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 Trade History
$157B
$2.98 Million 0.32% of portfolio
39,486
Q3 2025 Reduced 1.31%
$95.1B
$3.01 Million 0.32% of portfolio
11,152
Q3 2025 Added 5.49%
$32.7B
$2.82 Million 0.3% of portfolio
32,551
Q3 2025 Added 5.15%
$36.5B
$2.8 Million 0.3% of portfolio
19,744
Q3 2025 Added 14.43%
$69.9B
$2.68 Million 0.29% of portfolio
2,033
Q3 2025 Added 8.25%
$406B
$2.73 Million 0.29% of portfolio
52,962
Q3 2025 Added 0.04%
$141B
$2.52 Million 0.27% of portfolio
11,963
Q3 2025 Added 3.02%
$99.2B
$2.55 Million 0.27% of portfolio
30,109
Q3 2025 Added 2.46%
$472B
$2.42 Million 0.26% of portfolio
21,433
Q3 2025 Added 3.4%
$0
$2.48 Million 0.26% of portfolio
7,643
Q3 2025 Added 10.32%
$0
$2.31 Million 0.25% of portfolio
23,010
Q3 2025 Added 2.95%
$263B
$2.38 Million 0.25% of portfolio
4,978
Q3 2025 Added 25.14%
$205B
$2.28 Million 0.24% of portfolio
19,936
Q3 2025 Added 0.72%
$149B
$2.28 Million 0.24% of portfolio
6,096
Q3 2025 Added 16.58%
$493B
$2.16 Million 0.23% of portfolio
11,633
Q3 2025 Added 13.03%
$554B
$2.14 Million 0.23% of portfolio
3,754
Q3 2025 Reduced 0.42%
$0
$2.11 Million 0.22% of portfolio
48,892
Q3 2025 Added 0.15%
$68.5B
$1.99 Million 0.21% of portfolio
13,574
Q3 2025 Added 14.14%
$0
$1.95 Million 0.21% of portfolio
25,714
Q3 2024 Added 414.28%
$7.19B
$1.94 Million 0.21% of portfolio
114,611
Q3 2025 New
$0
$1.86 Million 0.2% of portfolio
31,147
Q3 2025 Added 3.61%
$0
$1.81 Million 0.19% of portfolio
9,229
Q1 2025 Reduced 1.34%
$74.9B
$1.78 Million 0.19% of portfolio
16,207
Q3 2025 Reduced 0.02%
$0
$1.57 Million 0.17% of portfolio
18,015
Q3 2025 Reduced 0.96%
$221B
$1.6 Million 0.17% of portfolio
5,258
Q3 2025 Reduced 0.36%
$0
$1.6 Million 0.17% of portfolio
36,058
Q3 2025 Added 2.07%
$66.7B
$1.55 Million 0.17% of portfolio
17,312
Q2 2025 Reduced 3.01%
$270B
$1.56 Million 0.17% of portfolio
1,961
Q3 2025 Reduced 2.49%
$0
$1.49 Million 0.16% of portfolio
12,414
Q3 2025 Added 20.36%
$361B
$1.47 Million 0.16% of portfolio
9,547
Q3 2025 Reduced 1.07%
$0
$1.54 Million 0.16% of portfolio
32,788
Q3 2025 Added 1.21%
$56.7B
$1.39 Million 0.15% of portfolio
35,434
Q3 2025 Added 15.5%
$0
$1.37 Million 0.15% of portfolio
54,218
Q3 2025 Added 81.83%
$0
$1.31 Million 0.14% of portfolio
22,903
Q3 2025 Reduced 4.52%
$245B
$1.29 Million 0.14% of portfolio
7,687
Q3 2025 Added 58.2%
$0
$1.3 Million 0.14% of portfolio
4,797
Q3 2025 Reduced 0.31%
$0
$1.34 Million 0.14% of portfolio
1,862
Q3 2025 Added 2.42%
$0
$1.32 Million 0.14% of portfolio
13,670
Q3 2025 Reduced 0.94%
$118B
$1.34 Million 0.14% of portfolio
20,239
Q3 2025 Reduced 4.88%
$2.46B
$1.33 Million 0.14% of portfolio
68,813
Q3 2025 Added 3.87%
$159B
$1.36 Million 0.14% of portfolio
4,802
Q2 2025 Added 1.14%
$171B
$1.29 Million 0.14% of portfolio
13,540
Q3 2025 Added 3.79%
$63.7B
$1.29 Million 0.14% of portfolio
5,468
Q3 2025 Reduced 2.06%
$0
$1.22 Million 0.13% of portfolio
38,573
Q3 2025 Reduced 5.15%
$0
$1.14 Million 0.12% of portfolio
4,711
Q3 2025 Reduced 0.93%
$161B
$1.16 Million 0.12% of portfolio
3,296
Q3 2025 Reduced 3.88%
$119B
$1.15 Million 0.12% of portfolio
6,707
Q3 2025 Added 13.08%
$135B
$1.01 Million 0.11% of portfolio
18,153
Q3 2025 Added 1.34%
$238B
$1.03 Million 0.11% of portfolio
6,320
Q3 2025 Reduced 0.24%

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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