Steve Weinberger

Hcr Wealth Advisors

Assets Managed

$1.117B

Holdings

259

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

15.85%(2Q avg: 5.68%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hcr Wealth Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Hcr Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.117B in assets, with a quarterly growth rate of 15.85% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Steve Weinberger, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 0.6%	13.33%	$148.812M 514,279 shares@ $289.37 avg price	Increased 0.6%
VUG Vanguard Growth Etf Recent Activity Increased 511.55%	10.45%	$116.733M 1.355M shares@ $86.15 avg price	Increased 511.55%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 1.61%	9.29%	$103.721M 656,338 shares@ $158.04 avg price	Increased 1.61%
NVDA Nvidia Corp Recent Activity Increased 0.85%	5.51%	$61.486M 307,290 shares@ $200.1 avg price	Increased 0.85%
VXF Vanguard Extended Market Etf Recent Activity Increased 6.1%	4.26%	$47.505M 192,946 shares@ $246.22 avg price	Increased 6.1%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.06%	3.4%	$37.911M 50,622 shares@ $748.9 avg price	Increased 0.06%
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.5%	3.05%	$34.072M 95,341 shares@ $357.38 avg price	Increased 0.5%
PANW Palo Alto Networks Inc Recent Activity Increased 0.02%	2.2%	$24.509M 71,870 shares@ $341.02 avg price	Increased 0.02%
IEMG Ishares Core Msci Emerging Recent Activity Increased 1.43%	1.99%	$22.17M 267,622 shares@ $82.85 avg price	Increased 1.43%
FPE Ft-preferred Secur & Inc Etf Recent Activity Increased 2.88%	1.65%	$18.38M 1.028M shares@ $17.89 avg price	Increased 2.88%

1-10 of 259