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HCR Wealth Advisors
hedge fundUpdated 21 days agoManaged by Hcr Wealth Advisors • Latest filing Q3 2026
Portfolio value
$1.3B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1B |
| Q1 2026 | $964.4M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.3B |
Top holdings
267 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $170.3M | 511.2K | 13.45% | Trimmed(-0.6%) | |
| 2 | $126.9M | 1.41M | 10.03% | Added(+4.0%) | |
| 3 | $107.4M | 691.8K | 8.48% | Added(+5.4%) | |
| 4 | $71.5M | 312.9K | 5.65% | Added(+1.8%) | |
| 5 | ? N/A Columbia Core Bond ETF | $50.2M | 1.76M | 3.97% | — |
| 6 | $46.9M | 202.3K | 3.70% | Added(+4.9%) | |
| 7 | $38.8M | 50.7K | 3.07% | Added(+0.1%) | |
| 8 | $33.1M | 96.2K | 2.62% | Added(+0.9%) | |
| 9 | $29M | 73.0K | 2.29% | Added(+1.5%) | |
| 10 | $28.8M | 1.51M | 2.28% | — | |
| 11 | $25.1M | 48.9K | 1.98% | Added(+1.8%) | |
| 12 | $22.7M | 279.9K | 1.79% | Added(+4.6%) | |
| 13 | $17.8M | 130.7K | 1.41% | Added(+8.0%) | |
| 14 | $17.5M | 1.03M | 1.39% | Added(+0.1%) | |
| 15 | $15.2M | 21.0K | 1.20% | Added(+3.3%) | |
| 16 | $15.1M | 60.4K | 1.19% | Added(+3.2%) | |
| 17 | $14.5M | 58.4K | 1.14% | Trimmed(-11.4%) | |
| 18 | $11.9M | 235.7K | 0.94% | Added(+18.4%) | |
| 19 | $11.8M | 32.9K | 0.93% | Trimmed(-1.5%) | |
| 20 | $11.6M | 30.6K | 0.92% | Added(+43.1%) |