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HCR Wealth Advisors

What HCR Wealth Advisors reported holding on Form 13F for the quarter ended Sep 30, 2026.

CIK 1697715 · Filed Oct 15, 2026

Positions
267
Reported value
$1.3B
Opened
19
Closed
11
Other managers included
0

Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR

Quarters on file

  1. Sep 30, 2025$965.7M
    244 positions
  2. Dec 31, 2025$1B
    255 positions
  3. Mar 31, 2026$964.4M
    241 positions
  4. Jun 30, 2026$1.1B
    259 positions
  5. Sep 30, 2026$1.3B
    267 positions
SecuritySharesChangeValueOf portfolio
AAPLApple Inc.
511.2K−0.6%$170.3M13.5%
Vanguard Growth Index Fund ETFETF
1.4M+4.0%$126.9M10%
Vanguard High Dividend Yield Index Fund ETFETF
691.8K+5.4%$107.4M8.5%
NVDANVIDIA Corp
312.9K+1.8%$71.5M5.6%
Columbia Core Bond ETFETF
1.8MNew$50.2M4%
Vanguard Extended Market ETF S &P ComplCommon Stock
202.3K+4.9%$46.9M3.7%
iShares Core S&P 500 ETFETF
50.7K+0.1%$38.8M3.1%
GOOGLAlphabet Inc.
96.2K+0.9%$33.1M2.6%
PANWPalo Alto Networks Inc
73K+1.5%$29M2.3%
First Trust WCM International Equity ETFETF
1.5MNew$28.8M2.3%
MSFTMicrosoft Corp
48.9K+1.8%$25.1M2%
iShares Core MSCI Emerging ETFETF
279.9K+4.6%$22.7M1.8%
iShares Core S&P Small-Cap ETFETF
130.7K+8.0%$17.8M1.4%
First Trust Preferred Securities and Income ETFETF
1M+0.1%$17.5M1.4%
METAMeta Platforms, Inc.
21K+3.3%$15.2M1.2%
AMZNAmazon Com Inc
60.4K+3.2%$15.1M1.2%
AMEAMETEK Inc
58.4K−11.4%$14.5M1.1%
Janus Henderson Aaa Clo ETF IVETF
235.7K+18.4%$11.9M0.9%
VVisa Inc.
32.9K−1.5%$11.8M0.9%
GLDSPDR Gold Trust
30.6K+43.1%$11.6M0.9%
BlackRock Flexible Income ETFETF
225.4K+5.4%$11.4M0.9%
MUMicron Technology Inc
10.3K+4.7%$10.9M0.9%
JPMJPMorgan Chase & Co
31.7K+1.8%$10.5M0.8%
AVGOBroadcom Inc.
27.7K+1.4%$9.7M0.8%
DELLDell Technologies Inc.
17.9K−4.1%$9.6M0.8%
GOOGAlphabet Inc.
27.8K+2.1%$9.5M0.7%
QQQInvesco QQQ Trust, Series 1
11.2K−0.9%$8.3M0.7%
COSTCostco Wholesale Corp
8.4K−2.1%$7.6M0.6%
SPYSPDR S&P 500 ETF Trust
9.9K+3.1%$7.5M0.6%
Vanguard S&P 500 ETFETF
9.7K+7.2%$6.8M0.5%
Vanguard FTSE Emerging Markets ETFETF
112.2K−1.5%$6.7M0.5%
Berkshire HathawayCommon Stock
12.4K+1.9%$6.2M0.5%
MSMorgan Stanley
31.6K+2.3%$5.9M0.5%
COPConocoPhillips
46.8K+6.2%$5.9M0.5%
GEVGE Vernova Inc.
6.2K+6.4%$5.9M0.5%
TMOThermo Fisher Scientific Inc.
8.6K+2.6%$5.8M0.5%
GLWCorning Inc
37.9K+658.9%$5.8M0.5%
TSLATesla, Inc.
