Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hrc Wealth Management

Latest statistics and disclosures from Hrc Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHV, SCHX, VOT, SLYG, and represent 77.88% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOT, SCHV, SCHX, JNJ, VUG, IVW, BND, CVX, GBTC, IJR.
Started 5 new stock positions in JNJ, VUG, CVX, BND, IVW.
Reduced shares in these 10 stocks: LLY, VGT, AGG, SBUX, AHR, VXUS, ITA, COST, GOOGL, WMT.
Sold out of its position in LLY.
Hrc Wealth Management was a net buyer of stock by $2.7M.
Hrc Wealth Management has $205M in assets under management (AUM), dropping by 9.32%.
Central Index Key (CIK): 0002009521

Tip: Access up to 7 years of quarterly data

Positions held by Hrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	35.3	$72M		2.3M	31.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	18.3	$38M		1.3M	29.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	16.2	$33M		1.3M	26.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.7	$9.7M	+5%	33k	293.79	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	3.4	$6.9M		74k	94.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$6.9M		251k	27.30	View chart
Apple (AAPL)	2.9	$6.0M		24k	254.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$2.2M	+3%	16k	137.80	View chart
NVIDIA Corporation (NVDA)	1.0	$2.1M		12k	186.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.7M		2.8k	600.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.5M		2.00	754200.00	View chart
Boeing Company (BA)	0.6	$1.2M		5.6k	215.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.2M	+9%	9.7k	118.83	View chart
Microsoft Corporation (MSFT)	0.6	$1.2M		2.2k	517.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.0M		14k	73.46	View chart
Tesla Motors (TSLA)	0.5	$950k		2.1k	444.72	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$944k		11k	82.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$886k	-2%	8.8k	100.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$881k	-3%	1.2k	746.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$842k		32k	26.30	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$827k	+5%	3.4k	244.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$826k		2.9k	281.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$820k	+5%	1.2k	669.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$779k		3.2k	243.55	View chart
Costco Wholesale Corporation (COST)	0.3	$701k		757.00	925.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$699k		6.1k	113.89	View chart
Amazon (AMZN)	0.3	$692k		3.2k	219.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$683k		1.5k	468.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$629k		2.3k	273.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$629k		1.9k	328.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$627k		3.0k	209.29	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$604k	+25%	6.7k	89.77	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$521k		7.8k	66.87	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$461k		11k	42.01	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$446k		5.1k	87.31	View chart
Broadcom (AVGO)	0.2	$438k		1.3k	329.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$431k		858.00	502.74	View chart
Us Bancorp Del Com New (USB)	0.2	$428k		8.8k	48.33	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$415k	+14%	3.1k	135.22	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$411k		3.9k	104.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$361k	+16%	2.6k	140.98	View chart
Wells Fargo & Company (WFC)	0.2	$320k		3.8k	83.83	View chart
JPMorgan Chase & Co. (JPM)	0.2	$311k		987.00	315.35	View chart
Starbucks Corporation (SBUX)	0.1	$301k	-6%	3.6k	84.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$298k		2.6k	112.75	View chart
Meta Platforms Cl A (META)	0.1	$295k		401.00	734.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$292k		1.2k	243.19	View chart
Johnson & Johnson (JNJ)	0.1	$233k	NEW	1.3k	185.40	View chart
Verizon Communications (VZ)	0.1	$227k		5.2k	43.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$222k	NEW	464.00	479.16	View chart
Wal-Mart Stores (WMT)	0.1	$218k		2.1k	103.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$207k	NEW	1.7k	120.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$201k	NEW	2.7k	74.36	View chart
Chevron Corporation (CVX)	0.1	$201k	NEW	1.3k	155.30	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$112k		21k	5.43	View chart

Past Filings by Hrc Wealth Management

SEC 13F filings are viewable for Hrc Wealth Management going back to 2023

Hrc Wealth Management 2025 Q3 filed Oct. 15, 2025
Hrc Wealth Management 2025 Q2 filed July 22, 2025
Hrc Wealth Management 2025 Q1 filed May 13, 2025
Hrc Wealth Management 2024 Q4 filed Feb. 12, 2025
Hrc Wealth Management 2024 Q3 filed Nov. 12, 2024
Hrc Wealth Management 2024 Q2 filed July 25, 2024
Hrc Wealth Management 2024 Q1 filed May 13, 2024
Hrc Wealth Management 2023 Q4 filed Feb. 12, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z