HCR Wealth Advisors
•CIK: 1697715•Filing: Q4 2025
**HCR Wealth Advisors** manages $1.0B across a diversified portfolio of 255 positions. The strategy exhibits a significant tilt toward mega-cap technology and dividend growth, evidenced by top holdings including AAPL ($145.3M) and VUG ($106.0M). Further concentration is visible in value and growth sectors, with substantial allocations to VYM ($92.2M) and NVDA ($57.0M). This structure suggests a core focus on established market leaders and income-generating equities.
Total AUM
$1.0B
QoQ Performance
+4.6%
Positions
255
Top 10 Concentration
56.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
VUG
VYM
NVDA
AAPL14.4%
VUG10.5%
VYM9.1%
NVDA5.6%
VXF3.7%
IVV3.5%
GOOGL3.0%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.8%
Technology29.6%
ETF4.7%
Financial4.0%
Consumer3.8%
Industrial1.6%
Healthcare1.5%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+45 more exited positions
Changes from Q3 2025
NEW6 new positions
↑107 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023