15.8K+1.5%$5.6M0.4%
Schwab US Large Cap Growth ETFETF
152.2K−0.4%$5.5M0.4%
ETNEaton Corp plc
12.4K−0.3%$5.3M0.4%
PWRQuanta Services, Inc.
8K+2.2%$5.2M0.4%
RTXRTX Corp
27.8K+1.1%$5.2M0.4%
Vanguard FTSE Developed Markets ETFETF
67.8K+76.5%$4.8M0.4%
VRTVertiv Holdings Co
19K+9.8%$4.6M0.4%
AZOAutoZone Inc
1.5K+2.1%$4.3M0.3%
CVXChevron Corp
20.8K+2.3%$4.3M0.3%
CATCaterpillar Inc
5.2K+1.5%$4.2M0.3%
JNJJohnson & Johnson
15.4K+21.0%$4.1M0.3%
URIUnited Rentals, Inc.
4K+3.8%$4M0.3%
Utilities Select (sector SPDR Fund)ETF
101.4K+3.2%$4M0.3%
ABBVAbbVie Inc.
15.3K+6.6%$4M0.3%
ICEIntercontinental Exchange, Inc.
26K+3.8%$3.9M0.3%
ANAutonation, Inc.
24.5K+0.8%$3.9M0.3%
XOMExxonMobil Holdings Corp
22.5KNew$3.7M0.3%
BABoeing Co
19.4K+0.3%$3.6M0.3%
iShares Core MSCI EAFE ETFETF
37K+1.6%$3.6M0.3%
WMTWalmart Inc.
32.6K−7.0%$3.4M0.3%
AWKAmerican Water Works Company, Inc.
25.9K+1.3%$3.4M0.3%
LHXL3HARRIS Technologies, Inc.
13.9K−0.9%$3.3M0.3%
iShares Trust 1-3 (year Treasury Bond Etf)ETF
38.6K+2.1%$3.1M0.2%
BACBank of America Corp
54.7K+1.2%$3M0.2%
SBUXStarbucks Corp
30.9K+1.1%$2.9M0.2%
PIMCO Enhanced SHRT Maturty Actv ETFETF
28.7K+51.9%$2.9M0.2%
CMECME Group Inc.
10.9K−2.6%$2.9M0.2%
Vanguard Total Stock Market Index Fund ETFETF
7.5K+1.2%$2.8M0.2%
MRVLMarvell Technology, Inc.
10.6K−1.2%$2.8M0.2%
NEENextEra Energy Inc
35.2K−2.5%$2.7M0.2%
FLSFlowserve Corp
36.1K−4.5%$2.6M0.2%
FCXFreeport-McMoran Inc
37.3K+3.1%$2.6M0.2%
NFLXNetflix Inc
36.7K−2.9%$2.6M0.2%
First Trust TCW Unconstrained Plus Bond ETFETF
104.2K+4.4%$2.5M0.2%
iShares 7-10 Year Treasury Bond ETFETF
27.2K+2.3%$2.4M0.2%
DISWalt Disney Co
22.9K−1.9%$2.4M0.2%
HDHome Depot, Inc.
8.4K−1.5%$2.4M0.2%
iShares US Technology ETFETF
8.9K+4.2%$2.4M0.2%
AMGNAmgen Inc
5.4K+3.9%$2.3M0.2%
GSGoldman Sachs Group Inc
2.5K+3.6%$2.3M0.2%
iShares Core S&P Mid CapCommon Stock
31.2K±0%$2.2M0.2%
ProShares Large Cap Core Plus ETFETF
25.7K±0%$2.2M0.2%
ALLAllstate Corp
10K+0.2%$2.2M0.2%
MAMastercard Inc
4K+11.2%$2.2M0.2%
SYKStryker Corp
7.5K−4.4%$2.1M0.2%
Alps Alerian MLP ETFETF
39.3K+0.0%$2M0.2%
LLYEli Lilly & Co
1.8K+11.6%$2M0.2%
AMDAdvanced Micro Devices Inc
3.3K+4.5%$2M0.2%
IBITiShares Bitcoin Trust ETF
42.3K−5.2%$2M0.2%
NRGNRG Energy, Inc.
