Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $993 Million
  • Q4 2025

Hcr Wealth Advisors has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $993 Million distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Vanguard Growth ETF with a value of $105M, Vanguard Whitehall Fds (Vangua with a value of $90.5M, Nvidia Corp with a value of $57M, and Vanguard Extended Market ETF with a value of $36.4M.

Examining the 13F form we can see an increase of $53.9M in the current position value, from $940M to 993M.

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 $993 Million
ETFs: $439 Million
Technology: $284 Million
Financial Services: $58.6 Million
Communication Services: $53.6 Million
Industrials: $53.3 Million
Consumer Cyclical: $38.7 Million
Healthcare: $22 Million
Consumer Defensive: $19 Million
Other: $25.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$512B
$1.98 Million 0.2% of portfolio
3,697
Q4 2025 Reduced 1.52%
$265B
$1.99 Million 0.2% of portfolio
2,568
Q4 2025 Added 30.95%
$81.8B
$1.93 Million 0.19% of portfolio
16,259
Q4 2025 Added 0.32%
$183B
$1.64 Million 0.16% of portfolio
4,795
Q4 2025 Reduced 0.15%
$224B
$1.59 Million 0.16% of portfolio
5,220
Q4 2025 Reduced 0.72%
$258B
$1.59 Million 0.16% of portfolio
9,041
Q4 2025 Added 17.61%
$6.09B
$1.44 Million 0.15% of portfolio
104,738
Q4 2025 Reduced 8.61%
$55.6B
$1.46 Million 0.15% of portfolio
12,330
Q4 2025 Reduced 9.16%
$971B
$1.37 Million 0.14% of portfolio
1,338
Q4 2025 Added 6.78%
$57.4B
$1.42 Million 0.14% of portfolio
35,433
Q4 2025 Reduced -0.0%
$68.9B
$1.43 Million 0.14% of portfolio
5,391
Q4 2025 Reduced 1.41%
$346B
$1.34 Million 0.14% of portfolio
9,207
Q4 2025 Reduced 3.56%
$51.1B
$1.27 Million 0.13% of portfolio
17,279
Q4 2025 Reduced 0.19%
$167B
$1.26 Million 0.13% of portfolio
13,762
Q4 2025 Added 1.64%
$104B
$1.18 Million 0.12% of portfolio
20,261
Q4 2025 Added 0.11%
$2.27B
$1.19 Million 0.12% of portfolio
72,522
Q4 2025 Added 5.39%
$317B
$975,000 0.1% of portfolio
11,692
Q4 2025 Added 3.29%
$2.76B
$982,000 0.1% of portfolio
13,176
Q4 2025 Reduced 4.09%
$237B
$997,000 0.1% of portfolio
6,531
Q4 2025 Added 3.34%
$328B
$1 Million 0.1% of portfolio
3,345
Q4 2025 Added 4.27%
$151B
$953,000 0.1% of portfolio
2,933
Q4 2025 Reduced 11.01%
$20.4B
$864,000 0.09% of portfolio
10,283
Q4 2025 Reduced 7.54%
$73.7B
$897,000 0.09% of portfolio
10,377
Q4 2025 Reduced 0.57%
$193B
$847,000 0.09% of portfolio
1,551
Q4 2025 Reduced 0.45%
$98.1B
$901,000 0.09% of portfolio
6,510
Q4 2025 Reduced 2.94%
$388B
$797,000 0.08% of portfolio
3,317
Q4 2025 Added 4.31%
$20.8B
$793,000 0.08% of portfolio
6,142
Q4 2025 Reduced 22.64%
$182B
$804,000 0.08% of portfolio
1,245
Q4 2025 Added 3.32%
$306B
$704,000 0.07% of portfolio
9,973
Q4 2025 Added 5.02%
$77.2B
$695,000 0.07% of portfolio
3,462
Q4 2025 Added 2.49%
$342B
$678,000 0.07% of portfolio
3,898
Q4 2025 Reduced 5.48%
$123B
$701,000 0.07% of portfolio
1,490
Q3 2025 Added 50.51%
$79.2B
$579,000 0.06% of portfolio
9,212
Q4 2025 Added 1.22%
$266B
$558,000 0.06% of portfolio
1,879
Q4 2025 Added 7.19%
$107B
$589,000 0.06% of portfolio
709
Q4 2025 Added 4.88%
$190B
$604,000 0.06% of portfolio
6,156
Q4 2025 New
$86.1B
$577,000 0.06% of portfolio
1,740
Q4 2025 Added 1.46%
$300B
$634,000 0.06% of portfolio
1,979
Q4 2025 Reduced 5.17%
$255B
$557,000 0.06% of portfolio
1,633
Q4 2025 Added 4.21%
$68.5B
$500,000 0.05% of portfolio
3,520
Q4 2025 Added 1.18%
$7.07B
$455,000 0.05% of portfolio
2,500
Q3 2025 Reduced 33.33%
$109B
$501,000 0.05% of portfolio
10,340
Q4 2025 Reduced 43.04%
$28.9B
$538,000 0.05% of portfolio
5,848
Q4 2025 Reduced 4.88%
$0
$455,000 0.05% of portfolio
75,353
Q4 2023 New
$237B
$490,000 0.05% of portfolio
2,068
Q4 2025 Added 33.76%
$172B
$462,000 0.05% of portfolio
11,272
Q4 2025 Reduced 0.48%
$12.8B
$366,000 0.04% of portfolio
3,036
Q4 2025 Reduced 0.07%
$55.3B
$415,000 0.04% of portfolio
924
Q2 2024 New
$170B
$372,000 0.04% of portfolio
2,547
Q4 2025 Reduced 3.45%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $993 Million
  • Prior Value $940 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 20 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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