Institutional Fund
Hcr Wealth Advisors
Los Angeles, CACIK 16977155 filings on record
Portfolio Value
$964.36M
Q1 2026
Holdings
241
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-4.5%
from $1.01B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc13.5%
- Vanguard Index Fds10.0%
- Vanguard Whitehall Fds9.9%
- Nvidia Corporation5.5%
- Vanguard Index Fds3.9%
- Ishares Tr3.4%
- Other53.8%
Portfolio Holdings
241 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 511.2K | $129.75M | 13.5% | −23.0K | Reduced |
| 2 | Vanguard Index Fds | 221.6K | $96.79M | 10.0% | +4.4K | Added |
| 3 | Vanguard Whitehall Fds | 646.0K | $95.67M | 9.9% | +3.9K | Added |
| 4 | Nvidia Corporation | 304.7K | $53.14M | 5.5% | −653 | Reduced |
| 5 | Vanguard Index Fds | 181.9K | $37.43M | 3.9% | +3.7K | Added |
| 6 | Ishares Tr | 50.6K | $33.05M | 3.4% | −365 | Reduced |
| 7 | Alphabet Inc | 94.9K | $27.28M | 2.8% | −2.1K | Reduced |
| 8 | Ishares Inc | 263.9K | $18.41M | 1.9% | +5.2K | Added |
| 9 | First Tr Exch Traded Fd III | 999.2K | $17.74M | 1.8% | +1.1K | Added |
| 10 | Microsoft Corp | 47.7K | $17.65M | 1.8% | −203 | Reduced |
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