Hcr Wealth Advisors has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Vanguard Growth ETF with a value of $93.5M, Vanguard Whitehall Fds (Vangua with a value of $83.4M, Nvidia Corp with a value of $47.3M, and Ishares Core S&P Sm Cap ETF with a value of $45.8M.

Examining the 13F form we can see an increase of $75.7M in the current position value, from $759M to 835M.

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 $835 Million
ETFs: $378 Million
Technology: $215 Million
Financial Services: $54.1 Million
Industrials: $46.3 Million
Communication Services: $44 Million
Consumer Cyclical: $35.8 Million
Consumer Defensive: $19.8 Million
Healthcare: $18.7 Million
Other: $23.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $835 Million
  • Prior Value $759 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.