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Hrc Wealth Management, LLC Portfolio
$251M across 69 positions as of 2026-09-30, with 85% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHGSchwab U.S. Large-Cap Growth ETF | $79.9M | 31.8% | 2,222,749 |
| SCHVSchwab U.S. Large-Cap Value ETF | $43.2M | 17.2% | 1,297,154 |
| SCHXSchwab U.S. Large-Cap ETF | $37.1M | 14.8% | 1,237,342 |
| VOTVanguard Mid-Cap Growth ETF | $18.7M | 7.4% | 63,892 |
| SCHDSchwab US Dividend Equity ETF | $9M | 3.6% | 277,145 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $8.6M | 3.4% | 80,065 |
| AAPLApple Inc | $8.3M | 3.3% | 24,902 |
| QQQInvesco QQQ Trust, Series 1 | $2.8M | 1.1% | 3,766 |
| NVDANVIDIA Corp | $2.7M | 1.1% | 11,751 |
| VTVanguard Total World Stock Index ETF | $2.5M | 1.0% | 15,885 |
| MSFTMicrosoft Corp | $2.1M | 0.8% | 4,043 |
| IJRiShares Core S&P Small-Cap ETF | $1.6M | 0.6% | 11,785 |
| VTIVanguard Total Stock Market ETF | $1.6M | 0.6% | 4,277 |
| VGTVanguard Information Tech ETF | $1.6M | 0.6% | 12,723 |
| XLKState Street Technology Select Sector SPDR ETF | $1.6M | 0.6% | 8,137 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.6% | 2 |
| VXUSVanguard Total International Stock ETF | $1.3M | 0.5% | 14,972 |
| IEFAiShares Core MSCI EAFE ETF | $1.2M | 0.5% | 12,734 |
| GOOGAlphabet Inc | $1.1M | 0.4% | 3,250 |
| BRK.BBerkshire Hathaway Inc | $1M | 0.4% | 2,094 |
| BABoeing Co | $1M | 0.4% | 5,481 |
| FNDXSchwab Fundamental US Large Company Index ETF | $1M | 0.4% | 32,375 |
| IVViShares Core S&P 500 ETF | $982.2K | 0.4% | 1,282 |
| MGCVanguard Mega Cap ETF | $970K | 0.4% | 3,436 |
| TSLATesla Inc | $960.1K | 0.4% | 2,706 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $924.1K | 0.4% | 9,843 |
| AGGiShares Core U.S. Aggregate Bond ETF | $915.3K | 0.4% | 9,682 |
| AMZNAmazon.com Inc | $880.5K | 0.4% | 3,534 |
| VUGVanguard Growth ETF | $823.8K | 0.3% | 9,142 |
| XMMOInvesco S&P MidCap Momentum ETF | $818.2K | 0.3% | 5,575 |
| IWFiShares Russell 1000 Growth ETF | $723.7K | 0.3% | 5,778 |
| EFGiShares MSCI EAFE Growth ETF | $697.8K | 0.3% | 5,823 |
| IWYiShares Russell Top 200 Growth ETF | $684.1K | 0.3% | 2,320 |
| XMHQInvesco S&P MidCap Quality ETF | $669.4K | 0.3% | 5,995 |
| COSTCostco Wholesale Corp | $629.7K | 0.3% | 692 |
| XOMExxonmobil Holdings Corp | $607.4K | 0.2% | 3,732 |
| ITAiShares U.S. Aerospace & Defense ETF | $600.2K | 0.2% | 2,897 |
| VYMVanguard High Dividend Yield ETF | $549.5K | 0.2% | 3,541 |
| FHLCFIDELITY COVINGTON TRUST | $533.6K | 0.2% | 6,531 |
| USBUS Bancorp | $524.4K | 0.2% | 9,080 |
| AVGOBroadcom Inc | $462.2K | 0.2% | 1,316 |
| JPMJPMorgan Chase & Co | $444.6K | 0.2% | 1,344 |
| BLUEROCK PVT REAL ESTATE FD | $432.9K | 0.2% | 34,520 |
| GOOGLAlphabet Inc | $404K | 0.2% | 1,174 |
| VTVVanguard Value ETF | $382K | 0.2% | 1,768 |
| GBTCGrayscale Bitcoin Trust (Btc) | $341.9K | 0.1% | 5,293 |
| JNJJohnson & Johnson | $338.5K | 0.1% | 1,279 |
| METAMeta Platforms Inc | $334.5K | 0.1% | 461 |
| VLOValero Energy Corp | $310.1K | 0.1% | 800 |
| WFCWells Fargo & Co | $307.1K | 0.1% | 3,837 |
| LOWLowe's Companies Inc | $282K | 0.1% | 1,530 |
| PGProcter & Gamble Co | $278.4K | 0.1% | 1,916 |
| CGGRCapital Group Growth ETF | $275.7K | 0.1% | 5,812 |
| CVXChevron Corp | $265K | 0.1% | 1,298 |
| ITWIllinois Tool Works Inc | $264.1K | 0.1% | 1,027 |
| PANWPalo Alto Networks Inc | $258.6K | 0.1% | 651 |
| SBUXStarbucks Corp | $248K | 0.1% | 2,639 |
| JEPIJPMorgan Equity Premium Income ETF | $244.7K | 0.1% | 4,352 |
| VZVerizon Communications Inc | $238.1K | 0.1% | 5,191 |
| VOOVanguard S&P 500 ETF | $235.5K | 0.1% | 336 |
| SPMOInvesco S&P 500 Momentum ETF | $226K | 0.1% | 1,491 |
| MRKMerck & Co Inc | $225.4K | 0.1% | 1,551 |
| WMTWalmart Inc | $224.7K | 0.1% | 2,162 |
| EPDEnterprise Products Partners L.P | $218.9K | 0.1% | 6,149 |
| BNDVanguard Total Bond Market ETF | $218.8K | 0.1% | 3,119 |
| ADIAnalog Devices Inc | $217.4K | 0.1% | 548 |
| IVWiShares S&P 500 Growth ETF | $213.7K | 0.1% | 1,502 |
| SMHVanEck Semiconductor ETF | $205.6K | 0.1% | 338 |
| BRIGHTSPIRE CAPITAL INC | $78.4K | 0.0% | 20,476 |
Quarter ending 2026-09-30.
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