Latest HCR Wealth Advisors Stock Portfolio

HCR Wealth Advisors Performance:

2025 Q4: -1.72%YTD: 10.73%2024: 18.19%

Performance for 2025 Q4 is -1.72%, and YTD is 10.73%, and 2024 is 18.19%.

About HCR Wealth Advisors and 13F Hedge Fund Stock Holdings

HCR Wealth Advisors is a hedge fund based in LOS ANGELES, CA. On 07-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, HCR Wealth Advisors reported an equity portfolio of $1 Billions as of 31 Dec, 2025.

The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 14.4% of it's portfolio in APPLE INC and 10.5% of portfolio in VANGUARD GROWTH INDEX FUND ETF.

The fund managers got completely rid off SPDR NUVEN BLM SHT TM MPL BND ETF (BIL), PUB SVC ENTERPISE GP (PEG) and GRAYSCALE ETHEREUM TR ET stocks. They significantly reduced their stock positions in ISHARES CORE S&P SMALL-CAP ETF (IJR), NOVO-NORDISK AS VORMAL F SPONSORED ADR and CONSTELLATION BRANDS (STZ). HCR Wealth Advisors opened new stock positions in VANGUARD EXTENDED MARKET ETF S &P COMPL (VB), ISHARES CORE S&P MID CAP (IJR) and CITIGROUP INC (C). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY (MU), NETFLIX INC (NFLX) and VANGUARD SMALL CAP ETF IV (VB).

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of -1.72% in the last quarter. In trailing 12 months, it's portfolio return was 10.73%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard extended market etf s &p compl	37,247,800
ishares core s&p mid cap	2,059,860
citigroup inc	718,399
ishares core us aggregate bond etf	379,044
vanguard real estate etf	366,271
spdr ssga multi asset real retur etf	332,868
flowserve corp	260,175
ishares core us reit etf	258,436

New stocks bought by HCR Wealth Advisors

Additions

Ticker	% Inc.
micron technology	1,205
netflix inc	919
vanguard small cap etf iv	517
servicenow inc	421
united rentals inc	321
spdr fund consumer discre select etf	101
technology select sector spdr etf	99.85
eaton corp plc f	99.8

Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker	% Reduced
ishares core s&p small-cap etf	-70.39
novo-nordisk as vormal f sponsored adr	-43.04
ishares tr 20 yr tr (bd etf)	-41.16
constellation brands	-22.64
ishares select dividend etf	-22.17
asml holding n v f sponsored adr	-19.71
spdr bloomberg 1 3 mnth t bll etf	-15.7
invesco s&p 500 low volatility etf	-12.64

HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
t rex 2x inverse nvidia daily etf	-9,197
invesco california value	-105,300
spdr nuven blm sht tm mpl bnd etf	-384,880
grayscale ethereum tr et	-255,427
hims & hers health inc	-210,936
pub svc enterpise gp	-270,764
snowflake inc class a	-247,515
vanguard mid cap etf	-200,204

HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 45.8% of it's holdings in Others sector.

Sector	%
Others	45.8
Technology	26.7
Communication Services	5.8
Industrials	5.7
Financial Services	5.5
Consumer Cyclical	3.8
Healthcare	2.3
Consumer Defensive	1.8
Utilities	1.3

Market Cap. Distribution

HCR Wealth Advisors has about 52.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.8
MEGA-CAP	37.6
LARGE-CAP	15.3
MID-CAP	1.1

Stocks belong to which Index?

About 51.8% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.8
Others	47.8

Top 5 Winners (%)		%
RIVN	rivian automotive inc class a	45.2 %
	nokia oyj f sponsored adr	32.6 %
FCX	freeport-mcmoran inc	30.7 %
LLY	lilly eli & co	29.8 %
ISRG	intuitive surgical	27.8 %

Top 5 Winners ($)		$
AAPL	apple inc	7.9 M
GOOG	alphabet inc	6.5 M
GOOG	alphabet inc. class c	1.7 M
VIGI	vanguard high dividend yield index fund etf	1.7 M
AME	ametek inc	1.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.2 %
NOW	servicenow inc	-74.7 %
	mobix labs inc class a	-70.2 %
EDIT	editas medicine incorpor	-47.3 %
XLB	utilities select (sector spdr fund)	-44.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-19.8 M
NOW	servicenow inc	-8.9 M
XLB	utilities select (sector spdr fund)	-3.4 M
ORCL	oracle corp	-2.4 M
PANW	palo alto networks	-1.8 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 255 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for HCR Wealth Advisors last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	14.39	534,282	145,250,000	reduced	-0.47

AAXJ	ishares 3-7 year treasury bond etf	0.14	11,729	1,399,860	reduced	-5.52

AAXJ	ishares california muni bond etf	0.12	21,361	1,227,400	reduced	-6.73

AAXJ	ishares preferred income sec etf iv	0.10	34,007	1,052,860	reduced	-11.84

AAXJ	ishares jp morgan usd emerging marke	0.04	4,712	453,671	reduced	-0.21

AAXJ	ishares short term ntnl mun bnd etf	0.04	4,000	426,800	unchanged	0.00

AAXJ	ishares us aerospace defense etf	0.04	1,972	423,368	reduced	-4.69

AAXJ	ishares msci usa esg select etf	0.04	2,550	355,329	unchanged	0.00

AAXJ	ishares core us reit etf	0.03	4,537	258,436	new

ABBV	abbvie inc com	0.32	14,072	3,215,330	added	0.03

ACES	alps alerian mlp etf	0.15	32,801	1,542,330	added	0.04

ACVF	t rex 2x inverse nvidia daily etf	0.00	0.00	0.00	sold off	-100

ACWF	ishares high yield corporat bond etf	0.21	48,414	2,075,520	reduced	-0.98

ACWF	ishares treasury floating rate b etf	0.09	18,125	914,587	reduced	-6.02

ADBE	adobe inc	0.10	2,933	1,026,520	reduced	-11.01

AEE	ameren corp	0.03	3,069	306,470	unchanged	0.00

AFK	vaneck gold miners etf	0.04	4,843	415,384	reduced	-8.62

AFK	vaneck semiconductor etf	0.02	668	240,566	new

AFK	vaneck junior gold miners etf	0.02	1,800	204,804	new

AFL	aflac inc	0.10	9,562	1,054,470	added	1.5