HCR Wealth Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), HCR Wealth Advisors reported 237 stock positions worth $849.7 million. Its top holding was Apple (AAPL) at 12.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.0%) and Vanguard High DVD Yield ETF (VYM, 9.8%). Compared with Q1 2025, it opened 15 new positions, sold out of 8, added to 84 and reduced 90. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Cadiz (CDZI, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $849.7M (Q2 2025)
- SEC Filing
- 0001697715-25-000005 ↗ filed Jul 17, 2025
Holdings Value
Holdings 237 stocks · $849.7M
| AAPL Apple Inc. | 12.78% | 529,406 | $108.6M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.01% | 213,320 | $93.5M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 9.82% | 625,930 | $83.4M | Add +3.6% |
| NVDA Nvidia Corp. | 5.57% | 299,374 | $47.3M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 5.39% | 418,776 | $45.8M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 2.92% | 39,920 | $24.8M | Add +4.4% |
| MSFT Microsoft Corp. | 2.75% | 46,908 | $23.3M | Add +0.2% |
| AME Ametek Inc. | 2.00% | 94,032 | $17.0M | Reduce -0.7% |
| FPE FT-Preferred Secur & Inc. ETF | 2.00% | 952,756 | $17.0M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.97% | 94,893 | $16.7M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.67% | 19,206 | $14.2M | Add +4.7% |
| IEMG iShares Core MSCI Emerging | 1.66% | 234,774 | $14.1M | Add +5.4% |
| PANW Palo Alto Networks Inc. | 1.64% | 68,078 | $13.9M | No change |
| AMZN Amazon.com Inc. | 1.35% | 52,338 | $11.5M | Add +1.9% |
| V Visa Inc. Class A | 1.33% | 31,923 | $11.3M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.02% | 29,791 | $8.6M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.93% | 7,991 | $7.9M | Add +1.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.84% | 134,535 | $7.1M | Add +23.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.79% | 132,914 | $6.7M | Add +18.6% |
| ORCL Oracle Corp. | 0.71% | 27,711 | $6.1M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 9,776 | $6.0M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 10,661 | $5.9M | Reduce -0.8% |
| AZO AutoZone Inc. | 0.66% | 1,505 | $5.6M | Add +2.9% |
| GLD SPDR Gold Shares | 0.65% | 18,218 | $5.6M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 0.63% | 108,791 | $5.4M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 11,054 | $5.4M | Add +1.6% |
| AN Autonation Inc. | 0.58% | 24,712 | $4.9M | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.57% | 164,631 | $4.8M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.55% | 14,762 | $4.7M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.55% | 3,464 | $4.6M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 53,699 | $4.4M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.51% | 7,563 | $4.3M | Reduce -1.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.50% | 52,102 | $4.3M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.50% | 23,796 | $4.2M | Add +3.0% |
| MS Morgan Stanley | 0.49% | 29,680 | $4.2M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.48% | 22,219 | $4.1M | Reduce -4.5% |
| BA The Boeing Co. | 0.47% | 19,231 | $4.0M | Reduce -0.4% |
| VRT Vertiv Holdings Co. Class A | 0.47% | 30,958 | $4.0M | Add +25.8% |
| NRG NRG Energy Inc. | 0.43% | 22,520 | $3.6M | Reduce -6.1% |
| AVGO Broadcom Inc. | 0.42% | 12,847 | $3.5M | Add +2.6% |
| AWK American Water Works Co. Inc. | 0.41% | 25,245 | $3.5M | Reduce -0.3% |
| WMT Walmart Inc. | 0.40% | 34,655 | $3.4M | Reduce -0.0% |
| SYK Stryker Corp. | 0.40% | 8,513 | $3.4M | Add +5.4% |
| NOW ServiceNow Inc. | 0.39% | 3,256 | $3.3M | Reduce -0.3% |
| COP Conocophillips | 0.39% | 36,506 | $3.3M | Add +2.6% |
| HD Home Depot Inc. | 0.37% | 8,653 | $3.2M | Reduce -2.9% |
| BKLN Invesco Senior Loan ETF | 0.37% | 151,413 | $3.2M | Add +1.9% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 12,281 | $3.1M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 7,235 | $2.9M | Reduce -2.2% |
| CME Cme Group Inc. | 0.34% | 10,572 | $2.9M | Add +4.1% |
| CVX Chevron Corp. | 0.34% | 20,113 | $2.9M | Reduce -0.0% |
| TDG Transdigm Group Inc. | 0.34% | 1,878 | $2.9M | Add +0.5% |
| PWR Quanta Services Inc. | 0.34% | 7,551 | $2.9M | Add +11.2% |
| NEE Nextera Energy Inc. | 0.33% | 40,011 | $2.8M | Reduce -0.8% |
| HON Honeywell International Inc. | 0.32% | 11,612 | $2.7M | Add +4.6% |
