HCR Wealth Advisors holds a focused book of 259 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Apple Inc at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +41% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
HCR Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 9.3 points over this window.
Growth of $10,000 cloning HCR Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as HCR Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Prospect Hill Management, LLC | 10 / 80 | $247.0M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 44 / 80 | $1.0B |
| Kearns & Associates LLC | 23 / 80 | $198.0M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Agave Capital Management Ltd | 8 / 80 | $793.3M |
Ranked by the share of each fund's own book sitting in the names it shares with HCR Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Common Stock | $148.8M | 514.3K | 13.3% | ▲+0.6% Added · +3K sh | |
| 2 | Vanguard Growth Index Fund ETF ETF | $116.7M | 1.36M | 10.4% | ▲+512% Added · +1.1M sh | |
| 3 | Vanguard High Dividend Yield Index Fund ETF ETF | $103.7M | 656.3K | 9.3% | ▲+1.6% Added · +10K sh | |
| 4 | Nvidia Corp Common Stock | $61.5M | 307.3K | 5.5% | ▲+0.8% Added · +3K sh | |
| 5 | Vanguard Extended Market ETF S &P Compl Common Stock | $47.5M | 192.9K | 4.3% | ▲+6.1% Added · +11K sh | |
| 6 | iShares Core S&P 500 ETF ETF | $37.9M | 50.6K | 3.4% | ▲+0.1% Added · +26 sh | |
| 7 | Alphabet Inc Common Stock | $34.1M | 95.3K | 3.0% | ▲+0.5% Added · +474 sh | |
| 8 | Palo Alto Networks Common Stock | $24.5M | 71.9K | 2.2% | ▲~0% Added · +13 sh | |
| 9 | iShares Core MSCI Emerging ETF ETF | $22.2M | 267.6K | 2.0% | ▲+1.4% Added · +4K sh | |
| 10 | First Trust Preferred Securities and Income ETF ETF | $18.4M | 1.03M | 1.6% | ▲+2.9% Added · +29K sh | |
| 11 | iShares Core S&P Small-Cap ETF ETF | $18.0M | 121.0K | 1.6% | ▼−6.4% Reduced · −8K sh | |
| 12 | Microsoft Common Stock | $17.9M | 48.0K | 1.6% | ▲+0.8% Added · +366 sh | |
| 13 | Ametek Inc Common Stock | $16.0M | 65.9K | 1.4% | ▼−3.7% Reduced · −3K sh | |
| 14 | Amazon.Com Inc Common Stock | $14.0M | 58.5K | 1.2% | ▲+4.0% Added · +2K sh | |
| 15 | Visa Inc Common Stock | $11.5M | 33.4K | 1.0% | ▲+1.3% Added · +433 sh | |
| 16 | Meta Platforms Inc Common Stock | $11.5M | 20.3K | 1.0% | ▲+1.4% Added · +286 sh | |
| 17 | Micron Technology Common Stock | $11.3M | 9.8K | 1.0% | ▼−33% Reduced · −5K sh | |
| 18 | BlackRock Flexible Income ETF ETF | $11.2M | 214.0K | 1.0% | ▲+9.4% Added · +18K sh | |
| 19 | Broadcom Inc Common Stock | $10.3M | 27.3K | 0.9% | ▼−1.4% Reduced · −393 sh | |
| 20 | JPMorgan Chase & Co Common Stock | $10.2M | 31.1K | 0.9% | ▲+0.4% Added · +133 sh | |
| 21 | Janus Henderson Aaa Clo ETF IV ETF | $10.1M | 199.1K | 0.9% | ▲+12% Added · +22K sh | |
| 22 | Alphabet Inc. Class C Common Stock | $9.6M | 27.2K | 0.9% | ▲+6.0% Added · +2K sh | |
| 23 | Invesco QQQ Trust ETF | $8.3M | 11.3K | 0.7% | ▼−0.1% Reduced · −13 sh | |
