HCR Wealth Advisors - Portfolio overview

HCR Wealth Advisors has 263 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc, 13.31%
2. VUG - Vanguard Growth Index Fund ETF, 9.93%
3. VYM - Vanguard High Dividend Yield Index Fund ETF, 9.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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