13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009521
Total reported value
$244.4M
$244.4M
55 檔
65.3%
During the Q3 2025 filing period, Hrc Wealth Management, LLC (CIK: 0002009521) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $244.4M across 55 reported positions.
In Q3 2025, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 35.32% | +0.03% | +0.09% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.32% | -0.31% | +1.12% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.15% | -0.25% | +0.75% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.71% | +0.25% | +5.71% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.38% | +0.37% | +1.17% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.35% | -0.39% | +1.03% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.03% | +0.02% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | -0.04% | +3.02% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | — | +0.20% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.21% | +0.11% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.07% | — | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.04% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.04% | +9.23% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.05% | +0.09% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | — | -0.56% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.02% | — | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.46% | -0.01% | +0.64% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.10% | -2.53% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.17% | -3.83% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.41% | -0.01% | +0.99% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.40% | — | +5.68% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.16% | +0.86% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +5.87% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.03% | +0.91% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | -0.39% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.34% | -0.02% | +1.37% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | +0.54% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | +1.25% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.31% | +0.01% | +1.37% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.02% | — | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.31% | -0.01% | -0.50% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.03% | +25.10% | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.25% | -0.02% | +0.83% | |
| 34 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.22% | -0.02% | -1.59% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.03% | +0.57% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.01% | +0.08% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.05% | — | |
| 38 | USB | US Bancorp | Stock-Financials | 0.21% | — | +0.74% | |
| 39 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.20% | +0.04% | +14.95% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.20% | -0.01% | +1.61% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | +0.01% | +16.57% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.01% | +0.26% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.15% | — | -6.86% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.08% | +0.11% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.01% | -0.08% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.11% | -0.03% | +0.47% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.02% | — |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $244.4M across 55 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, SCHX) accounted for 65.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOGL
市值: $291.6K
Top Position Liquidated / Trimmed
LLY
前期市值: $247.8K
During Q3 2025, Hrc Wealth Management, LLC's top holdings by market value included SCHG (35.3%)、SCHV (18.3%)、SCHX (16.1%). The largest single position, SCHG, represented 35.3% of total portfolio value.
In Q3 2025, Hrc Wealth Management, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.