Hrc Wealth Management

Hrc Wealth Management as of June 30, 2026

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