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Latest HCR Wealth Advisors Stock Portfolio

$1.12Billion | No. of Holdings #259

HCR Wealth Advisors Performance

2026 Q2-12.73%
YTD-15.55%
2025+14.27%

About HCR Wealth Advisors and 13F Hedge Fund Stock Holdings

HCR Wealth Advisors is a hedge fund based in Los Angeles, CA. On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, HCR Wealth Advisors reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 13.3% of it's portfolio in APPLE INC and 10.4% of portfolio in VANGUARD GROWTH INDEX FUND ETF. <br><br> The fund managers got completely rid off HONEYWELL (HON), NIKE INC CLASS B COM (NKE) and VANECK SEMICONDUCTOR ETF (AFK) stocks. They significantly reduced their stock positions in ISHARES TIPS BOND ETF (IJR), VERTIV HOLDINGS CO CLASS A (VRT) and CADIZ INC (CDZI). HCR Wealth Advisors opened new stock positions in HONEYWELL INTL INC COM (HON), INTEL (INTC) and LOWES COMPANIES INC (LOW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF (VAW), VANGUARD GROWTH INDEX FUND ETF (VB) and ISHARES CORE HIGH (DIVIDEND ETF) (AMPS).
HCR Wealth Advisors Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$1.12Billion
  as of Jul 13, 2026

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of -12.73% in the last quarter. In trailing 12 months, it's portfolio return was -5.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc com1,285,190
intel731,094
lowes companies inc483,975
bristol-myers squibb424,408
bloom energy corp. cl a415,001
vanguard california tax-exempt bond etf403,909
manulife finl f396,187
fed realty invest trust sbi us d0.01366,493
New stocks bought by HCR Wealth Advisors

Additions

Ticker% Inc.
vanguard information technology index fund etf682
vanguard growth index fund etf511
ishares core high (dividend etf)400
ishares russell 1000 growth etf317
ge vernova inc240
rtx corp170
corning inc120
progressive co ohio109
Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker% Reduced
ishares tips bond etf-47.24
vertiv holdings co class a-41.23
cadiz inc-36.23
micron technology-32.58
sandisk corp-30.29
blackstone inc-29.43
proshares short qqq etf-28.57
clorox co com-27.93
HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
mobix labs inc class a-10,023
kennedy wilson hldgs-206,023
vale s.a. spons ads repr 1 com npv-209,757
honeywell-2,675,800
nike inc class b com-431,761
at&t-231,485
grayscale bitcoin mini trust etf-204,861
ishares tr 20 yr tr (bd etf)-217,476
HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 46.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Utilities
Sector%
Others46.9
Technology26.4
Industrials6.4
Communication Services5.5
Financial Services4.8
Consumer Cyclical3.5
Healthcare2.2
Consumer Defensive1.7
Utilities1.1

Market Cap. Distribution

HCR Wealth Advisors has about 52.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED46.9
MEGA-CAP37.7
LARGE-CAP14.4

Stocks belong to which Index?

About 50% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50050
Others49.6
Top 5 Winners (%)%
sandisk corp
218.8 %
MU
micron technology
202.3 %
MRVL
marvell technology inc
197.6 %
AMD
advanced micro device in
181.1 %
DELL
dell technologies inc class c
152.6 %
Top 5 Winners ($)$
AAPL
apple inc
18.2 M
PANW
palo alto networks
13.0 M
MU
micron technology
10.0 M
NVDA
nvidia corp
7.9 M
VB
vanguard extended market etf s &p compl
7.6 M
Top 5 Losers (%)%
VAW
vanguard information technology index fund etf
-73.2 %
AMPS
ishares core high (dividend etf)
-70.3 %
VB
vanguard growth index fund etf
-70.3 %
IJR
ishares russell 1000 growth etf
-60.1 %
INTU
intuit inc
-39.0 %
Top 5 Losers ($)$
VB
vanguard growth index fund etf
-276.4 M
VAW
vanguard information technology index fund etf
-4.9 M
GLD
spdr gold tr gold (shs)
-1.3 M
COP
conocophillips com
-1.2 M
AMPS
ishares core high (dividend etf)
-1.2 M

HCR Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HCR Wealth Advisors

HCR Wealth Advisors has 259 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for HCR Wealth Advisors last quarter.

