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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.15T	$137 Million 14.55% of portfolio	536,830	Q3 2025 Added 1.4%
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%
NVDA Nvidia Corp Technology	$468B	$56 Million 5.96% of portfolio	300,121	Q3 2025 Added 0.25%
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%
MSFT Microsoft Corp Technology	$3.86T	$24.3 Million 2.58% of portfolio	46,831	Q3 2025 Reduced 0.16%
GOOGL Alphabet Inc. Communication Services	$1.47T	$23.7 Million 2.52% of portfolio	97,377	Q3 2025 Added 2.62%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$18.2 Million 1.94% of portfolio	997,625	Q3 2025 Added 4.71%
AME Ametek Inc Industrials	$42.2B	$16.3 Million 1.73% of portfolio	86,622	Q3 2025 Reduced 7.88%
META Meta Platforms, Inc. Communication Services	$1.6T	$14.3 Million 1.53% of portfolio	19,527	Q3 2025 Added 1.67%
PANW Palo Alto Networks Inc Technology	$62B	$14.2 Million 1.52% of portfolio	69,978	Q3 2025 Added 2.79%
IEMG Ishares Inc ETFs	$0	$13.4 Million 1.42% of portfolio	249,466	Q3 2025 Added 6.26%
AMZN Amazon Com Inc Consumer Cyclical	$2.24T	$11.5 Million 1.23% of portfolio	52,584	Q3 2025 Added 0.47%
V Visa Inc. Financial Services	$572B	$11.5 Million 1.22% of portfolio	33,566	Q3 2025 Added 5.15%
JPM Jpmorgan Chase & CO Financial Services	$909B	$9.67 Million 1.03% of portfolio	30,662	Q3 2025 Added 2.92%
AVGO Broadcom Inc. Technology	$137B	$8.94 Million 0.95% of portfolio	27,111	Q3 2025 Added 111.03%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$7.86 Million 0.84% of portfolio	155,179	Q3 2025 Added 16.75%
COST Costco Wholesale Corp Consumer Defensive	$405B	$7.74 Million 0.82% of portfolio	8,362	Q3 2025 Added 4.64%
ORCL Oracle Corp Technology	$771B	$7.29 Million 0.78% of portfolio	25,923	Q3 2025 Reduced 6.45%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$6.76 Million 0.72% of portfolio	11,256	Q3 2025 Added 5.58%
AZO Autozone Inc Consumer Cyclical	$80B	$6.56 Million 0.7% of portfolio	1,530	Q3 2025 Added 1.66%
GLD Spdr Gold Trust ETFs	$123B	$6.5 Million 0.69% of portfolio	18,276	Q3 2025 Added 0.32%
TSLA Tesla, Inc. Consumer Cyclical	$1.36T	$6.43 Million 0.68% of portfolio	14,453	Q3 2025 Reduced 2.09%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.3 Million 0.67% of portfolio	9,454	Q3 2025 Reduced 3.29%
GOOG Alphabet Inc. Communication Services	$1.5T	$6.07 Million 0.65% of portfolio	24,930	Q3 2025 Added 4.77%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$5.74 Million 0.61% of portfolio	107,249	Q3 2025 Reduced 1.42%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$654B	$5.56 Million 0.59% of portfolio	11,054	Q2 2025 Added 1.57%
AN Autonation, Inc. Consumer Cyclical	$11.1B	$5.54 Million 0.59% of portfolio	25,343	Q3 2025 Added 2.55%
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%
MS Morgan Stanley Financial Services	$267B	$4.81 Million 0.51% of portfolio	30,250	Q3 2025 Added 1.92%
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%
BA Boeing CO Industrials	$129B	$4.15 Million 0.44% of portfolio	19,207	Q3 2025 Reduced 0.12%
LHX L3 Harris Technologies, Inc. Industrials	$56.9B	$4.07 Million 0.43% of portfolio	13,317	Q3 2025 Added 8.44%
ICE Intercontinental Exchange, Inc. Financial Services	$90.8B	$4.01 Million 0.43% of portfolio	23,813	Q3 2025 Added 7.17%
NFLX Netflix Inc Communication Services	$513B	$3.97 Million 0.42% of portfolio	3,310	Q3 2025 Reduced 4.45%
TMO Thermo Fisher Scientific Inc. Healthcare	$213B	$3.87 Million 0.41% of portfolio	7,970	Q3 2025 Added 10.16%
NRG Nrg Energy, Inc. Utilities	$39.3B	$3.65 Million 0.39% of portfolio	22,536	Q3 2025 Added 0.07%
COP Conocophillips Energy	$120B	$3.59 Million 0.38% of portfolio	37,931	Q3 2025 Added 3.9%
WMT Walmart Inc. Consumer Defensive	$277B	$3.58 Million 0.38% of portfolio	34,735	Q3 2025 Added 0.23%
AWK American Water Works Company, Inc. Utilities	$25B	$3.62 Million 0.38% of portfolio	25,983	Q3 2025 Added 2.92%
NOW Service Now, Inc. Technology	$184B	$3.47 Million 0.37% of portfolio	3,770	Q3 2025 Added 15.79%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.38 Million 0.36% of portfolio	161,273	Q3 2025 Added 6.51%
PWR Quanta Services, Inc. Industrials	$60.2B	$3.36 Million 0.36% of portfolio	8,117	Q3 2025 Added 7.5%
HD Home Depot, Inc. Consumer Cyclical	$404B	$3.4 Million 0.36% of portfolio	8,396	Q3 2025 Reduced 2.97%
ABBV Abb Vie Inc. Healthcare	$414B	$3.26 Million 0.35% of portfolio	14,068	Q3 2025 Reduced 1.7%
SYK Stryker Corp Healthcare	$140B	$3.22 Million 0.34% of portfolio	8,706	Q3 2025 Added 2.27%
CVX Chevron Corp Energy	$301B	$3.13 Million 0.33% of portfolio	20,151	Q3 2025 Added 0.19%

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