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CIK: 0002009521
Total reported value
$251.0M
$251.0M
65 檔
74.4%
In Q2 2026, Hrc Wealth Management, LLC's U.S. equity holdings reached a combined market value of $251.0M, distributed across 65 disclosed stock positions.
In Q2 2026, Hrc Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 32 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 | 30.99% | +0.82% | -0.48% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.55% | -1.34% | -0.48% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.97% | -0.18% | -1.05% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 8.01% | -0.58% | +0.09% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.84% | -0.43% | +3.56% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.56% | +0.03% | +0.81% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.49% | -0.11% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.03% | -0.03% | -2.14% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.09% | +13.93% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.10% | +0.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | -0.03% | +2.13% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.01% | — | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.06% | +841.25% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.07% | +14.85% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.10% | -2.39% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | — | +3.71% | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 0.49% | -0.08% | -2.28% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.03% | +0.62% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.41% | — | +0.38% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.41% | -0.04% | -10.95% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | +0.08% | -0.03% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +0.31% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.03% | -8.42% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.04% | -0.79% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.38% | +0.01% | +0.06% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.02% | -1.40% | |
| 27 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.35% | -0.02% | +13.42% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | +0.48% | -1.86% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.01% | +0.09% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.31% | -0.03% | -2.98% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | — | +294.60% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.29% | -0.05% | +0.07% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.28% | -0.01% | +0.09% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.06% | +544.01% | |
| 35 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.27% | — | +3.12% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.01% | — | |
| 37 | USB | US Bancorp | Stock-Financials | 0.22% | -0.01% | +0.65% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | +14.83% | |
| 39 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.21% | — | -3.30% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | -0.02% | +1.70% | |
| 41 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.18% | -0.01% | +2.37% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.01% | -2.40% | |
| 43 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.16% | -0.16% | EXIT | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.01% | +43.04% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.14% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.05% | +1.10% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | -0.01% | +0.03% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | — | +0.24% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.11% | — | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.11% | -0.01% | — |
According to official SEC Form 13F filings, Hrc Wealth Management, LLC reported a total U.S. public equity portfolio value of $251.0M across 65 disclosed positions in Q2 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 74.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPMO
市值: $240.4K
Top Position Liquidated / Trimmed
BND
前期市值: $213.0K
During Q2 2026, Hrc Wealth Management, LLC's top holdings by market value included SCHG (31.0%)、SCHV (18.6%)、SCHX (15.0%). The largest single position, SCHG, represented 31.0% of total portfolio value.
In Q2 2026, Hrc Wealth Management, LLC made 59 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 19 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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