HCR Wealth Advisors
HCR Wealth Advisors reported 259 positions worth $1.12B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AAPL (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $148.8M | 13.32% | 514,279 | — | — | |
| ▸ 2 | VUG | SH | $116.7M | 10.45% | 1,355,155 | — | — | |
| ▸ 3 | VYM | SH | $103.7M | 9.28% | 656,338 | — | — | |
| ▸ 4 | NVDA | SH | $61.5M | 5.50% | 307,290 | — | — | |
| ▸ 5 | VXF | SH | $47.5M | 4.25% | 192,946 | — | — | |
| ▸ 6 | IVV | SH | $37.9M | 3.39% | 50,622 | — | — | |
| ▸ 7 | GOOGL | SH | $34.1M | 3.05% | 95,341 | — | — | |
| ▸ 8 | PANW | SH | $24.5M | 2.19% | 71,870 | — | — | |
| ▸ 9 | IEMG | SH | $22.2M | 1.98% | 267,622 | — | — | |
| ▸ 10 | FPE | SH | $18.4M | 1.65% | 1,027,972 | — | — |
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Frequently Asked Questions
What stocks does HCR Wealth Advisors hold as of Q2 2026?
HCR Wealth Advisors reported 259 positions worth $1.12B in its Q2 2026 13F filing. Largest positions: AAPL (13.3%), VUG (10.4%), VYM (9.3%), NVDA (5.5%) and VXF (4.3%).
What did HCR Wealth Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HCR Wealth Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.