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Latest HCR Wealth Advisors Stock Portfolio

$1.27Billion | No. of Holdings #267

HCR Wealth Advisors Performance

2026 Q3+2.48%
YTD-13.45%
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 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, HCR Wealth Advisors reported an equity portfolio of $1.3 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of HCR Wealth Advisors are AAPL, VB, VIGI. The fund has invested 13.4% of it's portfolio in APPLE INC and 10% of portfolio in VANGUARD GROWTH INDEX FUND ETF. <br><br> The fund managers got completely rid off EXXONMOBIL (XOM), PROSHARES SHORT QQQ ETF and FED REALTY INVEST TRUST SBI US D0.01 (FRT) stocks. They significantly reduced their stock positions in PROGRESSIVE CO OHIO (PGR), NEXSTAR MEDIA GROUP INC COM CL A (NXST) and ROCKET COS INC COM (RKT). HCR Wealth Advisors opened new stock positions in COLUMBIA CORE BOND ETF (DIAL), FIRST TRUST WCM INTERNATIONAL EQUITY ETF (BGLD) and EXXONMOBIL HLDGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to CORNING INC (GLW), ISHARES SEMICONDUCTOR ETF IV (IJR) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA).
HCR Wealth Advisors Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$1.27Billion
  as of Oct 15, 2026

HCR Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that HCR Wealth Advisors made a return of 2.48% in the last quarter. In trailing 12 months, it's portfolio return was -12.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
columbia core bond etf50,194,000
first trust wcm international equity etf28,827,000
exxonmobil hldgs corp3,655,930
honeywell aerospace877,285
fed realty invest trust sbi us d0.01323,258
jpmorgan equity premium income etf295,925
teva pharmaceutical in f288,921
fedex fght hldg co inc285,481
New stocks bought by HCR Wealth Advisors

Additions

Ticker% Inc.
corning inc658
ishares semiconductor etf iv125
vanguard ftse developed markets etf76.46
intuitive surgical55.89
pimco enhanced shrt maturty actv etf51.92
salesforce49.44
spdr gold tr gold (shs)43.15
general electric co42.49
Additions to existing portfolio by HCR Wealth Advisors

Reductions

Ticker% Reduced
progressive co ohio-50.49
nexstar media group inc com cl a-37.88
rocket cos inc com-29.74
ishares high yield corporat bond etf-28.71
intuit inc-25.45
constellation brands-24.95
palantir technologies in class a-23.5
vanguard short-term bond etf-20.33
HCR Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
exxonmobil-2,998,120
proshares short qqq etf-375,900
novo-nordisk as vormal f sponsored adr-283,503
invsc sp 500 equal wght indstrl etf-217,583
fed realty invest trust sbi us d0.01-366,493
synchrony finl-211,951
vgrd itc etf dv-209,435
clorox co com-239,187
HCR Wealth Advisors got rid off the above stocks

Sector Distribution

HCR Wealth Advisors has about 49.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
Sector%
Others49.8
Technology27.2
Industrials5.1
Communication Services5.1
Financial Services4.2
Consumer Cyclical2.9
Healthcare2.2
Consumer Defensive1.4

Market Cap. Distribution

HCR Wealth Advisors has about 49.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.8
MEGA-CAP39.8
LARGE-CAP9.5

Stocks belong to which Index?

About 47.6% of the stocks held by HCR Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others52
S&P 50047.6
Top 5 Winners (%)%
PLTR
palantir technologies in class a
53.2 %
PSX
phillips 66
50.8 %
grayscale bitcoin tr btc
41.4 %
ishares bitcoin etf
41.1 %
CRWD
crowdstrike hldgs inc class a
37.4 %
Top 5 Winners ($)$
AAPL
apple inc
22.4 M
NVDA
nvidia corp
8.8 M
MSFT
microsoft
6.8 M
VB
vanguard growth index fund etf
5.5 M
PANW
palo alto networks
4.1 M
Top 5 Losers (%)%
MGM
mgm resorts intl
-35.1 %
solstice advanced
-33.8 %
NRG
nrg energy inc
-33.4 %
WDC
western digital corp
-28.8 %
GLW
corning inc
-27.2 %
Top 5 Losers ($)$
VB
vanguard extended market etf s &p compl
-2.9 M
GLW
corning inc
-2.2 M
VIGI
vanguard high dividend yield index fund etf
-1.9 M
VRT
vertiv holdings co class a
-1.7 M
IJR
ishares core s&p small-cap etf
-1.5 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 267 stocks in it's portfolio. About 55.5% 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.

$1.27BTotal Value
278Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of HCR Wealth Advisors, last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.13%14,876
$1.69M
0.13%
increased 32.41 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
0.09%20,865
$1.13M
0.09%
decreased 0.17 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
0.06%24,769
$730.7K
0.06%
decreased 13.9 percentreduced
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
0.03%4,712
$428.0K
0.03%
unchanged 0 percentunchanged
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
0.03%4,000
$418.2K
0.03%
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
0.03%2,550
$397.0K
0.03%
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
0.03%1,799
$372.7K
0.03%
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%3,738
$230.2K
0.02%
increased 16.45 percentadded
ACES
Alps Alerian Mlp Etf

Alps Alerian Mlp Etf

ACES
HCR Wealth Advisors's holding in Alps Alerian Mlp Etf over time
0.16%39,308
$2.04M
0.16%
increased 0.03 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
0.1%29,516
$1.22M
0.1%
decreased 28.71 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
0.07%16,825
$852.5K
0.07%
unchanged 0 percentunchanged
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
$346.6K
0.03%
unchanged 0 percentunchanged
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
0.2%104,163
$2.47M
0.2%
increased 4.35 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
0.11%34,811
$1.44M
0.11%
decreased 6.16 percentreduced
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%16,618
$622.7K
0.05%
increased 12.23 percentadded
AFTY
Pacer Us Cash Cows 100 Etf

Pacer Us Cash Cows 100 Etf

AFTY
HCR Wealth Advisors's holding in Pacer Us Cash Cows 100 Etf over time
0.03%4,925
$328.8K
0.03%
decreased 4.81 percentreduced