HCR WEALTH ADVISORS
Q4 2025 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001697715
· CRD 108676
· SEC-registered investment adviser
$1.0B 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 2026-11-03
Reported value
$1.0B
Quarter over quarter
+2.0%
Holdings
255
Top-10 concentration
55.6%
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
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 27, 2026 |
| Form | 13F-HR |
| Reported value | $1.0B |
| Positions | 255 |
| Change in reported value | +4.6% |
| New positions | 20 |
| Exited positions | 9 |
| Position turnover | 11.0% |
| Top-10 concentration | 55.6% |
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 · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $145.3M | 14.39% |
| 2 | VUG Vanguard Growth Index Fund ETF | $106.0M | 10.5% |
| 3 | VYM Vanguard High Dividend Yield Index Fund ETF | $92.2M | 9.13% |
| 4 | NVDA Nvidia Corp | $57.0M | 5.64% |
| 5 | VXF Vanguard Extended Market ETF S &P Compl | $37.2M | 3.69% |
| 6 | IVV iShares Core S&P 500 ETF | $34.9M | 3.46% |
| 7 | GOOGL Alphabet Inc | $30.4M | 3.01% |
| 8 | MSFT Microsoft | $23.2M | 2.29% |
| 9 | FPE First Trust Preferred Securities and Income ETF | $18.2M | 1.8% |
| 10 | IEMG iShares Core MSCI Emerging ETF | $17.4M | 1.72% |
| 11 | AME Ametek Inc | $15.9M | 1.57% |
| 12 | IJR iShares Core S&P Small-Cap ETF | $15.5M | 1.54% |
| 13 | META Meta Platforms Inc | $13.5M | 1.33% |
| 14 | PANW Palo Alto Networks | $12.9M | 1.28% |
| 15 | AMZN Amazon.Com Inc | $12.4M | 1.23% |
| 16 | V Visa Inc | $11.8M | 1.17% |
| 17 | JPM JPMorgan Chase & Co | $10.0M | 0.99% |
| 18 | AVGO Broadcom Inc | $9.8M | 0.97% |
| 19 | BINC BlackRock Flexible Income ETF | $9.6M | 0.95% |
| 20 | JAAA Janus Henderson Aaa Clo ETF IV | $8.2M | 0.81% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.