| SBUX Starbucks Corp. | 0.32% | 29,387 | $2.7M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.31% | 14,311 | $2.7M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 52,943 | $2.5M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 19,794 | $2.5M | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 0.26% | 22,350 | $2.2M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.26% | 20,729 | $2.2M | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 35,508 | $2.2M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.25% | 3,770 | $2.1M | Reduce -1.9% |
| DELL Dell Technologies -C | 0.25% | 17,254 | $2.1M | Reduce -1.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 48,820 | $2.1M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 6,928 | $2.1M | Add +3.1% |
| ALL Allstate Corp. | 0.23% | 9,917 | $2.0M | No change |
| ETN Eaton Corp. PLC | 0.22% | 5,229 | $1.9M | Add +39.5% |
| ZTS Zoetis Inc. | 0.22% | 11,892 | $1.9M | Reduce -5.2% |
| CSM Proshares Large Cap Core Plu | 0.21% | 25,714 | $1.8M | No change |
| VEA Vanguard Ftse Developed ETF | 0.20% | 30,061 | $1.7M | Add +3.1% |
| JCI Johnson Controls Internation | 0.20% | 16,211 | $1.7M | No change |
| IYW iShares Ustechnology ETF | 0.19% | 9,229 | $1.6M | No change |
| AMLP Alerian MLP ETF | 0.19% | 32,396 | $1.6M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.18% | 10,292 | $1.6M | Reduce -4.1% |
| FIXD First Trust Smith Opportunis | 0.18% | 35,326 | $1.6M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.18% | 3,978 | $1.5M | Add +5.3% |
| MCD McDonald's Corp. | 0.18% | 5,277 | $1.5M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.18% | 9,650 | $1.5M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 18,190 | $1.5M | Add +11.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 17,312 | $1.5M | Reduce -3.0% |
| GS Goldman Sachs Group Inc. | 0.17% | 2,011 | $1.4M | Add +9.5% |
| AMGN Amgen Inc. | 0.16% | 4,802 | $1.3M | Add +1.1% |
| CMF iShares California Muni Bond | 0.16% | 23,987 | $1.3M | Add +1.0% |
| FCX Freeport-McMoran Inc. | 0.16% | 30,678 | $1.3M | Add +1.2% |
| ADBE Adobe Inc. | 0.16% | 3,429 | $1.3M | Add +2.6% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 13,800 | $1.3M | Reduce -0.1% |
| FDX FedEx Corp. | 0.15% | 5,583 | $1.3M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 0.15% | 40,666 | $1.2M | Reduce -5.0% |
| MO Altria Group Inc. | 0.15% | 21,277 | $1.2M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 17,913 | $1.2M | Add +23.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 10,314 | $1.2M | Add +2.0% |
| XLK SS Technology Select Sector | 0.14% | 4,812 | $1.2M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,818 | $1.2M | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 13,045 | $1.2M | Add +6.4% |
| PM Philip Morris International | 0.14% | 6,335 | $1.2M | Reduce -0.2% |
| TFLO iShares Treasury Floating Ra | 0.13% | 21,585 | $1.1M | Reduce -37.3% |
| CHD Church & Dwight Co. Inc. | 0.13% | 11,187 | $1.1M | Reduce -4.8% |
| STZ Constellation Brands Inc. Class A | 0.12% | 6,316 | $1.0M | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.12% | 4,755 | $1.0M | Reduce -2.7% |
Portfolio Sells Q1 2025 → Q2 2025
| CDZI Cadiz Inc. | Reduce -92.0% | 0.02% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.2% | 0.35% | −0.13 |
| V Visa Inc. Class A | Reduce -0.6% | 1.33% | −0.13 |
| AME Ametek Inc. | Reduce -0.7% | 2.00% | −0.12 |
| CVX Chevron Corp. | Reduce -0.0% | 0.34% | −0.10 |
| TFLO iShares Treasury Floating Ra | Reduce -37.3% | 0.13% | −0.10 |
| AWK American Water Works Co. Inc. | Reduce -0.3% | 0.41% | −0.07 |
| SBUX Starbucks Corp. | Reduce -3.6% | 0.32% | −0.07 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 0.08% | −0.07 |
| CLX Clorox Company | Reduce -29.3% | 0.07% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.26% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.1% | 0.52% | −0.06 |
| HD Home Depot Inc. | Reduce -2.9% | 0.37% | −0.05 |
| ZTS Zoetis Inc. | Reduce -5.2% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -4.1% | 0.18% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.33% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -4.5% | 0.48% | −0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -4.8% | 0.13% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.18% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -5.3% | 0.12% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.1% | 0.26% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.18% | −0.04 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.04 |
