SEC Form 13F

HCR Wealth Advisors 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$1,117,188,703
Positions259

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Apple IncAAPLCommon Stock$148,811,880514,279
Vanguard Growth Index Fund ETFVUGETF$116,733,1231,355,155
Vanguard High Dividend Yield Index Fund ETFVYMETF$103,721,164656,338
Nvidia CorpNVDACommon Stock$61,485,679307,290
Vanguard Extended Market ETF S &P ComplVXFCommon Stock$47,505,365192,946
iShares Core S&P 500 ETFIVVETF$37,910,61950,622
Alphabet IncGOOGLCommon Stock$34,072,19795,341
Palo Alto NetworksPANWCommon Stock$24,509,10771,870
iShares Core MSCI Emerging ETFIEMGETF$22,169,864267,622
First Trust Preferred Securities and Income ETFFPEETF$18,380,1501,027,972

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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