20.9K−6.2%$2M0.2%
TDGTransDigm Group INC
1.8K−8.5%$1.9M0.2%
Vanguard Information Technology Index Fund ETFETF
14.9K+0.0%$1.9M0.1%
Technology Select Sector SPDR ETFETF
9.6K±0%$1.9M0.1%
JCIJohnson Controls International plc
12.4K+0.8%$1.8M0.1%
Vanguard Small Cap ETF IVETF
6.3K−0.1%$1.8M0.1%
iShares 3-7 Year Treasury Bond ETFETF
14.9K+32.4%$1.7M0.1%
FDXFedEx Corp
5.5K+1.2%$1.6M0.1%
GEGeneral Electric Co
4.8K+42.5%$1.5M0.1%
SCHWSchwab Charles Corp
14.9K+6.5%$1.5M0.1%
First Trust TCW Opportunistic Fixed Income ETFETF
34.8K−6.2%$1.4M0.1%
iShares Russell 2000 ETFETF
4.9K+0.0%$1.4M0.1%
MOAltria Group, Inc.
20.3K+1.0%$1.4M0.1%
ISRGIntuitive Surgical Inc
3.4K+55.9%$1.4M0.1%
PMPhilip Morris International Inc.
6.6K+2.9%$1.2M0.1%
PGProcter & Gamble Co
8.5K+2.0%$1.2M0.1%
HONHoneywell International Inc
5.8K+1.1%$1.2M0.1%
iShares High Yield Corporat Bond ETFETF
29.5K−28.7%$1.2M0.1%
Invesco Senior Loan ETFETF
56.7K−18.5%$1.2M0.1%
GBTCGrayscale Bitcoin Trust ETF
17.9K−2.4%$1.2M0.1%
SNDKSandisk Corp
651+4.0%$1.1M0.1%
iShares California Muni Bond ETFETF
20.9K−0.2%$1.1M0.1%
iShares Core S&P Total US Stock MarkETF
6.7K±0%$1.1M0.1%
Energy Select Sector SPDR ETFETF
18K−2.0%$1.1M0.1%
AFLAflac Inc
9.8K+1.3%$1.1M0.1%
WFCWells Fargo & Company
13.5K−2.3%$1.1M0.1%
Vanguard Total Bond Market ETFETF
14.9K+4.7%$1M0.1%
MCDMcDonald's Corp
4.5K−5.4%$1M0.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2K+3.2%$1M0.1%
iShares MSCI USA QLTY Fact ETFETF
4.5K+18.6%$1M0.1%
iShares S&P 500 Growth ETFETF
6.9K−0.5%$987.1K0.1%
iShares Semiconductor ETF IVETF
1.7K+125.0%$972.4K0.1%
PLTRPalantir Technologies Inc.
5.1K−23.5%$950K0.1%
ORCLOracle Corp
6.7K+2.1%$914.1K0.1%
Amplify Cybersecurity ETFETF
7.5K−3.2%$909.9K0.1%
AWRAmerican States Water Co
11K−13.7%$902.6K0.1%
MRKMerck & Co., Inc.
6.2K+4.9%$897.2K0.1%
KOCoca Cola Co
10.4K+3.1%$895.1K0.1%
Schwab US Large Cap ETFETF
29.7K±0%$890.2K0.1%
CCitigroup Inc
6.8K+4.1%$883.5K0.1%
HONAHoneywell Aerospace Inc.
5.7KNew$877.3K0.1%
PHParker-Hannifin Corp
908+1.7%$867.5K0.1%
PSXPhillips 66
3.4K+0.6%$866.5K0.1%
iShares Treasury Floating Rate B ETFETF
16.8K±0%$852.5K0.1%
PIMCO Active Bond ETFETF
9.6K−10.9%$833.2K0.1%
ESTAEstablishment Labs Holdings Inc.
