Hcr Wealth Advisors Portfolio Holdings

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025

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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.73B
$4.91 Million 0.59% of portfolio
24,712
Q2 2025 Added 0.38%
$2.33B
$939,000 0.11% of portfolio
66,249
Q2 2025 Reduced 0.18%
$2.8B
$880,000 0.11% of portfolio
11,481
Q2 2025 Added 5.47%
$7.25B
$648,000 0.08% of portfolio
3,750
Q1 2025 Reduced 25.0%
$2.99B
$313,000 0.04% of portfolio
13,000
Q4 2023 New
$2.64B
$197,000 0.02% of portfolio
10,000
Q1 2022 New

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
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