HCR Wealth Advisors

HCR Wealth Advisors as of June 30, 2026

Portfolio Holdings for HCR Wealth Advisors

HCR Wealth Advisors holds 259 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 13.3 $149M 514k 289.36
Vanguard Growth Index Fund ETF Etf (VUG) 10.4 $117M 1.4M 86.14
Vanguard High Dividend Yield Index Fund ETF Etf (VYM) 9.3 $104M 656k 158.03
Nvidia Corp Common Stock (NVDA) 5.5 $62M 307k 200.09
Vanguard Extended Market ETF S &P Compl Common Stock (VXF) 4.3 $48M 193k 246.21
iShares Core S&P 500 ETF Etf (IVV) 3.4 $38M 51k 748.90
Alphabet Common Stock (GOOGL) 3.0 $34M 95k 357.37
Palo Alto Networks Common Stock (PANW) 2.2 $25M 72k 341.02
iShares Core MSCI Emerging ETF Etf (IEMG) 2.0 $22M 268k 82.84
First Trust Preferred Securities and Income ETF Etf (FPE) 1.6 $18M 1.0M 17.88
iShares Core S&P Small-Cap ETF Etf (IJR) 1.6 $18M 121k 148.31
Microsoft Common Stock (MSFT) 1.6 $18M 48k 373.02
Ametek Common Stock (AME) 1.4 $16M 66k 241.94
Amazon.Com Common Stock (AMZN) 1.2 $14M 59k 238.34
Visa Common Stock (V) 1.0 $12M 33k 343.09
Meta Platforms Common Stock (META) 1.0 $12M 20k 563.32
Micron Technology Common Stock (MU) 1.0 $11M 9.8k 1154.30
BlackRock Flexible Income ETF Etf (BINC) 1.0 $11M 214k 52.34
Broadcom Common Stock (AVGO) 0.9 $10M 27k 377.75
JPMorgan Chase & Co Common Stock (JPM) 0.9 $10M 31k 327.34
Janus Henderson Aaa Clo ETF IV Etf (JAAA) 0.9 $10M 199k 50.49
Alphabet Inc. Class C Common Stock (GOOG) 0.9 $9.6M 27k 353.33
Invesco QQQ Trust Etf (QQQ) 0.7 $8.3M 11k 736.35
Dell Technologies Inc Class C Common Stock (DELL) 0.7 $8.1M 19k 431.48
Costco Wholesale Common Stock (COST) 0.7 $8.0M 8.5k 935.57
SPDR Gold TR Gold Etf (GLD) 0.7 $7.9M 21k 368.38
Spdr S&p 500 Etf Etf (SPY) 0.6 $7.1M 9.6k 746.82
GE Vernova Common Stock (GEV) 0.6 $6.8M 5.8k 1174.86
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.6 $6.8M 114k 59.69
Tesla Motors Common Stock (TSLA) 0.6 $6.6M 16k 420.61
Morgan Stanley Common Stock (MS) 0.6 $6.4M 31k 209.05
Vanguard S&P 500 ETF Etf (VOO) 0.6 $6.2M 9.0k 686.83
Berkshire Hathaway Common Stock (BRK.B) 0.5 $6.1M 12k 500.39
Vertiv Holdings Co Class A Common Stock (VRT) 0.5 $5.8M 17k 334.82
Quanta Services Common Stock (PWR) 0.5 $5.7M 7.9k 720.06
Caterpillar Common Stock (CAT) 0.5 $5.4M 5.1k 1065.09
Eaton Corp PLC F Common Stock (ETN) 0.5 $5.3M 12k 426.13
RTX Corp Common Stock (RTX) 0.5 $5.2M 28k 189.74
Schwab US Large Cap Growth ETF Etf (SCHG) 0.5 $5.2M 153k 33.84
Autozone Common Stock (AZO) 0.4 $4.8M 1.5k 3195.94
Conocophillips Common Stock (COP) 0.4 $4.6M 44k 103.96
Autonation Common Stock (AN) 0.4 $4.5M 24k 185.79
