HCR Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$964,357
Net value change ($000)
-45,332 (-4.5%)
New positions
8
Sold out positions
22
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VYM 3,514 3.8%
FLS 2,464 947.7%
VRT 2,177 42.0%
COP 1,721 45.8%
GLD 1,434 19.2%
IEF 1,229 94.2%
CVX 1,111 35.9%
XOM 1,089 41.1%
COST 1,076 14.5%
IEMG 1,014 5.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -15,500 -10.7%
VUG -9,190 -8.7%
MSFT -5,506 -23.8%
ORCL -4,103 -81.1%
NVDA -3,808 -6.7%
GOOGL -3,081 -10.1%
NOW -3,011 -100.0%
META -1,977 -14.7%
IVV -1,856 -5.3%
V -1,841 -15.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type