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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 74.84% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MSFT, Exxon Mobil Corp, AAPL, LOW, PG, QQQ, ITW, VTI, IEFA, MRK.
Started 7 new stock positions in MRK, ITW, BND, Exxon Mobil Corp, ADI, PG, LOW.
Reduced shares in these 10 stocks: SCHG, AHR, , INTC, SCHX, SCHV, VT, IMCG, IVW, EFG.
Sold out of its positions in XOM, AHR, INTC.
Hrc Wealth Management was a net buyer of stock by $3.5M.
Hrc Wealth Management has $251M in assets under management (AUM), dropping by 2.71%.
Central Index Key (CIK): 0002009521

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 69 positions in its portfolio as reported in the September 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)	31.8	$80M		2.2M	35.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	17.2	$43M		1.3M	33.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.8	$37M		1.2M	30.00	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	7.4	$19M		64k	292.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$9.0M		277k	32.53	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	3.4	$8.6M		80k	106.97	View chart
Apple (AAPL)	3.3	$8.3M	+5%	25k	333.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.8M	+10%	3.8k	739.70	View chart
NVIDIA Corporation (NVDA)	1.1	$2.7M		12k	228.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$2.5M		16k	157.85	View chart
Microsoft Corporation (MSFT)	0.8	$2.1M	+78%	4.0k	512.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.6M	+6%	12k	136.04	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$1.6M	+19%	4.3k	374.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.6M	+8%	13k	125.67	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$1.6M	+12%	8.1k	195.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	747005.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.3M	+2%	15k	84.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.2M	+24%	13k	96.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.1M		3.3k	340.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.0M	+11%	2.1k	497.95	View chart
Boeing Company (BA)	0.4	$1.0M		5.5k	186.05	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.0M		32k	31.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$982k		1.3k	766.12	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.4	$970k		3.4k	282.30	View chart
Tesla Motors (TSLA)	0.4	$960k	+28%	2.7k	354.81	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$924k	-3%	9.8k	93.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$915k		9.7k	94.54	View chart
Amazon (AMZN)	0.4	$881k		3.5k	249.15	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$824k	+17%	9.1k	90.11	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$818k	+9%	5.6k	146.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$724k		5.8k	125.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$698k	-3%	5.8k	119.83	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$684k		2.3k	294.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$669k		6.0k	111.65	View chart
Costco Wholesale Corporation (COST)	0.3	$630k		692.00	909.99	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$607k	NEW	3.7k	162.74	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$600k		2.9k	207.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$550k	+5%	3.5k	155.19	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$534k	-3%	6.5k	81.70	View chart
Us Bancorp Com New (USB)	0.2	$524k		9.1k	57.76	View chart
Broadcom (AVGO)	0.2	$462k		1.3k	351.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$445k	+33%	1.3k	330.83	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$433k		35k	12.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$404k		1.2k	344.15	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$382k		1.8k	216.05	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$342k		5.3k	64.59	View chart
Johnson & Johnson (JNJ)	0.1	$339k	+3%	1.3k	264.65	View chart
Meta Platforms Cl A (META)	0.1	$335k		461.00	725.70	View chart
Valero Energy Corporation (VLO)	0.1	$310k		800.00	387.61	View chart
Wells Fargo & Company (WFC)	0.1	$307k		3.8k	80.04	View chart
Lowe's Companies (LOW)	0.1	$282k	NEW	1.5k	184.29	View chart
Procter & Gamble Company (PG)	0.1	$278k	NEW	1.9k	145.30	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$276k		5.8k	47.43	View chart
Chevron Corporation (CVX)	0.1	$265k		1.3k	204.16	View chart
Illinois Tool Works (ITW)	0.1	$264k	NEW	1.0k	257.19	View chart
Palo Alto Networks (PANW)	0.1	$259k		651.00	397.31	View chart
Starbucks Corporation (SBUX)	0.1	$248k		2.6k	93.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$245k	-7%	4.4k	56.22	View chart
Verizon Communications (VZ)	0.1	$238k	+3%	5.2k	45.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$236k		336.00	700.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$226k		1.5k	151.55	View chart
Merck & Co (MRK)	0.1	$225k	NEW	1.6k	145.31	View chart
Wal-Mart Stores (WMT)	0.1	$225k	-3%	2.2k	103.93	View chart
Enterprise Products Partners (EPD)	0.1	$219k		6.1k	35.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$219k	NEW	3.1k	70.16	View chart
Analog Devices (ADI)	0.1	$217k	NEW	548.00	396.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$214k	-12%	1.5k	142.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$206k		338.00	608.24	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$78k		21k	3.83	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 Q3 filed Oct. 16, 2026
Hrc Wealth Management 2026 Q2 filed July 10, 2026
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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