HCR Wealth Advisors

CIK 0001697715 • 7 13F filings • Apr 21, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $768.1M230 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc Com	Common Stock	$3.0M	0.4%	14,291 SH
Accenture PLC F Class A	Common Stock	$233K	0.0%	747 SH
Adobe Inc	Common Stock	$1.3M	0.2%	3,342 SH
Advanced Micro Device In	Common Stock	$344K	0.0%	3,349 SH
Aflac Inc	Common Stock	$1.0M	0.1%	9,328 SH
Allstate Corp	Common Stock	$2.1M	0.3%	9,917 SH
Alnylam Pharmaceutl	Common Stock	$249K	0.0%	924 SH
Alphabet Inc	Common Stock	$14.7M	1.9%	94,748 SH
Alphabet Inc. Class C	Common Stock	$3.6M	0.5%	23,110 SH
Alps Alerian MLP ETF	ETF	$1.7M	0.2%	32,640 SH
Altria Group Inc	Common Stock	$1.3M	0.2%	21,254 SH
Amazon.Com Inc	Common Stock	$9.8M	1.3%	51,337 SH
Ameren Corp	Common Stock	$308K	0.0%	3,071 SH
American Express Co	Common Stock	$558K	0.1%	2,074 SH
American States Water Co	Common Stock	$857K	0.1%	10,886 SH
American Water Works	Common Stock	$3.7M	0.5%	25,328 SH
Ametek Inc	Common Stock	$16.3M	2.1%	94,672 SH
Amgen Inc.	Common Stock	$1.5M	0.2%	4,748 SH
Amplify Ai Powered Equity ETF	ETF	$226K	0.0%	6,140 SH
Amplify Cybersecurity ETF	ETF	$301K	0.0%	4,195 SH
Aon PLC F Class A	Common Stock	$270K	0.0%	677 SH
Apple Inc	Common Stock	$117.2M	15.3%	527,656 SH
Asml Holding N V F Sponsored ADR	Common Stock	$228K	0.0%	344 SH
AT&T	Common Stock	$204K	0.0%	7,213 SH
Autonation Inc Com	Common Stock	$4.0M	0.5%	24,618 SH
Autozone Inc Com	Common Stock	$5.6M	0.7%	1,463 SH
Bank Of America Corp	Common Stock	$2.2M	0.3%	53,016 SH
Berkshire Hathaway	Common Stock	$5.8M	0.8%	10,883 SH
BlackRock Flexible Income ETF	ETF	$5.7M	0.7%	108,707 SH
BlackRock Inc New	Common Stock	$214K	0.0%	226 SH
Blackstone Inc	Common Stock	$619K	0.1%	4,429 SH
Boeing Co	Common Stock	$3.3M	0.4%	19,316 SH
Bristol-Myers Squibb	Common Stock	$623K	0.1%	10,213 SH
Broadcom Inc	Common Stock	$2.1M	0.3%	12,518 SH
C V B Finl Corp	Common Stock	$185K	0.0%	10,000 SH
Cadiz Inc	Common Stock	$1.8M	0.2%	611,750 SH
Carrier Global Corp	Common Stock	$284K	0.0%	4,479 SH
Caterpillar	Common Stock	$1.2M	0.2%	3,777 SH
Charles Schwab Corp	Common Stock	$960K	0.1%	12,257 SH
Chevron Corp.	Common Stock	$3.4M	0.4%	20,119 SH
Chipotle Mexican GRL	Common Stock	$204K	0.0%	4,058 SH
Church &dwight Co	Common Stock	$1.3M	0.2%	11,750 SH
Clorox Co Com	Common Stock	$990K	0.1%	6,722 SH
CME Group Inc	Common Stock	$2.7M	0.4%	10,152 SH
Coca-Cola	Common Stock	$681K	0.1%	9,514 SH
Colgate-Palmolive Co	Common Stock	$245K	0.0%	2,611 SH
