Holdings

HCR Wealth Advisors

As of Sep 30, 2026, HCR Wealth Advisors reported 258 positions worth US$1.25B. Largest: Apple Inc, Vanguard Morningstar Growth ETF and Vanguard High Dividend Yield Index ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc511KUS$170M−3,031Sep 30, 2026
Vanguard Morningstar Growth ETF1.41MUS$127MnewSep 30, 2026
Vanguard High Dividend Yield Index ETF692KUS$107MnewSep 30, 2026
Nvidia Corporation313KUS$71.5M+5,601Sep 30, 2026
Columbia Core Bond ETF1.76MUS$50.2MnewSep 30, 2026
Vanguard Extended Market ETF202KUS$46.9MnewSep 30, 2026
Alphabet Inc (google) Class C124KUS$42.6M+1,773Sep 30, 2026
iShares Core S&P 500 ETF50,658US$38.8MnewSep 30, 2026
Palo Alto Networks, Inc.72,958US$29M+1,088Sep 30, 2026
First Trust WCM International Equity ETF1.51MUS$28.8MnewSep 30, 2026