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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCommon Stock | Added | 514,279 | US$148.81M | 13.32% |
| VUGVanguard Growth Index Fund ETFETF | AddedSplit 6:1 | 1,355,155 | US$116.73M | 10.45% |
| Vanguard High Dividend Yield Index Fund ETFETF | Added | 656,338 | US$103.72M | 9.28% |
| NVDANvidiaCommon Stock | Added | 307,290 | US$61.49M | 5.50% |
| Vanguard Extended Market ETF S &P ComplCommon Stock | Added | 192,946 | US$47.51M | 4.25% |
| IVViShares Core S&P 500 ETFETF | Added | 50,622 | US$37.91M | 3.39% |
| GOOGLAlphabetCommon Stock | Added | 95,341 | US$34.07M | 3.05% |
| PANWPalo Alto NetworksCommon Stock | Added | 71,870 | US$24.51M | 2.19% |
| IEMGiShares Core MSCI Emerging ETFETF | Added | 267,622 | US$22.17M | 1.98% |
| First Trust Preferred Securities and Income ETFETF | Added | 1,027,972 | US$18.38M | 1.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.