HCR Wealth Advisors

Top holdings

259 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL Apple Inc	$148.8M	514.3K	13.32%	Added(+0.6%)
2	V VGES Vanguard Growth Index Fund ETF	$116.7M	1.36M	10.45%	Added(+511.6%)
3	? N/A Vanguard High Dividend Yield Index Fund ETF	$103.7M	656.3K	9.28%	Added(+1.6%)
4	N NVDA Nvidia Corp	$61.5M	307.3K	5.50%	Added(+0.8%)
5	V VGES Vanguard Extended Market ETF S &P Compl	$47.5M	192.9K	4.25%	Added(+6.1%)
6	E ETHA iShares Core S&P 500 ETF	$37.9M	50.6K	3.39%	Added(+0.1%)
7	G GOOGN Alphabet Inc	$34.1M	95.3K	3.05%	Added(+0.5%)
8	P PANW Palo Alto Networks	$24.5M	71.9K	2.19%	Added(+0.0%)
9	E ETHA iShares Core MSCI Emerging ETF	$22.2M	267.6K	1.98%	Added(+1.4%)
10	? N/A First Trust Preferred Securities and Income ETF	$18.4M	1.03M	1.65%	Added(+2.9%)
11	E ETHA iShares Core S&P Small-Cap ETF	$18M	121.0K	1.61%	Trimmed(-6.4%)
12	M MSFT Microsoft	$17.9M	48.0K	1.60%	Added(+0.8%)
13	A AME Ametek Inc	$16M	65.9K	1.43%	Trimmed(-3.7%)
14	A AMZN Amazon.Com Inc	$14M	58.5K	1.25%	Added(+4.0%)
15	V V Visa Inc	$11.5M	33.4K	1.03%	Added(+1.3%)
16	M META Meta Platforms Inc	$11.5M	20.3K	1.03%	Added(+1.4%)
17	M MU Micron Technology	$11.3M	9.8K	1.01%	Trimmed(-32.6%)
18	E ETHA BlackRock Flexible Income ETF	$11.2M	214.0K	1.00%	Added(+9.4%)
19	A AVGO Broadcom Inc	$10.3M	27.3K	0.92%	Trimmed(-1.4%)
20	J JPM-PM JPMorgan Chase & Co	$10.2M	31.1K	0.91%	Added(+0.4%)

A

1.AAPL

Apple Inc

+0.6%

Value

$148.8M

Shares

514.3K

% Port

13.32%

V

2.VGES

Vanguard Growth Index Fund ETF

+511.6%

Value

$116.7M

Shares

1.36M

% Port

10.45%

?

3.N/A

Vanguard High Dividend Yield Index Fund ETF

+1.6%

Value

$103.7M

Shares

656.3K

% Port

9.28%

N

4.NVDA

Nvidia Corp

+0.8%

Value

$61.5M

Shares

307.3K

% Port

5.50%

V

5.VGES

Vanguard Extended Market ETF S &P Compl

+6.1%

Value

$47.5M

Shares

192.9K

% Port

4.25%

E

6.ETHA

iShares Core S&P 500 ETF

+0.1%

Value

$37.9M

Shares

50.6K

% Port

3.39%

G

7.GOOGN

Alphabet Inc

+0.5%

Value

$34.1M

Shares

95.3K

% Port

3.05%

P

8.PANW

Palo Alto Networks

+0.0%

Value

$24.5M

Shares

71.9K

% Port

2.19%

E

9.ETHA

iShares Core MSCI Emerging ETF

+1.4%

Value

$22.2M

Shares

267.6K

% Port

1.98%

?

10.N/A

First Trust Preferred Securities and Income ETF

+2.9%

Value

$18.4M

Shares

1.03M

% Port

1.65%

E

11.ETHA

iShares Core S&P Small-Cap ETF

-6.4%

Value

$18M

Shares

121.0K

% Port

1.61%

M

12.MSFT

Microsoft

+0.8%

Value

$17.9M

Shares

48.0K

% Port

1.60%

A

13.AME

Ametek Inc

-3.7%

Value

$16M

Shares

65.9K

% Port

1.43%

A

14.AMZN

Amazon.Com Inc

+4.0%

Value

$14M

Shares

58.5K

% Port

1.25%

V

15.V

Visa Inc

+1.3%

Value

$11.5M

Shares

33.4K

% Port

1.03%

M

16.META

Meta Platforms Inc

+1.4%

Value

$11.5M

Shares

20.3K

% Port

1.03%

M

17.MU

Micron Technology

-32.6%

Value

$11.3M

Shares

9.8K

% Port

1.01%

E

18.ETHA

BlackRock Flexible Income ETF

+9.4%

Value

$11.2M

Shares

214.0K

% Port

1.00%

A

19.AVGO

Broadcom Inc

-1.4%

Value

$10.3M

Shares

27.3K

% Port

0.92%

J

20.JPM-PM

JPMorgan Chase & Co

+0.4%

Value

$10.2M

Shares

31.1K

% Port

0.91%

View full portfolio (259 holdings) →