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HCR Wealth Advisors

Q1 2026 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    241

  • Value ($000)

    $964,357

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple Inc

COMMON STOCK
037833100
$129.75M
14 %

511,249

V
VUG

Vanguard Growth Index Fund ETF

ETF
922908736
$96.79M
10 %

221,595

V
VYM

Vanguard High Dividend Yield Index Fund ETF

ETF
921946406
$95.67M
10 %

645,989

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$53.14M
6 %

304,711

V
VXF

Vanguard Extended Market ETF S &P Compl

COMMON STOCK
922908652
$37.43M
4 %

181,857

I
IVV

iShares Core S&P 500 ETF

ETF
464287200
$33.05M
3 %

50,596

G
GOOGL

Alphabet Inc

COMMON STOCK
02079K305
$27.28M
3 %

94,867

I
IEMG

iShares Core MSCI Emerging ETF

ETF
46434G103
$18.41M
2 %

263,874

F
FPE

First Trust Preferred Securities and Income ETF

ETF
33739E108
$17.74M
2 %

999,249

M
MSFT

Microsoft

COMMON STOCK
594918104
$17.65M
2 %

47,667

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