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Portfolio (Quarterly) Guide ↗

HCR Wealth Advisors

· CIK 0001697715
13F Portfolio $1.0B AUM 255 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 100 Added 55 Reduced 9 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ Johnson & Johnson Healthcare 11,847.0 $2.5M 0.24% +214.0 +1.8% $206.95 +10.0%
42 DIS Walt Disney Communication Services 21,286.0 $2.4M 0.24% +1K +6.8% $113.77 -8.6%
43 GS Goldman Sachs Group Financial Services 2,568.0 $2.3M 0.22% +607.0 +30.9% $879.33 +7.9%
44 VEA Vanguard FTSE Developed Markets ETF 36,097.0 $2.3M 0.22% +5K +15.9% $62.47 +10.9%
45 ALL Allstate Corp Financial Services 10,068.0 $2.1M 0.21% +153.0 +1.5% $208.15 +6.1%
46 IBIT iShares Bitcoin ETF Financial Services 38,930.0 $1.9M 0.19% +3K +8.6% $49.65 -12.9%
47 RTX RTX Corp Industrials 9,041.0 $1.7M 0.16% +1K +17.6% $183.41 -5.2%
48 UCON First Trust TCW Unconstrained Plus Bond ETF 65,838.0 $1.7M 0.16% +12K +21.4% $25.17 -1.5%
49 VB Vanguard Small Cap ETF IV 6,328.0 $1.6M 0.16% +5K +517.4% $257.98 +9.0%
50 FIXD First Trust TCW Opportunistic Fixed Income ETF 36,345.0 $1.6M 0.16% +287.0 +0.8% $44.32 -2.4%
51 LLY Lilly Eli & Co Healthcare 1,338.0 $1.4M 0.14% +85.0 +6.8% $1075.16 -7.9%
52 VGT Vanguard Information Technology Index Fund ETF 1,873.0 $1.4M 0.14% +11.0 +0.6% $753.84 -85.2%
53 RKT Rocket Cos Inc Com Financial Services 72,522.0 $1.4M 0.14% +4K +5.4% $19.36 -32.3%
54 XLK Technology Select Sector SPDR ETF 9,587.0 $1.4M 0.14% +5K +99.8% $143.97 +20.5%
55 SCHW Charles Schwab Corp Financial Services 13,762.0 $1.4M 0.14% +222.0 +1.6% $99.91 -7.5%
56 BND Vanguard Total Bond Market ETF 17,513.0 $1.3M 0.13% +4K +30.2% $74.07 -1.8%
57 IWM iShares Russell 2000 ETF 5,051.0 $1.2M 0.12% +340.0 +7.2% $246.18 +12.0%
58 GEV GE Vernova Inc Utilities 1,745.0 $1.1M 0.11% +749.0 +75.2% $653.57 +52.1%
59 WFC Wells Fargo & Co Financial Services 11,692.0 $1.1M 0.11% +372.0 +3.3% $93.20 -20.3%
60 AFL Aflac Inc Financial Services 9,562.0 $1.1M 0.10% +141.0 +1.5% $110.28 +7.1%
Page 3 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.0%
Financial Services 14.3%
Communication Services 10.2%
Industrials 9.9%
Consumer Cyclical 6.7%
Healthcare 3.9%
Consumer Defensive 3.3%
Utilities 2.4%
Energy 1.8%
Basic Materials 0.5%