HCR Wealth Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), HCR Wealth Advisors reported 241 stock positions worth $964.4 million. Its top holding was Apple (AAPL) at 13.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.0%) and Vanguard High DVD Yield ETF (VYM, 9.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 22, added to 101 and reduced 88. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +1%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $964.4M (Q1 2026)
- SEC Filing
- 0001697715-26-000003 ↗ filed Apr 21, 2026
Holdings Value
Holdings 241 stocks · $964.4M
| AAPL Apple Inc. | 13.45% | 511,249 | $129.7M | Reduce -4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.04% | 221,595 | $96.8M | Add +2.0% |
| VYM Vanguard High DVD Yield ETF | 9.92% | 645,989 | $95.7M | Add +0.6% |
| NVDA Nvidia Corp. | 5.51% | 304,711 | $53.1M | Reduce -0.2% |
| VXF Vanguard Extended Market ETF | 3.88% | 181,857 | $37.4M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 3.43% | 50,596 | $33.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.83% | 94,867 | $27.3M | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 1.91% | 263,874 | $18.4M | Add +2.0% |
| FPE FT-Preferred Secur & Inc. ETF | 1.84% | 999,249 | $17.7M | Add +0.1% |
| MSFT Microsoft Corp. | 1.83% | 47,667 | $17.6M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 1.67% | 129,328 | $16.1M | Add +0.3% |
| AME Ametek Inc. | 1.52% | 68,458 | $14.7M | Reduce -11.6% |
| AMZN Amazon.com Inc. | 1.22% | 56,295 | $11.7M | Add +4.7% |
| PANW Palo Alto Networks Inc. | 1.19% | 71,857 | $11.5M | Add +2.7% |
| META Meta Platforms Inc. Class A | 1.19% | 20,056 | $11.5M | Reduce -1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.05% | 195,501 | $10.2M | Add +7.6% |
| V Visa Inc. Class A | 1.03% | 32,979 | $10.0M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.94% | 30,980 | $9.1M | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.92% | 177,069 | $8.9M | Add +9.7% |
| GLD SPDR Gold Shares | 0.92% | 20,663 | $8.9M | Add +9.8% |
| AVGO Broadcom Inc. | 0.89% | 27,678 | $8.6M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.88% | 8,540 | $8.5M | Reduce -0.9% |
| VRT Vertiv Holdings Co. Class A | 0.76% | 29,389 | $7.4M | Reduce -8.2% |
| GOOG Alphabet Inc. Class C | 0.76% | 25,664 | $7.4M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 11,317 | $6.5M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 9,920 | $6.5M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 116,459 | $6.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 12,191 | $5.8M | No change |
| TSLA Tesla Inc. | 0.59% | 15,349 | $5.7M | Reduce -0.6% |
| COP Conocophillips | 0.57% | 41,496 | $5.5M | Add +3.4% |
| AZO AutoZone Inc. | 0.54% | 1,543 | $5.2M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.53% | 8,552 | $5.1M | Add +4.8% |
| MS Morgan Stanley | 0.52% | 30,423 | $5.0M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.51% | 14,562 | $4.9M | Reduce -0.2% |
| AN Autonation Inc. | 0.50% | 24,467 | $4.8M | Reduce -1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.49% | 101,963 | $4.7M | Add +3.0% |
| LHX L3HARRIS Technologies Inc. | 0.48% | 13,438 | $4.6M | Reduce -1.1% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 152,049 | $4.4M | Reduce -8.2% |
| ETN Eaton Corp. PLC | 0.46% | 12,368 | $4.4M | Add +1.5% |
| WMT Walmart Inc. | 0.45% | 35,168 | $4.4M | Reduce -0.2% |
| PWR Quanta Services Inc. | 0.44% | 7,771 | $4.3M | Reduce -3.8% |
| CVX Chevron Corp. | 0.44% | 20,348 | $4.2M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 8,418 | $4.1M | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 0.40% | 24,753 | $3.9M | Add +2.2% |
| BA The Boeing Co. | 0.40% | 19,158 | $3.8M | No change |
| XOM Exxon Mobil Corp. | 0.39% | 22,032 | $3.7M | Add +0.1% |
| NFLX Netflix Inc. | 0.39% | 38,639 | $3.7M | Add +14.5% |
| CAT Caterpillar Inc. | 0.37% | 5,060 | $3.6M | Add +0.3% |
| DELL Dell Technologies -C | 0.36% | 21,366 | $3.5M | Reduce -3.9% |
| AWK American Water Works Co. Inc. | 0.36% | 25,749 | $3.5M | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.36% | 41,996 | $3.5M | Reduce -15.5% |
| NEE Nextera Energy Inc. | 0.36% | 37,158 | $3.5M | Reduce -5.9% |