Conocophillips Com	Common Stock	$3.7M	0.5%	35,562 SH
Consolidated Edison	Common Stock	$243K	0.0%	2,195 SH
Constellation Brands	Common Stock	$1.2M	0.2%	6,673 SH
Costco Wholesale	Common Stock	$7.5M	1.0%	7,879 SH
CSX Corp	Common Stock	$219K	0.0%	7,427 SH
Deere & Co	Common Stock	$274K	0.0%	584 SH
Dell Technologies Inc Class C	Common Stock	$1.6M	0.2%	17,523 SH
Discover Finl S	Common Stock	$546K	0.1%	3,198 SH
Eaton Corp PLC F	Common Stock	$1.0M	0.1%	3,748 SH
Editas Medicine Incorpor	Common Stock	$20K	0.0%	17,000 SH
Energy Select Sector SPDR ETF	ETF	$905K	0.1%	9,682 SH
ExxonMobil	Common Stock	$2.5M	0.3%	20,755 SH
Fedex Corp Com	Common Stock	$1.4M	0.2%	5,625 SH
First Dorsey Wright Focus 5 ETF IV	ETF	$485K	0.1%	8,840 SH
First Trust Managed Municipal ETF IV	ETF	$421K	0.1%	8,344 SH
First Trust Preferred Securities and Income ETF	ETF	$16.3M	2.1%	927,396 SH
First Trust TCW Opportunistic Fixed Income ETF	ETF	$1.6M	0.2%	35,364 SH
First Trust TCW Unconstrained Plus Bond ETF	ETF	$298K	0.0%	12,053 SH
Fiserv Inc	Common Stock	$219K	0.0%	992 SH
Freeport-Mcmoran Inc	Common Stock	$1.1M	0.1%	30,322 SH
Gabelli Equity CF	Fund	$415K	0.1%	75,353 SH
GE Vernova Inc	Common Stock	$303K	0.0%	993 SH
General Electric Co	Common Stock	$642K	0.1%	3,207 SH
Global X Uranium ETF	ETF	$284K	0.0%	12,385 SH
Goldman Sachs Group	Common Stock	$1.0M	0.1%	1,837 SH
Grayscale Bitcoin TR BTC	Fund	$1.2M	0.2%	17,850 SH
Home Depot	Common Stock	$3.3M	0.4%	8,909 SH
Honeywell	Common Stock	$2.4M	0.3%	11,100 SH
IBM	Common Stock	$510K	0.1%	2,053 SH
Intercontinental Exchange Inc	Common Stock	$4.0M	0.5%	23,278 SH
Intuit Inc	Common Stock	$740K	0.1%	1,205 SH
Intuitive Surgical	Common Stock	$589K	0.1%	1,190 SH
Invesco FTSE Rafi US 1000 ETF	ETF	$242K	0.0%	6,000 SH
Invesco QQQ Trust	ETF	$5.0M	0.7%	10,742 SH
Invesco S&P 500 Low Volatility ETF	ETF	$399K	0.1%	5,333 SH
Invesco Senior Loan ETF	ETF	$3.1M	0.4%	148,551 SH
iShares 3-7 Year Treasury Bond ETF	ETF	$1.2M	0.2%	10,114 SH
iShares 7-10 Year Treasury Bond ETF	ETF	$1.3M	0.2%	13,820 SH
iShares Biotechnology ETF	ETF	$392K	0.1%	3,061 SH
iShares Bitcoin ETF	ETF	$1.5M	0.2%	32,267 SH
iShares California Muni Bond ETF	ETF	$1.3M	0.2%	23,746 SH
iShares Core High (dividend Etf)	ETF	$515K	0.1%	4,255 SH
iShares Core MSCI EAFE ETF	ETF	$1.2M	0.2%	16,291 SH
iShares Core MSCI Emerging ETF	ETF	$12.0M	1.6%	222,708 SH
iShares Core S&P 500 ETF	ETF	$21.5M	2.8%	38,241 SH
iShares Core S&P Small-Cap ETF	ETF	$42.8M	5.6%	409,410 SH
iShares Core S&P Total US Stock Mark	ETF	$823K	0.1%	6,747 SH
