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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$2.86 Million 0.34% of portfolio
1,878
Q2 2025 Added 0.48%
$141B
$2.78 Million 0.33% of portfolio
40,011
Q2 2025 Reduced 0.85%
$108B
$2.69 Million 0.32% of portfolio
29,387
Q2 2025 Reduced 3.57%
$146B
$2.7 Million 0.32% of portfolio
11,612
Q2 2025 Added 4.61%
$32.7B
$2.68 Million 0.32% of portfolio
30,958
Q2 2025 Added 25.84%
$351B
$2.66 Million 0.32% of portfolio
14,311
Q2 2025 Added 0.14%
$381B
$2.51 Million 0.3% of portfolio
52,943
Q2 2025 Reduced 0.14%
$207B
$2.45 Million 0.29% of portfolio
19,794
Q2 2025 Added 0.33%
$0
$2.25 Million 0.27% of portfolio
22,350
Q2 2025 Reduced 3.12%
$442B
$2.23 Million 0.27% of portfolio
20,729
Q2 2025 Reduced 0.13%
$548B
$2.12 Million 0.25% of portfolio
3,770
Q2 2025 Reduced 1.93%
$0
$2.11 Million 0.25% of portfolio
6,928
Q2 2025 Added 3.06%
$36.7B
$2.12 Million 0.25% of portfolio
17,254
Q2 2025 Reduced 1.54%
$0
$2.11 Million 0.25% of portfolio
48,820
Q2 2025 Reduced 4.29%
$55.9B
$2 Million 0.24% of portfolio
9,917
Q1 2025 Reduced 0.02%
$0
$1.8 Million 0.22% of portfolio
25,714
Q3 2024 Added 414.28%
$145B
$1.87 Million 0.22% of portfolio
5,229
Q2 2025 Added 39.51%
$73.5B
$1.71 Million 0.21% of portfolio
16,211
Q1 2025 Reduced 0.11%
$0
$1.71 Million 0.21% of portfolio
30,061
Q2 2025 Added 3.06%
$0
$1.6 Million 0.19% of portfolio
9,229
Q1 2025 Reduced 1.34%
$452B
$1.57 Million 0.19% of portfolio
10,292
Q2 2025 Reduced 4.06%
$0
$1.55 Million 0.19% of portfolio
35,326
Q2 2025 Reduced 0.11%
$0
$1.58 Million 0.19% of portfolio
32,396
Q2 2025 Reduced 0.75%
$368B
$1.54 Million 0.18% of portfolio
9,650
Q2 2025 Reduced 3.43%
$218B
$1.54 Million 0.18% of portfolio
3,978
Q2 2025 Added 5.32%
$222B
$1.54 Million 0.18% of portfolio
5,277
Q2 2025 Reduced 2.04%
$66.3B
$1.47 Million 0.18% of portfolio
17,312
Q2 2025 Reduced 3.01%
$0
$1.52 Million 0.18% of portfolio
18,190
Q2 2025 Added 11.66%
$254B
$1.42 Million 0.17% of portfolio
2,011
Q2 2025 Added 9.47%
$0
$1.34 Million 0.16% of portfolio
23,987
Q2 2025 Added 1.01%
$0
$1.32 Million 0.16% of portfolio
13,800
Q2 2025 Reduced 0.14%
$157B
$1.33 Million 0.16% of portfolio
3,429
Q2 2025 Added 2.6%
$60.2B
$1.33 Million 0.16% of portfolio
30,678
Q2 2025 Added 1.17%
$152B
$1.34 Million 0.16% of portfolio
4,802
Q2 2025 Added 1.14%
$118B
$1.25 Million 0.15% of portfolio
21,277
Q2 2025 Added 0.11%
$0
$1.25 Million 0.15% of portfolio
40,666
Q2 2025 Reduced 5.02%
$60B
$1.27 Million 0.15% of portfolio
5,583
Q2 2025 Reduced 0.75%
$112B
$1.24 Million 0.15% of portfolio
17,913
Q2 2025 Added 23.68%
$0
$1.22 Million 0.15% of portfolio
4,812
Q2 2025 Reduced 0.35%
$0
$1.23 Million 0.15% of portfolio
10,314
Q2 2025 Added 1.98%
$179B
$1.19 Million 0.14% of portfolio
13,045
Q2 2025 Added 6.43%
$0
$1.21 Million 0.14% of portfolio
1,818
Q4 2024 Added 4.18%
$261B
$1.15 Million 0.14% of portfolio
6,335
Q2 2025 Reduced 0.16%
$22.4B
$1.08 Million 0.13% of portfolio
11,187
Q2 2025 Reduced 4.79%
$0
$1.09 Million 0.13% of portfolio
21,585
Q2 2025 Reduced 37.32%
$65.4B
$988,000 0.12% of portfolio
9,377
Q2 2025 Added 0.53%
$608B
$975,000 0.12% of portfolio
1,252
Q2 2025 Reduced 0.63%
$27.4B
$1.03 Million 0.12% of portfolio
6,316
Q2 2025 Reduced 5.35%
$0
$987,000 0.12% of portfolio
10,717
Q2 2025 Added 1.87%

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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