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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, SCHD, and represent 76.75% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOT (+$7.9M), SCHV, SCHD, VTI, IEFA, BRK.B, CVX, VUG, VTV, CGGR.
Started 4 new stock positions in EPD, CGGR, CVX, VTV.
Reduced shares in these 10 stocks: BPRE, IVW, AHR, GBTC, FHLC, VXUS, IMCG, EFG, ITA, BND.
Sold out of its position in IVW.
Hrc Wealth Management was a net buyer of stock by $13M.
Hrc Wealth Management has $212M in assets under management (AUM), dropping by 1.38%.
Central Index Key (CIK): 0002009521

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	31.0	$66M		2.2M	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	18.9	$40M		1.3M	30.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	15.2	$32M		1.3M	25.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	7.8	$16M	+93%	64k	257.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$8.4M	+7%	272k	30.68	View chart
Spdr Series Trust State Street Spd (SLYG)	3.5	$7.4M	+2%	76k	96.62	View chart
Apple (AAPL)	2.8	$6.0M		24k	253.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$2.3M		16k	138.32	View chart
NVIDIA Corporation (NVDA)	1.0	$2.0M	+3%	12k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.7M	+8%	3.0k	577.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.4M		2.00	718140.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.3M	+6%	11k	124.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.2M	+92%	3.7k	320.80	View chart
Boeing Company (BA)	0.5	$1.1M		5.6k	199.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.1M	-2%	14k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.0M	+19%	10k	99.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$930k		3.2k	286.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$929k	+94%	10k	90.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$907k	+84%	1.9k	479.20	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$899k		11k	78.77	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$895k		32k	27.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$873k	+5%	1.3k	697.79	View chart
Microsoft Corporation (MSFT)	0.4	$855k		2.3k	370.10	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$838k	+7%	6.3k	132.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$833k	+3%	1.3k	653.39	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$810k		3.4k	236.33	View chart
Tesla Motors (TSLA)	0.4	$794k		2.1k	371.75	View chart
Amazon (AMZN)	0.3	$735k	+8%	3.5k	208.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$691k	-2%	6.2k	111.37	View chart
Costco Wholesale Corporation (COST)	0.3	$689k		691.00	996.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$648k	+45%	4.5k	145.02	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$633k		2.9k	218.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$624k		1.5k	426.29	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$596k	+47%	5.8k	103.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$576k		2.3k	248.80	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$555k	-28%	33k	16.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$529k	+121%	1.2k	436.75	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$493k	-10%	7.0k	70.36	View chart
Us Bancorp Com New (USB)	0.2	$467k		9.0k	52.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$459k	+2%	2.7k	169.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$434k	+3%	2.9k	148.08	View chart
Broadcom (AVGO)	0.2	$400k	-2%	1.3k	309.47	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$380k	-22%	8.1k	47.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$347k	-2%	1.2k	287.55	View chart
Wells Fargo & Company (WFC)	0.1	$305k		3.8k	79.62	View chart
Johnson & Johnson (JNJ)	0.1	$302k		1.2k	244.46	View chart
Chevron Corporation (CVX)	0.1	$298k	NEW	1.4k	206.85	View chart
JPMorgan Chase & Co. (JPM)	0.1	$293k		996.00	294.26	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$279k	-21%	5.3k	52.76	View chart
Wal-Mart Stores (WMT)	0.1	$270k		2.2k	124.25	View chart
Meta Platforms Cl A (META)	0.1	$263k		460.00	571.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$263k	+30%	4.6k	56.68	View chart
Verizon Communications (VZ)	0.1	$252k		5.0k	50.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$241k	NEW	1.2k	196.18	View chart
Starbucks Corporation (SBUX)	0.1	$237k		2.6k	89.61	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$234k	NEW	5.8k	40.19	View chart
Enterprise Products Partners (EPD)	0.1	$232k	NEW	6.1k	37.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$213k	-5%	2.9k	73.65	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 2026 Q1 filed May 12, 2026
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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