$1.12BTotal Value
269Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HCR Wealth Advisors, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
HCR Wealth Advisors's holding in Ishares 3-7 Year Treasury Bond Etf over time
0.12%11,235
$1.32M
0.12%
increased 0.81 percentadded
AAXJ
Ishares California Muni Bond Etf

Ishares California Muni Bond Etf

AAXJ
HCR Wealth Advisors's holding in Ishares California Muni Bond Etf over time
0.11%20,901
$1.20M
0.11%
decreased 5.26 percentreduced
AAXJ
Ishares Preferred Income Sec Etf Iv

Ishares Preferred Income Sec Etf Iv

AAXJ
HCR Wealth Advisors's holding in Ishares Preferred Income Sec Etf Iv over time
0.08%28,769
$877.2K
0.08%
unchanged 0 percentunchanged
AAXJ
Ishares Jp Morgan Usd Emerging Marke

Ishares Jp Morgan Usd Emerging Marke

AAXJ
HCR Wealth Advisors's holding in Ishares Jp Morgan Usd Emerging Marke over time
0.04%4,712
$454.4K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Us Aerospace Defense Etf

Ishares Us Aerospace Defense Etf

AAXJ
HCR Wealth Advisors's holding in Ishares Us Aerospace Defense Etf over time
0.04%1,799
$436.1K
0.04%
decreased 5.51 percentreduced
AAXJ
Ishares Short Term Ntnl Mun Bnd Etf

Ishares Short Term Ntnl Mun Bnd Etf

AAXJ
HCR Wealth Advisors's holding in Ishares Short Term Ntnl Mun Bnd Etf over time
0.04%4,000
$425.9K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Usa Esg Select Etf

Ishares Msci Usa Esg Select Etf

AAXJ
HCR Wealth Advisors's holding in Ishares Msci Usa Esg Select Etf over time
0.04%2,550
$393.5K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Core Us Reit Etf

Ishares Core Us Reit Etf

AAXJ
HCR Wealth Advisors's holding in Ishares Core Us Reit Etf over time
0.02%3,210
$213.3K
0.02%
new position
ACES
Alps Alerian Mlp Etf

Alps Alerian Mlp Etf

ACES
HCR Wealth Advisors's holding in Alps Alerian Mlp Etf over time
0.18%39,295
$2.04M
0.18%
increased 22.73 percentadded
ACWF
Ishares High Yield Corporat Bond Etf

Ishares High Yield Corporat Bond Etf

ACWF
HCR Wealth Advisors's holding in Ishares High Yield Corporat Bond Etf over time
0.16%41,400
$1.76M
0.16%
decreased 9.25 percentreduced
ACWF
Ishares Treasury Floating Rate B Etf

Ishares Treasury Floating Rate B Etf

ACWF
HCR Wealth Advisors's holding in Ishares Treasury Floating Rate B Etf over time
0.08%16,825
$851.8K
0.08%
decreased 7.17 percentreduced
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
HCR Wealth Advisors's holding in Vaneck Gold Miners Etf over time
0.03%3,948
$297.9K
0.03%
decreased 12.42 percentreduced
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
HCR Wealth Advisors's holding in Vaneck Semiconductor Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Trust Tcw Unconstrained Plus Bond Etf

First Trust Tcw Unconstrained Plus Bond Etf

AFLG
HCR Wealth Advisors's holding in First Trust Tcw Unconstrained Plus Bond Etf over time
0.22%99,819
$2.48M
0.22%
increased 18.05 percentadded
AFLG
First Trust Tcw Opportunistic Fixed Income Etf

First Trust Tcw Opportunistic Fixed Income Etf

AFLG
HCR Wealth Advisors's holding in First Trust Tcw Opportunistic Fixed Income Etf over time
0.14%37,095
$1.62M
0.14%
increased 1.3 percentadded
AFLG
Ft Vest Fund Of Buffer Etf

Ft Vest Fund Of Buffer Etf

AFLG
HCR Wealth Advisors's holding in Ft Vest Fund Of Buffer Etf over time
0.05%14,807
$540.9K
0.05%
increased 16.6 percentadded