| CME Cme Group Inc. | 0.35% | 11,403 | $3.4M | Reduce -1.4% |
| NRG NRG Energy Inc. | 0.34% | 22,578 | $3.3M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 36,210 | $3.3M | Add +1.4% |
| ABBV Abbvie Inc. | 0.32% | 14,175 | $3.1M | Add +0.7% |
| JNJ Johnson & Johnson | 0.30% | 11,899 | $2.9M | Add +0.4% |
| URI United Rentals Inc. | 0.29% | 3,801 | $2.8M | Reduce -7.1% |
| SYK Stryker Corp. | 0.29% | 8,401 | $2.8M | Reduce -1.4% |
| HD Home Depot Inc. | 0.28% | 8,330 | $2.7M | Reduce -0.3% |
| FLS Flowserve Corp. | 0.28% | 37,051 | $2.7M | Add +888.0% |
| HON Honeywell International Inc. | 0.28% | 11,838 | $2.7M | Add +0.8% |
| SBUX Starbucks Corp. | 0.28% | 29,718 | $2.7M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 53,797 | $2.6M | Reduce -0.3% |
| IEF iShares 7-10 Year Treasury B | 0.26% | 26,540 | $2.5M | Add +95.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 7,209 | $2.3M | Add +0.7% |
| TDG Transdigm Group Inc. | 0.23% | 1,904 | $2.2M | Reduce -7.0% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 33,374 | $2.1M | Reduce -7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 22,024 | $2.1M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 31,210 | $2.1M | No change |
| UCON First Trust Smith Unconstrai | 0.22% | 84,555 | $2.1M | Add +28.4% |
| ALL Allstate Corp. | 0.21% | 9,980 | $2.1M | Reduce -0.9% |
| MINT PIMCO Enhanced Short Maturit | 0.21% | 20,378 | $2.0M | Reduce -1.2% |
| FCX Freeport-McMoran Inc. | 0.21% | 34,770 | $2.0M | Reduce -1.9% |
| RTX RTX Corp. | 0.20% | 10,165 | $2.0M | Add +12.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.20% | 45,621 | $1.9M | Reduce -5.8% |
| CSM Proshares Large Cap Core Plu | 0.20% | 25,714 | $1.9M | No change |
| FDX FedEx Corp. | 0.20% | 5,379 | $1.9M | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.20% | 2,264 | $1.9M | Reduce -11.8% |
| MA Mastercard Inc. Class A | 0.19% | 3,716 | $1.9M | Add +0.5% |
| AMGN Amgen Inc. | 0.18% | 4,813 | $1.7M | Add +0.4% |
| AMLP Alerian MLP ETF | 0.17% | 32,018 | $1.7M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 6,330 | $1.7M | Add +0.0% |
| BKLN Invesco Senior Loan ETF | 0.17% | 81,007 | $1.7M | Reduce -48.0% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 42,123 | $1.6M | Add +8.2% |
| FIXD First Trust Smith Opportunis | 0.17% | 36,619 | $1.6M | Add +0.8% |
| MCD McDonald's Corp. | 0.17% | 5,135 | $1.6M | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.16% | 8,654 | $1.6M | Reduce -6.1% |
| GEV GE Vernova Inc. | 0.15% | 1,701 | $1.5M | Reduce -2.5% |
| JCI Johnson Controls Internation | 0.15% | 11,148 | $1.5M | Reduce -31.4% |
| ZTS Zoetis Inc. | 0.14% | 11,752 | $1.4M | Reduce -4.7% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,905 | $1.3M | Add +1.7% |
| MO Altria Group Inc. | 0.14% | 20,097 | $1.3M | Reduce -0.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 11,145 | $1.3M | Reduce -5.0% |
| SCHW Schwab (charles) Corp. | 0.13% | 13,688 | $1.3M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.13% | 9,590 | $1.3M | Add +0.0% |
| CMF iShares California Muni Bond | 0.13% | 22,061 | $1.3M | Add +3.3% |
| IWM iShares Russell 2000 ETF | 0.13% | 5,051 | $1.3M | No change |
| LLY Eli Lilly & Co. | 0.13% | 1,351 | $1.2M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.13% | 8,568 | $1.2M | Reduce -6.9% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -4.3% | 13.45% | −0.93 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.83% | −0.46 |
| ORCL Oracle Corp. | Reduce -75.0% | 0.10% | −0.40 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 2.83% | −0.18 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.15 |
| BKLN Invesco Senior Loan ETF | Reduce -48.0% | 0.17% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 1.19% | −0.14 |
| V Visa Inc. Class A | Reduce -2.1% | 1.03% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.2% | 5.51% | −0.13 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.59% | −0.10 |
| AVGO Broadcom Inc. | Reduce -2.0% | 0.89% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.2% | 0.46% | −0.08 |
| BX Blackstone Inc. | Reduce -41.7% | 0.05% | −0.05 |
| AME Ametek Inc. | Reduce -11.6% | 1.52% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -15.5% | 0.36% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.94% | −0.05 |
