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.
Stock Holdings Table Market Cap. of Under $50 Millions
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