What does HCR Wealth Advisors hold?

HCR Wealth Advisors's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1697715.

What is HCR Wealth Advisors's AUM?

HCR Wealth Advisors reported approximately $1.3B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.0B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source HCR Wealth Advisors's holdings?

All HCR Wealth Advisors holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1697715. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is HCR Wealth Advisors's 13F data updated on 13F Pro?

HCR Wealth Advisors's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

HCR Wealth Advisors

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1697715

Institutional-grade research for retail investors

Sector Allocation

Other46.8%$592.7M
Technology32.3%$408.7M
Financials6.2%$78.7M
Industrials4.9%$62.5M
Consumer Discretionary2.9%$37.1M
Healthcare2.1%$27.0M
Consumer Staples1.4%$18.2M
Energy1.2%$15.2M
Utilities0.8%$10.3M
Materials0.8%$9.5M

AUM History

13fpro.ai/research/fund/hcr-wealth-advisors-1697715

Conviction and streaks

Stable · top 10 = 55.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold13.4% weight · held 11 quarters

$Conviction hold10.0% weight · held 11 quarters

$Conviction hold8.5% weight · held 11 quarters

$NVDAConviction hold5.7% weight · held 11 quarters

$Conviction hold3.7% weight · held 4 quarters

$Accumulating+642% shares · 10 quarters running

$Accumulating+26% shares · 10 quarters running

$Accumulating+971% shares · 10 quarters running

$AFLAccumulating+7% shares · 10 quarters running

$Accumulating+1337% shares · 9 quarters running

$Trimming-41% shares · 8 quarters running

$CHDTrimming-39% shares · 7 quarters running

$AMETrimming-38% shares · 6 quarters running

$MCDTrimming-17% shares · 6 quarters running

$SYKTrimming-13% shares · 4 quarters running

Largest positions — Q3 2026

AAPL
$170.3M
Vanguard
$126.9M
Vanguard
$107.4M
NVDA
$71.5M
Columbia
$50.2M
Vanguard
$46.9M
iShares
$38.8M
GOOGL
$33.1M
PANW
$29.0M
First
$28.8M
MSFT
$25.1M
iShares
$22.7M
iShares
$17.8M
First
$17.5M
META
$15.2M
AMZN
$15.1M
AME
$14.5M
Janus
$11.9M
V
$11.8M
GLD
$11.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hcr-wealth-advisors-1697715

HCR Wealth Advisors 13F holdings — Q3 2026

$1.3B portfolio (+13.3% QoQ) · 267 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio

1
Apple Inc.
$AAPL
$170.3M
13.4% of stocks
-0.6%This quarter+0.6%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
2
Vanguard Growth Index Fund ETF - ETF
$126.9M
10.0% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Vanguard High Dividend Yield Index Fund ETF - ETF
$107.4M
8.5% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
NVIDIA CORP
$NVDA
$71.5M
5.7% of stocks
+2%This quarter-0.6%Since filed11+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
5
Columbia Core Bond ETF - ETF
$50.2M
4.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
6
Vanguard Extended Market ETF S &P Compl - Common Stock
$46.9M
3.7% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
iShares Core S&P 500 ETF - ETF
$38.8M
3.1% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Alphabet Inc.
$GOOGL
$33.1M
2.6% of stocks
+0.9%This quarter-8.9%Since filed11+ qtrsHeld
AIQuality77.7#60Est. buyEstimated buy price is Pro: unlock with a free trial
9
Palo Alto Networks Inc
$PANW
$29.0M
2.3% of stocks
+2%This quarter+5.5%Since filed11+ qtrsHeld
AIQuality65.5#469Est. buyEstimated buy price is Pro: unlock with a free trial
10
First Trust WCM International Equity ETF - ETF
$28.8M
2.3% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$170.3M	13.4%	-0.6%	+0.6%	11+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	Vanguard Growth Index Fund ETF - ETF	$126.9M	10.0%	+4%	—	—	—	—
3	Vanguard High Dividend Yield Index Fund ETF - ETF	$107.4M	8.5%	+5%	—	—	—	—
4	NVIDIA CORP$NVDA	$71.5M	5.7%	+2%	-0.6%	11+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
5	Columbia Core Bond ETF - ETF	$50.2M	4.0%	New	—	New this quarter	—	—
6	Vanguard Extended Market ETF S &P Compl - Common Stock	$46.9M	3.7%	+5%	—	—	—	—
7	iShares Core S&P 500 ETF - ETF	$38.8M	3.1%	+0.1%	—	—	—	—
8	Alphabet Inc.$GOOGL	$33.1M	2.6%	+0.9%	-8.9%	11+ qtrs	77.7#60	Estimated buy price is Pro: unlock with a free trial
9	Palo Alto Networks Inc$PANW	$29.0M	2.3%	+2%	+5.5%	11+ qtrs	65.5#469	Estimated buy price is Pro: unlock with a free trial
10	First Trust WCM International Equity ETF - ETF	$28.8M	2.3%	New	—	New this quarter	—	—

