HCR Wealth Advisors
LOS ANGELES, CA
$1.1bn in 259 US stocks at the end of 30 June 2026. The top 10 are 55.1% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$1.1bn
Stocks
259
Top 10 share
55.1%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON0.1% of the fund
- IntelINTC<0.1% of the fund
- Lowe's CompaniesLOW<0.1% of the fund
- Bristol-Myers SquibbBMY<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- Vanguard Calif TAX Free FDSVTEC<0.1% of the fund
- Manulife FinancialMFC<0.1% of the fund
- Federal Realty Investment TrustFRT<0.1% of the fund
- Motorola SolutionsMSI<0.1% of the fund
- First TR Exch Traded FD IIIFCAL<0.1% of the fund
- Viavi SolutionsVIAV<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- Invesco Exchange Traded FD TRZG<0.1% of the fund
- Vanguard Index FDSVO<0.1% of the fund
- O'Reilly AutomotiveORLY<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- Invesco Exchange Traded FD TRSPN<0.1% of the fund
- MoogMOG-B<0.1% of the fund
- Ishares TRUSRT<0.1% of the fund
- Synchrony FinancialSYF<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- Colgate-PalmoliveCL<0.1% of the fund
- Spdr Series TrustSLYV<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVXF4.3% of the fund+6%
- First TR Exch Traded FD IIIFPE1.6% of the fund+3%
- Amazon.comAMZN1.2% of the fund+4%
- Blackrock ETF Trust IIBINC1.0% of the fund+9%
- Janus Detroit STR TRJAAA0.9% of the fund+12%
- AlphabetGOOG0.9% of the fund+6%
- Spdr Gold TRGLD0.7% of the fund+3%
- GE VernovaGEV0.6% of the fund+241%
- Vanguard Index FDSVOO0.6% of the fund+5%
- RTXRTX0.5% of the fund+171%
- ConocoPhillipsCOP0.4% of the fund+6%
- United RentalsURI0.4% of the fund+2%
- L3harris TechnologiesLHX0.4% of the fund+5%
- Johnson & JohnsonJNJ0.3% of the fund+7%
- StarbucksSBUX0.3% of the fund+3%
- FlowserveFLS0.3% of the fund+2%
- Vanguard Index FDSVTI0.2% of the fund+3%
- Vanguard Tax-Managed FDSVEA0.2% of the fund+15%
- TransDigm GroupTDG0.2% of the fund+3%
- First TR Exchng Traded FD VIUCON0.2% of the fund+18%
- Goldman Sachs GroupGS0.2% of the fund+7%
- Freeport-McMoRanFCX0.2% of the fund+4%
- Walt DisneyDIS0.2% of the fund+6%
- Alps ETF TRAMLP0.2% of the fund+23%
- Eli LillyLLY0.2% of the fund+17%
Cut
Sold some of their stake.
- Ishares TRIJR1.6% of the fund-6%
- AmetekAME1.4% of the fund-4%
- Micron TechnologyMU1.0% of the fund-33%
- Dell TechnologiesDELL0.7% of the fund-13%
- State STR Spdr S&P 500 ETF TSPY0.6% of the fund-4%
- Vanguard Intl Equity Index FVWO0.6% of the fund-2%
- Vertiv HoldingsVRT0.5% of the fund-41%
- AutozoneAZO0.4% of the fund-3%
- Select Sector Spdr TRXLU0.4% of the fund-4%
- NextEra EnergyNEE0.3% of the fund-3%
- Ishares TRSHY0.3% of the fund-10%
- NetflixNFLX0.2% of the fund-2%
- StrykerSYK0.2% of the fund-6%
- Pimco ETF TRMINT0.2% of the fund-7%
- Advanced Micro DevicesAMD0.2% of the fund-5%
- MastercardMA0.2% of the fund-3%
- Vanguard World FDVGT0.2% of the fund-2%
- Ishares TRSHYG0.2% of the fund-9%
