1y return+21.6%S&P 500 +20.9%
3y return+59.3%S&P 500 +68.5%
5y return+66.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $289 against $334 in the S&P 500.2
HCR Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $148.8M | 13.3% | |
| VUGVanguard Growth Index Fund ETF | $116.7M | 10.4% | +1.9% |
| VYMVanguard High Dividend Yield Index Fund ETF | $103.7M | 9.3% | +1.6% |
| NVDANvidia Corp | $61.5M | 5.5% | |
| VXFVanguard Extended Market ETF S &P Compl | $47.5M | 4.3% | +6.1% |
| IVViShares Core S&P 500 ETF | $37.9M | 3.4% | |
| GOOGLAlphabet Inc | $34.1M | 3.0% | |
| PANWPalo Alto Networks | $24.5M | 2.2% | |
| IEMGiShares Core MSCI Emerging ETF | $22.2M | 2.0% | +1.4% |
| FPEFirst Trust Preferred Securities and Income ETF | $18.4M | 1.6% | +2.9% |
| IJRiShares Core S&P Small-Cap ETF | $18.0M | 1.6% | −6.4% |
| MSFTMicrosoft | $17.9M | 1.6% | |
| AMEAmetek Inc | $16.0M | 1.4% | −3.7% |
| AMZNAmazon.Com Inc | $14.0M | 1.2% | +4.0% |
| VVisa Inc | $11.5M | 1.0% | +1.3% |
| METAMeta Platforms Inc | $11.5M | 1.0% | +1.4% |
| MUMicron Technology | $11.3M | 1.0% | −32.6% |
| BINCBlackRock Flexible Income ETF | $11.2M | 1.0% | +9.4% |
| AVGOBroadcom Inc | $10.3M | 0.9% | −1.4% |
| JPMJPMorgan Chase & Co | $10.2M | 0.9% | |
| JAAAJanus Henderson Aaa Clo ETF IV | $10.1M | 0.9% | +12.4% |
| GOOGAlphabet Inc. Class C | $9.6M | 0.9% | +6.0% |
| QQQInvesco QQQ Trust | $8.3M | 0.7% | |
| DELLDell Technologies Inc Class C | $8.1M | 0.7% | −12.6% |
| COSTCostco Wholesale | $8.0M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $61.5M |
| PANWPalo Alto Networks | June 30, 2020 | +790.9% | $24.5M |
| CATCaterpillar | June 30, 2020 | +741.8% | $5.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $34.1M |
| GOOGAlphabet Inc. Class C | June 30, 2020 | +399.9% | $9.6M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $6.4M |
| DELLDell Technologies Inc Class C | March 31, 2024 | +278.1% | $8.1M |
| GEVGE Vernova Inc | December 31, 2024 | +257.2% | $6.8M |
| JPMJPMorgan Chase & Co | June 30, 2020 | +248.0% | $10.2M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $10.3M |
Sold off last quarter
- HoneywellCUSIP 438516106 was $2.7M
- NKENike Inc Class B Com was $432K
- SMHVaneck Semiconductor ETF was $266K
- TAt&t was $231K
- TLTiShares TR 20 YR TR (BD Etf) was $217K
- VALEVale S.A. Spons Ads Repr 1 Com NPV was $210K
- Kennedy Wilson HLDGSCUSIP 489398107 was $206K
- IDXXIdexx Labs Inc was $206K
- BTCGrayscale Bitcoin Mini Trust ETF was $205K
- Mobix Labs Inc Class ACUSIP 60743G100 was $10K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +9.7% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +5.8% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +8.4% | +7.0% |
| December 31, 2022 | +3.4% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −2.3% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HCR Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697715&type=13F-HR&dateb=&owner=include&count=40CIK 1697715
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697715/000169771526000004/Filed July 13, 2026 · accession 0001697715-26-000004