All holdings — HCR Wealth Advisors (Q3 2026)

Sort

267 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$MSFT	MICROSOFT CORP	Technology	$25.1M	2.0%	49K	+2%	11+ qtrs	79.8	13F
12	—	iShares Core MSCI Emerging ETF - ETFetf/fund	—	$22.7M	1.8%	280K	+5%	—	—	13F
13	—	iShares Core S&P Small-Cap ETF - ETFetf/fund	—	$17.8M	1.4%	131K	+8%	—	—	13F
14	—	First Trust Preferred Securities and Income ETF - ETFpreferred	—	$17.5M	1.4%	1.03M	+0.1%	—	—	13F
15	$META	Meta Platforms, Inc.	Technology	$15.2M	1.2%	21K	+3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	$AMZN	AMAZON COM INC	Consumer Discretionary	$15.1M	1.2%	60K	+3%	11+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	$AME	AMETEK INC/	Industrials	$14.5M	1.1%	58K	-11%	11+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	—	Janus Henderson Aaa Clo ETF IV - ETFetf/fund	—	$11.9M	0.9%	236K	+18%	—	—	13F
19	$V	VISA INC.	Financials	$11.8M	0.9%	33K	-1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$11.6M	0.9%	31K	+43%	11+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	BlackRock Flexible Income ETF - ETFetf/fund	—	$11.4M	0.9%	225K	+5%	—	—	13F
22	$MU	MICRON TECHNOLOGY INC	Technology	$10.9M	0.9%	10K	+5%	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$JPM	JPMORGAN CHASE & CO	Financials	$10.5M	0.8%	32K	+2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$AVGO	Broadcom Inc.	Technology	$9.7M	0.8%	28K	+1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$DELL	Dell Technologies Inc.	Technology	$9.6M	0.8%	18K	-4%	11+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$GOOG	Alphabet Inc.	Technology	$9.5M	0.8%	28K	+2%
27	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$8.3M	0.7%	11K	-0.9%
28	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$7.6M	0.6%	8,365	-2%
29	$SPY	SPDR S&P 500 ETF TRUST	—	$7.5M	0.6%	9,856	+3%
30	—	Vanguard S&P 500 ETF - ETF	—	$6.8M	0.5%	9,661	+7%
31	—	Vanguard FTSE Emerging Markets ETF - ETF	—	$6.7M	0.5%	112K	-2%
32	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$6.2M	0.5%	12K	+2%
33	$MS	MORGAN STANLEY	Financials	$5.9M	0.5%	32K	+2%
34	$COP	CONOCOPHILLIPS	Energy	$5.9M	0.5%	47K	+6%
35	$GEV	GE Vernova Inc.	Industrials	$5.9M	0.5%	6,164	+6%
36	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$5.8M	0.5%	8,646	+3%
37	$GLW	CORNING INC /NY	Materials	$5.8M	0.5%	38K	+659%
38	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.6M	0.4%	16K	+1%
39	—	Schwab US Large Cap Growth ETF - ETF	—	$5.5M	0.4%	152K	-0.4%
40	$ETN	Eaton Corp plc	Industrials	$5.3M	0.4%	12K	-0.3%
41	$PWR	QUANTA SERVICES, INC.	Industrials	$5.2M	0.4%	8,042	+2%
42	$RTX	RTX Corp	Industrials	$5.2M	0.4%	28K	+1%
43	—	Vanguard FTSE Developed Markets ETF - ETF	—	$4.8M	0.4%	68K	+76%
44	$VRT	Vertiv Holdings Co	Technology	$4.6M	0.4%	19K	+10%
45	$AZO	AUTOZONE INC	Consumer Discretionary	$4.3M	0.3%	1,535	+2%
46	$CVX	CHEVRON CORP	Energy	$4.3M	0.3%	21K	+2%
47	$CAT	CATERPILLAR INC	Industrials	$4.2M	0.3%	5,174	+1%
48	$JNJ	JOHNSON & JOHNSON	Healthcare	$4.1M	0.3%	15K	+21%
49	$URI	UNITED RENTALS, INC.	Industrials	$4.0M	0.3%	4,029	+4%
50	—	Utilities Select (sector SPDR Fund) - ETF	—	$4.0M	0.3%	101K	+3%
51	$ABBV	AbbVie Inc.	Healthcare	$4.0M	0.3%	15K	+7%
52	$ICE	Intercontinental Exchange, Inc.	Financials	$3.9M	0.3%	26K	+4%
