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.
Stock Holdings Table Market Cap. of Under $50 Millions
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