Utilities Select Etf (XLU) 0.4 $4.5M 98k 45.34
United Rentals Common Stock (URI) 0.4 $4.4M 3.9k 1132.91
Thermo Fisher Common Stock (TMO) 0.4 $4.2M 8.4k 501.41
Boeing Common Stock (BA) 0.4 $4.2M 19k 216.47
L3harris Common Stock (LHX) 0.4 $4.1M 14k 290.61
Wal-Mart Common Stock (WMT) 0.4 $4.0M 35k 113.26
Abbvie Common Stock (ABBV) 0.3 $3.6M 14k 251.65
iShares Core MSCI EAFE ETF Etf (IEFA) 0.3 $3.5M 37k 96.58
Chevron Corp. Common Stock (CVX) 0.3 $3.4M 20k 165.77
American Water Works Common Stock (AWK) 0.3 $3.4M 26k 131.58
NRG Energy Common Stock (NRG) 0.3 $3.2M 22k 146.06
Johnson & Johnson Common Stock (JNJ) 0.3 $3.2M 13k 253.98
Marvell Technology Common Stock (MRVL) 0.3 $3.2M 11k 297.89
Nextera Energy Common Stock (NEE) 0.3 $3.2M 36k 87.77
Starbucks Corp Common Stock (SBUX) 0.3 $3.1M 31k 102.19
iShares Trust 1-3 Etf (SHY) 0.3 $3.1M 38k 82.11
Intercontinental Exchange Common Stock (ICE) 0.3 $3.1M 25k 123.11
Bank Of America Corp Common Stock (BAC) 0.3 $3.1M 54k 56.98
ExxonMobil Common Stock (XOM) 0.3 $3.0M 22k 136.73
Home Depot Common Stock (HD) 0.3 $3.0M 8.5k 352.70
Flowserve Corp Common Stock (FLS) 0.3 $2.8M 38k 74.16
Vanguard Total Stock Market Index Fund ETF Etf (VTI) 0.2 $2.7M 7.4k 370.07
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $2.7M 38k 71.25
Netflix Common Stock (NFLX) 0.2 $2.7M 38k 71.40
Transdigm Group Common Stock (TDG) 0.2 $2.6M 2.0k 1332.37
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 0.2 $2.5M 27k 94.57
First Trust TCW Unconstrained Plus Bond ETF Etf (UCON) 0.2 $2.5M 100k 24.88
Stryker Corp Common Stock (SYK) 0.2 $2.5M 7.9k 314.87
CME Group Common Stock (CME) 0.2 $2.5M 11k 220.83
Goldman Sachs Group Common Stock (GS) 0.2 $2.4M 2.4k 1011.45
iShares Core S&P Mid Cap Common Stock (IJH) 0.2 $2.4M 31k 77.11
Allstate Corp Common Stock (ALL) 0.2 $2.4M 10k 237.94
Freeport-Mcmoran Common Stock (FCX) 0.2 $2.3M 36k 62.89
Walt Disney Common Stock (DIS) 0.2 $2.3M 23k 96.25
ProShares Large Cap Core Plus ETF Etf (CSM) 0.2 $2.2M 26k 85.22
iShares US Technology ETF Etf (IYW) 0.2 $2.1M 8.5k 252.25
Alps Alerian MLP ETF Etf (AMLP) 0.2 $2.0M 39k 51.85
Vanguard Small Cap ETF IV Etf (VB) 0.2 $1.9M 6.3k 303.13
PIMCO Enhanced SHRT Maturty Actv ETF Etf (MINT) 0.2 $1.9M 19k 100.81
Lilly Eli & Co Common Stock (LLY) 0.2 $1.9M 1.6k 1199.89
Amgen Common Stock (AMGN) 0.2 $1.9M 5.2k 362.18
Advanced Micro Device In Common Stock (AMD) 0.2 $1.8M 3.2k 581.00
Mastercard Common Stock (MA) 0.2 $1.8M 3.6k 513.64
Technology Select Sector SPDR ETF Etf (XLK) 0.2 $1.8M 9.6k 190.52
Johnson Controls Inter F Common Stock (JCI) 0.2 $1.8M 12k 146.11
