HCR Wealth Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), HCR Wealth Advisors reported 255 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 14.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.5%) and Vanguard High DVD Yield ETF (VYM, 9.1%). Compared with Q3 2025, it opened 20 new positions, sold out of 9, added to 115 and reduced 74. The biggest buy was a new position in Vanguard Extended Market ETF (VXF) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001697715-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 255 stocks · $1.0B
| AAPL Apple Inc. | 14.39% | 534,282 | $145.3M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.50% | 217,235 | $106.0M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 9.13% | 642,119 | $92.2M | Add +0.7% |
| NVDA Nvidia Corp. | 5.64% | 305,364 | $57.0M | Add +1.8% |
| VXF Vanguard Extended Market ETF | 3.69% | 178,116 | $37.2M | New |
| IVV iShares Core S&P 500 ETF | 3.46% | 50,961 | $34.9M | Add +23.3% |
| GOOGL Alphabet Inc. Class A | 3.01% | 97,000 | $30.4M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.29% | 47,870 | $23.2M | Add +2.2% |
| FPE FT-Preferred Secur & Inc. ETF | 1.80% | 998,172 | $18.2M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 1.72% | 258,722 | $17.4M | Add +3.7% |
| AME Ametek Inc. | 1.57% | 77,452 | $15.9M | Reduce -10.6% |
| IJR iShares Core S&P Small-Cap E | 1.54% | 128,985 | $15.5M | Reduce -70.4% |
| META Meta Platforms Inc. Class A | 1.33% | 20,378 | $13.5M | Add +4.4% |
| PANW Palo Alto Networks Inc. | 1.28% | 69,978 | $12.9M | No change |
| AMZN Amazon.com Inc. | 1.23% | 53,788 | $12.4M | Add +2.3% |
| V Visa Inc. Class A | 1.17% | 33,671 | $11.8M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.99% | 31,078 | $10.0M | Add +1.4% |
| AVGO Broadcom Inc. | 0.97% | 28,258 | $9.8M | Add +4.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.95% | 181,674 | $9.6M | Add +11.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.81% | 161,453 | $8.2M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.79% | 25,470 | $8.0M | Add +2.2% |
| GLD SPDR Gold Shares | 0.74% | 18,816 | $7.5M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.74% | 8,620 | $7.4M | Add +3.1% |
| TSLA Tesla Inc. | 0.69% | 15,442 | $6.9M | Add +6.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 11,096 | $6.8M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 9,684 | $6.6M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.63% | 117,794 | $6.3M | Add +9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 12,191 | $6.1M | Add +10.3% |
| MS Morgan Stanley | 0.54% | 30,496 | $5.4M | Add +0.8% |
| SCHG Schwab US Large-Cap Growth | 0.53% | 165,542 | $5.4M | Add +0.0% |
| VRT Vertiv Holdings Co. Class A | 0.51% | 32,015 | $5.2M | Reduce -1.6% |
| AZO AutoZone Inc. | 0.51% | 1,527 | $5.2M | Reduce -0.2% |
| AN Autonation Inc. | 0.51% | 24,868 | $5.1M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.51% | 8,158 | $5.1M | Add +3.8% |
| ORCL Oracle Corp. | 0.50% | 25,948 | $5.1M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 8,388 | $4.9M | Add +5.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.42% | 99,024 | $4.2M | Reduce -2.9% |
| MU Micron Technology Inc. | 0.41% | 14,591 | $4.2M | Add +1205.1% |
| BA The Boeing Co. | 0.41% | 19,158 | $4.2M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.41% | 49,697 | $4.1M | Reduce -8.5% |
| LHX L3HARRIS Technologies Inc. | 0.39% | 13,581 | $4.0M | Add +2.0% |
| WMT Walmart Inc. | 0.39% | 35,234 | $3.9M | Add +1.4% |
| ICE Intercontinental Exchange Inc. | 0.39% | 24,224 | $3.9M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.38% | 12,180 | $3.9M | Add +99.8% |
| COP Conocophillips | 0.37% | 40,131 | $3.8M | Add +5.8% |
| NRG NRG Energy Inc. | 0.35% | 22,413 | $3.6M | Reduce -0.6% |
| PWR Quanta Services Inc. | 0.34% | 8,078 | $3.4M | Reduce -0.5% |
| AWK American Water Works Co. Inc. | 0.34% | 25,930 | $3.4M | Reduce -0.2% |
| URI United Rentals Inc. | 0.33% | 4,093 | $3.3M | Add +322.0% |
| BKLN Invesco Senior Loan ETF | 0.32% | 155,677 | $3.3M | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.32% | 14,072 | $3.2M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 35,708 | $3.2M | Add +98.2% |
| NEE Nextera Energy Inc. | 0.31% | 39,486 | $3.2M | No change |
| NFLX Netflix Inc. | 0.31% | 33,748 | $3.2M | Add +2.0% |
| CME Cme Group Inc. | 0.31% | 11,568 | $3.2M | Add +3.7% |
