Managers / Q4 2020 · view latest →
HCR Wealth Advisors
CIK 0001697715 · 10866 WILSHIRE BLVD #1600, LOS ANGELES, CA, 90024 · 310-473-5454
Reported Value
$478M
Q4 2020
Positions
267
Filings on Record
30
2019–present window
Filed
Feb 4, 2021
original filing
Summary
Hcr Wealth Advisors reported $478M in U.S.-listed holdings across 267 positions for Q4 2020.
Its largest position, AAPL, represents 19.3% of the portfolio.
Compared with Q3 2020, the fund opened 38 new positions and exited 11.
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 2020
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 ↗.