Vanguard Information Technology Index Fund ETF Etf (VGT) 0.2 $1.8M 15k 119.53
iShares High Yield Corporat Bond ETF Etf (SHYG) 0.2 $1.8M 41k 42.41
Fedex Corp Common Stock (FDX) 0.2 $1.7M 5.4k 313.13
First Trust TCW Opportunistic Fixed Income ETF Etf (FIXD) 0.1 $1.6M 37k 43.61
iShares Bitcoin ETF Etf (IBIT) 0.1 $1.5M 45k 33.29
iShares Russell 2000 ETF Etf (IWM) 0.1 $1.5M 4.9k 300.49
Altria Group Common Stock (MO) 0.1 $1.4M 20k 71.95
Sandisk Corp Common Stock (SNDK) 0.1 $1.4M 626.00 2273.73
Invesco Senior Loan ETF Etf (BKLN) 0.1 $1.4M 70k 20.37
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.1 $1.3M 11k 117.45
Charles Schwab Corp Common Stock (SCHW) 0.1 $1.3M 14k 92.27
McDonalds Common Stock (MCD) 0.1 $1.3M 4.8k 270.36
Honeywell Intl Common Stock (HON) 0.1 $1.3M 5.7k 223.90
Corning Common Stock (GLW) 0.1 $1.3M 5.0k 255.43
General Electric Common Stock (GE) 0.1 $1.3M 3.4k 373.80
Procter & Gamble Common Stock (PG) 0.1 $1.2M 8.3k 146.66
iShares California Muni Bond ETF Etf (CMF) 0.1 $1.2M 21k 57.64
Rocket Cos Common Stock (RKT) 0.1 $1.2M 75k 15.75
Philip Morris Intl Common Stock (PM) 0.1 $1.2M 6.4k 180.93
Wells Fargo & Co Common Stock (WFC) 0.1 $1.1M 14k 82.64
Aflac Common Stock (AFL) 0.1 $1.1M 9.6k 117.25
iShares Core S&P Total US Stock Mark Etf (ITOT) 0.1 $1.1M 6.7k 164.27
Establishment Labs HLD F Common Stock (ESTA) 0.1 $1.1M 13k 85.81
American States Water Common Stock (AWR) 0.1 $1.0M 13k 82.64
Vanguard Total Bond Market ETF Etf (BND) 0.1 $1.0M 14k 73.41
Taiwan Semiconductr F Common Stock (TSM) 0.1 $1.0M 2.1k 477.57
PIMCO Active Bond ETF Etf (BOND) 0.1 $992k 11k 92.21
Energy Select Sector SPDR ETF Etf (XLE) 0.1 $975k 18k 53.11
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $959k 7.0k 137.53
Oracle Corp Common Stock (ORCL) 0.1 $955k 6.5k 146.56
Constellation Brands Common Stock (STZ) 0.1 $931k 6.7k 139.10
Citigroup Common Stock (C) 0.1 $918k 6.6k 139.98
iShares Preferred Income Sec ETF IV Etf (PFF) 0.1 $877k 29k 30.49
Parker-Hannifin Corp Common Stock (PH) 0.1 $874k 893.00 978.12
Schwab US Large Cap ETF Etf (SCHX) 0.1 $873k 30k 29.43
Intuitive Surgical Common Stock (ISRG) 0.1 $858k 2.2k 397.68
iShares Treasury Floating Rate B ETF Etf (TFLO) 0.1 $852k 17k 50.63
Grayscale Bitcoin TR BTC Fund (GBTC) 0.1 $837k 18k 45.52
iShares MSCI USA QLTY Fact ETF Etf (QUAL) 0.1 $834k 3.8k 219.43
Coca-Cola Common Stock (KO) 0.1 $819k 10k 81.27
Zoetis Common Stock (ZTS) 0.1 $816k 11k 71.86
UnitedHealth Group Common Stock (UNH) 0.1 $814k 2.0k 415.82
Amplify Cybersecurity ETF Etf (HACK) 0.1 $814k 7.8k 104.93