iShares Gold ETF	ETF	$212K	0.0%	3,594 SH
iShares High Yield Corporat Bond ETF	ETF	$2.2M	0.3%	51,008 SH
iShares iBoxx $ (investment Grade Corporate Bond Etf)	ETF	$535K	0.1%	4,924 SH
iShares JP Morgan Usd Emerging Marke	ETF	$483K	0.1%	5,337 SH
iShares MSCI EAFE ETF	ETF	$413K	0.1%	5,056 SH
iShares MSCI Emerging Markets ETF	ETF	$237K	0.0%	5,431 SH
iShares MSCI USA Esg Select ETF	ETF	$296K	0.0%	2,578 SH
iShares MSCI USA QLTY Fact ETF	ETF	$693K	0.1%	4,055 SH
iShares Preferred Income Sec ETF IV	ETF	$1.3M	0.2%	42,815 SH
iShares Russell 1000 Growth ETF	ETF	$352K	0.0%	976 SH
iShares Russell 2000 ETF	ETF	$975K	0.1%	4,889 SH
iShares S&P 500 Growth ETF	ETF	$654K	0.1%	7,040 SH
iShares S&P 500 Value ETF	ETF	$419K	0.1%	2,201 SH
iShares S&P Mid Cap 400 GRWTH ETF	ETF	$332K	0.0%	3,991 SH
iShares S&P Mid Cap 400 Value ETF	ETF	$208K	0.0%	1,737 SH
iShares Select Dividend ETF	ETF	$453K	0.1%	3,373 SH
iShares Short Term NTNL Mun BND ETF	ETF	$422K	0.1%	4,000 SH
iShares TIPS Bond ETF	ETF	$483K	0.1%	4,345 SH
iShares TR 20 YR TR (BD Etf)	ETF	$433K	0.1%	4,754 SH
iShares Treasury Floating Rate B ETF	ETF	$1.7M	0.2%	34,435 SH
iShares Trust 1-3 (year Treasury Bond Etf)	ETF	$4.4M	0.6%	53,727 SH
iShares US Aerospace Defense ETF	ETF	$340K	0.0%	2,218 SH
iShares US Financials ETF	ETF	$410K	0.1%	3,636 SH
iShares US Real Estate ETF	ETF	$545K	0.1%	5,693 SH
iShares US Technology ETF	ETF	$1.3M	0.2%	9,229 SH
Janus Henderson Aaa Clo ETF IV	ETF	$5.7M	0.7%	112,055 SH
Johnson & Johnson	Common Stock	$1.8M	0.2%	10,727 SH
Johnson Controls Inter F	Common Stock	$1.3M	0.2%	16,211 SH
JPMorgan Chase & Co	Common Stock	$7.4M	1.0%	30,006 SH
Kennedy Wilson HLDGS	Common Stock	$165K	0.0%	19,041 SH
L3harris	Common Stock	$2.5M	0.3%	12,122 SH
Lilly Eli & Co	Common Stock	$1.0M	0.1%	1,260 SH
Linde PLC F	Common Stock	$520K	0.1%	1,117 SH
Lockheed Martin Corp	Common Stock	$442K	0.1%	990 SH
Magnite Inc	Common Stock	$148K	0.0%	13,000 SH
Marsh & MC Lennan Co	Common Stock	$327K	0.0%	1,338 SH
Marvell Technology Inc	Common Stock	$639K	0.1%	10,377 SH
Mastercard	Common Stock	$2.1M	0.3%	3,844 SH
McCormick &company	Common Stock	$451K	0.1%	5,481 SH
McDonalds	Common Stock	$1.7M	0.2%	5,387 SH
Merck &co. Inc Com	Common Stock	$544K	0.1%	6,057 SH
Meta Platforms Inc	Common Stock	$10.6M	1.4%	18,348 SH
MGM Resorts Intl	Common Stock	$335K	0.0%	11,316 SH
Microsoft	Common Stock	$17.6M	2.3%	46,834 SH
Mondelez Intl Class A	Common Stock	$266K	0.0%	3,922 SH
Moodys Corp	Common Stock	$327K	0.0%	702 SH
Morgan Stanley	Common Stock	$3.5M	0.5%	29,636 SH
