HCR Wealth Advisors
SEC Form 13F institutional filer · CIK 0001697715
13F-HR · 136 reported holdings · 2026-03-31
Reported long-US-equity value
$0.63B
Top-10 concentration
57.2%
HCR Wealth Advisors — $635M AUM allocation strategy
HCR Wealth Advisors files SEC Form 13F and reports $635M of long US equity value across 136 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.8%, followed by Communication Services 7.3% and Financials 6.9%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HCR Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$635M
total across 136 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +14K sh · +$538K+$NFLX +4.89K sh · +$551K+$XLU +2.94K sh · +$452K
Biggest trims (shares)
−$IVZ −74.2K sh · −$1.55M−$AAPL −23K sh · −$15.5M−$SCHW −20K sh · −$1.22M
Exited to nil (held last quarter, gone now)
$NOW ($3.01M last qtr)$ADBE ($1.03M last qtr)$QCOM ($259K last qtr)$COHR ($240K last qtr)$MKC ($234K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals20.5%—
- Semiconductors9.7%—
- Interactive Media & Services7.3%—
- Systems Software4.6%—
- Electrical Components & Equipment3.5%—
- Broadline Retail1.9%—
- Asset Management & Custody Banks1.7%—
- Transaction & Payment Processing Services1.6%—
- Other holdings49.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 511K | $130M | -23K | 20.4% |
| $NVDA | NVIDIA Corporation | 305K | $53.1M | -653 | 8.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 94.9K | $27.3M | -2.13K | 4.3% |
| $MSFT | Microsoft Corporation | 47.7K | $17.6M | -203 | 2.8% |
| $AME | AMETEK Inc | 68.5K | $14.7M | -8.99K | 2.3% |
| $AMZN | Amazon.com Inc | 56.3K | $11.7M | +2.51K | 1.8% |
| $PANW | Palo Alto Networks Inc | 71.9K | $11.5M | +1.88K | 1.8% |
| $META | Meta Platforms Inc | 20.1K | $11.5M | -322 | 1.8% |
| $BLK | BlackRock Inc | 203K | $11.2M | +14K | 1.8% |
…and 127 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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