HCR Wealth Advisors
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,117,189
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 259 | 1,117,189 | 13F-HR | HCR Wealth Advisors |
| Q1 2026 | 4/21/2026 | 241 | 964,357 | 13F-HR | HCR Wealth Advisors |
| Q4 2025 | 1/27/2026 | 255 | 1,009,689 | 13F-HR | HCR Wealth Advisors |
| Q3 2025 | 10/3/2025 | 244 | 965,655 | 13F-HR | HCR Wealth Advisors |
| Q2 2025 | 7/17/2025 | 237 | 849,696 | 13F-HR | HCR Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 610.3 K | 54.6% | 91.47 K | 0 | 91.47 K |
| ETFs | 506.9 K | 45.4% | 61.35 K | 0 | 61.35 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,117,189
Holdings
259
QoQ value change ($000)
152,832
(15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.