HCR Wealth Advisors ETF holdings
Los Angeles, CA
Reported $507.7M in 106 ETFs in its Form 13F for June 30, 2026.
ETF value
$507.7M
ETFs held
106
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
45.4%
of $1.1B
Top 10 of 106 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $116.7M | 1,355,155 | +1,133,560 shares |
| VYM | Vanguard High Dividend Yield ETF | $103.7M | 656,338 | +10,349 shares |
| VXF | Vanguard Extended Market ETF | $47.5M | 192,946 | +11,089 shares |
| IVV | iShares Core S&P 500 ETF | $37.9M | 50,622 | +26 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $22.2M | 267,622 | +3,748 shares |
| FPE | First Trust Preferred Securities and Income ETF | $18.4M | 1,027,972 | +28,723 shares |
| IJR | iShares Core S&P Small-Cap ETF | $18.0M | 121,048 | −8,280 shares |
| BINC | iShares Flexible Income Active ETF | $11.2M | 213,952 | +18,451 shares |
| JAAA | Janus Henderson AAA CLO ETF | $10.1M | 199,097 | +22,028 shares |
| QQQ | Invesco QQQ Trust | $8.3M | 11,304 | −13 shares |
96 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697715. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does HCR Wealth Advisors own?
HCR Wealth Advisors reported 106 ETF positions worth $507.7M in its Form 13F for June 30, 2026. The largest was VUG, at $116.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.