StockDriftsStockDriftsTop 50 Hcr Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 13.45% | 511.2K | $170.3M | -0.59%(-3.03K) | $63.95(+436.23%) | 2026-09-30 | |
| VUG | Vanguard Growth Index Fund ETF | 10.03% | 1.41M | $126.9M | +3.96%(+53.61K) | $40.93(+116.99%) | 2026-09-30 | |
| VYM | Vanguard High Dividend Yield Index Fund ETF | 8.48% | 691.8K | $107.4M | +5.41%(+35.50K) | $95.99(+66.11%) | 2026-09-30 | |
| NVDA | Nvidia Corp | 5.65% | 312.9K | $71.5M | +1.82%(+5.60K) | $54.66(+297.20%) | 2026-09-30 | |
| VXF | Vanguard Extended Market ETF S &P Compl | 3.7% | 202.3K | $46.9M | +4.86%(+9.38K) | $211.31(+7.51%) | 2026-09-30 | |
| IVV | iShares Core S&P 500 ETF | 3.07% | 50.7K | $38.8M | +0.07%(+36) | $521.02(+47.79%) | 2026-09-30 | |
| GOOGL | Alphabet Inc | 2.62% | 96.2K | $33.1M | +0.94%(+896) | $72.91(+372.03%) | 2026-09-30 | |
| PANW | Palo Alto Networks | 2.29% | 73.0K | $29.0M | +1.51%(+1.09K) | $62.06(+459.04%) | 2026-09-30 | |
| WCMI | First Trust WCM International Equity ETF | 2.28% | 1.51M | $28.8M | new | $19.32(-4.48%) | 2026-09-30 | |
| MSFT | Microsoft | 1.98% | 48.9K | $25.1M | +1.83%(+878) | $173.28(+207.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.43% | +83.51% | +13.21% | +85.97% |
| Top 20 Holdings Unweighted | +21.61% | +79.86% | +11.42% | +71.75% |
Hcr Wealth Advisors reports $1.27B in US-listed equity holdings across 267 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.4%), VUG (10.0%) and VYM (8.5%). The top 20 holdings account for 65.35% of reported assets. Its disclosed equity book has returned +83.51% on a three-year cumulative basis. Figures reflect the Q3 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