HCR Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, HCR Wealth Advisors held in its portfolio 255 assets valued at $1,009,688,680 (i.e. $1.01B).
The most valuable assets in the portfolio included: Apple Inc ($145.25M), Vanguard Growth Index Fund ETF ($105.98M), and Vanguard High Dividend Yield Index Fund ETF ($92.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 255 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HCR Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Apple Inc | 534282 | 145250129 | Common Stock |
| Vanguard Growth Index Fund ETF | 217235 | 105980505 | ETF |
| Vanguard High Dividend Yield Index Fund ETF | 642119 | 92157034 | ETF |
| Nvidia Corp | 305364 | 56950413 | Common Stock |
| Vanguard Extended Market ETF S &P Compl | 178116 | 37247790 | Common Stock |
| iShares Core S&P 500 ETF | 50961 | 34905774 | ETF |
| Alphabet Inc | 97000 | 30361017 | Common Stock |
| Microsoft | 47870 | 23151249 | Common Stock |
| First Trust Preferred Securities and Income ETF | 998172 | 18186708 | ETF |
| iShares Core MSCI Emerging ETF | 258722 | 17391326 | ETF |
| Ametek Inc | 77452 | 15901670 | Common Stock |
| iShares Core S&P Small-Cap ETF | 128985 | 15501460 | ETF |
| Meta Platforms Inc | 20378 | 13451900 | Common Stock |
| Palo Alto Networks | 69978 | 12889947 | Common Stock |
| Amazon.Com Inc | 53788 | 12415346 | Common Stock |
| Visa Inc | 33671 | 11808848 | Common Stock |
| JPMorgan Chase & Co | 31078 | 10013959 | Common Stock |
| Broadcom Inc | 28258 | 9780392 | Common Stock |
| BlackRock Flexible Income ETF | 181674 | 9586938 | ETF |
| Janus Henderson Aaa Clo ETF IV | 161453 | 8166297 | ETF |
| Alphabet Inc. Class C | 25470 | 7992630 | Common Stock |
| SPDR Gold TR Gold (SHS) | 18816 | 7456968 | ETF |
| Costco Wholesale | 8620 | 7433830 | Common Stock |
| Tesla Motors | 15442 | 6944739 | Common Stock |
| Invesco QQQ Trust | 11096 | 6816618 | ETF |
| SPDR S&P 500 ETF | 9684 | 6604081 | ETF |
| Vanguard FTSE Emerging Markets ETF | 117794 | 6332605 | ETF |
| Berkshire Hathaway | 12191 | 6127806 | Common Stock |
| Morgan Stanley | 30496 | 5413972 | Common Stock |
| Schwab US Large Cap Growth ETF | 165542 | 5399990 | ETF |
| Vertiv Holdings Co Class A | 32015 | 5186769 | Common Stock |
| Autozone Inc Com | 1527 | 5178820 | Common Stock |
| Autonation Inc Com | 24868 | 5134847 | Common Stock |
| Vanguard S&P 500 ETF | 8158 | 5116212 | ETF |
| Oracle Corp | 25948 | 5057608 | Common Stock |
| Thermo Fisher | 8388 | 4860894 | Common Stock |
| Utilities Select (sector SPDR Fund) | 99024 | 4227355 | ETF |
| Micron Technology | 14591 | 4164417 | Common Stock |
| Boeing Co | 19158 | 4159586 | Common Stock |
| iShares Trust 1-3 (year Treasury Bond Etf) | 49697 | 4115905 | ETF |
| L3harris | 13581 | 3987093 | Common Stock |
| Wal-Mart | 35234 | 3925419 | Common Stock |
| Intercontinental Exchange Inc | 24224 | 3923319 | Common Stock |
| Eaton Corp PLC F | 12180 | 3879451 | Common Stock |
