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HCR Wealth Advisors Portfolio
$1.3B across 267 positions as of 2026-09-30, with 56% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+16.0%
+1.5% a year vs the S&P 500
3 years
+20.7%
-0.6% a year vs the S&P 500
5 years
+12.0%
-0.1% a year vs the S&P 500
Quarters ahead
11 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +9.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $170.3M | 13.5% | 511,248 |
| VUGVanguard Growth ETF | $126.9M | 10.0% | 1,408,761 |
| VYMVanguard High Dividend Yield ETF | $107.4M | 8.5% | 691,841 |
| NVDANVIDIA Corp | $71.5M | 5.6% | 312,891 |
| Columbia Core Bond ETF | $50.2M | 4.0% | 1,758,417 |
| VXFVanguard Extended Market ETF | $46.9M | 3.7% | 202,326 |
| IVViShares Core S&P 500 ETF | $38.8M | 3.1% | 50,658 |
| GOOGLAlphabet Inc | $33.1M | 2.6% | 96,237 |
| PANWPalo Alto Networks Inc | $29M | 2.3% | 72,958 |
| First Trust WCM International Equity ETF | $28.8M | 2.3% | 1,510,851 |
| MSFTMicrosoft Corp | $25.1M | 2.0% | 48,911 |
| IEMGiShares Core MSCI Emerging Markets ETF | $22.7M | 1.8% | 279,897 |
| IJRiShares Core S&P Small-Cap ETF | $17.8M | 1.4% | 130,724 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $17.5M | 1.4% | 1,029,238 |
| METAMeta Platforms Inc | $15.2M | 1.2% | 21,014 |
| AMZNAmazon.com Inc | $15.1M | 1.2% | 60,413 |
| AMEAMETEK Inc | $14.5M | 1.1% | 58,430 |
| JAAAJanus Henderson AAA CLO ETF | $11.9M | 0.9% | 235,714 |
| VVisa Inc | $11.8M | 0.9% | 32,919 |
| GLDSPDR Gold Shares | $11.6M | 0.9% | 30,555 |
| BINCiShares Flexible Income Active ETF | $11.4M | 0.9% | 225,420 |
| MUMicron Technology Inc | $10.9M | 0.9% | 10,280 |
| JPMJPMorgan Chase & Co | $10.5M | 0.8% | 31,682 |
| AVGOBroadcom Inc | $9.7M | 0.8% | 27,676 |
| DELLDell Technologies Inc | $9.6M | 0.8% | 17,896 |
| GOOGAlphabet Inc | $9.5M | 0.7% | 27,776 |
| QQQInvesco QQQ Trust, Series 1 | $8.3M | 0.7% | 11,202 |
| COSTCostco Wholesale Corp | $7.6M | 0.6% | 8,365 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.5M | 0.6% | 9,856 |
| VOOVanguard S&P 500 ETF | $6.8M | 0.5% | 9,661 |
| VWOVanguard FTSE Emerging Markets ETF | $6.7M | 0.5% | 112,166 |
| BRK.BBerkshire Hathaway Inc | $6.2M | 0.5% | 12,375 |
| MSMorgan Stanley | $5.9M | 0.5% | 31,561 |
| COPConocoPhillips | $5.9M | 0.5% | 46,836 |
| GEVGE Vernova Inc | $5.9M | 0.5% | 6,164 |
| TMOThermo Fisher Scientific Inc | $5.8M | 0.5% | 8,646 |
| GLWCorning Inc | $5.8M | 0.5% | 37,945 |
| TSLATesla Inc | $5.6M | 0.4% | 15,812 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $5.5M | 0.4% | 152,240 |
| Eaton Corp PLC F | $5.3M | 0.4% | 12,369 |
| PWRQuanta Services Inc | $5.2M | 0.4% | 8,042 |
| RTXRTX Corp | $5.2M | 0.4% | 27,826 |
| VEAVanguard FTSE Developed Markets ETF | $4.8M | 0.4% | 67,789 |
| VRTVertiv Holdings Co | $4.6M | 0.4% | 18,967 |
| AZOAutozone Inc | $4.3M | 0.3% | 1,535 |
| CVXChevron Corp | $4.3M | 0.3% | 20,813 |
| CATCaterpillar Inc | $4.2M | 0.3% | 5,174 |
| JNJJohnson & Johnson | $4.1M | 0.3% | 15,432 |
| URIUnited Rentals Inc | $4M | 0.3% | 4,029 |
| XLUState Street Utilities Select Sector SPDR ETF | $4M | 0.3% | 101,415 |
