HCR Wealth Advisors

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$1,009,689
Net value change ($000)
+44,034 (4.6%)
New positions
20
Sold out positions
9
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/3/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VXF 37,248 NEW
AAPL 7,215 5.2%
IVV 7,106 25.6%
GOOGL 6,436 26.9%
MU 3,959 1931.2%
URI 2,364 249.1%
VYM 2,262 2.5%
IJH 2,060 NEW
GOOGL 1,849 30.1%
IEFA 1,609 101.5%
Top Reduces (Value $000, Stocks/ETFs)
IJR -36,574 -70.2%
ORCL -2,428 -32.4%
PANW -1,756 -12.0%
AZO -1,329 -20.4%
MSFT -1,002 -4.1%
META -745 -5.2%
NFLX -684 -17.8%
AN -540 -9.5%
NVO -540 -50.7%
IBIT -532 -21.6%
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