EdgeMarket › What Hcr Wealth Advisors reported owning
What Hcr Wealth Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
964.4MPositions
241Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 129.7M | 13.5% | 511.2K | 309.35 | +36.9% |
| VUG Vanguard Morningstar Growth ETF | 96.8M | 10.0% | 221.6K | 87.50 | +15.9% |
| VYM Vanguard High Dividend Yield ETF | 95.7M | 9.9% | 646.0K | 164.97 | +19.9% |
| NVDA NVIDIA CORP | 53.1M | 5.5% | 304.7K | 214.72 | +22.4% |
| VXF Vanguard Extended Market ETF | 37.4M | 3.9% | 181.9K | 245.53 | +23.5% |
| IVV iShares Core S&P 500 ETF | 33.1M | 3.4% | 50.6K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 27.3M | 2.8% | 94.9K | 344.82 | +73.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 18.4M | 1.9% | 263.9K | 81.57 | +31.9% |
| FPE First Trust Preferred Securities and Income ET | 17.7M | 1.8% | 999.2K | 17.66 | -2.6% |
| MSFT MICROSOFT CORP | 17.6M | 1.8% | 47.7K | 483.24 | -4.4% |
| IJR iShares Core S&P Small-Cap ETF | 16.1M | 1.7% | 129.3K | 147.31 | +29.0% |
| AME AMETEK INC/ | 14.7M | 1.5% | 68.5K | 239.55 | +30.7% |
| AMZN AMAZON COM INC | 11.7M | 1.2% | 56.3K | 258.63 | +15.6% |
| PANW Palo Alto Networks Inc | 11.5M | 1.2% | 71.9K | 357.87 | +94.0% |
| META Meta Platforms, Inc. | 11.5M | 1.2% | 20.1K | 549.90 | -26.5% |
| BINC iShares Flexible Income Active ETF | 10.2M | 1.1% | 195.5K | 52.00 | -1.7% |
| V VISA INC. | 10.0M | 1.0% | 33.0K | 371.04 | +7.9% |
| JPM JPMORGAN CHASE & CO | 9.1M | 0.9% | 31.0K | 351.58 | +20.3% |
| JAAA Janus Henderson AAA CLO ETF | 8.9M | 0.9% | 177.1K | 50.67 | -0.1% |
| GLD SPDR GOLD TRUST | 8.9M | 0.9% | 20.7K | 423.36 | +37.3% |
| AVGO Broadcom Inc. | 8.6M | 0.9% | 27.7K | 368.45 | +26.5% |
| COST COSTCO WHOLESALE CORP /NEW | 8.5M | 0.9% | 8.5K | 947.74 | -4.7% |
| VRT Vertiv Holdings Co | 7.4M | 0.8% | 29.4K | 261.95 | +105.4% |
| GOOG Alphabet Inc. | 7.4M | 0.8% | 25.7K | 341.75 | +70.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 6.5M | 0.7% | 11.3K | 713.44 | +26.1% |
| SPY SPDR S&P 500 ETF TRUST | 6.5M | 0.7% | 9.9K | 765.72 | +20.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 6.3M | 0.7% | 116.5K | 60.45 | +17.7% |
| unmapped CUSIP 084670702 | 5.8M | 0.6% | 12.2K | — | — |
| TSLA Tesla, Inc. | 5.7M | 0.6% | 15.3K | 362.86 | +12.0% |
| COP CONOCOPHILLIPS | 5.5M | 0.6% | 41.5K | 134.87 | +42.1% |
| AZO AUTOZONE INC | 5.2M | 0.5% | 1.5K | 2,957.95 | -28.9% |
| VOO Vanguard S&P 500 ETF | 5.1M | 0.5% | 8.6K | 703.71 | +20.0% |
| MS MORGAN STANLEY | 5.0M | 0.5% | 30.4K | 214.20 | +48.6% |
| MU MICRON TECHNOLOGY INC | 4.9M | 0.5% | 14.6K | 966.78 | +724.8% |
| AN AUTONATION, INC. | 4.8M | 0.5% | 24.5K | 199.49 | -4.8% |
| XLU State Street Utilities Select Sector SPDR ETF | 4.7M | 0.5% | 102.0K | 42.77 | -0.7% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 4.6M | 0.5% | 13.4K | 266.73 | -3.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 4.4M | 0.5% | 152.0K | 35.32 | +17.3% |
| ETN Eaton Corp plc | 4.4M | 0.5% | 12.4K | 419.20 | +21.1% |
| WMT Walmart Inc. | 4.4M | 0.5% | 35.2K | 103.70 | +1.1% |
| PWR QUANTA SERVICES, INC. | 4.3M | 0.4% | 7.8K | 639.34 | +70.1% |
| CVX CHEVRON CORP | 4.2M | 0.4% | 20.3K | 205.27 | +34.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 4.1M | 0.4% | 8.4K | 629.27 | +27.2% |
| ICE Intercontinental Exchange, Inc. | 3.9M | 0.4% | 24.8K | 161.25 | -11.1% |
| BA BOEING CO | 3.8M | 0.4% | 19.2K | 214.20 | -5.1% |
| XOM ExxonMobil Holdings Corp | 3.7M | 0.4% | 22.0K | 165.11 | +52.1% |
| NFLX NETFLIX INC | 3.7M | 0.4% | 38.6K | 79.59 | -34.4% |
| CAT CATERPILLAR INC | 3.6M | 0.4% | 5.1K | 827.90 | +96.8% |
| DELL Dell Technologies Inc. | 3.5M | 0.4% | 21.4K | 442.08 | +244.1% |
| AWK American Water Works Company, Inc. | 3.5M | 0.4% | 25.7K | 135.39 | -7.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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