HCR Wealth Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 267 individual equity positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and growth stocks. Apple Inc. is the largest holding, with 511,248 shares. Nvidia Corp. is the second-largest position, with 312,891 shares. Other major technology holdings include Microsoft with 48,911 shares, Meta Platforms Inc. with 21,014 shares, and Amazon.com Inc. with 60,413 shares.
Major financial services names are also present in the portfolio. JPMorgan Chase & Co. holds 31,682 shares, while Morgan Stanley holds 31,561 shares. BlackRock Flexible Income ETF is listed as the largest exchange-traded fund (ETF) holding with 225,420 shares.
The filing indicates that all positions are held for investment purposes, with no voting rights exercised on the shares listed.