Church &dwight Common Stock (CHD) 0.1 $783k 8.1k 96.88
Palantir Technologies In Class A Common Stock (PLTR) 0.1 $775k 6.6k 116.67
American Express Common Stock (AXP) 0.1 $764k 2.3k 338.25
Lockheed Martin Corp Common Stock (LMT) 0.1 $763k 1.5k 509.46
Merck &co Common Stock (MRK) 0.1 $757k 5.9k 128.51
SPDR Dow Jones Industrial Avrg ETF Etf (DIA) 0.1 $745k 1.4k 522.44
Intel Common Stock (INTC) 0.1 $731k 5.2k 139.66
Progressive Co Ohio Common Stock (PGR) 0.1 $720k 3.3k 218.45
Capital One FC Common Stock (COF) 0.1 $696k 3.5k 200.65
First Dorsey Wright Focus 5 ETF IV Etf (FV) 0.1 $686k 9.0k 75.88
SPDR S&P Midcap 400 ETF Etf (MDY) 0.1 $652k 926.00 703.91
MGM Resorts Intl Common Stock (MGM) 0.1 $637k 13k 47.81
Vanguard Health Care ETF Etf (VHT) 0.1 $625k 2.1k 299.07
iShares S&P 500 Value ETF Etf (IVE) 0.1 $623k 2.7k 227.06
Linde PLC F Common Stock (LIN) 0.1 $612k 1.2k 518.94
iShares MSCI Emerging Markets ETF Etf (EEM) 0.1 $606k 8.9k 68.42
Sherwin Williams Common Stock (SHW) 0.1 $597k 1.7k 344.32
iShares MSCI EAFE ETF Etf (EFA) 0.1 $577k 5.6k 103.88
Asml Holding N V F Common Stock (ASML) 0.1 $571k 287.00 1989.44
Phillips 66 Common Stock (PSX) 0.1 $570k 3.4k 169.05
Pepsico Common Stock (PEP) 0.0 $548k 4.0k 135.42
Sempra Common Stock (SRE) 0.0 $545k 5.9k 92.71
FT Vest Fund Of Buffer ETF Etf (BUFR) 0.0 $541k 15k 36.53
Ibm Common Stock (IBM) 0.0 $532k 1.9k 281.21
Schwab International Equity ETF Etf (SCHF) 0.0 $527k 19k 27.70
Schwab US Small Cap ETF Etf (SCHA) 0.0 $526k 15k 36.13
iShares Biotechnology ETF Etf (IBB) 0.0 $516k 2.7k 190.24
Vanguard Short-Term Bond ETF Etf (BSV) 0.0 $509k 6.5k 77.92
iShares Core High Etf (HDV) 0.0 $499k 18k 27.41
iShares Semiconductor ETF IV Etf (SOXX) 0.0 $487k 760.00 640.76
Lowes Companies Common Stock (LOW) 0.0 $484k 2.2k 220.49
iShares Russell 1000 Growth ETF Etf (IWF) 0.0 $476k 3.8k 124.20
Vanguard Muni BND Tax Common Stock (VTEB) 0.0 $472k 9.3k 50.58
iShares S&P Mid Cap 400 GRWTH ETF Etf (IJK) 0.0 $463k 3.9k 117.50
iShares JP Morgan Usd Emerging Marke Etf (EMB) 0.0 $454k 4.7k 96.44
Solstice Advanced Common Stock (SOLS) 0.0 $449k 5.1k 88.60
Western Digital Corp Common Stock (WDC) 0.0 $444k 695.00 638.72
Verizon Common Stock (VZ) 0.0 $442k 10k 42.34
Crowdstrike HLDGS Inc Class A Common Stock (CRWD) 0.0 $439k 575.00 763.14
iShares US Aerospace Defense ETF Etf (ITA) 0.0 $436k 1.8k 242.42
Select STR Financial Select SPDR ETF Etf (XLF) 0.0 $433k 8.1k 53.61
iShares US Real Estate ETF Etf (IYR) 0.0 $431k 4.2k 102.26
First Trust Managed Municipal ETF IV Etf (FMB) 0.0 $429k 8.3k 51.37