- Ishares TRIWM0.1% of the fund-2%
- SandiskSNDK0.1% of the fund-30%
- Invesco Exch Traded FD TR IIBKLN0.1% of the fund-14%
- McDonald'sMCD0.1% of the fund-7%
- Procter & GamblePG0.1% of the fund-3%
- Ishares TRCMF0.1% of the fund-5%
- Ishares TRIVW<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- NikeNKE-100%
- Vaneck ETF TrustSMH-100%
- AT&TT-100%
- Ishares TRTLT-100%
- Vale S AVALE-100%
- Kennedy-Wilson Holdings-100%
- Idexx LaboratoriesIDXX-100%
- Grayscale Bitcoin Mini TR ETBTC-100%
- Mobix LabsMOBX-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 10.4%
- Value
- $117m
- Shares
- 1,355,155
Held
- Vanguard Whitehall FDSVYM
- Share
- 9.3%
- Value
- $104m
- Shares
- 656,338
Held
- Vanguard Index FDSVXF
- Share
- 4.3%
- Value
- $48m
- Shares
- 192,946
+6%
- Ishares TRIVV
- Share
- 3.4%
- Value
- $38m
- Shares
- 50,622
Held
- IsharesIEMG
- Share
- 2.0%
- Value
- $22m
- Shares
- 267,622
Held
- First TR Exch Traded FD IIIFPE
- Share
- 1.6%
- Value
- $18m
- Shares
- 1,027,972
+3%
- Ishares TRIJR
- Share
- 1.6%
- Value
- $18m
- Shares
- 121,048
-6%
- Blackrock ETF Trust IIBINC
- Share
- 1.0%
- Value
- $11m
- Shares
- 213,952
+9%
- Janus Detroit STR TRJAAA
- Share
- 0.9%
- Value
- $10m
- Shares
- 199,097
+12%
- Invesco QQQ TRQQQ
- Share
- 0.7%
- Value
- $8m
- Shares
- 11,304
Held
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $8m
- Shares
- 21,345
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $7m
- Shares
- 9,561
-4%
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $7m
- Shares
- 113,909
-2%
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $6m
- Shares
- 9,010
+5%
- Schwab Strategic TRSCHG
- Share
- 0.5%
- Value
- $5m
- Shares
- 152,848
Held
- Select Sector Spdr TRXLU
- Share
- 0.4%
- Value
- $4m
- Shares
- 98,259
-4%
- Ishares TRIEFA
- Share
- 0.3%
- Value
- $4m
- Shares
- 36,474
Held
- Ishares TRSHY
- Share
- 0.3%
- Value
- $3m
- Shares
- 37,813
-10%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $3m
- Shares
- 7,410
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $3m
- Shares
- 38,415
+15%
- Ishares TRIEF
- Share
- 0.2%
- Value
- $3m
- Shares
- 26,590
Held
- First TR Exchng Traded FD VIUCON
- Share
- 0.2%
- Value
- $2m
- Shares
- 99,819
+18%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 31,210
Held
- Proshares TRCSM
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,714
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,516
Held
- Alps ETF TRAMLP
- Share
- 0.2%
- Value
- $2m
- Shares
- 39,295
+23%
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $2m
- Shares
- 6,331
Held
- Pimco ETF TRMINT
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,878
-7%
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $2m
- Shares
- 9,565
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $2m
- Shares
- 14,903
-2%
- Ishares TRSHYG
- Share
- 0.2%
- Value
- $2m
- Shares
- 41,400
-9%
- First TR Exchng Traded FD VIFIXD
- Share
- 0.1%
- Value
- $2m
