HCR Wealth Advisors
HCR Wealth Advisors reported 267 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (13.4%), VUG (10.0%) and VYM (8.5%). Compared with Q2 2026, the fund opened new positions in CRUX, WCMI and XOM, added to VUG, VYM and NVDA, trimmed AAPL, AME and V and sold out of XOM, PSQ and FRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $170M | 13.4% | 511K | −3,031 (−1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $127M | 10.0% | 1.4M | +54K (+4%) | 8 of 8 | |
| 3 |  VYM Vanguard Whitehall Fds | $107M | 8.5% | 692K | +36K (+5%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $71.5M | 5.7% | 313K | +5,601 (+2%) | 8 of 8 | |
| 5 |  CRUX Columbia ETF TR I | $50.2M | 4.0% | 1.8M | New position | 1 of 8 | |
| 6 |  VXF Vanguard Index Fds | $46.9M | 3.7% | 202K | +9,380 (+5%) | 4 of 8 | |
| 7 |  IVV Ishares TR | $38.8M | 3.1% | 51K | No change | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $33.1M | 2.6% | 96K | +896 (+1%) | 8 of 8 | |
| 9 |  PANW Palo Alto Networks Inc | $29M | 2.3% | 73K | +1,088 (+2%) | 8 of 8 | |
| 10 |  WCMI First Trust | $28.8M | 2.3% | 1.5M | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3M | 22K |
 PSQ Proshares Short | $376K | 15K |
 FRT Federal Rlty Invt TR New | $366K | 2,969 |
 NVO Novo-Nordisk A S F | $284K | 5,913 |
 CLX Clorox Co Del | $239K | 2,506 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HCR Wealth Advisors 13F FAQ
What does HCR Wealth Advisors own?
HCR Wealth Advisors reported 267 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (13.4%), VUG (10.0%) and VYM (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did HCR Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 133 added to, 68 trimmed and 11 sold out. New positions include CRUX, WCMI and XOM. It sold all of XOM, PSQ and FRT.
When will HCR Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is HCR Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.