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Manager record

HCR Wealth Advisors

Los Angeles, CA · CIK 1697715 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.27BReported 13F valueQ3 2026 · as filed
267Holdings listed
+13.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $849.7M$849.7MQ2 2025237 holdingsQ3 2025: $965.7M$965.7MQ3 2025244 holdingsQ4 2025: $1.0B$1.0BQ4 2025255 holdingsQ1 2026: $964.4M$964.4MQ1 2026241 holdingsQ2 2026: $1.1B$1.1BQ2 2026259 holdingsQ3 2026: $1.3B$1.3BQ3 2026267 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$1.27B · 267 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$1.12B · 259 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$964.36M · 241 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$1.01B · 255 holdings listed · View original SEC filing ↗
Oct 03 2025 13F-HR · period Q3 2025

$965.65M · 244 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$849.70M · 237 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology