account_balance
Investment manager · 13F filer · SEC CIK 1697715
HCR Wealth Advisors
Reported value$1.27Bas of Sep 30, 2026
Positions267 18 new, 10 sold out
Top 10 weight55.5%AAPL alone is 13%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
13.5%
VUGVanguard Growth Index Fund ETF
10.0%Added +4%
VYMVanguard High Dividend Yield Index Fund ETF
8.5%Added +5%
NVDANVIDIA Corp
5.6%
CRUXColumbia Core Bond ETF
4.0%New
VXFVanguard Extended Market ETF S &P Compl
3.7%Added +5%
IVViShares Core S&P 500 ETF
3.1%
GOOGLAlphabet Inc.
2.6%
PANWPalo Alto Networks Inc
2.3%
WCMIFirst Trust WCM International Equity ETF
2.3%
MSFTMicrosoft Corp
2.0%
IEMGiShares Core MSCI Emerging ETF
1.8%
AAPLApple Inc.
13.5%
VUGVanguard Growth Index Fund ETF
10.0%Added +4%
VYMVanguard High Dividend Yield Index Fund ETF
8.5%+5%
NVDANVIDIA Corp
5.6%
CRUXColumbia Core Bond ETF
4.0%
VXFVanguard Extended Market ETF S &P Compl
3.7%
IVViShares Core S&P 500 ETF
3.1%
WCMI
MSFTIEMG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 13.5% Held
VUG Vanguard Growth Index Fund ETF 10.0% Added +4%
VYM Vanguard High Dividend Yield Index Fund ETF 8.5% Added +5%
NVDA NVIDIA Corp 5.6% HeldCRUX Columbia Core Bond ETF 4.0% New
VXF Vanguard Extended Market ETF S &P Compl 3.7% Added +5%
IVV iShares Core S&P 500 ETF 3.1% Held
GOOGL Alphabet Inc. 2.6% HeldPANW Palo Alto Networks Inc 2.3% HeldWCMI First Trust WCM International Equity ETF 2.3% New
MSFT Microsoft Corp 2.0% HeldIEMG iShares Core MSCI Emerging ETF 1.8% Added +5%
What changed
Biggest moves since Jun 30, 2026
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