12.6K±0%$811K0.1%
LMTLockheed Martin Corp
1.5K+1.7%$776.1K0.1%
UNHUnitedHealth Group Inc
2K+4.5%$750.8K0.1%
INTCIntel Corp
6.2K+18.3%$744.4K0.1%
iShares Preferred Income Sec ETF IVETF
24.8K−13.9%$730.7K0.1%
AXPAmerican Express Co
2.3K+3.4%$710.1K0.1%
ZTSZoetis Inc.
10.1K−11.2%$703.8K0.1%
DIASPDR DOW Jones Industrial Average ETF Trust
1.4K−4.1%$695.8K0.1%
COFCapital One Financial Corp
3.6K+2.4%$686K0.1%
CRMSalesforce, Inc.
3K+49.4%$678.6K0.1%
CHDChurch & Dwight Co Inc
7.1K−11.6%$672.8K0.1%
First Dorsey Wright Focus 5 ETF IVETF
9K±0%$663.9K0.1%
Vanguard Health Care ETFETF
2.1K±0%$660.3K0.1%
CRWDCrowdStrike Holdings, Inc.
2.4K+322.4%$643.1K0.1%
FT Vest Fund Of Buffer ETFETF
16.6K+12.2%$622.7K0.1%
RKTRocket Companies, Inc.
52.9K−29.7%$609.2K0.1%
HOODRobinhood Markets, Inc.
5.4K+40.8%$609.1K0.1%
MDYSPDR S&P Midcap 400 ETF Trust
926±0%$608.7K0.1%
iShares S&P 500 Value ETFETF
2.6K−6.0%$589K0.1%
iShares MSCI EAFE ETFETF
5.6K±0%$577.3K0.1%
STZConstellation Brands, Inc.
5K−24.9%$568.1K0.1%
iShares MSCI Emerging Markets ETFETF
8.4K−5.1%$562K0.1%
SHWSherwin Williams Co
1.7K−3.0%$544.1K0.1%
iShares Biotechnology ETFETF
2.6K−5.3%$540.6K0.1%
ASMLASML Holding NV
294+2.4%$532.6K0.1%
PEPPepsiCo Inc
4.2K+3.8%$532.5K0.1%
Schwab International Equity ETFETF
19K±0%$522.4K0.1%
BMYBristol Myers Squibb Co
8K+9.3%$502.2K0.1%
VZVerizon Communications Inc
10.9K+4.5%$500.6K0.1%
LINLinde PLC
1K−11.7%$494.6K0.1%
iShares Russell 1000 Growth ETFETF
3.9K+2.4%$491.6K0.1%
Schwab US Small Cap ETFETF
14.6K+0.0%$475.1K0.1%
iShares Core High (dividend Etf)ETF
16.8K−7.8%$469.9K0.1%
SRESempra
6K+1.5%$464.6K0.1%
TRVTravelers Companies, Inc.