| Conocophillips Com | 40131 | 3756698 | Common Stock |
| NRG Energy Inc | 22413 | 3569081 | Common Stock |
| Quanta Services Inc | 8078 | 3409453 | Common Stock |
| American Water Works | 25930 | 3383917 | Common Stock |
| United Rentals Inc | 4093 | 3312546 | Common Stock |
| Invesco Senior Loan ETF | 155677 | 3269234 | ETF |
| Abbvie Inc Com | 14072 | 3215331 | Common Stock |
| iShares Core MSCI EAFE ETF | 35708 | 3194523 | ETF |
| Nextera Energy Inc | 39486 | 3170009 | Common Stock |
| Netflix Inc | 33748 | 3164212 | Common Stock |
| CME Group Inc | 11568 | 3159081 | Common Stock |
| Chevron Corp. | 20335 | 3099353 | Common Stock |
| ServiceNow Inc | 19657 | 3011255 | Common Stock |
| Stryker Corp | 8523 | 2995783 | Common Stock |
| Bank Of America Corp | 53950 | 2967277 | Common Stock |
| Caterpillar | 5045 | 2890334 | Common Stock |
| Home Depot | 8354 | 2874870 | Common Stock |
| Dell Technologies Inc Class C | 22235 | 2798955 | Common Stock |
| Transdigm Group | 2047 | 2722850 | Common Stock |
| ExxonMobil | 22010 | 2648724 | Common Stock |
| Starbucks Corp Com | 30400 | 2560051 | Common Stock |
| Johnson & Johnson | 11847 | 2451780 | Common Stock |
| Walt Disney | 21286 | 2421790 | Common Stock |
| Vanguard Total Stock Market Index Fund ETF | 7162 | 2401283 | ETF |
| Honeywell | 11746 | 2291693 | Common Stock |
| Goldman Sachs Group | 2568 | 2258116 | Common Stock |
| Vanguard FTSE Developed Markets ETF | 36097 | 2254982 | ETF |
| Mastercard | 3697 | 2111076 | Common Stock |
| Allstate Corp | 10068 | 2095654 | Common Stock |
| iShares High Yield Corporat Bond ETF | 48414 | 2075523 | ETF |
| PIMCO Enhanced SHRT Maturty Actv ETF | 20628 | 2069813 | ETF |
| iShares Core S&P Mid Cap | 31210 | 2059860 | Common Stock |
| ProShares Large Cap Core Plus ETF | 25714 | 2048891 | ETF |
| Johnson Controls Inter F | 16259 | 1947015 | Common Stock |
| iShares Bitcoin ETF | 38930 | 1932874 | ETF |
| iShares US Technology ETF | 9214 | 1840004 | ETF |
| Freeport-Mcmoran Inc | 35433 | 1799677 | Common Stock |
| RTX Corp | 9041 | 1658224 | Common Stock |
| First Trust TCW Unconstrained Plus Bond ETF | 65838 | 1657142 | ETF |
| Vanguard Small Cap ETF IV | 6328 | 1632486 | ETF |
| First Trust TCW Opportunistic Fixed Income ETF | 36345 | 1610810 | ETF |
| McDonalds | 5220 | 1595509 | Common Stock |
| Amgen Inc. | 4795 | 1569451 | Common Stock |
| Blue Owl Cap Inc Class A | 104738 | 1564788 | Common Stock |
| Fedex Corp Com | 5391 | 1557322 | Common Stock |
| Zoetis Inc | 12330 | 1551393 | Common Stock |
| Alps Alerian MLP ETF | 32801 | 1542334 | ETF |
| Lilly Eli & Co | 1338 | 1438565 | Common Stock |
| Vanguard Information Technology Index Fund ETF | 1873 | 1411950 | ETF |
| Rocket Cos Inc Com | 72522 | 1404032 | Common Stock |
| iShares 3-7 Year Treasury Bond ETF | 11729 | 1399856 | ETF |
| Technology Select Sector SPDR ETF | 9587 | 1380240 | ETF |