| ABBVAbbVie Inc | $4M | 0.3% | 15,289 |
| ICEIntercontinental Exchange Inc | $3.9M | 0.3% | 25,973 |
| ANAutoNation Inc | $3.9M | 0.3% | 24,500 |
| XOMExxonmobil Holdings Corp | $3.7M | 0.3% | 22,463 |
| BABoeing Co | $3.6M | 0.3% | 19,396 |
| IEFAiShares Core MSCI EAFE ETF | $3.6M | 0.3% | 37,041 |
| WMTWalmart Inc | $3.4M | 0.3% | 32,611 |
| AWKAmerican Water Works Co Inc | $3.4M | 0.3% | 25,906 |
| LHXL3Harris Technologies Inc | $3.3M | 0.3% | 13,922 |
| SHYiShares 1-3 Year Treasury Bond ETF | $3.1M | 0.2% | 38,597 |
| BACBank of America Corp | $3M | 0.2% | 54,667 |
| SBUXStarbucks Corp | $2.9M | 0.2% | 30,857 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $2.9M | 0.2% | 28,679 |
| CMECME Group Inc | $2.9M | 0.2% | 10,916 |
| VTIVanguard Total Stock Market ETF | $2.8M | 0.2% | 7,496 |
| MRVLMarvell Technology Inc | $2.8M | 0.2% | 10,616 |
| NEENextera Energy Inc | $2.7M | 0.2% | 35,239 |
| Flowserve Corp | $2.6M | 0.2% | 36,115 |
| FCXFreeport-McMoRan Inc | $2.6M | 0.2% | 37,296 |
| NFLXNetflix Inc | $2.6M | 0.2% | 36,669 |
| First Trust TCW Unconstrained Plus Bond ETF | $2.5M | 0.2% | 104,163 |
| IEFiShares 7-10 Year Treasury Bond ETF | $2.4M | 0.2% | 27,195 |
| DISWalt Disney Co | $2.4M | 0.2% | 22,936 |
| HDHome Depot Inc | $2.4M | 0.2% | 8,368 |
| IYWiShares U.S. Technology ETF | $2.4M | 0.2% | 8,873 |
| AMGNAmgen Inc | $2.3M | 0.2% | 5,410 |
| GSGoldman Sachs Group Inc | $2.3M | 0.2% | 2,501 |
| IJHiShares Core S&P Mid-Cap ETF | $2.2M | 0.2% | 31,210 |
| ProShares Large Cap Core Plus ETF | $2.2M | 0.2% | 25,714 |
| ALLAllstate Corp | $2.2M | 0.2% | 9,986 |
| MAMastercard Inc | $2.2M | 0.2% | 3,990 |
| SYKStryker Corp | $2.1M | 0.2% | 7,539 |
| AMLPAlerian MLP ETF | $2M | 0.2% | 39,308 |
| LLYEli Lilly and Co | $2M | 0.2% | 1,758 |
| AMDAdvanced Micro Devices Inc | $2M | 0.2% | 3,322 |
| IBITiShares Bitcoin Trust ETF | $2M | 0.2% | 42,274 |
| NRGNRG Energy Inc | $2M | 0.2% | 20,863 |
| TDGTransDigm Group Inc | $1.9M | 0.2% | 1,791 |
| VGTVanguard Information Tech ETF | $1.9M | 0.1% | 14,905 |
| XLKState Street Technology Select Sector SPDR ETF | $1.9M | 0.1% | 9,565 |
| Johnson Controls Inter F | $1.8M | 0.1% | 12,377 |
| VBVanguard Small-Cap ETF | $1.8M | 0.1% | 6,322 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1.7M | 0.1% | 14,876 |
| FDXFedEx Corp | $1.6M | 0.1% | 5,464 |
| GEGeneral Electric Co | $1.5M | 0.1% | 4,789 |
| SCHWCharles Schwab Corp | $1.5M | 0.1% | 14,946 |
| FIXDFirst Trust TCW Opportunistic Fixed Income ETF | $1.4M | 0.1% | 34,811 |
| IWMiShares Russell 2000 Index Fund | $1.4M | 0.1% | 4,931 |
| MOAltria Group Inc | $1.4M | 0.1% | 20,341 |
| ISRGIntuitive Surgical Inc | $1.4M | 0.1% | 3,364 |
| PMPhilip Morris International Inc | $1.2M | 0.1% | 6,550 |
| PGProcter & Gamble Co | $1.2M | 0.1% | 8,507 |
| HONHoneywell International Inc | $1.2M | 0.1% | 5,805 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $1.2M | 0.1% | 29,516 |
| BKLNInvesco Senior Loan ETF | $1.2M | 0.1% | 56,741 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.2M | 0.1% | 17,929 |