Gabelli Equity CF Fund (GAB) 0.0 $427k 75k 5.66
iShares Short Term NTNL Mun BND ETF Etf (SUB) 0.0 $426k 4.0k 106.47
Bristol-Myers Squibb Common Stock (BMY) 0.0 $424k 7.4k 57.62
Bloom Energy Corp. CL A Common Stock (BE) 0.0 $415k 1.4k 302.70
Vanguard California Tax-Exempt Bond ETF Etf (VTEC) 0.0 $404k 4.0k 100.60
Manulife Finl F Common Stock (MFC) 0.0 $396k 9.8k 40.51
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.0 $394k 2.6k 154.30
iShares US Financials ETF Etf (IYF) 0.0 $392k 3.1k 127.51
Robinhood Markets Inc Com CL A Common Stock (HOOD) 0.0 $386k 3.8k 100.28
TJX Companies Common Stock (TJX) 0.0 $385k 2.5k 151.50
Nexstar Media Group Inc Com CL A Common Stock (NXST) 0.0 $380k 2.1k 178.59
Invesco Aerospace & Defense ETF Etf (PPA) 0.0 $377k 2.1k 176.66
Deere & Co Common Stock (DE) 0.0 $376k 593.00 634.50
ProShares Short QQQ ETF Etf (PSQ) 0.0 $376k 15k 25.06
iShares Core US Aggregate Bond ETF Etf (AGG) 0.0 $376k 3.8k 98.98
Cadiz Common Stock (CDZI) 0.0 $368k 88k 4.18
Fed Realty Invest Trust Sbi US D0.01 Common Stock (FRT) 0.0 $367k 3.0k 123.44
Invesco S&P 500 Low Volatility ETF Etf (SPLV) 0.0 $367k 4.9k 74.91
CSX Corp Common Stock (CSX) 0.0 $358k 7.5k 47.53
Vanguard Real Estate ETF Etf (VNQ) 0.0 $358k 3.7k 96.43
SPDR Nuveen BLMG HG YL MP BND ETF Etf (HYMB) 0.0 $357k 14k 25.44
Trane Technologies PLC F Common Stock (TT) 0.0 $357k 727.00 491.16
iShares iBoxx $ Etf (LQD) 0.0 $355k 3.3k 109.07
iShares Select Dividend ETF Etf (DVY) 0.0 $350k 2.2k 156.30
Ameren Corp Common Stock (AEE) 0.0 $348k 3.1k 113.04
Carrier Global Corp Common Stock (CARR) 0.0 $346k 4.7k 73.36
Travelers Common Stock (TRV) 0.0 $344k 1.0k 330.12
iShares TIPS Bond ETF Etf (TIP) 0.0 $330k 3.0k 109.43
Moodys Corp Common Stock (MCO) 0.0 $326k 719.00 452.92
Invesco FTSE Rafi US 1000 ETF Etf (PRF) 0.0 $324k 6.0k 54.03
Pacer US Cash Cows 100 ETF Etf (COWZ) 0.0 $322k 5.2k 62.20
Motorola Solutions Common Stock (MSI) 0.0 $321k 773.00 415.29
Stifel Finl Common Stock (SF) 0.0 $318k 4.6k 69.77
Intuit Common Stock (INTU) 0.0 $316k 1.2k 261.00
Blackstone Common Stock (BX) 0.0 $315k 2.7k 117.69
Amplify TRNSFRMTNL Data SHRNG ETF Etf (BLOK) 0.0 $314k 5.0k 62.63
Salesforce Common Stock (CRM) 0.0 $310k 2.0k 156.66
FRST TR Clfrna MNCPL HGH Incm ETF Etf (FCAL) 0.0 $302k 6.1k 49.65
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $298k 9.4k 31.71
Vaneck Gold Miners ETF Etf (GDX) 0.0 $298k 3.9k 75.45
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $291k 17k 17.35
Select Sector Health Care SPDR ETF Etf (XLV) 0.0 $291k 1.8k 158.66
Shell PLC F Common Stock (SHEL) 0.0 $288k 3.7k 77.54
