HCR Wealth Advisors
260 holdingsFiling period: 2026-06-30Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 514.3K | $148.8M | $170.4M | 14.82% | +3.0K | 2026-06-30 |
| 2 | VUG | Vanguard Growth Index Fund ETF | 1.36M | $116.7M | $118.0M | 10.26% | +1.13M | 2026-06-30 |
| 3 | VYM | Vanguard High Dividend Yield Index Fund ETF | 656.3K | $103.7M | $106.0M | 9.22% | +10.3K | 2026-06-30 |
| 4 | NVDA | Nvidia Corp | 307.3K | $61.5M | $65.2M | 5.67% | +2.6K | 2026-06-30 |
| 5 | VXF | Vanguard Extended Market ETF S &P Compl | 192.9K | $47.5M | $45.4M | 3.95% | +11.1K | 2026-06-30 |
| 6 | IVV | iShares Core S&P 500 ETF | 50.6K | $37.9M | $38.4M | 3.34% | +26 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 95.3K | $34.1M | $32.9M | 2.86% | +474 | 2026-06-30 |
| 8 | PANW | Palo Alto Networks | 71.9K | $24.5M | $27.0M | 2.34% | +13 | 2026-06-30 |
| 9 | IEMG | iShares Core MSCI Emerging ETF | 267.6K | $22.2M | $21.4M | 1.86% | +3.7K | 2026-06-30 |
| 10 | FPE | First Trust Preferred Securities and Income ETF | 1.03M | $18.4M | $17.9M | 1.56% | +28.7K | 2026-06-30 |
| 11 | IJR | iShares Core S&P Small-Cap ETF | 121.0K | $18.0M | $17.0M | 1.47% | -8,280 | 2026-06-30 |
| 12 | MSFT | Microsoft | 48.0K | $17.9M | $23.9M | 2.08% | +366 | 2026-06-30 |
| 13 | AME | Ametek Inc | 65.9K | $16.0M | $15.5M | 1.34% | -2,523 | 2026-06-30 |
| 14 | AMZN | Amazon.Com Inc | 58.5K | $13.9M | $14.5M | 1.26% | +2.2K | 2026-06-30 |
| 15 | V | Visa Inc | 33.4K | $11.5M | $12.5M | 1.09% | +433 | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 20.3K | $11.5M | $13.6M | 1.19% | +286 | 2026-06-30 |
| 17 | MU | Micron Technology | 9.8K | $11.3M | $9.1M | 0.79% | -4,744 | 2026-06-30 |
| 18 | BINC | BlackRock Flexible Income ETF | 214.0K | $11.2M | $10.9M | 0.95% | +18.5K | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 27.3K | $10.3M | $9.3M | 0.81% | -393 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 31.1K | $10.2M | $11.0M | 0.95% | +133 | 2026-06-30 |
| 21 | JAAA | Janus Henderson Aaa Clo ETF IV | 199.1K | $10.1M | $10.1M | 0.88% | +22.0K | 2026-06-30 |
| 22 | GOOG | Alphabet Inc. Class C | 27.2K | $9.6M | $9.3M | 0.81% | +1.5K | 2026-06-30 |
| 23 | QQQ | Invesco QQQ Trust | 11.3K | $8.3M | $8.0M | 0.69% | -13 | 2026-06-30 |
| 24 | DELL | Dell Technologies Inc Class C | 18.7K | $8.1M | $10.1M | 0.88% | -2,697 | 2026-06-30 |
| 25 | COST | Costco Wholesale | 8.5K | $8.0M | $7.7M | 0.67% | +1 | 2026-06-30 |
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