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CIK: 0002009521
Total reported value
$244.4M
$244.4M
56 檔
66.0%
According to the latest 13F quarterly dataset, Hrc Wealth Management, LLC managed an equity portfolio of $244.4M at the end of Q4 2025, spanning 56 distinct U.S. exchange-listed positions.
In Q4 2025, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 30 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 | 35.12% | +0.03% | -0.96% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.25% | -0.31% | -0.25% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.14% | -0.25% | -0.42% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.41% | +0.25% | +0.26% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.36% | +0.37% | +1.11% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.33% | -0.39% | +0.76% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.03% | +0.10% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.10% | -0.04% | +2.67% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | -1.23% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.21% | -3.14% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | -0.07% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.04% | +4.61% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.04% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | +4.31% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | — | +1.46% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.03% | +0.97% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.02% | — | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.45% | -0.01% | +2.05% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.17% | +0.08% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.10% | -1.06% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.42% | -0.01% | -0.17% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.41% | — | +0.47% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.16% | +100.20% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.33% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.01% | +3.43% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | -0.02% | +3.68% | |
| 27 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.34% | -0.08% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | +0.07% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.02% | -0.31% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.31% | +0.01% | +0.09% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.30% | -0.01% | -1.44% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.07% | -7.53% | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.28% | -0.02% | -0.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.05% | +19.35% | |
| 35 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.24% | -0.02% | -4.83% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.23% | — | +0.70% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.03% | +3.31% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.22% | -0.03% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.01% | -0.45% | |
| 40 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.20% | +0.04% | +0.16% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | +0.01% | +10.46% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.19% | -0.01% | +0.18% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.01% | +3.25% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.01% | +0.29% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | +2.53% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.08% | +0.11% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | +12.72% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.02% | +17.89% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | -1.11% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | +4.44% |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $244.4M across 56 disclosed positions in Q4 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 66.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $700.9K
Top Position Liquidated / Trimmed
CVX
前期市值: $201.0K
During Q4 2025, Hrc Wealth Management, LLC's top holdings by market value included SCHG (35.1%)、SCHV (18.3%)、SCHX (16.1%). The largest single position, SCHG, represented 35.1% of total portfolio value.
In Q4 2025, Hrc Wealth Management, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 1 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.
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