HCR Wealth Advisors - Portfolio Stock Holdings
HCR Wealth Advisors disclosed 267 stock positions in a recent SEC 13F filing. $1,115,559,072 of stock holdings were filed, with the largest holdings including AAPL, VUG, and VYM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,958,139,773 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
267Est. Stock Holding Value:
$1,115,559,072Top Stock Holdings By Sector
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Portfolio Stock Holdings - HCR Wealth Advisors
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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