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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 77.28% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BPRE, XLK, JEPI, BRK.B, SLYG, VT, IJR, SCHD, MSFT, VUG.
Started 2 new stock positions in JEPI, BPRE.
Reduced shares in these 10 stocks: SCHG, CVX, SCHX, SCHV, SBUX, QQQ, COST, NVDA, AHR, AGG.
Sold out of its position in CVX.
Hrc Wealth Management was a net buyer of stock by $611k.
Hrc Wealth Management has $209M in assets under management (AUM), dropping by 1.81%.
Central Index Key (CIK): 0002009521

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

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 56 positions in its portfolio as reported in the December 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)	35.1	$73M		2.2M	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	18.3	$38M		1.3M	29.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	16.1	$34M		1.3M	26.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.4	$9.2M		33k	279.14	View chart
Spdr Series Trust State Street Spd (SLYG)	3.4	$7.0M		74k	94.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$6.9M		253k	27.43	View chart
Apple (AAPL)	3.1	$6.4M		24k	271.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$2.3M	+2%	16k	141.06	View chart
NVIDIA Corporation (NVDA)	1.0	$2.1M		11k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.7M	-3%	2.7k	614.33	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.5M		2.00	754800.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.2M	+4%	10k	120.18	View chart
Boeing Company (BA)	0.6	$1.2M		5.6k	217.12	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	+4%	2.3k	483.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.1M		14k	75.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.0M		3.2k	313.85	View chart
Tesla Motors (TSLA)	0.5	$961k		2.1k	449.72	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$930k	+2%	12k	79.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$890k		1.2k	753.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$873k		8.7k	99.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$869k		32k	27.21	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$855k		3.4k	251.14	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$844k	+100%	5.9k	143.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$843k		1.2k	684.95	View chart
Amazon (AMZN)	0.4	$752k	+3%	3.3k	230.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$725k	+3%	6.4k	113.92	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$701k	NEW	47k	15.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$691k		1.5k	473.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$640k		1.9k	335.28	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$637k		2.3k	276.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$634k		3.0k	214.72	View chart
Costco Wholesale Corporation (COST)	0.3	$603k	-7%	700.00	861.88	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$578k		7.8k	74.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$515k	+19%	1.0k	502.65	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$491k	-4%	10k	47.06	View chart
Us Bancorp Del Com New (USB)	0.2	$475k		8.9k	53.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$472k	+3%	5.3k	89.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$460k		6.7k	68.36	View chart
Broadcom (AVGO)	0.2	$458k		1.3k	346.23	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$426k		3.1k	138.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$406k	+10%	2.8k	143.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$401k		3.9k	102.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$388k	+3%	1.2k	313.05	View chart
Wells Fargo & Company (WFC)	0.2	$357k		3.8k	93.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$326k	+2%	1.0k	322.22	View chart
Exxon Mobil Corporation (XOM)	0.2	$319k		2.7k	120.32	View chart
Meta Platforms Cl A (META)	0.1	$298k	+12%	452.00	659.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$267k	+17%	547.00	487.98	View chart
Johnson & Johnson (JNJ)	0.1	$258k		1.2k	206.87	View chart
Wal-Mart Stores (WMT)	0.1	$246k	+4%	2.2k	111.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$226k	+12%	3.0k	74.08	View chart
Starbucks Corporation (SBUX)	0.1	$222k	-25%	2.6k	84.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$211k		1.7k	123.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$204k	NEW	3.6k	57.23	View chart
Verizon Communications (VZ)	0.1	$204k	-3%	5.0k	40.73	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$115k		21k	5.60	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 Q4 filed Jan. 21, 2026
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

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