HCR WEALTH ADVISORS
Q3 2026 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001697715
· CRD 108676
· SEC-registered investment adviser
$1.3B Reported Value Total
HCR WEALTH ADVISORS reports 3,191 total accounts under management (AUM). There are 3,191 discretionary accounts valued at $1,958,139,773, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $2.3M gross asset value
Real Estate Fund: $2.3M
Source: Form ADV filed 2026-08-24
Reported value
$1.3B
Quarter over quarter
+2.9%
Holdings
267
Top-10 concentration
55.5%
Key People
Form ADV owners & control persons
Gregory Sandor Heller
PRESIDENT
Steven Jeff Weinberger
SENIOR MANAGING DIRECTOR
Jordan Lindsay Kahn
CHIEF INVESTMENT OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 15, 2026 |
| Form | 13F-HR |
| Reported value | $1.3B |
| Positions | 267 |
| Change in reported value | +13.3% |
| New positions | 19 |
| Exited positions | 11 |
| Position turnover | 10.8% |
| Top-10 concentration | 55.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 15, 2026
|
267 | $1.3B |
|
Q2 2026 13F
Filed Jul 13, 2026
|
259 | $1.1B |
|
Q1 2026 13F
Filed Apr 21, 2026
|
241 | $964.4M |
|
Q4 2025 13F
Filed Jan 27, 2026
|
255 | $1.0B |
|
Q3 2025 13F
Filed Oct 3, 2025
|
244 | $965.7M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
237 | $849.7M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
230 | $768.1M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
228 | $798.2M |
|
Q3 2024 13F
Filed Oct 10, 2024
|
229 | $764.2M |
|
Q2 2024 13F
Filed Aug 7, 2024
|
220 | $699.7M |
|
Q1 2024 13F
Filed May 10, 2024
|
223 | $659.4M |
|
Q4 2023 13F
Filed Feb 9, 2024
|
205 | $633.1M |
|
Q3 2023 13F
Filed Oct 20, 2023
|
170 | $456.1M |
|
Q2 2023 13F
Filed Aug 10, 2023
|
179 | $540.0M |
|
Q1 2023 13F
Filed May 12, 2023
|
175 | $505.2M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
178 | $476.5M |
|
Q3 2022 13F
Filed Nov 7, 2022
|
168 | $470.6M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
177 | $498.2M |
|
Q1 2022 13F
Filed May 5, 2022
|
187 | $611.8M |
|
Q4 2021 13F
Filed Feb 4, 2022
|
201 | $645.2M |
20 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $170.3M | 13.45% |
| 2 | VUG Vanguard Growth Index Fund ETF | $126.9M | 10.03% |
| 3 | VYM Vanguard High Dividend Yield Index Fund ETF | $107.4M | 8.48% |
| 4 | NVDA Nvidia Corp | $71.5M | 5.65% |
| 5 | CRUX Columbia Core Bond ETF | $50.2M | 3.97% |
| 6 | VXF Vanguard Extended Market ETF S &P Compl | $46.9M | 3.7% |
| 7 | IVV iShares Core S&P 500 ETF | $38.8M | 3.07% |
| 8 | GOOGL Alphabet Inc | $33.1M | 2.62% |
| 9 | PANW Palo Alto Networks | $29.0M | 2.29% |
| 10 | WCMI First Trust WCM International Equity ETF | $28.8M | 2.28% |
| 11 | MSFT Microsoft | $25.1M | 1.98% |
| 12 | IEMG iShares Core MSCI Emerging ETF | $22.7M | 1.79% |
| 13 | IJR iShares Core S&P Small-Cap ETF | $17.8M | 1.4% |
| 14 | FPE First Trust Preferred Securities and Income ETF | $17.5M | 1.39% |
| 15 | META Meta Platforms Inc | $15.2M | 1.2% |
| 16 | AMZN Amazon.Com Inc | $15.1M | 1.19% |
| 17 | AME Ametek Inc | $14.5M | 1.14% |
| 18 | JAAA Janus Henderson Aaa Clo ETF IV | $11.9M | 0.94% |
| 19 | V Visa Inc | $11.8M | 0.93% |
| 20 | GLD SPDR Gold TR Gold (SHS) | $11.6M | 0.92% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.