| JCI Johnson Controls Internation | Reduce -31.4% | 0.15% | −0.04 |
| URI United Rentals Inc. | Reduce -7.1% | 0.29% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -7.0% | 0.23% | −0.04 |
| RKT Rocket Cos Inc. Class A | Reduce -4.4% | 0.10% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 3.43% | −0.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.03 |
| USRT iShares Core US REIT ETF | Sold out | 0.00% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -11.8% | 0.20% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -26.6% | 0.03% | −0.02 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.02 |
| Vanguard VNG Rus1000val ETF | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.27% | −0.02 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.02 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.02 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.02 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -6.1% | 0.16% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -18.4% | 0.11% | −0.02 |
| MS Morgan Stanley | Reduce -0.2% | 0.52% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -15.4% | 0.09% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -23.8% | 0.05% | −0.01 |
| NKE Nike Inc. Class B | Reduce -11.3% | 0.04% | −0.01 |
| AN Autonation Inc. | Reduce -1.6% | 0.50% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 9.92% | +0.79 |
| FLS Flowserve Corp. | Add +888.0% | 0.28% | +0.26 |
| COP Conocophillips | Add +3.4% | 0.57% | +0.20 |
| VXF Vanguard Extended Market ETF | Add +2.1% | 3.88% | +0.19 |
| IEMG iShares Core MSCI Emerging | Add +2.0% | 1.91% | +0.19 |
| GLD SPDR Gold Shares | Add +9.8% | 0.92% | +0.18 |
| IEF iShares 7-10 Year Treasury B | Add +95.7% | 0.26% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +0.3% | 1.67% | +0.13 |
| CVX Chevron Corp. | Add +0.1% | 0.44% | +0.13 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.39% | +0.13 |
| JAAA Janus Henderson Aaa Clo ETF | Add +9.7% | 0.92% | +0.12 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.6% | 1.05% | +0.10 |
| CAT Caterpillar Inc. | Add +0.3% | 0.37% | +0.09 |
| ETN Eaton Corp. PLC | Add +1.5% | 0.46% | +0.07 |
| ESTA Establishment Labs Holdings | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | Add +14.5% | 0.39% | +0.07 |
| PSQ Proshares Short QQQ | New | 0.07% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.0% | 0.49% | +0.07 |
| JNJ Johnson & Johnson | Add +0.4% | 0.30% | +0.06 |
| UCON First Trust Smith Unconstrai | Add +28.4% | 0.22% | +0.05 |
| HON Honeywell International Inc. | Add +0.8% | 0.28% | +0.05 |
| RTX RTX Corp. | Add +12.4% | 0.20% | +0.04 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.1% | 1.84% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +74.2% | 0.10% | +0.03 |
| TIP iShares Tips Bond ETF | Add +89.5% | 0.07% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| AZO AutoZone Inc. | Add +1.1% | 0.54% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +35.1% | 0.07% | +0.03 |
| CDZI Cadiz Inc. | Add +69.5% | 0.07% | +0.03 |
| SOLS Solstice Adv Materials Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.34% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +4.8% | 0.53% | +0.02 |
| LMT Lockheed Martin Corp. | Add +0.3% | 0.09% | +0.02 |
| MRVL Marvell Technology Inc. | Add +2.4% | 0.11% | +0.02 |
| VALE Vale SA-SP ADR | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +0.4% | 0.18% | +0.02 |
| STZ Constellation Brands Inc. Class A | Add +8.0% | 0.10% | +0.02 |
| LIN Linde PLC | Add +13.7% | 0.07% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +2.2% | 0.40% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 0.67% | +0.01 |
| KO The Coca-Cola Co. | Add +1.8% | 0.08% | +0.01 |
| MGM MGM Resorts International | Add +17.7% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.0% | 0.17% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.2% | 0.06% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.6% | 0.04% | +0.01 |
| SHEL Shell PLC-ADR | Add +1.6% | 0.04% | +0.01 |
| CMF iShares California Muni Bond | Add +3.3% | 0.13% | +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 |