1.3K+21.6%$452.1K0.1%
Vanguard Muni BND TaxCommon Stock
9.3K±0%$442.1K0.1%
IBMInternational Business Machines Corp
2K+4.8%$435.9K0.1%
iShares S&P Mid Cap 400 GRWTH ETFETF
3.9K−0.7%$429K0.1%
CSXCSX Corp
9.2K+22.2%$428.1K0.1%
iShares JP Morgan Usd Emerging MarkeETF
4.7K±0%$428K0.1%
MFCManulife Financial Corp
9.8K+0.5%$418.6K0.1%
iShares Short Term NTNL Mun BND ETFETF
4K±0%$418.2K0.1%
LOWLowe's Companies Inc
2.3K+3.1%$417.3K0.1%
MGMMGM Resorts International
13.3K±0%$413.4K0.1%
First Trust Managed Municipal ETF IVETF
8.3K±0%$399.3K0.1%
Select STR Financial Select SPDR ETFETF
7.5K−7.6%$397.9K0.1%
Vanguard Short-Term Bond ETFETF
5.2K−20.3%$397.2K0.1%
iShares MSCI USA Esg Select ETFETF
2.6K±0%$397K0.1%
GABGabelli Equity Trust Inc
75.4K±0%$394.8K0.1%
iShares US Financials ETFETF
3.1K±0%$386K0.1%
BEBloom Energy Corp
1.4K+0.7%$382.2K0.1%
iShares US Real Estate ETFETF
4K−5.4%$379.2K0.1%
Vanguard California Tax-Exempt Bond ETFETF
4K±0%$378.5K0.1%
iShares US Aerospace Defense ETFETF
1.8K±0%$372.7K0.1%
MSIMotorola Solutions, Inc.
825+6.7%$368.1K0.1%
SPDR Nuveen BLMG HG YL MP BND ETFETF
15.6K+10.7%$365K0.1%
SHELShell plc
3.8K+3.2%$363.9K0.1%
iShares Core US Aggregate Bond ETFETF
3.8K±0%$358.8K0.1%
TJXTJX Companies Inc
2.7K+4.5%$351.3K0.1%
Vaneck Gold Miners ETFETF
3.9K±0%$346.6K0.1%
Invesco S&P 500 Low Volatility ETFETF
4.9K±0%$345K0.1%
CDZICadiz Inc
88K±0%$345K0.1%
iShares Select Dividend ETFETF
2.2K±0%$340K0.1%
PGRProgressive Corp
1.6K−50.5%$338.3K0.1%
SPDR Ssga Multi Asset Real Retur ETFETF
9.3K+14.7%$336.7K0.1%
iShares TIPS Bond ETFETF
3.2K+6.9%$335.2K0.1%
Invesco Aerospace & Defense ETFETF
2.1K±0%$330.1K0.1%
TTTrane Technologies plc
730+0.4%$329.9K0.1%
Schwab US Dividend Equity ETFETF
10.1K+7.5%$329K0.1%
Pacer US Cash Cows 100 ETFETF
4.9K−4.8%$328.8K0.1%
MGNIMagnite, Inc.
13K±0%$328.4K0.1%
MCOMoody's Corp
723+0.6%$328.3K0.1%
Invesco FTSE Rafi US 1000 ETFETF
6K±0%$326.6K0.1%
VIAVVIAVI Solutions Inc.
7.7K+37.1%$324.8K0.1%
Vanguard Real Estate ETFETF
3.6K−2.3%$324.6K0.1%
FRTFederal Realty Investment Trust
3KNew$323.3K0.1%
SFStifel Financial Corp
4.6K+0.7%$321.1K0.1%
DEDeere & Co
478−19.4%$321.1K0.1%
WDCWestern Digital Corp
699+0.6%$317.7K0.1%
iShares iBoxx $ (investment Grade Corporate Bond Etf)ETF
3.1K−5.5%$314.4K0.1%
AEEAmeren Corp
3.1K+2.2%$312.4K0.1%
Select Sector Health Care SPDR ETFETF
1.8K±0%$308.9K0.1%
Amplify TRNSFRMTNL Data SHRNG ETFETF
5K±0%$307.1K0.1%
BXBlackstone Inc.
2.7K+2.2%$306.8K0.1%
QCOMQualcomm Inc
1.6K+13.9%$298.4K0.1%
JPMorgan Equity Premium Income ETFETF
5.3KNew$295.9K0.1%
TEVATeva Pharmaceutical Industries Ltd
7.3KNew$288.9K0.1%
FDXFFedEx Freight Holding Company, Inc.