| SNDKSandisk Corp | $1.1M | 0.1% | 651 |
| iShares California Muni Bond ETF | $1.1M | 0.1% | 20,865 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.1M | 0.1% | 6,716 |
| XLEState Street Energy Select Sector SPDR ETF | $1.1M | 0.1% | 18,005 |
| AFLAflac Inc | $1.1M | 0.1% | 9,758 |
| WFCWells Fargo & Co | $1.1M | 0.1% | 13,461 |
| BNDVanguard Total Bond Market ETF | $1M | 0.1% | 14,880 |
| MCDMcDonald's Corp | $1M | 0.1% | 4,500 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1M | 0.1% | 2,197 |
| QUALiShares MSCI USA Quality Factor ETF | $1M | 0.1% | 4,506 |
| IVWiShares S&P 500 Growth ETF | $987.1K | 0.1% | 6,939 |
| SOXXiShares Semiconductor ETF | $972.4K | 0.1% | 1,710 |
| PLTRPalantir Technologies Inc | $950K | 0.1% | 5,079 |
| ORCLOracle Corp | $914.1K | 0.1% | 6,657 |
| HACKETFMG Prime Cyber Security ETF | $909.9K | 0.1% | 7,505 |
| AWRAmerican States Water Company Common Stock | $902.6K | 0.1% | 10,963 |
| MRKMerck & Co Inc | $897.2K | 0.1% | 6,174 |
| KOCoca-Cola Co | $895.1K | 0.1% | 10,399 |
| SCHXSchwab U.S. Large-Cap ETF | $890.2K | 0.1% | 29,673 |
| CCitigroup Inc | $883.5K | 0.1% | 6,823 |
| HONAHoneywell Aerospace Inc | $877.3K | 0.1% | 5,661 |
| PHParker-Hannifin Corp | $867.5K | 0.1% | 908 |
| PSXPhillips 66 | $866.5K | 0.1% | 3,394 |
| TFLOiShares Treasury Floating Rate Bond ETF | $852.5K | 0.1% | 16,825 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $833.2K | 0.1% | 9,578 |
| Establishment Labs HLD F | $811K | 0.1% | 12,639 |
| LMTLockheed Martin Corp | $776.1K | 0.1% | 1,524 |
| UNHUnitedHealth Group Inc | $750.8K | 0.1% | 2,045 |
| INTCIntel Corp | $744.4K | 0.1% | 6,191 |
| PFFiShares Preferred and Income Securities ETF | $730.7K | 0.1% | 24,769 |
| AXPAmerican Express Co | $710.1K | 0.1% | 2,335 |
| ZTSZoetis Inc | $703.8K | 0.1% | 10,078 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $695.8K | 0.1% | 1,368 |
| COFCapital One Financial Corp | $686K | 0.1% | 3,552 |
| CRMSalesforce Inc | $678.6K | 0.1% | 2,956 |
| CHDChurch & Dwight Co Inc | $672.8K | 0.1% | 7,141 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $663.9K | 0.1% | 9,045 |
| VHTVanguard Health Care ETF | $660.3K | 0.1% | 2,088 |
| CRWDCrowdStrike Holdings Inc | $643.1K | 0.1% | 2,429 |
| BUFRFT Vest Laddered Buffer ETF | $622.7K | 0.0% | 16,618 |
| Rocket Cos Inc Com | $609.2K | 0.0% | 52,929 |
| HOODRobinhood Markets Inc | $609.1K | 0.0% | 5,414 |
| MDYSPDR MidCap Trust Series I | $608.7K | 0.0% | 926 |
| IVEiShares S&P 500 Value ETF | $589K | 0.0% | 2,580 |
| EFAiShares MSCI EAFE ETF | $577.3K | 0.0% | 5,557 |
| STZConstellation Brands Inc | $568.1K | 0.0% | 5,024 |
| EEMiShares MSCI Emerging Index Fund | $562K | 0.0% | 8,413 |
| SHWSherwin-Williams Co | $544.1K | 0.0% | 1,683 |
| IBBiShares Nasdaq Biotechnology Index Fund | $540.6K | 0.0% | 2,567 |
| Asml Holding N V F Sponsored ADR | $532.6K | 0.0% | 294 |
| PEPPepsiCo Inc | $532.5K | 0.0% | 4,202 |
| SCHFSchwab International Equity ETF | $522.4K | 0.0% | 19,018 |
| BMYBristol-Myers Squibb Co | $502.2K | 0.0% | 8,048 |
| VZVerizon Communications Inc | $500.6K | 0.0% | 10,914 |
