Managers / Q4 2018 · view latest →
HCR Wealth Advisors
CIK 0001697715 · 10866 WILSHIRE BLVD #1600, LOS ANGELES, CA, 90024 · 310-473-5454
Reported Value
$310M
Q4 2018
Positions
161
Filings on Record
30
2019–present window
Filed
Jan 31, 2019
original filing
Summary
Hcr Wealth Advisors reported $310M in U.S.-listed holdings across 161 positions for Q4 2018.
Its largest position, VUG, represents 12.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $964M | 241 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.0B | 255 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $966M | 244 | Oct 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $850M | 237 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $768M | 230 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $798M | 228 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $764M | 229 | Oct 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $700M | 220 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $659M | 223 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $633M | 205 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $456M | 170 | Oct 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $540M | 179 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $505M | 175 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $476.5B | 178 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $471M | 168 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $498M | 177 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $612M | 187 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $645M | 201 | Feb 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $599M | 197 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $576M | 190 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $506M | 180 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $478M | 267 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $437M | 240 | Nov 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $426M | 246 | Jul 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $350M | 237 | May 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $412M | 237 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $301M | 149 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $352M | 158 | Jul 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $348M | 176 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $310M | 161 | Jan 31, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.