD Advanced Micro Devices | 0.17% | 3,179 | $1.8M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.17% | 3,589 | $1.8M | Reduce -3.4% |
| XLK SS Technology Select Sector | 0.16% | 9,565 | $1.8M | Reduce -0.3% |
| JCI Johnson Controls Internation | 0.16% | 12,282 | $1.8M | Add +10.2% |
| VGT Vanguard Info Tech ETF | 0.16% | 14,903 | $1.8M | Reduce -2.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.16% | 41,400 | $1.8M | Reduce -9.3% |
| FDX FedEx Corp. | 0.15% | 5,397 | $1.7M | Add +0.3% |
| FIXD First Trust Smith Opportunis | 0.14% | 37,095 | $1.6M | Add +1.3% |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 44,571 | $1.5M | Add +5.8% |
| IWM iShares Russell 2000 ETF | 0.13% | 4,930 | $1.5M | Reduce -2.4% |
| MO Altria Group Inc. | 0.13% | 20,149 | $1.4M | Add +0.3% |
| SNDK Sandisk Corp. | 0.13% | 626 | $1.4M | Reduce -30.3% |
| BKLN Invesco Senior Loan ETF | 0.13% | 69,625 | $1.4M | Reduce -14.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 11,235 | $1.3M | Add +0.8% |
| SCHW Schwab (charles) Corp. | 0.12% | 14,040 | $1.3M | Add +2.6% |
| MCD McDonald's Corp. | 0.12% | 4,757 | $1.3M | Reduce -7.4% |
| HON Honeywell International Inc. | 0.12% | 5,740 | $1.3M | Reduce -3.0% |
Portfolio Sells Q1 2026 → Q2 2026
| VRT Vertiv Holdings Co. Class A | Reduce -41.2% | 0.52% | −0.25 |
| HON Honeywell International Inc. | Reduce -3.0% | 0.12% | −0.16 |
| NFLX Netflix Inc. | Reduce -2.3% | 0.24% | −0.14 |
| CVX Chevron Corp. | Reduce -0.0% | 0.30% | −0.13 |
| CME Cme Group Inc. | Reduce -1.8% | 0.22% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.27% | −0.12 |
| AZO AutoZone Inc. | Reduce -2.5% | 0.43% | −0.11 |
| WMT Walmart Inc. | Reduce -0.3% | 0.36% | −0.10 |
| AME Ametek Inc. | Reduce -3.7% | 1.43% | −0.09 |
| AN Autonation Inc. | Reduce -0.6% | 0.40% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.6% | 0.40% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.0% | 0.28% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -2.7% | 0.28% | −0.07 |
| ZTS Zoetis Inc. | Reduce -3.4% | 0.07% | −0.07 |
| SYK Stryker Corp. | Reduce -6.1% | 0.22% | −0.06 |
| AWK American Water Works Co. Inc. | Reduce -0.7% | 0.30% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.54% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.4% | 1.61% | −0.06 |
| NRG NRG Energy Inc. | Reduce -1.5% | 0.29% | −0.05 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.12% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| BKLN Invesco Senior Loan ETF | Reduce -14.1% | 0.13% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.2% | 0.61% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -9.3% | 0.16% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -7.4% | 0.17% | −0.04 |
| CDZI Cadiz Inc. | Reduce -36.2% | 0.03% | −0.04 |
| PSQ Proshares Short QQQ | Reduce -28.6% | 0.03% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -47.2% | 0.03% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.2% | 0.07% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 0.64% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -20.9% | 0.07% | −0.03 |
| INTU Intuit Inc. | Reduce -3.4% | 0.03% | −0.03 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.4% | 0.17% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.02 |
| CMF iShares California Muni Bond | Reduce -5.3% | 0.11% | −0.02 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.02 |
| KW Kennedy-Wilson Holdings Inc. | Sold out | 0.00% | −0.02 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.02 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -7.2% | 0.08% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.04% | −0.02 |
| BX Blackstone Inc. | Reduce -29.4% | 0.03% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -12.4% | 0.03% | −0.02 |
| CLX Clorox Company | Reduce -27.9% | 0.02% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -0.5% | 0.09% | −0.02 |
| LIN Linde PLC | Reduce -11.5% | 0.05% | −0.01 |
| IYR iShares US Real Estate ETF | Reduce -19.9% | 0.04% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +0.0% | 2.19% | +1.00 |
| GEV GE Vernova Inc. | Add +240.6% | 0.61% | +0.46 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 10.45% | +0.41 |
| VXF Vanguard Extended Market ETF | Add +6.1% | 4.25% | +0.37 |
| RTX RTX Corp. | Add +170.9% | 0.47% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 3.05% | +0.22 |
| MRVL Marvell Technology Inc. | Add +1.1% | 0.29% | +0.18 |
| CAT Caterpillar Inc. | Add +0.8% | 0.49% | +0.11 |
| URI United Rentals Inc. | Add +2.1% | 0.39% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 0.86% | +0.10 |
| GLW Corning Inc. | Add +120.3% | 0.11% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +1.4% | 1.98% | +0.08 |
| INTC Intel Corp. | New | 0.07% | +0.07 |
| PWR Quanta Services Inc. | Add +1.3% | 0.51% | +0.06 |
| MS Morgan Stanley | Add +1.4% | 0.58% | +0.06 |
| LOW Lowe's Cos Inc. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +16.6% | 0.17% | +0.04 |
| BMY Bristol-Myers Squibb Co. | New | 0.04% | +0.04 |
| BE Bloom Energy Corp. Class A | New | 0.04% | +0.04 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.04% | +0.04 |
| MFC Manulife Financial Corp. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.0% | 1.25% | +0.03 |
| FRT Federal Realty Invs Trust | New | 0.03% | +0.03 |
| PGR Progressive Corp. | Add +109.4% | 0.06% | +0.03 |
| MSI Motorola Solutions Inc. | New | 0.03% | +0.03 |
| FCAL First Trust California Munic | New | 0.03% | +0.03 |
| VIAV Viavi Solutions Inc. | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +5.4% | 0.55% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +15.1% | 0.24% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| RZG Invesco S&P Smallcap 600 Pur | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| EW Edwards Lifesciences Corp. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +6.6% | 0.22% | +0.02 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| USRT iShares Core US REIT ETF | New | 0.02% | +0.02 |
| MOG.B Moog Inc. Class B | New | 0.02% | +0.02 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| SYF Synchrony Financial | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 0.07% | +0.02 |
| SLYV SS SPDR S&P 600 SC Val ETF | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +1.1% | 0.04% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| SSO Proshares Ultra S&P500 | New | 0.02% | +0.02 |
| AXP American Express Co. | Add +38.3% | 0.07% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 259 | $1.1B | AAPL, VUG, VYM, NVDA, VXF |
| Q1 2026 | 241 | $964.4M | AAPL, VUG, VYM, NVDA, VXF |
| Q4 2025 | 255 | $1.0B | AAPL, VUG, VYM, NVDA, VXF |
| Q3 2025 | 244 | $965.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q2 2025 | 237 | $849.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q1 2025 | 230 | $768.1M | AAPL, VYM, VUG, IJR, NVDA |
| Q4 2024 | 228 | $798.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q3 2024 | 229 | $764.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q2 2024 | 220 | $699.7M | AAPL, VUG, VYM, IJR, NVDA |
| Q1 2024 | 223 | $659.4M | AAPL, VYM, VUG, IJR, NVDA |