| Linde PLC F | $494.6K | 0.0% | 1,042 |
| IWFiShares Russell 1000 Growth ETF | $491.6K | 0.0% | 3,924 |
| SCHASchwab U.S. Small-Cap ETF | $475.1K | 0.0% | 14,560 |
| HDViShares Core High Dividend ETF | $469.9K | 0.0% | 16,805 |
| SRESempra | $464.6K | 0.0% | 5,959 |
| TRVTravelers Companies Inc | $452.1K | 0.0% | 1,268 |
| VTEBVanguard Tax-Exempt Bond ETF | $442.1K | 0.0% | 9,334 |
| IBMInternational Business Machines Corp | $435.9K | 0.0% | 1,982 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $429K | 0.0% | 3,914 |
| CSXCSX Corp | $428.1K | 0.0% | 9,204 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $428K | 0.0% | 4,712 |
| MFCManulife Financial Corp | $418.6K | 0.0% | 9,828 |
| SUBiShares Short-Term National Muni Bond ETF | $418.2K | 0.0% | 4,000 |
| LOWLowe's Companies Inc | $417.3K | 0.0% | 2,264 |
| MGMMGM Resorts International | $413.4K | 0.0% | 13,315 |
| First Trust Managed Municipal ETF IV | $399.3K | 0.0% | 8,344 |
| XLFState Street Financial Select Sector SPDR ETF | $397.9K | 0.0% | 7,452 |
| BSVVanguard Short-Term Bond ETF | $397.2K | 0.0% | 5,199 |
| SUSAiShares MSCI USA ESG Select ETF | $397K | 0.0% | 2,550 |
| Gabelli Equity CF | $394.8K | 0.0% | 75,353 |
| IYFiShares U.S. Financial ETF | $386K | 0.0% | 3,072 |
| BEBloom Energy Corp | $382.2K | 0.0% | 1,380 |
| IYRiShares US Real Estate ETF | $379.2K | 0.0% | 3,989 |
| Vanguard California Tax-Exempt Bond ETF | $378.5K | 0.0% | 4,015 |
| ITAiShares U.S. Aerospace & Defense ETF | $372.7K | 0.0% | 1,799 |
| MSIMotorola Solutions Inc | $368.1K | 0.0% | 825 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $365K | 0.0% | 15,550 |
| SHELShell PLC | $363.9K | 0.0% | 3,829 |
| AGGiShares Core U.S. Aggregate Bond ETF | $358.8K | 0.0% | 3,795 |
| TJXTJX Companies Inc | $351.3K | 0.0% | 2,655 |
| GDXVanEck Gold Miners ETF | $346.6K | 0.0% | 3,948 |
| SPLVInvesco S&P 500 Low Volatility ETF | $345K | 0.0% | 4,892 |
| Cadiz Inc | $345K | 0.0% | 88,000 |
| DVYiShares Select Dividend ETF | $340K | 0.0% | 2,236 |
| PGRProgressive Corp | $338.3K | 0.0% | 1,632 |
| SPDR Ssga Multi Asset Real Retur ETF | $336.7K | 0.0% | 9,304 |
| TIPiShares TIPS Bond ETF | $335.2K | 0.0% | 3,222 |
| PPAInvesco Aerospace & Defense ETF | $330.1K | 0.0% | 2,135 |
| Trane Technologies PLC F | $329.9K | 0.0% | 730 |
| SCHDSchwab US Dividend Equity ETF | $329K | 0.0% | 10,114 |
| COWZPacer US Cash Cows 100 ETF | $328.8K | 0.0% | 4,925 |
| Magnite Inc | $328.4K | 0.0% | 13,000 |
| MCOMoody's Corp | $328.3K | 0.0% | 723 |
| PRFInvesco FTSE RAFI US 1000 ETF | $326.6K | 0.0% | 6,000 |
| VIAVViavi Solutions Inc | $324.8K | 0.0% | 7,747 |
| VNQVanguard Real Estate ETF | $324.6K | 0.0% | 3,621 |
| Fed Realty Invest Trust Sbi US D0.01 | $323.3K | 0.0% | 2,985 |
| SFStifel Financial Corp | $321.1K | 0.0% | 4,585 |
| DEDeere & Co | $321.1K | 0.0% | 478 |
| WDCWestern Digital Corp | $317.7K | 0.0% | 699 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $314.4K | 0.0% | 3,077 |
| AEEAmeren Corp | $312.4K | 0.0% | 3,143 |
| XLVState Street Health Care Select Sector SPDR ETF | $308.9K | 0.0% | 1,834 |