| 24 | Dell Technologies Inc Class C Common Stock | $8.1M | 18.7K | 0.7% | ▼−13% Reduced · −3K sh | |
| 25 | Costco Wholesale Common Stock | $8.0M | 8.5K | 0.7% | ▲~0% Added · +1 sh | |
| 26 | SPDR Gold TR Gold (SHS) ETF | $7.9M | 21.3K | 0.7% | ▲+3.3% Added · +682 sh | |
| 27 | SPDR S&P 500 ETF ETF | $7.1M | 9.6K | 0.6% | ▼−3.6% Reduced · −359 sh | |
| 28 | GE Vernova Inc Common Stock | $6.8M | 5.8K | 0.6% | ▲+241% Added · +4K sh | |
| 29 | Vanguard FTSE Emerging Markets ETF ETF | $6.8M | 113.9K | 0.6% | ▼−2.2% Reduced · −3K sh | |
| 30 | Tesla Motors Common Stock | $6.6M | 15.6K | 0.6% | ▲+1.5% Added · +231 sh | |
| 31 | Morgan Stanley Common Stock | $6.4M | 30.8K | 0.6% | ▲+1.4% Added · +417 sh | |
| 32 | Vanguard S&P 500 ETF ETF | $6.2M | 9.0K | 0.6% | ▲+5.3% Added · +458 sh | |
| 33 | Berkshire Hathaway Common Stock | $6.1M | 12.1K | 0.5% | ▼−0.4% Reduced · −49 sh | |
| 34 | Vertiv Holdings Co Class A Common Stock | $5.8M | 17.3K | 0.5% | ▼−41% Reduced · −12K sh | |
| 35 | Quanta Services Inc Common Stock | $5.7M | 7.9K | 0.5% | ▲+1.3% Added · +101 sh | |
| 36 | Caterpillar Common Stock | $5.4M | 5.1K | 0.5% | ▲+0.8% Added · +39 sh | |
| 37 | Eaton Corp PLC F Common Stock | $5.3M | 12.4K | 0.5% | ▲+0.3% Added · +37 sh | |
| 38 | RTX Corp Common Stock | $5.2M | 27.5K | 0.5% | ▲+171% Added · +17K sh | |
| 39 | Schwab US Large Cap Growth ETF ETF | $5.2M | 152.8K | 0.5% | ▲+0.5% Added · +799 sh | |
| 40 | Autozone Inc Com Common Stock | $4.8M | 1.5K | 0.4% | ▼−2.5% Reduced · −39 sh | |
| 41 | Conocophillips Com Common Stock | $4.6M | 44.1K | 0.4% | ▲+6.3% Added · +3K sh | |
| 42 | Autonation Inc Com Common Stock | $4.5M | 24.3K | 0.4% | ▼−0.6% Reduced · −154 sh | |
| 43 | Utilities Select (sector SPDR Fund) ETF | $4.5M | 98.3K | 0.4% | ▼−3.6% Reduced · −4K sh | |
| 44 | United Rentals Inc Common Stock | $4.4M | 3.9K | 0.4% | ▲+2.1% Added · +81 sh | |
| 45 | Thermo Fisher Common Stock | $4.2M | 8.4K | 0.4% | ▲+0.1% Added · +10 sh | |
| 46 | Boeing Co Common Stock | $4.2M | 19.3K | 0.4% | ▲+0.9% Added · +177 sh | |
| 47 | L3harris Common Stock | $4.1M | 14.0K | 0.4% | ▲+4.5% Added · +607 sh | |
| 48 | Wal-Mart Common Stock | $4.0M | 35.1K | 0.4% | ▼−0.3% Reduced · −99 sh | |
| 49 | Abbvie Inc Com Common Stock | $3.6M | 14.3K | 0.3% | ▲+1.2% Added · +166 sh | |
| 50 | iShares Core Msci Eafe ETF ETF | $3.5M | 36.5K | 0.3% | ▲+0.7% Added · +264 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1697715/holdings"
Use Arkolith to show HCR Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 259 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 241 | $964.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 255 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 3d | 244 | $965.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 237 | $849.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 230 | $768.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 228 | $798.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 229 | $764.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.