| Charles Schwab Corp | 13762 | 1375009 | Common Stock |
| Procter & Gamble | 9207 | 1319593 | Common Stock |
| iShares 7-10 Year Treasury Bond ETF | 13563 | 1304218 | ETF |
| Vanguard Total Bond Market ETF | 17513 | 1297234 | ETF |
| iShares Russell 2000 ETF | 5051 | 1243465 | ETF |
| iShares California Muni Bond ETF | 21361 | 1227403 | ETF |
| Grayscale Bitcoin TR BTC | 17279 | 1181192 | Fund |
| Altria Group Inc | 20261 | 1168273 | Common Stock |
| GE Vernova Inc | 1745 | 1140479 | Common Stock |
| Wells Fargo & Co | 11692 | 1089694 | Common Stock |
| Aflac Inc | 9562 | 1054469 | Common Stock |
| iShares Preferred Income Sec ETF IV | 34007 | 1052857 | ETF |
| Philip Morris Intl | 6531 | 1047635 | Common Stock |
| General Electric Co | 3345 | 1030427 | Common Stock |
| Adobe Inc | 2933 | 1026520 | Common Stock |
| Blackstone Inc | 6510 | 1003547 | Common Stock |
| iShares Core S&P Total US Stock Mark | 6716 | 998602 | ETF |
| PIMCO Active Bond ETF | 10524 | 979573 | ETF |
| American States Water Co | 13176 | 955043 | Common Stock |
| iShares Treasury Floating Rate B ETF | 18125 | 914587 | ETF |
| Marvell Technology Inc | 10377 | 881837 | Common Stock |
| Intuitive Surgical | 1551 | 878424 | Common Stock |
| iShares S&P 500 Growth ETF | 7042 | 867996 | ETF |
| Church &dwight Co | 10283 | 862229 | Common Stock |
| Constellation Brands | 6142 | 847351 | Common Stock |
| Capital One FC | 3462 | 839166 | Common Stock |
| Energy Select Sector SPDR ETF | 18549 | 829332 | ETF |
| Intuit Inc | 1245 | 824712 | Common Stock |
| iShares MSCI USA QLTY Fact ETF | 4019 | 798253 | ETF |
| Schwab US Large Cap ETF | 28562 | 768603 | ETF |
| SPDR Dow Jones Industrial Avrg ETF | 1578 | 758403 | ETF |
| Lockheed Martin Corp | 1490 | 720668 | Common Stock |
| Citigroup Inc | 6156 | 718399 | Common Stock |
| Advanced Micro Device In | 3317 | 710473 | Common Stock |
| Coca-Cola | 9973 | 697212 | Common Stock |
| Palantir Technologies In Class A | 3898 | 692869 | Common Stock |
| Vanguard Short-Term Bond ETF | 8544 | 673372 | ETF |
| Vanguard Health Care ETF | 2275 | 654939 | ETF |
| UnitedHealth Group | 1979 | 653299 | Common Stock |
| Parker-Hannifin Corp | 709 | 623182 | Common Stock |
| American Express Co | 1633 | 604128 | Common Stock |
| Amplify Cybersecurity ETF | 7355 | 591121 | ETF |
| Nike Inc Class B Com | 9212 | 586929 | Common Stock |
| Sherwin Williams Co | 1740 | 563812 | Common Stock |
| SPDR S&P Midcap 400 ETF | 926 | 558810 | ETF |
| IBM | 1879 | 556578 | Common Stock |
| First Dorsey Wright Focus 5 ETF IV | 8840 | 556210 | ETF |
| Salesforce | 2068 | 547833 | Common Stock |
| iShares MSCI EAFE ETF | 5584 | 536231 | ETF |
| Novo-Nordisk As Vormal F Sponsored ADR | 10340 | 526117 | Common Stock |
| Sempra | 5848 | 516319 | Common Stock |
| Nexstar Media Group Inc Com CL A | 2500 | 507625 | Common Stock |
| Linde PLC F | 1173 | 500155 | Common Stock |
| iShares US Real Estate ETF | 5265 | 494373 | ETF |