| HYZD Wisdomtree Interest Rate Hed | Sold out | 0.00% | −0.04 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -4.3% | 0.25% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -0.8% | 0.19% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -33.9% | 0.04% | −0.03 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.03 |
| FDX FedEx Corp. | Reduce -0.8% | 0.15% | −0.03 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -37.3% | 0.03% | −0.03 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.25% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -5.0% | 0.15% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -16.3% | 0.06% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.11% | −0.02 |
| FIXD First Trust Smith Opportunis | Reduce -0.1% | 0.18% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -43.5% | 0.04% | −0.02 |
| SNAP Snap Inc. Class A | Reduce -51.5% | 0.01% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.1% | 0.16% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -31.5% | 0.04% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -19.1% | 0.03% | −0.01 |
| AXP American Express Co. | Reduce -24.3% | 0.06% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -11.6% | 0.06% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -5.2% | 0.07% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -11.5% | 0.05% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -10.4% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +3.0% | 5.57% | +1.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.7% | 11.01% | +0.98 |
| MSFT Microsoft Corp. | Add +0.2% | 2.75% | +0.46 |
| META Meta Platforms Inc. Class A | Add +4.7% | 1.67% | +0.29 |
| VRT Vertiv Holdings Co. Class A | Add +25.8% | 0.47% | +0.24 |
| ORCL Oracle Corp. | Add +4.7% | 0.71% | +0.23 |
| AVGO Broadcom Inc. | Add +2.6% | 0.42% | +0.14 |
| NFLX Netflix Inc. | Add +1.5% | 0.55% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +4.4% | 2.92% | +0.12 |
| PWR Quanta Services Inc. | Add +11.2% | 0.34% | +0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +23.8% | 0.84% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +5.4% | 1.66% | +0.09 |
| ETN Eaton Corp. PLC | Add +39.5% | 0.22% | +0.09 |
| COF Capital One Financial Corp. | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.9% | 1.35% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.97% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +10.0% | 0.26% | +0.06 |
| AN Autonation Inc. | Add +0.4% | 0.58% | +0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Add +18.6% | 0.79% | +0.05 |
| UCON First Trust Smith Unconstrai | Add +147.4% | 0.09% | +0.05 |
| MS Morgan Stanley | Add +0.1% | 0.49% | +0.04 |
| SCHX Schwab US Large-Cap ETF | New | 0.04% | +0.04 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +9.5% | 0.17% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +76.3% | 0.08% | +0.04 |
| DIS The Walt Disney Co. | Add +0.3% | 0.29% | +0.04 |
| BLOK Amplify Blockchain Tech ETF | New | 0.03% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +1.3% | 0.36% | +0.03 |
| PSQ Proshares Short QQQ | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.50% | +0.03 |
| ILCB iShares Morningstar U.S. Equ | New | 0.03% | +0.03 |
| PPA Invesco Aerospace & Defense | New | 0.02% | +0.02 |
| BTI British American Tob-SP ADR | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| BX Blackstone Inc. | Add +33.9% | 0.10% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +23.7% | 0.05% | +0.02 |
| CAT Caterpillar Inc. | Add +5.3% | 0.18% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.7% | 0.18% | +0.02 |
| BND Vanguard Total Bond Market | Add +29.4% | 0.11% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +6.4% | 0.14% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +23.7% | 0.15% | +0.01 |
| GE General Electric | Add +0.0% | 0.10% | +0.01 |
| URI United Rentals Inc. | Add +18.1% | 0.06% | +0.01 |
| HON Honeywell International Inc. | Add +4.6% | 0.32% | +0.01 |
| MRVL Marvell Technology Inc. | Add +0.7% | 0.10% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | Add +45.5% | 0.04% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +29.6% | 0.04% | +0.01 |
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 |