- Shares
- 37,095
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.1%
- Value
- $1m
- Shares
- 44,571
+6%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,930
-2%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.1%
- Value
- $1m
- Shares
- 69,625
-14%
- Ishares TRIEI
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,235
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 13.3% | $149m | 514,279 | Held |
| Vanguard Index FDSVUG | 10.4% | $117m | 1,355,155 | Held |
| Vanguard Whitehall FDSVYM | 9.3% | $104m | 656,338 | Held |
| NvidiaNVDA | 5.5% | $61m | 307,290 | Held |
| Vanguard Index FDSVXF | 4.3% | $48m | 192,946 | +6% |
| Ishares TRIVV | 3.4% | $38m | 50,622 | Held |
| AlphabetGOOGL | 3.0% | $34m | 95,341 | Held |
| Palo Alto NetworksPANW | 2.2% | $25m | 71,870 | Held |
| IsharesIEMG | 2.0% | $22m | 267,622 | Held |
| First TR Exch Traded FD IIIFPE | 1.6% | $18m | 1,027,972 | +3% |
| Ishares TRIJR | 1.6% | $18m | 121,048 | -6% |
| MicrosoftMSFT | 1.6% | $18m | 48,033 | Held |
| AmetekAME | 1.4% | $16m | 65,935 | -4% |
| Amazon.comAMZN | 1.2% | $14m | 58,530 | +4% |
| VisaV | 1.0% | $11m | 33,412 | Held |
| Meta PlatformsMETA | 1.0% | $11m | 20,342 | Held |
| Micron TechnologyMU | 1.0% | $11m | 9,818 | -33% |
| Blackrock ETF Trust IIBINC | 1.0% | $11m | 213,952 | +9% |
| BroadcomAVGO | 0.9% | $10m | 27,285 | Held |
| JPMorgan ChaseJPM | 0.9% | $10m | 31,113 | Held |
| Janus Detroit STR TRJAAA | 0.9% | $10m | 199,097 | +12% |
| AlphabetGOOG | 0.9% | $10m | 27,207 | +6% |
| Invesco QQQ TRQQQ | 0.7% | $8m | 11,304 | Held |
| Dell TechnologiesDELL | 0.7% | $8m | 18,669 | -13% |
| Costco WholesaleCOST | 0.7% | $8m | 8,541 | Held |
| Spdr Gold TRGLD | 0.7% | $8m | 21,345 | +3% |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $7m | 9,561 | -4% |
| GE VernovaGEV | 0.6% | $7m | 5,793 | +241% |
| Vanguard Intl Equity Index FVWO | 0.6% | $7m | 113,909 | -2% |
| TeslaTSLA | 0.6% | $7m | 15,580 | Held |
| Morgan StanleyMS | 0.6% | $6m | 30,840 | Held |
| Vanguard Index FDSVOO | 0.6% | $6m | 9,010 | +5% |
| Berkshire HathawayBRK-B | 0.5% | $6m | 12,142 | Held |
| Vertiv HoldingsVRT | 0.5% | $6m | 17,271 | -41% |
| Quanta ServicesPWR | 0.5% | $6m | 7,872 | Held |
| CaterpillarCAT | 0.5% | $5m | 5,099 | Held |
| EatonETN | 0.5% | $5m | 12,405 | Held |
| RTXRTX | 0.5% | $5m | 27,536 | +171% |
| Schwab Strategic TRSCHG | 0.5% | $5m | 152,848 | Held |
| AutozoneAZO | 0.4% | $5m | 1,504 | -3% |
| ConocoPhillipsCOP | 0.4% | $5m | 44,104 | +6% |
| AutonationAN | 0.4% | $5m | 24,313 | Held |
| Select Sector Spdr TRXLU | 0.4% | $4m | 98,259 | -4% |
| United RentalsURI | 0.4% | $4m | 3,882 | +2% |
| Thermo Fisher ScientificTMO | 0.4% | $4m | 8,428 | Held |
| BoeingBA | 0.4% | $4m | 19,335 | Held |
| L3harris TechnologiesLHX | 0.4% | $4m | 14,045 | +5% |
| WalmartWMT | 0.4% | $4m | 35,069 | Held |
| AbbVieABBV | 0.3% | $4m | 14,341 | Held |
| Ishares TRIEFA | 0.3% | $4m | 36,474 | Held |