| iShares Core High (dividend Etf) | 4054 | 493006 | ETF |
| iShares US Financials ETF | 3768 | 485808 | ETF |
| Merck &co. Inc Com | 4556 | 479621 | Common Stock |
| Taiwan Semiconductr F Sponsored ADR | 1574 | 478322 | Common Stock |
| Vanguard Muni BND Tax | 9334 | 469406 | Common Stock |
| Select STR Financial Select SPDR ETF | 8555 | 468565 | ETF |
| Gabelli Equity CF | 75353 | 464928 | Fund |
| iShares MSCI Emerging Markets ETF | 8403 | 459777 | ETF |
| Verizon | 11272 | 459133 | Common Stock |
| iShares Biotechnology ETF | 2712 | 457834 | ETF |
| Schwab International Equity ETF | 19018 | 457192 | ETF |
| Cadiz Inc | 81436 | 456855 | Common Stock |
| Phillips 66 | 3520 | 454220 | Common Stock |
| iShares JP Morgan Usd Emerging Marke | 4712 | 453671 | ETF |
| iShares S&P 500 Value ETF | 2131 | 451921 | ETF |
| iShares Russell 1000 Growth ETF | 919 | 435012 | ETF |
| iShares Short Term NTNL Mun BND ETF | 4000 | 426800 | ETF |
| First Trust Managed Municipal ETF IV | 8344 | 426670 | ETF |
| SPDR Nuveen BLMG HG YL MP BND ETF | 17050 | 425227 | ETF |
| iShares US Aerospace Defense ETF | 1972 | 423368 | ETF |
| iShares iBoxx $ (investment Grade Corporate Bond Etf) | 3812 | 420044 | ETF |
| Vaneck Gold Miners ETF | 4843 | 415384 | ETF |
| Schwab US Small Cap ETF | 14553 | 414495 | ETF |
| MGM Resorts Intl | 11315 | 412884 | Common Stock |
| FT Vest Fund Of Buffer ETF | 11747 | 402452 | ETF |
| TJX Companies Inc | 2547 | 391244 | Common Stock |
| Clorox Co Com | 3874 | 390632 | Common Stock |
| Stifel Finl Co | 3036 | 380167 | Common Stock |
| iShares S&P Mid Cap 400 GRWTH ETF | 3913 | 379091 | ETF |
| iShares Core US Aggregate Bond ETF | 3795 | 379044 | ETF |
| Moodys Corp | 729 | 372409 | Common Stock |
| Alnylam Pharmaceutl | 924 | 367428 | Common Stock |
| Vanguard Real Estate ETF | 4139 | 366271 | ETF |
| Progressive Co Ohio | 1574 | 358431 | Common Stock |
| iShares MSCI USA Esg Select ETF | 2550 | 355329 | ETF |
| Invesco Aerospace & Defense ETF | 2130 | 333621 | ETF |
| SPDR Ssga Multi Asset Real Retur ETF | 10584 | 332868 | ETF |
| iShares TIPS Bond ETF | 3015 | 331378 | ETF |
| SPDR Bloomberg 1 3 MNTH T BLL ETF | 3587 | 327870 | ETF |
| Invesco S&P 500 Low Volatility ETF | 4484 | 320257 | ETF |
| Pepsico Inc | 2220 | 318664 | Common Stock |
| Pacer US Cash Cows 100 ETF | 5256 | 316305 | ETF |
| iShares Select Dividend ETF | 2236 | 315589 | ETF |
| Ameren Corp | 3069 | 306470 | Common Stock |
| Travelers | 1047 | 303692 | Common Stock |
| Rivian Automotive Inc Class A | 15184 | 299276 | Common Stock |
| Asml Holding N V F Sponsored ADR | 277 | 296351 | Common Stock |
| iShares Gold ETF | 3594 | 291724 | ETF |
| Amplify TRNSFRMTNL Data SHRNG ETF | 5015 | 285303 | ETF |
| Select Sector Health Care SPDR ETF | 1834 | 283903 | ETF |
| Invesco FTSE Rafi US 1000 ETF | 6000 | 281520 | ETF |
| Trane Technologies PLC F | 721 | 280613 | Common Stock |
