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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 76.37% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGT, VUG, IWF, SLYG, QQQ, SPMO, IVW, VOO, PANW, SMH.
Started 7 new stock positions in SMH, INTC, PANW, VOO, SPMO, IVW, VLO.
Reduced shares in these 10 stocks: SCHX, SCHG, SCHV, BND, IMCG, AGG, VT, VTI, BA, XOM.
Sold out of its position in BND.
Hrc Wealth Management was a net buyer of stock by $3.6M.
Hrc Wealth Management has $244M in assets under management (AUM), dropping by 15.47%.
Central Index Key (CIK): 0002009521

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 65 positions in its portfolio as reported in the June 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	$76M		2.2M	33.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	18.5	$45M		1.3M	34.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	15.0	$37M		1.2M	29.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	8.0	$20M		64k	306.30	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	3.8	$9.4M	+3%	79k	119.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$8.7M		275k	31.71	View chart
Apple (AAPL)	2.8	$6.9M		24k	289.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$2.5M	-2%	16k	156.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.5M	+13%	3.4k	736.30	View chart
NVIDIA Corporation (NVDA)	1.0	$2.4M		12k	200.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.6M	+2%	11k	148.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	748850.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.4M	+841%	12k	119.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$1.4M	+14%	7.2k	190.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.3M	-2%	3.6k	370.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.2M	+3%	15k	85.49	View chart
Boeing Company (BA)	0.5	$1.2M	-2%	5.5k	216.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.2M		3.3k	353.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.0M		32k	31.10	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$999k	-10%	10k	98.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$991k		10k	96.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$958k		1.3k	748.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$946k	-8%	9.6k	98.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$940k		1.9k	500.39	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$938k		3.4k	273.64	View chart
Tesla Motors (TSLA)	0.4	$886k		2.1k	420.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$863k	+13%	5.1k	170.15	View chart
Microsoft Corporation (MSFT)	0.3	$845k		2.3k	373.06	View chart
Amazon (AMZN)	0.3	$842k		3.5k	238.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$749k	-2%	6.0k	124.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$717k	+294%	5.8k	124.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$702k		2.9k	242.42	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$674k		2.3k	290.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$672k	+544%	7.8k	86.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$671k	+3%	5.9k	112.87	View chart
Costco Wholesale Corporation (COST)	0.3	$647k		691.00	935.91	View chart
Us Bancorp Com New (USB)	0.2	$545k		9.0k	60.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$532k	+14%	3.4k	158.04	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$523k	-3%	6.8k	77.25	View chart
Broadcom (AVGO)	0.2	$497k		1.3k	377.72	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$445k	+2%	34k	13.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$421k	-2%	1.2k	357.24	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$394k	-6%	7.5k	52.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$383k	+43%	1.8k	217.99	View chart
Exxon Mobil Corporation (XOM)	0.1	$344k	-7%	2.5k	136.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$330k		1.0k	327.23	View chart
Wells Fargo & Company (WFC)	0.1	$317k		3.8k	82.65	View chart
Johnson & Johnson (JNJ)	0.1	$315k		1.2k	253.89	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$274k		5.8k	47.20	View chart
Starbucks Corporation (SBUX)	0.1	$270k		2.6k	102.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$267k		4.7k	56.48	View chart
Meta Platforms Cl A (META)	0.1	$260k		461.00	563.43	View chart
Wal-Mart Stores (WMT)	0.1	$254k	+3%	2.2k	113.26	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$241k		5.3k	45.52	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$240k	NEW	1.5k	161.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$236k	NEW	1.7k	137.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$230k	NEW	335.00	687.04	View chart
Enterprise Products Partners (EPD)	0.1	$226k		6.1k	36.76	View chart
Palo Alto Networks (PANW)	0.1	$222k	NEW	651.00	341.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$221k	NEW	338.00	655.08	View chart
Chevron Corporation (CVX)	0.1	$215k	-9%	1.3k	165.79	View chart
Verizon Communications (VZ)	0.1	$212k		5.0k	42.34	View chart
Valero Energy Corporation (VLO)	0.1	$208k	NEW	800.00	260.44	View chart
Intel Corporation (INTC)	0.1	$205k	NEW	1.5k	139.63	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$112k		21k	5.45	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 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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