HCR Wealth Advisors

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$1,117,189
Net value change ($000)
+152,832 (15.8%)
New positions
28
Sold out positions
10
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 19,942 20.6%
AAPL 19,062 14.7%
PANW 12,989 112.8%
VXF 10,079 26.9%
NVDA 8,344 15.7%
VYM 8,050 8.4%
GOOGL 6,792 24.9%
MU 6,413 130.3%
GEV 5,321 358.3%
IVV 4,861 14.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,676 -100.0%
VRT -1,581 -21.5%
GLD -1,028 -11.6%
NFLX -1,019 -27.4%
CME -894 -26.5%
COP -893 -16.3%
CVX -837 -19.9%
ICE -811 -20.8%
XOM -740 -19.8%
ZTS -573 -41.3%
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