HCR Wealth Advisors

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
10/3/2025
Form type
13F-HR
Num holdings
244
Total value ($000)
$965,655
Net value change ($000)
+115,959 (13.6%)
New positions
16
Sold out positions
9
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 29,417 27.1%
VUG 11,334 12.1%
NVDA 9,392 19.9%
GOOGL 7,202 43.1%
VYM 6,452 7.7%
IJR 6,307 13.8%
AVGO 5,628 158.9%
IVV 3,013 12.2%
IEMG 2,558 18.1%
GOOGL 1,923 45.6%
Top Reduces (Value $000, Stocks/ETFs)
USB -911 -100.0%
AME -893 -5.2%
NFLX -791 -17.1%
BMY -494 -100.0%
DE -292 -100.0%
PSQ -263 -100.0%
COST -245 -3.1%
TDG -245 -8.6%
ICE -244 -6.0%
CMG -228 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type