HCR Wealth Advisors
CIK: 0001697715SEC EDGAR →
Portfolio Value
$1.0B
Holdings
255
As of
Q4 2025
New Positions
16
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc | 534,282 | $145.3M | 14.39% |
| 2 | Vanguard Growth Index Fund ETF | 217,235 | $106.0M | 10.50% |
| 3 | Vanguard High Dividend Yield Index Fund ETF | 642,119 | $92.2M | 9.13% |
| 4 | Nvidia Corp | 305,364 | $57.0M | 5.64% |
| 5 | Vanguard Extended Market ETF S &P Compl | 178,116 | $37.2M | 3.69% |
| 6 | iShares Core S&P 500 ETF | 50,961 | $34.9M | 3.46% |
| 7 | Alphabet Inc | 97,000 | $30.4M | 3.01% |
| 8 | Microsoft | 47,870 | $23.2M | 2.29% |
| 9 | First Trust Preferred Securities and Income ETF | 998,172 | $18.2M | 1.80% |
| 10 | iShares Core MSCI Emerging ETF | 258,722 | $17.4M | 1.72% |
Quarterly Changes
New Positions (20)
$37.2M · 178K shares
$2.1M · 31K shares
$718K · 6K shares
$379K · 4K shares
$366K · 4K shares
$332K · 11K shares
$260K · 4K shares
$258K · 5K shares
$253K · 1K shares
$240K · 668 shares
$239K · 1K shares
$232K · 3K shares
Vanguard VNG Rus1000val ETF
$231K · 3K shares
$220K · 286 shares
$214K · 3K shares
$205K · 2K shares
$204K · 2K shares
$202K · 434 shares
$200K · 477 shares
$65K · 27K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $462.8M | 45.8% |
| Technology | 32 | $273.2M | 27.1% |
| Unknown | 18 | $62.8M | 6.2% |
| Communication Services | 7 | $58.1M | 5.8% |
| Industrials | 22 | $54.3M | 5.4% |
| Consumer Cyclical | 12 | $38.6M | 3.8% |
| Healthcare | 20 | $22.3M | 2.2% |
| Consumer Defensive | 11 | $17.4M | 1.7% |
| Energy | 5 | $10.2M | 1.0% |
| Utilities | 7 | $6.7M | 0.7% |
| Basic Materials | 3 | $2.9M | 0.3% |
| Real Estate | 1 | $184K | 0.0% |