Institutions / Hrc Wealth Management, LLC
Hrc Wealth Management, LLC
CIK 2009521 · Institution · as of Dec 31, 2025
Portfolio value
$208.79M
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $73.33M | 35.1% |
| Schwab Strategic Tr | $38.11M | 18.3% |
| Schwab Strategic Tr | $33.70M | 16.1% |
| Vanguard Index Fds | $9.21M | 4.4% |
| SPDR Series Trust | $7.01M | 3.4% |
| Schwab Strategic Tr | $6.95M | 3.3% |
| Apple Inc. | $6.44M | 3.1% |
| Vanguard Intl Equity Index F | $2.30M | 1.1% |
| NVIDIA Corp | $2.12M | 1.0% |
| Invesco Qqq Tr | $1.69M | 0.8% |
| Berkshire Hathaway Inc Del | $1.51M | 0.7% |
| iShares Tr | $1.22M | 0.6% |
| The Boeing Company | $1.22M | 0.6% |
| Microsoft Corp | $1.12M | 0.5% |
| Vanguard Star Fds | $1.09M | 0.5% |
| Alphabet Inc. | $1.01M | 0.5% |
| Tesla Inc | $960.6K | 0.5% |
| iShares Tr | $929.5K | 0.4% |
| Vanguard World Fd | $890.1K | 0.4% |
| iShares Tr | $873.0K | 0.4% |
| Schwab Strategic Tr | $869.4K | 0.4% |
| Vanguard World Fd | $854.6K | 0.4% |
| Select Sector SPDR Tr | $844.2K | 0.4% |
| iShares Tr | $842.5K | 0.4% |
| Amazon.com Inc | $752.2K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.