2.6KNew$285.5K0.1%
FRST TR Clfrna MNCPL HGH Incm ETFETF
6.1K±0%$280.9K0.1%
SPCXSpace Exploration Technologies Corp
1.9KNew$279.5K0.1%
iShares Morningstar US Equity ETFETF
2.5K±0%$268K0.1%
PFEPfizer Inc
9.3KNew$264.6K0.1%
ORLYO Reilly Automotive Inc
3.1K+26.8%$263.1K0.1%
CSCOCisco Systems, Inc.
2.4K+28.8%$258.7K0.1%
RIVNRivian Automotive, Inc.
16.7K−0.6%$249.3K0.1%
BTCGrayscale Bitcoin Mini Trust ETF
6.7KNew$248.7K0.1%
INTUIntuit Inc.
902−25.5%$248.7K0.1%
SPDR Bloomberg 1 3 MNTH T BLL ETFETF
2.7K±0%$247.5K0.1%
CVSCVS Health Corp
2.9K+15.0%$246.2K0.1%
CARRCarrier Global Corp
4.5K−4.9%$245.9K0.1%
IAUiShares Gold Trust
3.1K±0%$245.7K0.1%
VLOValero Energy Corp
631New$244.7K0.1%
GLDMWorld Gold Trust
3K±0%$243.6K0.1%
SOLSSolstice Advanced Materials Inc.
4.3K−14.8%$243.1K0.1%
NOCNorthrop Grumman Corp
499+3.7%$241.4K0.1%
BTIBritish American Tobacco p.l.c.
4.4K−0.7%$240.2K0.1%
iShares S&P Mid Cap 400 Value ETFETF
1.7K−1.3%$240.2K0.1%
MRSHMarsh & McLennan Companies, Inc.
1.4K+3.0%$238.9K0.1%
MDLZMondelez International, Inc.
4.1K+3.7%$238.1K0.1%
SNPSSynopsys Inc
546−1.3%$237.5K0.1%
CICigna Group
851+4.9%$231.3K0.1%
iShares Core US REIT ETFETF
3.7K+16.4%$230.2K0.1%
ALNYAlnylam Pharmaceuticals, Inc.
924±0%$228K0.1%
Amplify Ai Powered Equity ETFETF
4.6K−1.6%$224.5K0.1%
Invsc S P 500 Equal Weight ETFETF
1.1K±0%$224K0.1%
Vanguard Mid Cap ETFETF
2.9K+0.4%$224K0.1%
UBERUber Technologies, Inc
3.2K+13.0%$219.2K0.1%
EWEdwards Lifesciences Corp
2.5K+3.4%$219K0.1%
TAT&T Inc.
9KNew$219K0.1%
First Trust Nasdaq CYBRSCRTY ETFETF
2.1KNew$216.5K0.1%
CVBFCVB Financial Corp
10K±0%$216.1K0.1%
iShares Russell 1000 Value ETFETF
866+4.2%$214.8K0.1%
NXSTNexstar Media Group, Inc.
1.3K−37.9%$213.3K0.1%
EDConsolidated Edison Inc
2.1K+1.2%$212.7K0.1%
NOWServiceNow, Inc.
1.6KNew$212.1K0.1%
LRCXLAM Research Corp
636New$209.1K0.1%
FFord Motor Co
17.2K−5.2%$207.8K0.1%
ProShares Ultra S&P 500 ETFETF
3K+0.1%$207K0.1%
UPSUnited Parcel Service Inc
2.2K+2.3%$206.7K0.1%
APHAmphenol Corp
2.4KNew$205.4K0.1%
MMM3M Co
1.3KNew$205.4K0.1%
CLColgate Palmolive Co
2.4K+5.9%$204.7K0.1%
iShares MSCI USA Value Factor ETFETF
1KNew$203K0.1%
Invsc SP Smallcap 600 Pure GRWTH ETFETF
3.2K±0%$202K0.1%
NOKNokia Corp
15.4K−1.5%$156.2K0.1%
NTHINeonc Technologies Holdings, Inc.
15K±0%$51.1K0.1%