| CVX Chevron Corp. | 0.31% | 20,335 | $3.1M | Add +0.9% |
| NOW ServiceNow Inc. | 0.30% | 19,657 | $3.0M | Add +4.3% |
| SYK Stryker Corp. | 0.30% | 8,523 | $3.0M | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 53,950 | $3.0M | Add +1.9% |
| CAT Caterpillar Inc. | 0.29% | 5,045 | $2.9M | Add +1.4% |
| HD Home Depot Inc. | 0.28% | 8,354 | $2.9M | Reduce -0.5% |
| DELL Dell Technologies -C | 0.28% | 22,235 | $2.8M | Add +12.6% |
| TDG Transdigm Group Inc. | 0.27% | 2,047 | $2.7M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.26% | 22,010 | $2.6M | Add +2.7% |
| SBUX Starbucks Corp. | 0.25% | 30,400 | $2.6M | Add +1.0% |
| JNJ Johnson & Johnson | 0.24% | 11,847 | $2.5M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 21,286 | $2.4M | Add +6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 7,162 | $2.4M | Reduce -6.3% |
| HON Honeywell International Inc. | 0.23% | 11,746 | $2.3M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.22% | 2,568 | $2.3M | Add +30.9% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 36,097 | $2.3M | Add +15.9% |
| MA Mastercard Inc. Class A | 0.21% | 3,697 | $2.1M | Reduce -1.5% |
| ALL Allstate Corp. | 0.21% | 10,068 | $2.1M | Add +1.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.21% | 48,414 | $2.1M | Reduce -1.0% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 20,628 | $2.1M | Reduce -10.3% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 31,210 | $2.1M | New |
| CSM Proshares Large Cap Core Plu | 0.20% | 25,714 | $2.0M | No change |
| JCI Johnson Controls Internation | 0.19% | 16,259 | $1.9M | Add +0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 38,930 | $1.9M | Add +8.6% |
| IYW iShares Ustechnology ETF | 0.18% | 9,214 | $1.8M | Reduce -0.2% |
| FCX Freeport-McMoran Inc. | 0.18% | 35,433 | $1.8M | Reduce 0.0% |
| RTX RTX Corp. | 0.16% | 9,041 | $1.7M | Add +17.6% |
| UCON First Trust Smith Unconstrai | 0.16% | 65,838 | $1.7M | Add +21.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 6,328 | $1.6M | Add +517.4% |
| FIXD First Trust Smith Opportunis | 0.16% | 36,345 | $1.6M | Add +0.8% |
| MCD McDonald's Corp. | 0.16% | 5,220 | $1.6M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.16% | 4,795 | $1.6M | Reduce -0.1% |
| OWL Blue Owl Capital Inc. | 0.15% | 104,738 | $1.6M | Reduce -8.6% |
| FDX FedEx Corp. | 0.15% | 5,391 | $1.6M | Reduce -1.4% |
| ZTS Zoetis Inc. | 0.15% | 12,330 | $1.6M | Reduce -9.2% |
| AMLP Alerian MLP ETF | 0.15% | 32,801 | $1.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.14% | 1,338 | $1.4M | Add +6.8% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,873 | $1.4M | Add +0.6% |
| RKT Rocket Cos Inc. Class A | 0.14% | 72,522 | $1.4M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 11,729 | $1.4M | Reduce -5.5% |
| XLK SS Technology Select Sector | 0.14% | 9,587 | $1.4M | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 13,762 | $1.4M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.13% | 9,207 | $1.3M | Reduce -3.6% |
| IEF iShares 7-10 Year Treasury B | 0.13% | 13,563 | $1.3M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.13% | 17,513 | $1.3M | Add +30.2% |
Portfolio Sells Q3 2025 → Q4 2025
| IJR iShares Core S&P Small-Cap E | Reduce -70.4% | 1.54% | −3.86 |
| AZO AutoZone Inc. | Reduce -0.2% | 0.51% | −0.16 |
| AME Ametek Inc. | Reduce -10.6% | 1.57% | −0.09 |
| AN Autonation Inc. | Reduce -1.9% | 0.51% | −0.08 |
| HD Home Depot Inc. | Reduce -0.5% | 0.28% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -43.0% | 0.05% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -8.5% | 0.41% | −0.06 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.2% | 0.12% | −0.05 |
| ZTS Zoetis Inc. | Reduce -9.2% | 0.15% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.9% | 0.42% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.04 |
| NRG NRG Energy Inc. | Reduce -0.6% | 0.35% | −0.04 |
| OWL Blue Owl Capital Inc. | Reduce -8.6% | 0.15% | −0.04 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.23% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -10.3% | 0.20% | −0.03 |
| SYK Stryker Corp. | Reduce -2.1% | 0.30% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -22.6% | 0.08% | −0.03 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.6% | 0.51% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.4% | 0.68% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -0.2% | 0.34% | −0.03 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.03 |