Netflix Inc	Common Stock	$3.2M	0.4%	3,414 SH
Nexstar Media Group Inc Com CL A	Common Stock	$672K	0.1%	3,750 SH
Nextera Energy Inc	Common Stock	$2.9M	0.4%	40,354 SH
Nike Inc Class B Com	Common Stock	$505K	0.1%	7,959 SH
Nokia Oyj F Sponsored ADR	Common Stock	$81K	0.0%	15,405 SH
Northrop Grumman Co	Common Stock	$263K	0.0%	514 SH
Novo-Nordisk As Vormal F Sponsored ADR	Common Stock	$1.0M	0.1%	14,483 SH
NRG Energy Inc	Common Stock	$2.3M	0.3%	23,985 SH
Nvidia Corp	Common Stock	$31.5M	4.1%	290,676 SH
Oracle Corp	Common Stock	$3.7M	0.5%	26,465 SH
Pacer US Cash Cows 100 ETF	ETF	$245K	0.0%	4,474 SH
Palantir Technologies In Class A	Common Stock	$213K	0.0%	2,528 SH
Palo Alto Networks	Common Stock	$11.6M	1.5%	68,078 SH
Parker-Hannifin Corp	Common Stock	$506K	0.1%	832 SH
Pepsico Inc	Common Stock	$330K	0.0%	2,203 SH
Philip Morris Intl	Common Stock	$1.0M	0.1%	6,345 SH
Phillips 66	Common Stock	$334K	0.0%	2,708 SH
PIMCO Active Bond ETF	ETF	$973K	0.1%	10,520 SH
PIMCO Enhanced SHRT Maturty Actv ETF	ETF	$2.3M	0.3%	23,070 SH
Procter & Gamble	Common Stock	$1.7M	0.2%	9,993 SH
Progressive Co Ohio	Common Stock	$430K	0.1%	1,518 SH
ProShares Large Cap Core Plus ETF	ETF	$1.6M	0.2%	25,714 SH
ProShares Short S&P 500 ETF	ETF	$232K	0.0%	5,212 SH
Pub SVC Enterpise GP	Common Stock	$315K	0.0%	3,823 SH
Qualcomm Inc	Common Stock	$205K	0.0%	1,332 SH
Quanta Services Inc	Common Stock	$1.7M	0.2%	6,791 SH
Rivian Automotive Inc Class A	Common Stock	$125K	0.0%	10,030 SH
Rocket Cos Inc Com	Common Stock	$801K	0.1%	66,369 SH
RTX Corp	Common Stock	$639K	0.1%	4,823 SH
Salesforce	Common Stock	$454K	0.1%	1,691 SH
Schwab International Equity ETF	ETF	$296K	0.0%	14,948 SH
Schwab U.S. TIPS ETF	ETF	$226K	0.0%	8,419 SH
Schwab US Dividend Equity ETF	ETF	$201K	0.0%	7,188 SH
Schwab US Large Cap Growth ETF	ETF	$4.2M	0.5%	165,820 SH
Schwab US Small Cap ETF	ETF	$290K	0.0%	12,386 SH
Select Sector Health Care SPDR ETF	ETF	$334K	0.0%	2,285 SH
Select STR Financial Select SPDR ETF	ETF	$423K	0.1%	8,487 SH
Sempra	Common Stock	$457K	0.1%	6,398 SH
ServiceNow Inc	Common Stock	$2.6M	0.3%	3,264 SH
Shell PLC F Sponsored ADR	Common Stock	$268K	0.0%	3,651 SH
Sherwin Williams Co	Common Stock	$640K	0.1%	1,832 SH
Snap Inc Class A	Common Stock	$221K	0.0%	25,415 SH
SPDR Bloomberg 1 3 MNTH T BLL ETF	ETF	$441K	0.1%	4,805 SH
SPDR Dow Jones Industrial Avrg ETF	ETF	$671K	0.1%	1,599 SH
SPDR Fund Consumer Staples ETF	ETF	$229K	0.0%	2,806 SH
SPDR Gold TR Gold (SHS)	ETF	$5.1M	0.7%	17,776 SH