53	$AN	AUTONATION, INC.	Consumer Discretionary	$3.9M	0.3%	25K	+0.8%
54	$XOM.R34088	EXXON MOBIL CORP	Energy	$3.7M	0.3%	22K	+2%
55	$BA	BOEING CO	Industrials	$3.6M	0.3%	19K	+0.3%
56	—	iShares Core MSCI EAFE ETF - ETF	—	$3.6M	0.3%	37K	+2%
57	$WMT	Walmart Inc.	Consumer Staples	$3.4M	0.3%	33K	-7%
58	$AWK	American Water Works Company, Inc.	Utilities	$3.4M	0.3%	26K	+1%
59	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$3.3M	0.3%	14K	-0.9%
60	—	iShares Trust 1-3 (year Treasury Bond Etf) - ETF	—	$3.1M	0.3%	39K	+2%
61	$BAC	BANK OF AMERICA CORP /DE/	Financials	$3.0M	0.2%	55K	+1%
62	$SBUX	STARBUCKS CORP	Consumer Discretionary	$2.9M	0.2%	31K	+1%
63	—	PIMCO Enhanced SHRT Maturty Actv ETF - ETF	—	$2.9M	0.2%	29K	+52%
64	$CME	CME GROUP INC.	Financials	$2.9M	0.2%	11K	-3%
65	—	Vanguard Total Stock Market Index Fund ETF - ETF	—	$2.8M	0.2%	7,496	+1%
66	$MRVL	Marvell Technology, Inc.	Technology	$2.8M	0.2%	11K	-1%
67	$NEE	NEXTERA ENERGY INC	Utilities	$2.7M	0.2%	35K	-3%
68	$FLS	FLOWSERVE CORP	Industrials	$2.6M	0.2%	36K	-4%
69	$FCX	FREEPORT-MCMORAN INC	Materials	$2.6M	0.2%	37K	+3%
70	$NFLX	NETFLIX INC	Communication Services	$2.6M	0.2%	37K	-3%
71	—	First Trust TCW Unconstrained Plus Bond ETF - ETF	—	$2.5M	0.2%	104K	+4%
72	—	iShares 7-10 Year Treasury Bond ETF - ETF	—	$2.4M	0.2%	27K	+2%
73	$DIS	Walt Disney Co	Communication Services	$2.4M	0.2%	23K	-2%
74	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.4M	0.2%	8,368	-1%
75	—	iShares US Technology ETF - ETF	—	$2.4M	0.2%	8,873	+4%
76	$AMGN	AMGEN INC	Healthcare	$2.3M	0.2%	5,410	+4%
77	$GS	GOLDMAN SACHS GROUP INC	Financials	$2.3M	0.2%	2,501	+4%
78	—	iShares Core S&P Mid Cap - Common Stock	—	$2.2M	0.2%	31K	—
79	—	ProShares Large Cap Core Plus ETF - ETF	—	$2.2M	0.2%	26K	—
80	$ALL	ALLSTATE CORP	Financials	$2.2M	0.2%	9,986	+0.2%
81	$MA	Mastercard Inc	Financials	$2.2M	0.2%	3,990	+11%
82	$SYK	STRYKER CORP	Healthcare	$2.1M	0.2%	7,539	-4%
83	—	Alps Alerian MLP ETF - ETF	—	$2.0M	0.2%	39K	+0.0%
84	$LLY	ELI LILLY & Co	Healthcare	$2.0M	0.2%	1,758	+12%
85	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.0M	0.2%	3,322	+4%
86	$IBIT	iShares Bitcoin Trust ETF	Financials	$2.0M	0.2%	42K	-5%
87	$NRG	NRG ENERGY, INC.	Utilities	$2.0M	0.2%	21K	-6%
88	$TDG	TransDigm Group INC	Industrials	$1.9M	0.1%	1,791	-8%
89	—	Vanguard Information Technology Index Fund ETF - ETF	—	$1.9M	0.1%	15K	+0.0%
90	—	Technology Select Sector SPDR ETF - ETF	—	$1.9M	0.1%	9,565	—
91	$JCI	Johnson Controls International plc	Industrials	$1.8M	0.1%	12K	+0.8%
92	—	Vanguard Small Cap ETF IV - ETF	—	$1.8M	0.1%	6,322	-0.1%
93	—	iShares 3-7 Year Treasury Bond ETF - ETF	—	$1.7M	0.1%	15K	+32%
94	$FDX	FEDEX CORP	Industrials	$1.6M	0.1%	5,464	+1%
95	$GE	GENERAL ELECTRIC CO	Industrials	$1.5M	0.1%	4,789	+42%
96	$SCHW	SCHWAB CHARLES CORP	Financials	$1.5M	0.1%	15K	+6%
97	—	First Trust TCW Opportunistic Fixed Income ETF - ETF	—	$1.4M	0.1%	35K	-6%
98	—	iShares Russell 2000 ETF - ETF	—	$1.4M	0.1%	4,931	+0.0%
99	$MO	ALTRIA GROUP, INC.	Consumer Staples	$1.4M	0.1%	20K	+1.0%
100	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$1.4M	0.1%	3,364	+56%
101	$PM	Philip Morris International Inc.	Consumer Staples	$1.2M	0.1%	6,550	+3%
