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Home > Institutional Investor > Hcr Wealth Advisors > Profile

Instuitional Investor - Hcr Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Hcr Wealth Advisors
Portfolio Value $1,265,771,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 511,248 $170,256,072 13.45%
2.
Vanguard Growth Index Fund Etf - ETF
 1,408,761 $126,943,539 10.03%
3.
Vanguard Whitehall Funds
 VYM 691,841 $107,373,842 8.48%
4.
Nvidia Corp
 NVDA 312,891 $71,458,073 5.65%
5.
Columbia Core Bond Etf - ETF
 1,758,417 $50,194,015 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.