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 Market Cap. of $200 Billions or more
