HRC WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, HRC WEALTH MANAGEMENT, LLC held in its portfolio 56 assets valued at $208,794,797 (i.e. $208.80M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($73.33M), SCHWAB STRATEGIC TR ($38.11M), and SCHWAB STRATEGIC TR ($33.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HRC WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2248063 | 73331809 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 1287146 | 38112384 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 1252181 | 33696183 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 32991 | 9209036 | MCAP GR IDXVIP |
| SPDR SERIES TRUST | 74375 | 7005362 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 253201 | 6945316 | US DIVIDEND EQ |
| APPLE INC | 23697 | 6442385 | COM |
| VANGUARD INTL EQUITY INDEX F | 16295 | 2298630 | TT WRLD ST ETF |
| NVIDIA CORPORATION | 11362 | 2119036 | COM |
| INVESCO QQQ TR | 2749 | 1688800 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 10181 | 1223516 | CORE S&P SCP ETF |
| BOEING CO | 5609 | 1217826 | COM |
| MICROSOFT CORP | 2322 | 1122734 | COM |
| VANGUARD STAR FDS | 14439 | 1089258 | VG TL INTL STK F |
| ALPHABET INC | 3231 | 1014040 | CAP STK CL C |
| TESLA INC | 2136 | 960602 | COM |
| ISHARES TR | 11642 | 929518 | MRGSTR MD CP GRW |
| VANGUARD WORLD FD | 1181 | 890113 | INF TECH ETF |
| ISHARES TR | 8741 | 873019 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 31953 | 869444 | FUNDAMENTAL US L |
| VANGUARD WORLD FD | 3403 | 854623 | MEGA CAP INDEX |
| SELECT SECTOR SPDR TR | 5864 | 844245 | STATE STREET TEC |
| ISHARES TR | 1230 | 842483 | CORE S&P500 ETF |
| AMAZON COM INC | 3259 | 752242 | COM |
| ISHARES TR | 6364 | 725012 | EAFE GRWTH ETF |
| BLUEROCK PVT REAL ESTATE FD | 46724 | 700860 | COM |
| ISHARES TR | 1460 | 691165 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 1910 | 640388 | TOTAL STK MKT |
| ISHARES TR | 2301 | 637192 | RUS TP200 GR ETF |
| ISHARES TR | 2951 | 633639 | US AER DEF ETF |
| COSTCO WHSL CORP NEW | 700 | 603319 | COM |
| FIDELITY COVINGTON TRUST | 7787 | 578399 | MSCI HLTH CARE I |
| BERKSHIRE HATHAWAY INC DEL | 1024 | 514714 | CL B NEW |
| AMERICAN HEALTHCARE REIT INC | 10435 | 491071 | COM SHS |
| US BANCORP DEL | 8910 | 475419 | COM NEW |
| ISHARES TR | 5274 | 471799 | CORE MSCI EAFE |
| GRAYSCALE BITCOIN TRUST ETF | 6724 | 459653 | SHS REP COM UT |
| BROADCOM INC | 1322 | 457710 | COM |
| INVESCO EXCHANGE TRADED FD T | 3073 | 425463 | S&P MDCP MOMNTUM |
| VANGUARD WHITEHALL FDS | 2829 | 405950 | HIGH DIV YLD |
| INVESCO EXCHANGE TRADED FD T | 3918 | 401302 | S&P MDCP QUALITY |
| ALPHABET INC | 1238 | 387557 | CAP STK CL A |
| WELLS FARGO CO NEW | 3832 | 357171 | COM |
| JPMORGAN CHASE & CO. | 1012 | 326084 | COM |
| EXXON MOBIL CORP | 2650 | 318858 | COM |
| META PLATFORMS INC | 452 | 298064 | CL A |
| VANGUARD INDEX FDS | 547 | 266927 | GROWTH ETF |
| JOHNSON & JOHNSON | 1245 | 257554 | COM |
| WALMART INC | 2209 | 246082 | COM |
| VANGUARD BD INDEX FDS | 3048 | 225786 | TOTAL BND MRKT |
| STARBUCKS CORP | 2639 | 222269 | COM |
| ISHARES TR | 1714 | 211249 | S&P 500 GRWT ETF |
| J P MORGAN EXCHANGE TRADED F | 3559 | 203696 | EQUITY PREMIUM |
| VERIZON COMMUNICATIONS INC | 4998 | 203575 | COM |
| BRIGHTSPIRE CAPITAL INC | 20476 | 114666 | COM CL A |
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