102	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.2M	0.1%	8,507	+2%
103	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$1.2M	0.1%	5,805	+1%
104	—	iShares High Yield Corporat Bond ETF - ETF	—	$1.2M	0.1%	30K	-29%
105	$IVZ	Invesco Ltd.	Financials	$1.2M	0.1%	57K	-19%
106	$GBTC	Grayscale Bitcoin Trust ETF	Financials	$1.2M	0.1%	18K	-2%
107	$SNDK	Sandisk Corp	Technology	$1.1M	0.1%	651	+4%
108	—	iShares California Muni Bond ETF - ETF	—	$1.1M	0.1%	21K	-0.2%
109	—	iShares Core S&P Total US Stock Mark - ETF	—	$1.1M	0.1%	6,716	—
110	—	Energy Select Sector SPDR ETF - ETF	—	$1.1M	0.1%	18K	-2%
111	$AFL	AFLAC INC	Financials	$1.1M	0.1%	9,758	+1%
112	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.1M	0.1%	13K	-2%
113	—	Vanguard Total Bond Market ETF - ETF	—	$1.0M	0.1%	15K	+5%
114	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.0M	0.1%	4,500	-5%
115	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.0M	0.1%	2,197	+3%
116	—	iShares MSCI USA QLTY Fact ETF - ETF	—	$1.0M	0.1%	4,506	+19%
117	—	iShares S&P 500 Growth ETF - ETF	—	$987K	0.1%	6,939	-0.5%
118	—	iShares Semiconductor ETF IV - ETF	—	$972K	0.1%	1,710	+125%
119	$PLTR	Palantir Technologies Inc.	Technology	$950K	0.1%	5,079	-23%
120	$ORCL	ORACLE CORP	Technology	$914K	0.1%	6,657	+2%
121	—	Amplify Cybersecurity ETF - ETF	—	$910K	0.1%	7,505	-3%
122	$AWR	AMERICAN STATES WATER CO	Utilities	$903K	0.1%	11K	-14%
123	$MRK	Merck & Co., Inc.	Healthcare	$897K	0.1%	6,174	+5%
124	$KO	COCA COLA CO	Consumer Staples	$895K	0.1%	10K	+3%
125	—	Schwab US Large Cap ETF - ETF	—	$890K	0.1%	30K	—
126	$C	CITIGROUP INC	Financials	$883K	0.1%	6,823	+4%
127	$HONA	Honeywell Aerospace Inc.	Industrials	$877K	0.1%	5,661	New
128	$PH	Parker-Hannifin Corp	Industrials	$868K	0.1%	908	+2%
129	$PSX	Phillips 66	Energy	$867K	0.1%	3,394	+0.6%
130	—	iShares Treasury Floating Rate B ETF - ETF	—	$853K	0.1%	17K	—
131	—	PIMCO Active Bond ETF - ETF	—	$833K	0.1%	9,578	-11%
132	$ESTA	ESTABLISHMENT LABS HOLDINGS INC.	Healthcare	$811K	0.1%	13K	—
133	$LMT	LOCKHEED MARTIN CORP	Industrials	$776K	0.1%	1,524	+2%
134	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$751K	0.1%	2,045	+4%
135	$INTC	INTEL CORP	Technology	$744K	0.1%	6,191	+18%
136	—	iShares Preferred Income Sec ETF IV - ETF	—	$731K	0.1%	25K	-14%
137	$AXP	AMERICAN EXPRESS CO	Financials	$710K	0.1%	2,335	+3%
138	$ZTS	Zoetis Inc.	Healthcare	$704K	0.1%	10K	-11%
139	—	SPDR Dow Jones Industrial Avrg ETF - ETF	—	$696K	0.1%	1,368	-4%
140	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$686K	0.1%	3,552	+2%
141	$CRM	Salesforce, Inc.	Technology	$679K	0.1%	2,956	+49%
142	$CHD	CHURCH & DWIGHT CO INC /DE/	Consumer Staples	$673K	0.1%	7,141	-12%
143	—	First Dorsey Wright Focus 5 ETF IV - ETF	—	$664K	0.1%	9,045	—
144	—	Vanguard Health Care ETF - ETF	—	$660K	0.1%	2,088	—
145	$CRWD	CrowdStrike Holdings, Inc.	Technology	$643K	0.1%	2,429	+322%
146	—	FT Vest Fund Of Buffer ETF - ETF	—	$623K	0.1%	17K	+12%
147	$RKT	Rocket Companies, Inc.	Financials	$609K	0.1%	53K	-30%
148	$HOOD	Robinhood Markets, Inc.	Financials	$609K	0.1%	5,414	+41%
149	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$609K	0.1%	926	—
150	—	iShares S&P 500 Value ETF - ETF	—	$589K	0.1%	2,580	-6%

