HCR Wealth Advisors

Q3 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    244

  • Value ($000)

    $965,655

  • Date Filed
    10/03/2025
  • Form type
    13F-HR
  • CIK
    0001697715
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple Inc

COMMON STOCK
037833100
$138.04M
14 %

536,830

V
VUG

Vanguard Growth Index Fund ETF

ETF
922908736
$104.85M
11 %

216,963

V
VYM

Vanguard High Dividend Yield Index Fund ETF

ETF
921946406
$89.90M
9 %

637,963

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$56.69M
6 %

300,121

I
IJR

iShares Core S&P Small-Cap ETF

ETF
464287804
$52.07M
5 %

435,627

I
IVV

iShares Core S&P 500 ETF

ETF
464287200
$27.80M
3 %

41,337

M
MSFT

Microsoft

COMMON STOCK
594918104
$24.15M
3 %

46,831

G
GOOGL

Alphabet Inc

COMMON STOCK
02079K305
$23.92M
3 %

97,377

F
FPE

First Trust Preferred Securities and Income ETF

ETF
33739E108
$18.26M
2 %

997,625

I
IEMG

iShares Core MSCI Emerging ETF

ETF
46434G103
$16.65M
2 %

249,466

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