SPDR Nuveen BLMG HG YL MP BND ETF	ETF	$253K	0.0%	10,050 SH
SPDR Nuven BLM SHT TM MPL BND ETF	ETF	$262K	0.0%	5,500 SH
SPDR S&P 500 ETF	ETF	$5.4M	0.7%	9,690 SH
SPDR S&P Midcap 400 ETF	ETF	$574K	0.1%	1,075 SH
Starbucks Corp Com	Common Stock	$3.0M	0.4%	30,476 SH
Stifel Finl Co	Common Stock	$286K	0.0%	3,038 SH
Stryker Corp	Common Stock	$3.0M	0.4%	8,077 SH
Synopsys Inc	Common Stock	$229K	0.0%	534 SH
Taiwan Semiconductr F Sponsored ADR	Common Stock	$462K	0.1%	2,784 SH
Technology Select Sector SPDR ETF	ETF	$997K	0.1%	4,829 SH
Tesla Motors	Common Stock	$3.9M	0.5%	15,057 SH
The CIGNA Group	Common Stock	$266K	0.0%	807 SH
Thermo Fisher	Common Stock	$3.7M	0.5%	7,401 SH
TJX Companies Inc	Common Stock	$323K	0.0%	2,652 SH
Trane Technologies PLC F	Common Stock	$235K	0.0%	697 SH
Transdigm Group	Common Stock	$2.6M	0.3%	1,869 SH
Travelers	Common Stock	$271K	0.0%	1,023 SH
United Parcel SRVC Class B	Common Stock	$289K	0.0%	2,627 SH
United Rentals Inc	Common Stock	$360K	0.0%	575 SH
UnitedHealth Group	Common Stock	$1.1M	0.1%	2,123 SH
Universal Display Co	Common Stock	$279K	0.0%	2,000 SH
US Bancorp	Common Stock	$859K	0.1%	20,345 SH
Utilities Select (sector SPDR Fund)	ETF	$4.0M	0.5%	50,948 SH
Vaneck Gold Miners ETF	ETF	$395K	0.1%	8,600 SH
Vanguard FTSE Developed Markets ETF	ETF	$1.5M	0.2%	29,169 SH
Vanguard FTSE Emerging Markets ETF	ETF	$4.9M	0.6%	108,605 SH
Vanguard Growth Index Fund ETF	ETF	$77.0M	10.0%	207,621 SH
Vanguard Health Care ETF	ETF	$595K	0.1%	2,249 SH
Vanguard High Dividend Yield Index Fund ETF	ETF	$77.9M	10.1%	604,437 SH
Vanguard Information Technology Index Fund ETF	ETF	$986K	0.1%	1,818 SH
Vanguard Muni BND Tax	Common Stock	$463K	0.1%	9,334 SH
Vanguard S&P 500 ETF	ETF	$3.9M	0.5%	7,669 SH
Vanguard Short-Term Bond ETF	ETF	$622K	0.1%	7,940 SH
Vanguard Total Bond Market ETF	ETF	$694K	0.1%	9,446 SH
Vanguard Total Stock Market Index Fund ETF	ETF	$1.8M	0.2%	6,722 SH
Verisk Analytics Inc Class A	Common Stock	$221K	0.0%	743 SH
Verizon	Common Stock	$496K	0.1%	10,933 SH
Vertiv Holdings Co Class A	Common Stock	$1.8M	0.2%	24,601 SH
Visa Inc	Common Stock	$11.3M	1.5%	32,123 SH
Wal-Mart	Common Stock	$3.0M	0.4%	34,667 SH
Walt Disney	Common Stock	$1.9M	0.3%	19,729 SH
Wells Fargo & Co	Common Stock	$819K	0.1%	11,405 SH
Wisdomtree Int RT HDG HGH YLD ETF	ETF	$285K	0.0%	13,000 SH
Zoetis Inc	Common Stock	$2.1M	0.3%	12,550 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001697715-26-000006	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001697715-26-000001	$1.01B	View
Oct 3, 2025	Q3 2025