What changed in Q3 2026

Against the previous quarter's 13F: 17 new, 140 added to, 68 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (17)

Columbia Core Bond ETF - ETF$50.2M
first bought this quarter
First Trust WCM International Equity ETF - ETF$28.8M
first bought this quarter
$HONAHoneywell Aerospace Inc.$877K
first bought this quarter
JPMorgan Equity Premium Income ETF - ETF$296K
first bought this quarter
Teva Pharmaceutical In F - Common Stock$289K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$285K
first bought this quarter

+11 more in the Excel export

Added to (140)

Vanguard High Dividend Yield Index Fund ETF - ETF+5%
now $107.4M
$GLWCORNING INC /NY+659%
now $5.8M · held 3 qtrs, 3 adds in a row
Vanguard Growth Index Fund ETF - ETF+4%
now $126.9M
$GLDSPDR GOLD TRUST+43%
now $11.6M · held 11+ qtrs, 4 adds in a row
Vanguard Extended Market ETF S &P Compl - Common Stock+5%
now $46.9M
Vanguard FTSE Developed Markets ETF - ETF+76%
now $4.8M

+134 more in the Excel export

Trimmed (68)

$AMEAMETEK INC/-11%
now $14.5M · held 11+ qtrs, 5 trims in a row
$AAPLApple Inc.-0.6%
now $170.3M · held 11+ qtrs
iShares High Yield Corporat Bond ETF - ETF-29%
now $1.2M
$DELLDell Technologies Inc.-4%
now $9.6M · held 11+ qtrs, 3 trims in a row
$PGRPROGRESSIVE CORP/OH/-50%
now $338K · held 11+ qtrs
$PLTRPalantir Technologies Inc.-23%
now $950K · held 7 qtrs, 2 trims in a row

+62 more in the Excel export

Sold out (8)

ProShares Short QQQ ETF - ETFwas $376K
$NVONOVO NORDISK A Swas $284K
held 10+ qtrs
$CLXCLOROX CO /DE/was $239K
held 10+ qtrs
$MOG-AMOOG INC.was $214K
$SYFSynchrony Financialwas $212K
$COHRCOHERENT CORP.was $212K

+2 more in the Excel export

Firm AUM (Form ADV): $2.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F HCR Wealth Advisors has filed, 39 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of HCR Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-1.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

HCR Wealth Advisors disclosed 267 positions worth $1.3B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 13.4% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 8. The portfolio is most concentrated in Other (46.8% of disclosed assets). All figures are sourced directly from HCR Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1697715.

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AI-Powered Hedge Fund Analysis: HCR Wealth Advisors

13F Pro is an AI hedge fund tracker and stock research platform. For HCR Wealth Advisors (SEC CIK: 1697715), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in HCR Wealth Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.