HCR Wealth Advisors

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
267
Total value ($000)
$1,265,772
Net value change ($000)
+148,583 (13.3%)
New positions
19
Sold out positions
11
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
Columbia ETF Trust I 50,194 NEW
WCMI 28,827 NEW
AAPL 21,444 14.4%
VUG 10,211 8.7%
NVDA 9,972 16.2%
MSFT 7,170 40.0%
GLW 4,557 356.9%
PANW 4,478 18.3%
META 3,780 33.0%
GLD 3,774 48.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,998 -100.0%
AME -1,477 -9.3%
NRG -1,253 -38.6%
CAT -1,236 -22.8%
VRT -1,206 -20.9%
GOOGL -959 -2.8%
GEV -947 -13.9%
TSLA -943 -14.4%
FPE -831 -4.5%
LHX -786 -19.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type