Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HCR Wealth Advisors (CIK 1697715) reported $964.4M across 240 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($129.7M, 13.45%), VUG ($96.8M, 10.04%), VYM ($95.7M, 9.92%), NVDA ($53.1M, 5.51%), VXF ($37.4M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $129.7M | 13.45% | 511,249 | Trimmed |
| 2 | VUG | Vanguard Growth Index Fund ETF | $96.8M | 10.04% | 221,595 | Added |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | $95.7M | 9.92% | 645,989 | Added |
| 4 | NVDA | Nvidia Corp | $53.1M | 5.51% | 304,711 | Trimmed |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | $37.4M | 3.88% | 181,857 | Added |
| 6 | IVV | iShares Core S&P 500 ETF | $33.1M | 3.43% | 50,596 | Trimmed |
| 7 | GOOGL | Alphabet Inc | $27.3M | 2.83% | 94,867 | Trimmed |
| 8 | IEMG | iShares Core MSCI Emerging ETF | $18.4M | 1.91% | 263,874 | Added |
| 9 | FPE | First Trust Preferred Securities and Income ETF | $17.7M | 1.84% | 999,249 | Added |
| 10 | MSFT | Microsoft | $17.6M | 1.83% | 47,667 | Trimmed |
| 11 | IJR | iShares Core S&P Small-Cap ETF | $16.1M | 1.67% | 129,328 | Added |
| 12 | AME | Ametek Inc | $14.7M | 1.52% | 68,458 | Trimmed |
| 13 | AMZN | Amazon.Com Inc | $11.7M | 1.22% | 56,295 | Added |
| 14 | PANW | Palo Alto Networks | $11.5M | 1.19% | 71,857 | Added |
| 15 | META | Meta Platforms Inc | $11.5M | 1.19% | 20,056 | Trimmed |
| 16 | BINC | BlackRock Flexible Income ETF | $10.2M | 1.05% | 195,501 | Added |
| 17 | V | Visa Inc | $10.0M | 1.03% | 32,979 | Trimmed |
| 18 | JPM | JPMorgan Chase & Co | $9.1M | 0.95% | 30,980 | Trimmed |
| 19 | JAAA | Janus Henderson Aaa Clo ETF IV | $8.9M | 0.92% | 177,069 | Added |
| 20 | GLD | SPDR Gold TR Gold (SHS) | $8.9M | 0.92% | 20,663 | Added |
| 21 | AVGO | Broadcom Inc | $8.6M | 0.89% | 27,678 | Trimmed |
| 22 | COST | Costco Wholesale | $8.5M | 0.88% | 8,540 | Trimmed |
| 23 | VRT | Vertiv Holdings Co Class A | $7.4M | 0.76% | 29,389 | Trimmed |
| 24 | GOOG | Alphabet Inc. Class C | $7.4M | 0.76% | 25,664 | Added |
| 25 | QQQ | Invesco QQQ Trust | $6.5M | 0.68% | 11,317 | Added |
Source: SEC Form 13F filings · as of 2026-03-31