AiSiWhale

AI & tech investing

HCR Wealth Advisors

CIK 1697715

13F filing for Q2 2026・No. 2,400

Holdings
US$1.12B
Quarter change
+US$152.83M
Entries
259
Net bought (estimate)
+US$16.05M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 28
  • Sold out 10
  • Cut 84
  • Added 112
  • Corporate actions 4
  • Unchanged 35

Largest holdings

259 stocks worth US$1.12B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCommon StockAddedUS$148.81M13.32%
VUGVanguard Growth Index Fund ETFETFAddedSplit 6:1US$116.73M10.45%
Vanguard High Dividend Yield Index Fund ETFETFAddedUS$103.72M9.28%
NVDANvidiaCommon StockAddedUS$61.49M5.50%
Vanguard Extended Market ETF S &P ComplCommon StockAddedUS$47.51M4.25%
IVViShares Core S&P 500 ETFETFAddedUS$37.91M3.39%
GOOGLAlphabetCommon StockAddedUS$34.07M3.05%
PANWPalo Alto NetworksCommon StockAddedUS$24.51M2.19%
IEMGiShares Core MSCI Emerging ETFETFAddedUS$22.17M1.98%
First Trust Preferred Securities and Income ETFETFAddedUS$18.38M1.65%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.