Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $940 Million
  • Q3 2025

Hcr Wealth Advisors has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $940 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137M, Vanguard Growth ETF with a value of $102M, Vanguard Whitehall Fds (Vangua with a value of $90.2M, Nvidia Corp with a value of $56M, and Ishares Core S&P Sm Cap ETF with a value of $51.8M.

Examining the 13F form we can see an increase of $105M in the current position value, from $835M to 940M.

Hcr Wealth Advisors is based out at Los Angeles, CA

Below you can find more details about Hcr Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $940 Million
ETFs: $414 Million
Technology: $261 Million
Financial Services: $58.6 Million
Communication Services: $51.6 Million
Industrials: $49.4 Million
Consumer Cyclical: $39.5 Million
Healthcare: $20.5 Million
Consumer Defensive: $19.8 Million
Other: $25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$137 Million 14.55% of portfolio
536,830
Q3 2025 Added 1.4%
$465B
$56 Million 5.96% of portfolio
300,121
Q3 2025 Added 0.25%
$3.78T
$24.3 Million 2.58% of portfolio
46,831
Q3 2025 Reduced 0.16%
$1.65T
$23.7 Million 2.52% of portfolio
97,377
Q3 2025 Added 2.62%
$44.4B
$16.3 Million 1.73% of portfolio
86,622
Q3 2025 Reduced 7.88%
$1.37T
$14.3 Million 1.53% of portfolio
19,527
Q3 2025 Added 1.67%
$61.4B
$14.2 Million 1.52% of portfolio
69,978
Q3 2025 Added 2.79%
$2.39T
$11.5 Million 1.23% of portfolio
52,584
Q3 2025 Added 0.47%
$533B
$11.5 Million 1.22% of portfolio
33,566
Q3 2025 Added 5.15%
$881B
$9.67 Million 1.03% of portfolio
30,662
Q3 2025 Added 2.92%
$139B
$8.94 Million 0.95% of portfolio
27,111
Q3 2025 Added 111.03%
$404B
$7.74 Million 0.82% of portfolio
8,362
Q3 2025 Added 4.64%
$593B
$7.29 Million 0.78% of portfolio
25,923
Q3 2025 Reduced 6.45%
$73.2B
$6.56 Million 0.7% of portfolio
1,530
Q3 2025 Added 1.66%
$1.29T
$6.43 Million 0.68% of portfolio
14,453
Q3 2025 Reduced 2.09%
$1.74T
$6.07 Million 0.65% of portfolio
24,930
Q3 2025 Added 4.77%
$9.75B
$5.54 Million 0.59% of portfolio
25,343
Q3 2025 Added 2.55%
$270B
$4.81 Million 0.51% of portfolio
30,250
Q3 2025 Added 1.92%
$114B
$4.15 Million 0.44% of portfolio
19,207
Q3 2025 Reduced 0.12%
$55.4B
$4.07 Million 0.43% of portfolio
13,317
Q3 2025 Added 8.44%
$84.9B
$4.01 Million 0.43% of portfolio
23,813
Q3 2025 Added 7.17%
$49.1B
$3.97 Million 0.42% of portfolio
3,310
Q3 2025 Reduced 4.45%
$222B
$3.87 Million 0.41% of portfolio
7,970
Q3 2025 Added 10.16%
$38.8B
$3.65 Million 0.39% of portfolio
22,536
Q3 2025 Added 0.07%
$113B
$3.59 Million 0.38% of portfolio
37,931
Q3 2025 Added 3.9%
$279B
$3.58 Million 0.38% of portfolio
34,735
Q3 2025 Added 0.23%
$23.9B
$3.62 Million 0.38% of portfolio
25,983
Q3 2025 Added 2.92%
$169B
$3.47 Million 0.37% of portfolio
3,770
Q3 2025 Added 15.79%
$61.4B
$3.36 Million 0.36% of portfolio
8,117
Q3 2025 Added 7.5%
$367B
$3.4 Million 0.36% of portfolio
8,396
Q3 2025 Reduced 2.97%
$414B
$3.26 Million 0.35% of portfolio
14,068
Q3 2025 Reduced 1.7%
$136B
$3.22 Million 0.34% of portfolio
8,706
Q3 2025 Added 2.27%
$303B
$3.13 Million 0.33% of portfolio
20,151
Q3 2025 Added 0.19%
$168B
$2.98 Million 0.32% of portfolio
39,486
Q3 2025 Reduced 1.31%
$100B
$3.01 Million 0.32% of portfolio
11,152
Q3 2025 Added 5.49%
$32.7B
$2.82 Million 0.3% of portfolio
32,551
Q3 2025 Added 5.15%
$34.7B
$2.8 Million 0.3% of portfolio
19,744
Q3 2025 Added 14.43%
$72.7B
$2.68 Million 0.29% of portfolio
2,033
Q3 2025 Added 8.25%
$413B
$2.73 Million 0.29% of portfolio
52,962
Q3 2025 Added 0.04%
$132B
$2.52 Million 0.27% of portfolio
11,963
Q3 2025 Added 3.02%
$97.3B
$2.55 Million 0.27% of portfolio
30,109
Q3 2025 Added 2.46%
$490B
$2.42 Million 0.26% of portfolio
21,433
Q3 2025 Added 3.4%
$291B
$2.38 Million 0.25% of portfolio
4,978
Q3 2025 Added 25.14%
$193B
$2.28 Million 0.24% of portfolio
19,936
Q3 2025 Added 0.72%
$140B
$2.28 Million 0.24% of portfolio
6,096
Q3 2025 Added 16.58%
$522B
$2.16 Million 0.23% of portfolio
11,633
Q3 2025 Added 13.03%
$512B
$2.14 Million 0.23% of portfolio
3,754
Q3 2025 Reduced 0.42%
$57.9B
$2.13 Million 0.23% of portfolio
9,915
Q3 2025 Reduced 0.02%
$55.6B
$1.99 Million 0.21% of portfolio
13,574
Q3 2025 Added 14.14%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $940 Million
  • Prior Value $835 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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