| Amplify Ai Powered Equity ETF | 6140 | 277192 | ETF |
| Northrop Grumman Co | 473 | 269797 | Common Stock |
| CSX Corp | 7427 | 269228 | Common Stock |
| Shell PLC F Sponsored ADR | 3651 | 268275 | Common Stock |
| Grayscale Bitcoin Mini Trust ETF | 6831 | 264564 | ETF |
| Marsh & MC Lennan Co | 1418 | 263067 | Common Stock |
| Synopsys Inc | 555 | 260694 | Common Stock |
| Flowserve Corp | 3750 | 260175 | Common Stock |
| Qualcomm Inc | 1514 | 259100 | Common Stock |
| iShares Core US REIT ETF | 4537 | 258436 | ETF |
| Sandisk Corp | 1070 | 253996 | Common Stock |
| SPDR Gold Minishares Etv | 2964 | 253036 | ETF |
| Brit Amer Tobacco F Unsponsored ADR | 4407 | 249524 | Common Stock |
| Carrier Global Corp | 4675 | 247056 | Common Stock |
| Idexx Labs Inc | 362 | 244903 | Common Stock |
| United Parcel SRVC Class B | 2466 | 244602 | Common Stock |
| Shopify Inc F Class A | 1505 | 242259 | Common Stock |
| Schwab US Dividend Equity ETF | 8812 | 241723 | ETF |
| Vaneck Semiconductor ETF | 668 | 240566 | ETF |
| Coherent Corp | 1300 | 239941 | Common Stock |
| iShares Morningstar US Equity ETF | 2536 | 239347 | ETF |
| Ford Motor Co | 18088 | 237318 | Common Stock |
| iShares TR 20 YR TR (BD Etf) | 2709 | 236174 | ETF |
| McCormick &company | 3438 | 234162 | Common Stock |
| Synchrony Finl | 2787 | 232519 | Common Stock |
| Vanguard VNG Rus1000val ETF | 2507 | 231396 | Common Stock |
| iShares S&P Mid Cap 400 Value ETF | 1740 | 228966 | ETF |
| The CIGNA Group | 807 | 222110 | Common Stock |
| Regeneron Pharms Inc | 286 | 220754 | Common Stock |
| VGRD Itc ETF DV | 2617 | 219173 | ETF |
| iShares Semiconductor ETF IV | 723 | 217731 | ETF |
| Pure Storage Inc | 3211 | 215169 | Common Stock |
| CVS Health Corp | 2708 | 214953 | Common Stock |
| Magnite Inc | 13000 | 210990 | Common Stock |
| Mondelez Intl Class A | 3915 | 210745 | Common Stock |
| SPDR Fund Consumer Discre Select ETF | 1740 | 207773 | ETF |
| Edwards Lifesciences | 2416 | 205964 | Common Stock |
| Colgate-Palmolive Co | 2605 | 205847 | Common Stock |
| Crowdstrike HLDGS Inc Class A | 438 | 205316 | Common Stock |
| Aon PLC F Class A | 581 | 205023 | Common Stock |
| Invsc S P 500 Equal Weight ETF | 1069 | 204932 | ETF |
| Vaneck Junior Gold Miners ETF | 1800 | 204804 | ETF |
| Consolidated Edison | 2036 | 202215 | Common Stock |
| Deere & Co | 434 | 202130 | Common Stock |
| Schwab U.S. TIPS ETF | 7564 | 200387 | ETF |
| Mongodb Inc Class A | 477 | 200192 | Common Stock |
| C V B Finl Corp | 10000 | 186000 | Common Stock |
| Kennedy Wilson HLDGS | 19041 | 184126 | Common Stock |
| Neonc Technologies HLDGS | 15000 | 124050 | Common Stock |
| Nokia Oyj F Sponsored ADR | 15405 | 99670 | Common Stock |
| Black Diamond Therapeuti | 27000 | 65610 | Common Stock |
| Editas Medicine Incorpor | 17000 | 34850 | Common Stock |
| Mobix Labs Inc Class A | 30000 | 8019 | Common Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.