Q3 2026 13F · SEC CIK 1697715

HCR Wealth Advisors

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 267
Top holdings a year, 3 yrs: +21.2%
Assets under management: $2.0B

HCR Wealth Advisors is a wealth manager that reported 267 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Apple Inc (AAPL, 13.5%), Vanguard Index Fds (VUG, 10.0%), Vanguard Whitehall Fds (VYM, 8.5%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

HCR Wealth Advisors holdings largest 50 of 267 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HCR Wealth Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	13.5%	13.3%	511,248	-0.6%	$170.3M
VUGVanguard Index Fds	10.0%	10.4%	1,408,761	+4.0%	$126.9M
VYMVanguard Whitehall Fds	8.5%	9.3%	691,841	+5.4%	$107.4M
NVDANvidia Corporation	5.6%	5.5%	312,891	+1.8%	$71.5M
CRUXColumbia ETF Tr I	4.0%	—	1,758,417	—	$50.2M
VXFVanguard Index Fds	3.7%	4.3%	202,326	+4.9%	$46.9M
IVVIshares Tr	3.1%	3.4%	50,658	+0.1%	$38.8M
GOOGLAlphabet Inc	2.6%	3.0%	96,237	+0.9%	$33.1M
PANWPalo Alto Networks Inc	2.3%	2.2%	72,958	+1.5%	$29.0M
WCMIFirst Tr Exchange-Traded Fd	2.3%	—	1,510,851	—	$28.8M
MSFTMicrosoft Corp	2.0%	1.6%	48,911	+1.8%	$25.1M
IEMGIshares Inc	1.8%	2.0%	279,897	+4.6%	$22.7M
IJRIshares Tr	1.4%	1.6%	130,724	+8.0%	$17.8M
FPEFirst Tr Exch Traded Fd III	1.4%	1.6%	1,029,238	+0.1%	$17.5M
METAMeta Platforms Inc	1.2%	1.0%	21,014	+3.3%	$15.2M
AMZNAmazon Com Inc	1.2%	1.2%	60,413	+3.2%	$15.1M
AMEAmetek Inc	1.1%	1.4%	58,430	-11.4%	$14.5M
JAAAJanus Detroit Str Tr	0.9%	0.9%	235,714	+18.4%	$11.9M
VVisa Inc	0.9%	1.0%	32,919	-1.5%	$11.8M
GLDSpdr Gold Tr	0.9%	0.7%	30,555	+43.1%	$11.6M
BINCBlackrock ETF Trust II	0.9%	1.0%	225,420	+5.4%	$11.4M
MUMicron Technology Inc	0.9%	1.0%	10,280	+4.7%	$10.9M
JPMJpmorgan Chase & Co	0.8%	0.9%	31,682	+1.8%	$10.5M
AVGOBroadcom Inc	0.8%	0.9%	27,676	+1.4%	$9.7M
DELLDell Technologies Inc	0.8%	0.7%	17,896	-4.1%	$9.6M
GOOGAlphabet Inc	0.7%	0.9%	27,776	+2.1%	$9.5M
QQQInvesco Qqq Tr	0.7%	0.7%	11,202	-0.9%	$8.3M
COSTCostco Wholesale Corporation	0.6%	0.7%	8,365	-2.1%	$7.6M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	9,856	+3.1%	$7.5M
VOOVanguard Index Fds	0.5%	0.6%	9,661	+7.2%	$6.8M
VWOVanguard Intl Equity Index F	0.5%	0.6%	112,166	-1.5%	$6.7M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	12,375	+1.9%	$6.2M
MSMorgan Stanley	0.5%	0.6%	31,561	+2.3%	$5.9M
COPConocophillips	0.5%	0.4%	46,836	+6.2%	$5.9M
GEVGe Vernova Inc	0.5%	0.6%	6,164	+6.4%	$5.9M
TMOThermo Fisher Scientific Inc	0.5%	0.4%	8,646	+2.6%	$5.8M
GLWCorning Inc	0.5%	—	37,945	—	$5.8M
TSLATesla Inc	0.4%	0.6%	15,812	+1.5%	$5.6M
SCHGSchwab Strategic Tr	0.4%	0.5%	152,240	-0.4%	$5.5M
ETNEaton Corp PLC	0.4%	0.5%	12,369	-0.3%	$5.3M
PWRQuanta Svcs Inc	0.4%	0.5%	8,042	+2.2%	$5.2M
RTXRtx Corporation	0.4%	0.5%	27,826	+1.1%	$5.2M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	—	67,789	—	$4.8M
VRTVertiv Holdings Co	0.4%	0.5%	18,967	+9.8%	$4.6M
AZOAutozone Inc	0.3%	0.4%	1,535	+2.1%	$4.3M
CVXChevron Corporation	0.3%	—	20,813	—	$4.3M
CATCaterpillar Inc	0.3%	0.5%	5,174	+1.5%	$4.2M
JNJJohnson & Johnson	0.3%	—	15,432	—	$4.1M
URIUnited Rentals Inc	0.3%	0.4%	4,029	+3.8%	$4.0M
XLUSelect Sector Spdr Tr	0.3%	0.4%	101,415	+3.2%	$4.0M

What HCR Wealth Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

AME Ametek Inc-11.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.3B	267
Q2 2026	$1.1B	259
Q1 2026	$964.4M	241
Q4 2025	$1.0B	255
Q3 2025	$965.7M	244
Q2 2025	$849.7M	237
Q1 2025	$768.1M	230
Q4 2024	$798.2M	228
Q3 2024	$764.2M	229
Q2 2024	$699.7M	220
Q1 2024	$659.4M	223
Q4 2023	$633.1M	205

Questions about HCR Wealth Advisors's portfolio

What stocks does HCR Wealth Advisors own?

HCR Wealth Advisors's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 267 positions worth $1.3B. The largest are Apple Inc (AAPL) at 13.5%, Vanguard Index Fds (VUG) at 10.0%, Vanguard Whitehall Fds (VYM) at 8.5%, Nvidia Corporation (NVDA) at 5.6% and Columbia ETF Tr I (CRUX) at 4.0%.

What did HCR Wealth Advisors buy last quarter?

In Q3 2026, HCR Wealth Advisors added Spdr Gold Tr (GLD) (+43.1% shares), Janus Detroit Str Tr (JAAA) (+18.4% shares) and Vertiv Holdings Co (VRT) (+9.8% shares), compared with its Q2 2026 filing.

What did HCR Wealth Advisors sell last quarter?

In Q3 2026, HCR Wealth Advisors cut from its top 50 Autonation Inc Com (AN), cut from its top 50 Boeing Co (BA), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Abbvie Inc (ABBV) and Ametek Inc (AME) (-11.4% shares), compared with its Q2 2026 filing.

How has HCR Wealth Advisors's portfolio performed?

A portfolio copying HCR Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +13.1% a year against +11.6%.

When is HCR Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. HCR Wealth Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does HCR Wealth Advisors manage?

HCR Wealth Advisors reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.