HCR Wealth Advisors: 13F holdings
CIK 16977152026Q2
| Positions | 259 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL Apple Inc | 514,279 | $148.8m | 13.3% |
| VUG Vanguard Growth Index Fund ETF | 1,355,155 | $116.7m | 10.4% |
| VYM Vanguard High Dividend Yield Index Fund ETF | 656,338 | $103.7m | 9.3% |
| NVDA Nvidia Corp | 307,290 | $61.5m | 5.5% |
| VXF Vanguard Extended Market ETF S &P Compl | 192,946 | $47.5m | 4.3% |
| IVV iShares Core S&P 500 ETF | 50,622 | $37.9m | 3.4% |
| GOOGL Alphabet Inc | 95,341 | $34.1m | 3.0% |
| PANW Palo Alto Networks | 71,870 | $24.5m | 2.2% |
| IEMG iShares Core MSCI Emerging ETF | 267,622 | $22.2m | 2.0% |
| FPE First Trust Preferred Securities and Income ETF | 1,027,972 | $18.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697715")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.