| BLOKAmplify Transformational Data Sharing ETF | $307.1K | 0.0% | 5,015 |
| BXBlackstone Inc | $306.8K | 0.0% | 2,737 |
| QCOMQualcomm Inc | $298.4K | 0.0% | 1,621 |
| JEPIJPMorgan Equity Premium Income ETF | $295.9K | 0.0% | 5,263 |
| Teva Pharmaceutical In F | $288.9K | 0.0% | 7,296 |
| Fedex FGHT HLDG Co Inc | $285.5K | 0.0% | 2,610 |
| FRST TR Clfrna MNCPL HGH Incm ETF | $280.9K | 0.0% | 6,075 |
| SPCXSpace Exploration Technologies Corp | $279.5K | 0.0% | 1,853 |
| iShares Morningstar US Equity ETF | $268K | 0.0% | 2,536 |
| PFEPfizer Inc | $264.6K | 0.0% | 9,277 |
| ORLYO'Reilly Automotive Inc | $263.1K | 0.0% | 3,081 |
| CSCOCisco Systems Inc | $258.7K | 0.0% | 2,403 |
| RIVNRivian Automotive Inc | $249.3K | 0.0% | 16,684 |
| BTCGrayscale Bitcoin Mini Trust ETF | $248.7K | 0.0% | 6,731 |
| INTUIntuit Inc | $248.7K | 0.0% | 902 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $247.5K | 0.0% | 2,700 |
| CVSCVS Health Corp | $246.2K | 0.0% | 2,873 |
| CARRCarrier Global Corp | $245.9K | 0.0% | 4,481 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $245.7K | 0.0% | 3,146 |
| VLOValero Energy Corp | $244.7K | 0.0% | 631 |
| GLDMSPDR Gold MiniShares Trust | $243.6K | 0.0% | 2,964 |
| SOLSSolstice Advanced Materials Inc | $243.1K | 0.0% | 4,317 |
| NOCNorthrop Grumman Corp | $241.4K | 0.0% | 499 |
| BTIBritish American Tobacco plc | $240.2K | 0.0% | 4,415 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $240.2K | 0.0% | 1,744 |
| MRSHMarsh & McLennan Companies Inc | $238.9K | 0.0% | 1,399 |
| MDLZMondelez International Inc | $238.1K | 0.0% | 4,117 |
| SNPSSynopsys Inc | $237.5K | 0.0% | 546 |
| CICigna Group | $231.3K | 0.0% | 851 |
| iShares Core US REIT ETF | $230.2K | 0.0% | 3,738 |
| ALNYAlnylam Pharmaceuticals Inc | $228K | 0.0% | 924 |
| Amplify Ai Powered Equity ETF | $224.5K | 0.0% | 4,570 |
| RSPInvesco S&P 500 Equal Weight ETF | $224K | 0.0% | 1,076 |
| VOVanguard Mid-Cap ETF | $224K | 0.0% | 2,855 |
| UBERUber Technologies Inc | $219.2K | 0.0% | 3,200 |
| EWEdwards Lifesciences Corp | $219K | 0.0% | 2,537 |
| TAT&T Inc | $219K | 0.0% | 8,975 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $216.5K | 0.0% | 2,100 |
| C V B Finl Corp | $216.1K | 0.0% | 10,000 |
| IWDiShares Russell 1000 Value ETF | $214.8K | 0.0% | 866 |
| NXSTNexstar Media Group Inc | $213.3K | 0.0% | 1,320 |
| EDConsolidated Edison Inc | $212.7K | 0.0% | 2,081 |
| NOWServiceNow Inc | $212.1K | 0.0% | 1,583 |
| LRCXLam Research Corp | $209.1K | 0.0% | 636 |
| FFord Motor Co | $207.8K | 0.0% | 17,231 |
| ProShares Ultra S&P 500 ETF | $207K | 0.0% | 2,985 |
| UPSUnited Parcel Service Inc | $206.7K | 0.0% | 2,212 |
| APHAmphenol Corp | $205.4K | 0.0% | 2,437 |
| MMM3M Co | $205.4K | 0.0% | 1,251 |
| CLColgate-Palmolive Co | $204.7K | 0.0% | 2,399 |
| VLUEiShares MSCI USA Value Factor ETF | $203K | 0.0% | 1,025 |
| RZGInvesco S&P SmallCap 600 Pure Growth ETF | $202K | 0.0% | 3,234 |
| NOKNokia Oyj | $156.2K | 0.0% | 15,405 |
| Neonc Technologies HLDGS | $51.1K | 0.0% | 15,000 |
Quarter ending 2026-09-30.
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