HCR Wealth Advisors 13F Holdings · Q2 2026
HCR Wealth Advisors reported 259 securities worth $1.12B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (13.32%), VUG (10.45%), VYM (9.28%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $148.8M | 13.32% | 514,279 | Added |
| 2 | VUG | Vanguard Growth Index Fund ETF | $116.7M | 10.45% | 1.4M | Added |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | $103.7M | 9.28% | 656,338 | Added |
| 4 | NVDA | Nvidia Corp | $61.5M | 5.50% | 307,290 | Added |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | $47.5M | 4.25% | 192,946 | Added |
| 6 | IVV | iShares Core S&P 500 ETF | $37.9M | 3.39% | 50,622 | Added |
| 7 | GOOGL | Alphabet Inc | $34.1M | 3.05% | 95,341 | Added |
| 8 | PANW | Palo Alto Networks | $24.5M | 2.19% | 71,870 | Added |
| 9 | IEMG | iShares Core MSCI Emerging ETF | $22.2M | 1.98% | 267,622 | Added |
| 10 | FPE | First Trust Preferred Securities and Income ETF | $18.4M | 1.65% | 1.0M | Added |
| 11 | IJR | iShares Core S&P Small-Cap ETF | $18.0M | 1.61% | 121,048 | Trimmed |
| 12 | MSFT | Microsoft | $17.9M | 1.60% | 48,033 | Added |
| 13 | AME | Ametek Inc | $16.0M | 1.43% | 65,935 | Trimmed |
| 14 | AMZN | Amazon.Com Inc | $14.0M | 1.25% | 58,530 | Added |
| 15 | META | Meta Platforms Inc | $11.5M | 1.03% | 20,342 | Added |
| 16 | V | Visa Inc | $11.5M | 1.03% | 33,412 | Added |
| 17 | MU | Micron Technology | $11.3M | 1.01% | 9,818 | Trimmed |
| 18 | BINC | BlackRock Flexible Income ETF | $11.2M | 1.00% | 213,952 | Added |
| 19 | AVGO | Broadcom Inc | $10.3M | 0.92% | 27,285 | Trimmed |
| 20 | JPM | JPMorgan Chase & Co | $10.2M | 0.91% | 31,113 | Added |
| 21 | JAAA | Janus Henderson Aaa Clo ETF IV | $10.1M | 0.90% | 199,097 | Added |
| 22 | GOOG | Alphabet Inc. Class C | $9.6M | 0.86% | 27,207 | Added |
| 23 | QQQ | Invesco QQQ Trust | $8.3M | 0.75% | 11,304 | Trimmed |
| 24 | COST | Costco Wholesale | $8.0M | 0.72% | 8,541 | Added |
| 25 | DELL | Dell Technologies Inc Class C | $8.1M | 0.72% | 18,669 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR