HCR Wealth Advisors

Est. AUM

$963.5M

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple Inc	Common Stock	$129.8M	511249	13.47%	SOLE
2	Vanguard Growth Index Fund ETF	ETF	$96.8M	221595	10.05%	SOLE
3	Vanguard High Dividend Yield Index Fund ETF	ETF	$95.7M	645989	9.93%	SOLE
4	Nvidia Corp	Common Stock	$53.1M	304711	5.52%	SOLE
5	Vanguard Extended Market ETF S &P Compl	Common Stock	$37.4M	181857	3.88%	SOLE
6	iShares Core S&P 500 ETF	ETF	$33.0M	50596	3.43%	SOLE
7	Alphabet Inc	Common Stock	$27.3M	94867	2.83%	SOLE
8	iShares Core MSCI Emerging ETF	ETF	$18.4M	263874	1.91%	SOLE
9	First Trust Preferred Securities and Income ETF	ETF	$17.7M	999249	1.84%	SOLE
10	Microsoft	Common Stock	$17.6M	47667	1.83%	SOLE
11	iShares Core S&P Small-Cap ETF	ETF	$16.1M	129328	1.67%	SOLE
12	Ametek Inc	Common Stock	$14.7M	68458	1.52%	SOLE
13	Amazon.Com Inc	Common Stock	$11.7M	56295	1.22%	SOLE
14	Palo Alto Networks	Common Stock	$11.5M	71857	1.20%	SOLE
15	Meta Platforms Inc	Common Stock	$11.5M	20056	1.19%	SOLE
16	BlackRock Flexible Income ETF	ETF	$10.2M	195501	1.05%	SOLE
17	Visa Inc	Common Stock	$10.0M	32979	1.03%	SOLE
18	JPMorgan Chase & Co	Common Stock	$9.1M	30980	0.95%	SOLE
19	Janus Henderson Aaa Clo ETF IV	ETF	$8.9M	177069	0.93%	SOLE
20	SPDR Gold TR Gold (SHS)	ETF	$8.9M	20663	0.92%	SOLE
21	Broadcom Inc	Common Stock	$8.6M	27678	0.89%	SOLE
22	Costco Wholesale	Common Stock	$8.5M	8540	0.88%	SOLE
23	Vertiv Holdings Co Class A	Common Stock	$7.4M	29389	0.76%	SOLE
24	Alphabet Inc. Class C	Common Stock	$7.4M	25664	0.76%	SOLE
25	Invesco QQQ Trust	ETF	$6.5M	11317	0.68%	SOLE
26	SPDR S&P 500 ETF	ETF	$6.5M	9920	0.67%	SOLE
27	Vanguard FTSE Emerging Markets ETF	ETF	$6.3M	116459	0.65%	SOLE
28	Berkshire Hathaway	Common Stock	$5.8M	12191	0.61%	SOLE
29	Tesla Motors	Common Stock	$5.7M	15349	0.59%	SOLE
30	Conocophillips Com	Common Stock	$5.5M	41496	0.57%	SOLE
31	Autozone Inc Com	Common Stock	$5.2M	1543	0.54%	SOLE
32	Vanguard S&P 500 ETF	ETF	$5.1M	8552	0.53%	SOLE
33	Morgan Stanley	Common Stock	$5.0M	30423	0.52%	SOLE
34	Micron Technology	Common Stock	$4.9M	14562	0.51%	SOLE
35	Autonation Inc Com	Common Stock	$4.8M	24467	0.50%	SOLE
36	Utilities Select (sector SPDR Fund)	ETF	$4.7M	101963	0.49%	SOLE
37	L3harris	Common Stock	$4.6M	13438	0.48%	SOLE
38	Schwab US Large Cap Growth ETF	ETF	$4.4M	152049	0.46%	SOLE
39	Eaton Corp PLC F	Common Stock	$4.4M	12368	0.46%	SOLE
40	Wal-Mart	Common Stock	$4.4M	35168	0.45%	SOLE
41	Quanta Services Inc	Common Stock	$4.3M	7771	0.44%	SOLE
42	Chevron Corp.	Common Stock	$4.2M	20348	0.44%	SOLE
43	Thermo Fisher	Common Stock	$4.1M	8418	0.43%	SOLE
44	Intercontinental Exchange Inc	Common Stock	$3.9M	24753	0.40%	SOLE
45	Boeing Co	Common Stock	$3.8M	19158	0.40%	SOLE
46	ExxonMobil	Common Stock	$3.7M	22032	0.39%	SOLE
47	Netflix Inc	Common Stock	$3.7M	38639	0.39%	SOLE
48	Caterpillar	Common Stock	$3.6M	5060	0.37%	SOLE
49	Dell Technologies Inc Class C	Common Stock	$3.5M	21366	0.36%	SOLE
50	American Water Works	Common Stock	$3.5M	25749	0.36%	SOLE

1–50 of 240

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.