HCR Wealth Advisors
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 964,357
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 241 | 964,357 | 13F-HR | HCR Wealth Advisors |
| Q4 2025 | 1/27/2026 | 255 | 1,009,689 | 13F-HR | HCR Wealth Advisors |
| Q3 2025 | 10/3/2025 | 244 | 965,655 | 13F-HR | HCR Wealth Advisors |
| Q2 2025 | 7/17/2025 | 237 | 849,696 | 13F-HR | HCR Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 518.8 K | 53.8% | 0 | 78.19 K | -78.19 K |
| ETFs | 445.5 K | 46.2% | 32.86 K | 0 | 32.86 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
964,357
Holdings
241
QoQ value change ($000)
-45,332
(-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.