StockDriftsStockDriftsTop 50 HCR Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 13.32% | 514.3K | $148.8M | +0.59%(+3.03K) | $63.95(+377.50%) | 2026-06-30 | |
| VUG | Vanguard Growth Index Fund ETF | 10.45% | 1.36M | $116.7M | +1.92%(+25.59K) | $39.07(+128.28%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 9.28% | 656.3K | $103.7M | +1.60%(+10.35K) | $92.71(+79.35%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 5.5% | 307.3K | $61.5M | +0.85%(+2.58K) | $51.75(+336.87%) | 2026-06-30 | |
| VXF | Vanguard Extended Market ETF S &P Compl | 4.25% | 192.9K | $47.5M | +6.10%(+11.09K) | $209.96(+18.04%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 ETF | 3.39% | 50.6K | $37.9M | +0.05%(+26) | $520.85(+49.55%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 3.05% | 95.3K | $34.1M | +0.50%(+474) | $70.30(+390.32%) | 2026-06-30 | |
| PANW | Palo Alto Networks | 2.19% | 71.9K | $24.5M | +0.02%(+13) | $57.41(+558.75%) | 2026-06-30 | |
| IEMG | iShares Core MSCI Emerging ETF | 1.98% | 267.6K | $22.2M | +1.42%(+3.75K) | $56.38(+46.57%) | 2026-06-30 | |
| FPE | First Trust Preferred Securities and Income ETF | 1.65% | 1.03M | $18.4M | +2.87%(+28.72K) | $18.87(-5.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.70% | +75.85% | +12.23% | +78.03% |
| Top 20 Holdings Unweighted | +19.80% | +71.92% | +10.79% | +66.92% |
HCR Wealth Advisors reports $1.12B in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.3%), VUG (10.4%) and VYM (9.3%). The top 20 holdings account for 66.85% of reported assets. Its disclosed equity book has returned +75.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HCR Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697715). View HCR Wealth Advisors’s 13F filings on SEC