Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

$940 Million
Q3 2025

Hcr Wealth Advisors has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $940 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137M, Vanguard Growth ETF with a value of $102M, Vanguard Whitehall Fds (Vangua with a value of $90.2M, Nvidia Corp with a value of $56M, and Ishares Core S&P Sm Cap ETF with a value of $51.8M.

Examining the 13F form we can see an increase of $105M in the current position value, from $835M to 940M.

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 $940 Million

ETFs: $414 Million

Technology: $261 Million

Financial Services: $58.6 Million

Communication Services: $51.6 Million

Industrials: $49.4 Million

Consumer Cyclical: $39.5 Million

Healthcare: $20.5 Million

Consumer Defensive: $19.8 Million

Other: $25 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$102 Million 10.89% of portfolio	216,963	Q3 2025 Added 1.71%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$90.2 Million 9.6% of portfolio	637,963	Q3 2025 Added 1.92%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$51.8 Million 5.51% of portfolio	435,627	Q3 2025 Added 4.02%
IVV Ishares Core S&P 500 ETF ETFs	$0	$27.7 Million 2.94% of portfolio	41,337	Q3 2025 Added 3.55%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$18.2 Million 1.94% of portfolio	997,625	Q3 2025 Added 4.71%
IEMG Ishares Inc ETFs	$0	$13.4 Million 1.42% of portfolio	249,466	Q3 2025 Added 6.26%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$7.86 Million 0.84% of portfolio	155,179	Q3 2025 Added 16.75%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$6.76 Million 0.72% of portfolio	11,256	Q3 2025 Added 5.58%
GLD Spdr Gold Trust ETFs	$122B	$6.5 Million 0.69% of portfolio	18,276	Q3 2025 Added 0.32%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.3 Million 0.67% of portfolio	9,454	Q3 2025 Reduced 3.29%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$5.74 Million 0.61% of portfolio	107,249	Q3 2025 Reduced 1.42%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$5.2 Million 0.55% of portfolio	165,517	Q3 2025 Added 0.54%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.81 Million 0.51% of portfolio	7,859	Q3 2025 Added 3.91%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$4.51 Million 0.48% of portfolio	54,312	Q3 2025 Added 1.14%
XLU Utilities Sector Spdr ETFs	$0	$4.36 Million 0.46% of portfolio	51,013	Q3 2025 Reduced 2.09%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.38 Million 0.36% of portfolio	161,273	Q3 2025 Added 6.51%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.48 Million 0.26% of portfolio	7,643	Q3 2025 Added 10.32%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$2.31 Million 0.25% of portfolio	23,010	Q3 2025 Added 2.95%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$2.11 Million 0.22% of portfolio	48,892	Q3 2025 Added 0.15%
CSM Proshares Large Cap Core Plus ETFs	$0	$1.95 Million 0.21% of portfolio	25,714	Q3 2024 Added 414.28%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.86 Million 0.2% of portfolio	31,147	Q3 2025 Added 3.61%
IYW Ishares Dj Us Tech ETF ETFs	$0	$1.81 Million 0.19% of portfolio	9,229	Q1 2025 Reduced 1.34%
IEFA Ishares Tr ETFs	$0	$1.57 Million 0.17% of portfolio	18,015	Q3 2025 Reduced 0.96%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.6 Million 0.17% of portfolio	36,058	Q3 2025 Added 2.07%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$1.49 Million 0.16% of portfolio	12,414	Q3 2025 Added 20.36%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$1.54 Million 0.16% of portfolio	32,788	Q3 2025 Added 1.21%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$1.37 Million 0.15% of portfolio	54,218	Q3 2025 Added 81.83%
CMF Ishares California Muni Bond E ETFs	$0	$1.31 Million 0.14% of portfolio	22,903	Q3 2025 Reduced 4.52%
XLK Technology Sector Spdr ETFs	$0	$1.3 Million 0.14% of portfolio	4,797	Q3 2025 Reduced 0.31%
VGT Vanguard Information Technolog ETFs	$0	$1.34 Million 0.14% of portfolio	1,862	Q3 2025 Added 2.42%
IEF Ishares Barclays ETFs	$0	$1.32 Million 0.14% of portfolio	13,670	Q3 2025 Reduced 0.94%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.22 Million 0.13% of portfolio	38,573	Q3 2025 Reduced 5.15%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.14 Million 0.12% of portfolio	4,711	Q3 2025 Reduced 0.93%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$1 Million 0.11% of portfolio	10,717	Q2 2025 Added 1.87%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1 Million 0.11% of portfolio	13,450	Q3 2025 Added 10.01%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$982,000 0.1% of portfolio	6,747	Q4 2023 Added 5.06%
TFLO Ishares Treasury Floating Rate ETFs	$0	$973,000 0.1% of portfolio	19,285	Q3 2025 Reduced 10.66%
XLE Energy Sector Spdr ETFs	$0	$860,000 0.09% of portfolio	9,715	Q3 2025 Added 0.27%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$849,000 0.09% of portfolio	7,040	Q3 2025 Added 0.2%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$708,000 0.08% of portfolio	27,204	Q3 2025 Added 101.2%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$731,000 0.08% of portfolio	1,578	Q3 2025 Reduced 1.38%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$747,000 0.08% of portfolio	3,919	Q3 2025 Added 0.8%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$673,000 0.07% of portfolio	8,526	Q3 2025 Added 7.38%
VHT Vanguard Health Care ETF ETFs	$0	$584,000 0.06% of portfolio	2,274	Q3 2025 Added 20.76%
FV First Trust Dorsey Wright Focu ETFs	$0	$546,000 0.06% of portfolio	8,840	Q2 2022 Reduced 13.67%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$551,000 0.06% of portfolio	926	Q3 2025 Reduced 13.86%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$522,000 0.06% of portfolio	5,591	Q3 2025 Added 0.22%
HDV Ishares Core High Dividend ETF ETFs	$0	$500,000 0.05% of portfolio	4,080	Q2 2025 Reduced 4.11%
IVE Ishares S&P 500 Value ETF ETFs	$0	$442,000 0.05% of portfolio	2,144	Q3 2025 Reduced 5.96%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$466,000 0.05% of portfolio	9,334	Q1 2025 Added 0.37%

Summary

Portfolio
No. of Stocks 244
Current Value $940 Million
Prior Value $835 Million
Filing
Period Q3 2025
Filing Date October 03, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 16 stocks
Additional Purchases 107 stocks
Sold out of 0 stocks
Reduced holdings in 72 stocks

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Hcr Wealth Advisors Portfolio Holdings