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Livermore
Livermore
ZHEN

HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

The latest 13F from HCR Wealth Advisors covers Q2 2026 (filed Jul 13, 2026): 259 long positions worth $1.12B. The top 10 holdings make up 55.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 13.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$9.14M
Added
112
Est. +$28.1M
Reduced
84
Est. −$17.9M
Sold out
10
Est. −$4.66M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    13.3%$148.8MHistory
  2. Vanguard Morningstar Growth ETF922908736
    10.4%$116.7M
  3. Vanguard High Dividend Yield Index ETF921946406
    9.3%$103.7M
  4. NVDANVIDIA Corp
    5.5%$61.5MHistory
  5. Vanguard Index FDS922908652
    4.3%$47.5M

Biggest buys

New and added positions, by estimated amount bought

  1. GEVGE Vernova Inc.
    +$4.81MAddedHistory
  2. RTXRTX Corp
    +$3.30MAddedHistory
  3. Vanguard Index FDS922908652
    +$2.73MAdded
  4. Vanguard Morningstar Growth ETF922908736
    +$2.20MAddedConverted for a 6-for-1 split
  5. Vanguard High Dividend Yield Index ETF921946406
    +$1.64MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +1.00 pp1.2% → 2.2%History
  2. GEVGE Vernova Inc.
    +0.46 pp0.2% → 0.6%History
  3. Vanguard Morningstar Growth ETF922908736
    +0.41 pp10.0% → 10.4%
  4. Vanguard Index FDS922908652
    +0.37 pp3.9% → 4.3%
  5. RTXRTX Corp
    +0.26 pp0.2% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$5.48MReducedHistory
  2. VRTVertiv Holdings Co
    −$4.06MReducedHistory
  3. HONHoneywell International Inc
    −$2.68MSold outHistory
  4. iShares Core S&P Small Cap ETF464287804
    −$1.23MReduced
  5. DELLDell Technologies Inc.
    −$1.16MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.28 pp0.3% → 0.0%History
  2. VRTVertiv Holdings Co
    −0.25 pp0.8% → 0.5%History
  3. NFLXNetflix Inc
    −0.14 pp0.4% → 0.2%History
  4. CVXChevron Corp
    −0.13 pp0.4% → 0.3%History
  5. CMECME Group Inc.
    −0.13 pp0.3% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.12B
+$152.8M (+15.8%) vs. prior quarter
Positions
259
+18 vs. prior quarter
Top 10 concentration
55.1%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
18.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.12B (Q2 2026)

Q1 2021: $505.8MQ2 2021: $576.1MQ3 2021: $599.2MQ4 2021: $645.2MQ1 2022: $611.8MQ2 2022: $498.2MQ3 2022: $470.6MQ4 2022: $476.5MQ1 2023: $505.2MQ2 2023: $540.0MQ3 2023: $456.1MQ4 2023: $633.1MQ1 2024: $659.4MQ2 2024: $699.7MQ3 2024: $764.2MQ4 2024: $798.2MQ1 2025: $768.1MQ2 2025: $849.7MQ3 2025: $965.7MQ4 2025: $1.01BQ1 2026: $964.4MQ2 2026: $1.12B
Q1 2021Q2 2026
13F filings of HCR Wealth Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 13, 2026259$1.12BAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q1 2026SEC
Q1 2026Apr 21, 2026241$964.4MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q4 2025SEC
Q4 2025Jan 27, 2026255$1.01BAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q3 2025SEC
Q3 2025Oct 3, 2025244$965.7MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q2 2025SEC
Q2 2025Jul 17, 2025237$849.7MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q1 2025SEC
Q1 2025Apr 21, 2025230$768.1MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q4 2024SEC
Q4 2024Jan 14, 2025228$798.2MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q3 2024SEC
Q3 2024Oct 10, 2024229$764.2MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q2 2024SEC
Q2 2024Aug 7, 2024220$699.7MAAPLVanguard Morningstar Growth ETFVanguard High Dividend Yield Index ETFvs. Q1 2024SEC
Q1 2024May 10, 2024223$659.4MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q4 2023SEC
Q4 2023Feb 9, 2024205$633.1MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q3 2023SEC
Q3 2023Oct 20, 2023170$456.1MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q2 2023SEC
Q2 2023Aug 10, 2023179$540.0MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q1 2023SEC
Q1 2023May 12, 2023175$505.2MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q4 2022SEC
Q4 2022Feb 13, 2023178$476.5MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q3 2022SEC
Q3 2022Nov 7, 2022168$470.6MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q2 2022SEC
Q2 2022Aug 12, 2022177$498.2MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q1 2022SEC
Q1 2022May 5, 2022187$611.8MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q4 2021SEC
Q4 2021Feb 4, 2022201$645.2MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q3 2021SEC
Q3 2021Nov 2, 2021197$599.2MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q2 2021SEC
Q2 2021Jul 21, 2021190$576.1MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETFvs. Q1 2021SEC
Q1 2021May 13, 2021180$505.8MAAPLVanguard High Dividend Yield Index ETFVanguard Morningstar Growth ETF–SEC