HCR Wealth Advisors
260 holdingsFiling period: 2026-06-30Current AUM: $1.16Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 514.3K | $148.8M | $174.6M | 15.11% | +3.0K | 2026-06-30 |
| 2 | VUG | Vanguard Growth Index Fund ETF | 1.36M | $116.7M | $120.2M | 10.40% | +1.13M | 2026-06-30 |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 656.3K | $103.7M | $105.8M | 9.16% | +10.3K | 2026-06-30 |
| 4 | NVDA | Nvidia Corp | 307.3K | $61.5M | $66.5M | 5.76% | +2.6K | 2026-06-30 |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 192.9K | $47.5M | $44.4M | 3.85% | +11.1K | 2026-06-30 |
| 6 | IVV | iShares Core S&P 500 ETF | 50.6K | $37.9M | $39.1M | 3.38% | +26 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 95.3K | $34.1M | $32.4M | 2.81% | +474 | 2026-06-30 |
| 8 | PANW | Palo Alto Networks | 71.9K | $24.5M | $24.5M | 2.12% | +13 | 2026-06-30 |
| 9 | IEMG | iShares Core MSCI Emerging ETF | 267.6K | $22.2M | $20.7M | 1.79% | +3.7K | 2026-06-30 |
| 10 | FPE | First Trust Preferred Securities and Income ETF | 1.03M | $18.4M | $17.5M | 1.52% | +28.7K | 2026-06-30 |
| 11 | IJR | iShares Core S&P Small-Cap ETF | 121.0K | $18.0M | $16.7M | 1.44% | -8,280 | 2026-06-30 |
| 12 | MSFT | Microsoft | 48.0K | $17.9M | $25.5M | 2.21% | +366 | 2026-06-30 |
| 13 | AME | Ametek Inc | 65.9K | $16.0M | $16.3M | 1.41% | -2,523 | 2026-06-30 |
| 14 | AMZN | Amazon.Com Inc | 58.5K | $13.9M | $15.4M | 1.33% | +2.2K | 2026-06-30 |
| 15 | V | Visa Inc | 33.4K | $11.5M | $13.6M | 1.18% | +433 | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 20.3K | $11.5M | $14.1M | 1.22% | +286 | 2026-06-30 |
| 17 | MU | Micron Technology | 9.8K | $11.3M | $8.8M | 0.76% | -4,744 | 2026-06-30 |
| 18 | BINC | BlackRock Flexible Income ETF | 214.0K | $11.2M | $10.8M | 0.94% | +18.5K | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 27.3K | $10.3M | $9.1M | 0.79% | -393 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 31.1K | $10.2M | $10.4M | 0.90% | +133 | 2026-06-30 |
| 21 | JAAA | Janus Henderson Aaa Clo ETF IV | 199.1K | $10.1M | $10.1M | 0.87% | +22.0K | 2026-06-30 |
| 22 | GOOG | Alphabet Inc. Class C | 27.2K | $9.6M | $9.2M | 0.79% | +1.5K | 2026-06-30 |
| 23 | QQQ | Invesco QQQ Trust | 11.3K | $8.3M | $8.1M | 0.70% | -13 | 2026-06-30 |
| 24 | DELL | Dell Technologies Inc Class C | 18.7K | $8.1M | $8.6M | 0.75% | -2,697 | 2026-06-30 |
| 25 | COST | Costco Wholesale | 8.5K | $8.0M | $8.5M | 0.74% | +1 | 2026-06-30 |
← Scroll →
Page 1 of 11