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CIK: 0002009521
Total reported value
$244.4M
$244.4M
59 檔
66.5%
As reported in its official Q1 2026 Form 13F filing, Hrc Wealth Management, LLC's tracked investment portfolio stood at $244.4M with 59 total positions.
In Q1 2026, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 34 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 | 30.96% | +0.03% | +0.06% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.86% | -0.31% | +1.66% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.22% | -0.25% | +0.36% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.76% | +0.25% | +93.54% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.95% | -0.39% | +7.59% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.47% | +0.37% | +2.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.03% | +0.10% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | -0.04% | +0.86% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | — | +3.27% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.21% | +8.40% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | -0.07% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.04% | +6.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.02% | +92.62% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 0.53% | -0.04% | — | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | — | -2.71% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.10% | +19.32% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.03% | +0.31% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.03% | +94.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.05% | +84.86% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.42% | -0.01% | -1.94% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.42% | -0.01% | +0.56% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.17% | +5.93% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.05% | -0.56% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.16% | +7.47% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +3.66% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.38% | — | +0.68% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.01% | +8.28% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.33% | -0.02% | -2.48% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.07% | -1.29% | |
| 31 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.31% | +0.04% | +45.46% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.30% | -0.01% | -2.00% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | — | +0.21% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.28% | -0.01% | +47.19% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.27% | +0.01% | +0.65% | |
| 36 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.26% | -0.08% | -28.54% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.02% | +121.39% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.23% | -0.02% | -10.02% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.22% | — | +0.66% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.08% | +2.15% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | +0.01% | +3.68% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.01% | -2.19% | |
| 43 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.18% | -0.02% | -22.80% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | -2.58% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | -0.01% | +0.08% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.01% | -0.72% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.05% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | -1.58% | |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.13% | -0.03% | -21.28% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | -1.63% |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $244.4M across 59 disclosed positions in Q1 2026.
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 66.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CVX
市值: $297.5K
Top Position Liquidated / Trimmed
IVW
前期市值: $211.2K
During Q1 2026, Hrc Wealth Management, LLC's top holdings by market value included SCHG (31.0%)、SCHV (18.9%)、SCHX (15.2%). The largest single position, SCHG, represented 31.0% of total portfolio value.
In Q1 2026, Hrc Wealth Management, LLC made 55 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 16 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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