| BKLN Invesco Senior Loan ETF | Reduce -3.5% | 0.32% | −0.03 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.3% | 0.24% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -11.8% | 0.10% | −0.02 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -0.3% | 0.41% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.6% | 0.13% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -41.2% | 0.02% | −0.02 |
| ADBE Adobe Inc. | Reduce -11.0% | 0.10% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -7.5% | 0.09% | −0.02 |
| BX Blackstone Inc. | Reduce -2.9% | 0.10% | −0.02 |
| PWR Quanta Services Inc. | Reduce -0.5% | 0.34% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 0.21% | −0.02 |
| CLX Clorox Company | Reduce -8.9% | 0.04% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -5.5% | 0.14% | −0.01 |
| CMF iShares California Muni Bond | Reduce -6.7% | 0.12% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.0% | 0.21% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.2% | 0.06% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -0.1% | 0.03% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.5% | 0.07% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -22.2% | 0.03% | −0.01 |
| VCV Invesco Ca Val Muni Inc. TR | Sold out | 0.00% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -6.0% | 0.09% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -1.9% | 0.06% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -15.7% | 0.03% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.8% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VXF Vanguard Extended Market ETF | New | 3.69% | +3.69 |
| IVV iShares Core S&P 500 ETF | Add +23.3% | 3.46% | +0.58 |
| MU Micron Technology Inc. | Add +1205.1% | 0.41% | +0.39 |
| URI United Rentals Inc. | Add +322.0% | 0.33% | +0.23 |
| IJH iShares Core S&P Midcap ETF | New | 0.20% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.79% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +98.2% | 0.32% | +0.15 |
| ETN Eaton Corp. PLC | Add +99.8% | 0.38% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +517.4% | 0.16% | +0.13 |
| C Citigroup Inc. | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | Add +3.0% | 0.74% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +30.9% | 0.22% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +11.3% | 0.95% | +0.05 |
| GEV GE Vernova Inc. | Add +75.2% | 0.11% | +0.05 |
| MS Morgan Stanley | Add +0.8% | 0.54% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +5.2% | 0.48% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.3% | 0.61% | +0.04 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| VNQ Vanguard Real Estate ETF | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.14% | +0.04 |
| TSLA Tesla Inc. | Add +6.8% | 0.69% | +0.04 |
| CAT Caterpillar Inc. | Add +1.4% | 0.29% | +0.03 |
| RLY SS Multi-Asset Real Ret ETF | New | 0.03% | +0.03 |
| RTX RTX Corp. | Add +17.6% | 0.16% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +15.9% | 0.22% | +0.03 |
| FLS Flowserve Corp. | New | 0.03% | +0.03 |
| USRT iShares Core US REIT ETF | New | 0.03% | +0.03 |
| SNDK Sandisk Corp. | New | 0.03% | +0.03 |
| BND Vanguard Total Bond Market | Add +30.2% | 0.13% | +0.02 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| SMH Vaneck Semiconductor ETF | New | 0.02% | +0.02 |
| SYF Synchrony Financial | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +1.4% | 0.39% | +0.02 |
| Vanguard VNG Rus1000val ETF | New | 0.02% | +0.02 |
| UCON First Trust Smith Unconstrai | Add +21.4% | 0.16% | +0.02 |
| REGN Regeneron Pharmaceuticals | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| EW Edwards Lifesciences Corp. | New | 0.02% | +0.02 |
| GDXJ Vaneck Junior Gold Miners | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +9.8% | 0.63% | +0.02 |
| MDB Mongodb Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +4.2% | 0.97% | +0.02 |
| JNJ Johnson & Johnson | Add +1.8% | 0.24% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.23% | +0.02 |
| BAC Bank of America Corp. | Add +1.9% | 0.29% | +0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +69.7% | 0.04% | +0.02 |
| CRM Salesforce Inc. | Add +33.8% | 0.05% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.26% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.99% | +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 |