CIK 1697715
HCR Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
255
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | Apple Inc | 534K | $1M+ | SH |
| VUG | Vanguard Growth Index Fund ETF | 217K | $1M+ | SH |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 642K | $1M+ | SH |
| NVDA | Nvidia Corp | 305K | $1M+ | SH |
| VXF | Vanguard Extended Market ETF S &P Compl | 178K | $1M+ | SH |
| IVV | iShares Core S&P 500 ETF | 51K | $1M+ | SH |
| GOOGL | Alphabet Inc | 97K | $1M+ | SH |
| MSFT | Microsoft | 48K | $1M+ | SH |
| FPE | First Trust Preferred Securities and Income ETF | 998K | $1M+ | SH |
| IEMG | iShares Core MSCI Emerging ETF | 259K | $1M+ | SH |
| AME | Ametek Inc | 77K | $1M+ | SH |
| IJR | iShares Core S&P Small-Cap ETF | 129K | $1M+ | SH |
| META | Meta Platforms Inc | 20K | $1M+ | SH |
| PANW | Palo Alto Networks | 70K | $1M+ | SH |
| AMZN | Amazon.Com Inc | 54K | $1M+ | SH |
| V | Visa Inc | 34K | $1M+ | SH |
| JPM | JPMorgan Chase & Co | 31K | $1M+ | SH |
| AVGO | Broadcom Inc | 28K | $1M+ | SH |
| BINC | BlackRock Flexible Income ETF | 182K | $1M+ | SH |
| JAAA | Janus Henderson Aaa Clo ETF IV | 161K | $1M+ | SH |
| GOOG | Alphabet Inc. Class C | 25K | $1M+ | SH |
| GLD | SPDR Gold TR Gold (SHS) | 19K | $1M+ | SH |
| COST | Costco Wholesale | 9K | $1M+ | SH |
| TSLA | Tesla Motors | 15K | $1M+ | SH |
| QQQ | Invesco QQQ Trust | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 10K | $1M+ | SH |
| VWO | Vanguard FTSE Emerging Markets ETF | 118K | $1M+ | SH |
| BRK.B | Berkshire Hathaway | 12K | $1M+ | SH |
| MS | Morgan Stanley | 30K | $1M+ | SH |
| SCHG | Schwab US Large Cap Growth ETF | 166K | $1M+ | SH |
| VRT | Vertiv Holdings Co Class A | 32K | $1M+ | SH |
| AZO | Autozone Inc Com | 2K | $1M+ | SH |
| AN | Autonation Inc Com | 25K | $1M+ | SH |
| VOO | Vanguard S&P 500 ETF | 8K | $1M+ | SH |
| ORCL | Oracle Corp | 26K | $1M+ | SH |
| TMO | Thermo Fisher | 8K | $1M+ | SH |
| XLU | Utilities Select (sector SPDR Fund) | 99K | $1M+ | SH |
| MU | Micron Technology | 15K | $1M+ | SH |
| BA | Boeing Co | 19K | $1M+ | SH |
| SHY | iShares Trust 1-3 (year Treasury Bond Etf) | 50K | $1M+ | SH |
| LHX | L3harris | 14K | $1M+ | SH |
| WMT | Wal-Mart | 35K | $1M+ | SH |
| ICE | Intercontinental Exchange Inc | 24K | $1M+ | SH |
| ETN | Eaton Corp PLC F | 12K | $1M+ | SH |
| COP | Conocophillips Com | 40K | $1M+ | SH |
| NRG | NRG Energy Inc | 22K | $1M+ | SH |
| PWR | Quanta Services Inc | 8K | $1M+ | SH |
| AWK | American Water Works | 26K | $1M+ | SH |
| URI | United Rentals Inc | 4K | $1M+ | SH |
| BKLN | Invesco Senior Loan ETF | 156K | $1M+ | SH |