Novo-Nordisk As Vormal F Common Stock (NVO) 0.0 $284k 5.9k 47.95
SPDR Ssga Multi Asset Real Retur ETF Etf (RLY) 0.0 $280k 8.1k 34.51
Alnylam Pharmaceutl Common Stock (ALNY) 0.0 $278k 924.00 301.03
Brit Amer Tobacco F Un Common Stock (BTI) 0.0 $275k 4.4k 61.76
Viavi Solutions Common Stock (VIAV) 0.0 $270k 5.7k 47.75
Qualcomm Common Stock (QCOM) 0.0 $263k 1.4k 184.79
iShares Morningstar US Equity ETF Etf (ILCB) 0.0 $263k 2.5k 103.65
iShares S&P Mid Cap 400 Value ETF Etf (IJJ) 0.0 $261k 1.8k 147.73
CVS Health Corp Common Stock (CVS) 0.0 $258k 2.5k 103.45
Ford Motor Common Stock (F) 0.0 $253k 18k 13.90
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL) 0.0 $248k 2.7k 91.67
Magnite Common Stock (MGNI) 0.0 $247k 13k 18.98
Synopsys Common Stock (SNPS) 0.0 $247k 553.00 446.07
Northrop Grumman Common Stock (NOC) 0.0 $245k 481.00 509.53
Clorox Common Stock (CLX) 0.0 $239k 2.5k 95.45
iShares Gold ETF Etf (IAU) 0.0 $238k 3.1k 75.51
SPDR Gold Minishares Etv Etf (GLDM) 0.0 $235k 3.0k 79.42
Invsc SP Smallcap 600 Pure GRWTH ETF Etf (RZG) 0.0 $235k 3.2k 72.69
United Parcel SRVC Class B Common Stock (UPS) 0.0 $233k 2.2k 107.50
Amplify Ai Powered Equity ETF Etf (AIEQ) 0.0 $230k 4.6k 49.44
Mondelez Intl Class A Common Stock (MDLZ) 0.0 $230k 4.0k 57.84
Vanguard Mid Cap ETF Etf (VO) 0.0 $229k 2.8k 80.59
Invsc S P 500 Equal Weight ETF Etf (RSP) 0.0 $229k 1.1k 212.78
Consolidated Edison Common Stock (ED) 0.0 $228k 2.1k 110.63
Marsh & MC Lennan Common Stock (MRSH) 0.0 $226k 1.4k 166.67
C V B Finl Corp Common Stock (CVBF) 0.0 $226k 10k 22.55
O Reilly Automotive Common Stock (ORLY) 0.0 $224k 2.4k 92.09
CIGNA Group Common Stock (CI) 0.0 $224k 811.00 275.68
Edwards Lifesciences Common Stock (EW) 0.0 $222k 2.5k 90.46
Cisco Systems Common Stock (CSCO) 0.0 $219k 1.9k 117.48
Invsc SP 500 Equal WGHT Indstrl ETF Etf (RSPN) 0.0 $218k 3.4k 63.99
Moog Inc Class B Common Stock (MOG.B) 0.0 $214k 500.00 427.16
iShares Core US REIT ETF Etf (USRT) 0.0 $213k 3.2k 66.45
Synchrony Finl Common Stock (SYF) 0.0 $212k 2.8k 76.05
Coherent Corp Common Stock (COHR) 0.0 $212k 537.00 394.47
VGRD Itc ETF DV Etf (VCIT) 0.0 $209k 2.5k 82.65
Nokia Oyj F Common Stock (NOK) 0.0 $208k 16k 13.28
Colgate-Palmolive Common Stock (CL) 0.0 $208k 2.3k 91.68
SPDR S&P 600 Small Cap Value E TF Common Stock (SLYV) 0.0 $206k 1.9k 109.11
Uber Technologies Common Stock (UBER) 0.0 $204k 2.8k 72.16
iShares Russell 1000 Value ETF Etf (IWD) 0.0 $202k 831.00 242.50
ProShares Ultra S&P 500 ETF Etf (SSO) 0.0 $201k 3.0k 67.39
Neonc Technologies HLDGS Common Stock (NTHI) 0.0 $68k 15k 4.53