| ChevronCVX | 0.3% | $3m | 20,346 | Held |
| American Water Works CompanyAWK | 0.3% | $3m | 25,569 | Held |
| NRG EnergyNRG | 0.3% | $3m | 22,245 | Held |
| Johnson & JohnsonJNJ | 0.3% | $3m | 12,749 | +7% |
| Marvell TechnologyMRVL | 0.3% | $3m | 10,740 | Held |
| NextEra EnergyNEE | 0.3% | $3m | 36,143 | -3% |
| StarbucksSBUX | 0.3% | $3m | 30,534 | +3% |
| Ishares TRSHY | 0.3% | $3m | 37,813 | -10% |
| Intercontinental ExchangeICE | 0.3% | $3m | 25,032 | Held |
| Bank of AmericaBAC | 0.3% | $3m | 53,993 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $3m | 21,928 | Held |
| Home DepotHD | 0.3% | $3m | 8,495 | Held |
| FlowserveFLS | 0.3% | $3m | 37,812 | +2% |
| Vanguard Index FDSVTI | 0.2% | $3m | 7,410 | +3% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $3m | 38,415 | +15% |
| NetflixNFLX | 0.2% | $3m | 37,758 | -2% |
| TransDigm GroupTDG | 0.2% | $3m | 1,957 | +3% |
| Ishares TRIEF | 0.2% | $3m | 26,590 | Held |
| First TR Exchng Traded FD VIUCON | 0.2% | $2m | 99,819 | +18% |
| StrykerSYK | 0.2% | $2m | 7,887 | -6% |
| CME GroupCME | 0.2% | $2m | 11,202 | Held |
| Goldman Sachs GroupGS | 0.2% | $2m | 2,413 | +7% |
| Ishares TRIJH | 0.2% | $2m | 31,210 | Held |
| AllstateALL | 0.2% | $2m | 9,969 | Held |
| Freeport-McMoRanFCX | 0.2% | $2m | 36,179 | +4% |
| Walt DisneyDIS | 0.2% | $2m | 23,383 | +6% |
| Proshares TRCSM | 0.2% | $2m | 25,714 | Held |
| Ishares TRIYW | 0.2% | $2m | 8,516 | Held |
| Alps ETF TRAMLP | 0.2% | $2m | 39,295 | +23% |
| Vanguard Index FDSVB | 0.2% | $2m | 6,331 | Held |
| Pimco ETF TRMINT | 0.2% | $2m | 18,878 | -7% |
| Eli LillyLLY | 0.2% | $2m | 1,575 | +17% |
| AmgenAMGN | 0.2% | $2m | 5,205 | +8% |
| Advanced Micro DevicesAMD | 0.2% | $2m | 3,179 | -5% |
| MastercardMA | 0.2% | $2m | 3,589 | -3% |
| Select Sector Spdr TRXLK | 0.2% | $2m | 9,565 | Held |
| Johnson Controls InternationalJCI | 0.2% | $2m | 12,282 | +10% |
| Vanguard World FDVGT | 0.2% | $2m | 14,903 | -2% |
| Ishares TRSHYG | 0.2% | $2m | 41,400 | -9% |
| FedExFDX | 0.2% | $2m | 5,397 | Held |
| First TR Exchng Traded FD VIFIXD | 0.1% | $2m | 37,095 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.1% | $1m | 44,571 | +6% |
| Ishares TRIWM | 0.1% | $1m | 4,930 | -2% |
| Altria GroupMO | 0.1% | $1m | 20,149 | Held |
| SandiskSNDK | 0.1% | $1m | 626 | -30% |
| Invesco Exch Traded FD TR IIBKLN | 0.1% | $1m | 69,625 | -14% |
| Ishares TRIEI | 0.1% | $1m | 11,235 | Held |
| Charles SchwabSCHW | 0.1% | $1m | 14,040 | +3% |
| McDonald'sMCD | 0.1% | $1m | 4,757 | -7% |
| Honeywell InternationalHON | 0.1% | $1m | 5,740 | New |
Showing the largest 100 of 259.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.5% since 30 June 2025.
Where the money is
Technology26.6%
Industrials7.1%
Media & telecom5.5%
Financial services5.4%
Retail & consumer3.5%
Health care2.1%
Everyday goods1.8%
Utilities1.1%
Energy1.0%
Materials0.4%
Real estate0.0%
Other45.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.