Latest HCR Wealth Advisors Stock Portfolio

HCR Wealth Advisors Performance:

2026 Q1: -3.23%YTD: -3.23%2025: 14.27%

Performance for 2026 Q1 is -3.23%, and YTD is -3.23%, and 2025 is 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 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, HCR Wealth Advisors reported an equity portfolio of $964.4 Millions as of 31 Mar, 2026.

The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 13.5% of it's portfolio in APPLE INC and 10% of portfolio in VANGUARD GROWTH INDEX FUND ETF.

The fund managers got completely rid off SERVICENOW INC (NOW), BLUE OWL CAP INC CLASS A (OWL) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), INVESCO SENIOR LOAN ETF (BAB) and BLACKSTONE INC (BX). HCR Wealth Advisors opened new stock positions in ESTABLISHMENT LABS HLD F (ESTA), PROSHARES SHORT QQQ ETF and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to FLOWSERVE CORP (FLS), ISHARES 7-10 YEAR TREASURY BOND ETF (IJR) and PALANTIR TECHNOLOGIES IN CLASS A (PLTR).

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of -3.23% in the last quarter. In trailing 12 months, it's portfolio return was 17.27%.

Performance
S&P 500

New Buys

Ticker	$ Bought
establishment labs hld f	717,642
proshares short qqq etf	675,990
corning inc	308,651
robinhood markets inc com cl a	272,210
solstice advanced	238,077
at&t	231,485
vale s.a. spons ads repr 1 com npv	209,757
western digital corp	206,113

New stocks bought by HCR Wealth Advisors

Additions

Ticker	% Inc.
flowserve corp	888
ishares 7-10 year treasury bond etf	95.68
ishares tips bond etf	89.55
palantir technologies in class a	74.19
cadiz inc	69.46
stifel finl co	50.79
taiwan semiconductr f sponsored adr	35.07
first trust tcw unconstrained plus bond etf	28.43

Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker	% Reduced
oracle corp	-75.00
invesco senior loan etf	-47.96
blackstone inc	-41.69
johnson controls inter f	-31.43
spdr ssga multi asset real retur etf	-28.3
novo-nordisk as vormal f sponsored adr	-26.64
vanguard short-term bond etf	-23.78
spdr nuveen blmg hg yl mp bnd etf	-23.46

HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
blue owl cap inc class a	-1,564,790
black diamond therapeuti	-65,610
servicenow inc	-3,011,260
editas medicine incorpor	-34,850
schwab u.s. tips etf	-200,387
ishares core us reit etf	-258,436
mccormick &company	-234,162
pure storage inc	-215,169

HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 47.3% of it's holdings in Others sector.

Sector	%
Others	47.3
Technology	24.4
Industrials	6.5
Communication Services	5.5
Financial Services	5
Consumer Cyclical	3.8
Healthcare	2.3
Consumer Defensive	2.1
Energy	1.5
Utilities	1.4

Market Cap. Distribution

HCR Wealth Advisors has about 51.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.3
MEGA-CAP	37.5
LARGE-CAP	14.2

Stocks belong to which Index?

About 49.9% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	49.9
Others	49.8

Top 5 Winners (%)		%
	sandisk corp	154.2 %
VRT	vertiv holdings co class a	52.4 %
XOM	exxonmobil	41.0 %
COP	conocophillips com	40.1 %
PSX	phillips 66	39.9 %

Top 5 Winners ($)		$
VIGI	vanguard high dividend yield index fund etf	2.9 M
VRT	vertiv holdings co class a	2.7 M
COP	conocophillips com	1.6 M
COST	costco wholesale	1.2 M
CVX	chevron corp.	1.1 M

Top 5 Losers (%)		%
SF	stifel finl co	-36.6 %
INTU	intuit inc	-34.6 %
CRM	salesforce	-29.5 %
MGNI	magnite inc	-26.8 %
RKT	rocket cos inc com	-25.8 %

Top 5 Losers ($)		$
VB	vanguard growth index fund etf	-11.2 M
AAPL	apple inc	-9.4 M
MSFT	microsoft	-5.4 M
NVDA	nvidia corp	-3.7 M
GOOG	alphabet inc	-2.4 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 241 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VIGI was the most profitable stock for HCR Wealth Advisors last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	13.46	511,249	129,750,000	reduced	-4.31

AAXJ	ishares 3-7 year treasury bond etf	0.14	11,145	1,321,800	reduced	-4.98

AAXJ	ishares california muni bond etf	0.13	22,061	1,254,390	added	3.28

AAXJ	ishares preferred income sec etf iv	0.09	28,769	872,277	reduced	-15.4

AAXJ	ishares jp morgan usd emerging marke	0.05	4,712	442,598	unchanged	0.00

AAXJ	ishares short term ntnl mun bnd etf	0.04	4,000	426,000	unchanged	0.00

AAXJ	ishares us aerospace defense etf	0.04	1,904	416,500	reduced	-3.45

AAXJ	ishares msci usa esg select etf	0.04	2,550	336,855	unchanged	0.00

AAXJ	ishares core us reit etf	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc com	0.32	14,175	3,083,060	added	0.73

ACES	alps alerian mlp etf	0.17	32,018	1,685,470	reduced	-2.39

ACWF	ishares high yield corporat bond etf	0.20	45,621	1,930,240	reduced	-5.77

ACWF	ishares treasury floating rate b etf	0.10	18,125	917,668	unchanged	0.00

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.04	3,069	337,344	unchanged	0.00

AFK	vaneck gold miners etf	0.04	4,508	413,699	reduced	-6.92

AFK	vaneck semiconductor etf	0.03	693	265,696	added	3.74

AFK	vaneck junior gold miners etf	0.00	0.00	0.00	sold off	-100

AFL	aflac inc	0.11	9,610	1,054,320	added	0.5

AFLG	first trust tcw unconstrained plus bond etf	0.22	84,555	2,094,430	added	28.43