Hrc Wealth Management, LLC Top Holdings and 13F Report (2025) About Hrc Wealth Management, LLCInvestment ActivityHrc Wealth Management, LLC has $205.08 million in total holdings as of September 30, 2025.Hrc Wealth Management, LLC owns shares of 55 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Hrc Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 33 stocks.Hrc Wealth Management, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $72,428,444Schwab U.S. Large-Cap Value ETF $37,561,283Schwab US Large-Cap ETF $33,120,921Vanguard Mid-Cap Growth ETF $9,667,514SPDR S&P 600 Small Cap Growth ETF $6,937,565 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $233,414 Holding922908736 - Vanguard Growth ETF $222,332 Holding464287309 - iShares S&P 500 Growth ETF $206,896 Holding921937835 - Vanguard Total Bond Market ETF $201,149 Holding166764100 - Chevron $200,962 Holding Largest Purchases this Quarter Vanguard Mid-Cap Growth ETF 1,778 shares (about $522.36K)Schwab U.S. Large-Cap Value ETF 14,299 shares (about $416.24K)Schwab US Large-Cap ETF 9,347 shares (about $246.20K)Johnson & Johnson 1,259 shares (about $233.41K)Vanguard Growth ETF 464 shares (about $222.33K) Largest Sales this Quarter Vanguard Information Technology ETF 47 shares (about $35.08K)iShares Core U.S. Aggregate Bond ETF 229 shares (about $22.96K)Starbucks 262 shares (about $22.17K)AMERICAN HEALTHCARE REIT INC 177 shares (about $7.44K)Vanguard Total International Stock ETF 80 shares (about $5.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHrc Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$72,428,444$65,192 ▲0.1%2,269,77335.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$37,561,283$416,244 ▲1.1%1,290,32218.3%ETFSCHXSchwab US Large-Cap ETF$33,120,921$246,200 ▲0.7%1,257,43816.2%ETFVOTVanguard Mid-Cap Growth ETF$9,667,514$522,362 ▲5.7%32,9064.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$6,937,565$79,975 ▲1.2%73,5613.4%ETFSCHDSchwab US Dividend Equity ETF$6,860,286$70,161 ▲1.0%251,2933.3%ETFAAPLApple$6,028,067$1,019 ▲0.0%23,6742.9%Computer and TechnologyVTVanguard Total World Stock ETF$2,187,221$64,217 ▲3.0%15,8721.1%ETFNVDANVIDIA$2,146,458$4,291 ▲0.2%11,5041.0%Computer and TechnologyQQQInvesco QQQ$1,703,653$1,801 ▲0.1%2,8380.8%FinanceBRK.ABerkshire Hathaway$1,508,4000.0%20.7%FinanceBABoeing$1,210,5900.0%5,6090.6%AerospaceIJRiShares Core S&P Small-Cap ETF$1,156,474$97,680 ▲9.2%9,7320.6%ETFMSFTMicrosoft$1,152,906$1,036 ▲0.1%2,2260.6%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,045,440$5,877 ▼-0.6%14,2310.5%ETFTSLATesla$949,9220.0%2,1360.5%Auto/Tires/TrucksIMCGiShares Morningstar Mid-Cap Growth ETF$943,823$5,957 ▲0.6%11,4080.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$885,708$22,957 ▼-2.5%8,8350.4%FinanceVGTVanguard Information Technology ETF$880,784$35,082 ▼-3.8%1,1800.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$841,750$8,258 ▲1.0%32,0060.4%ETFMGCVanguard Mega Cap ETF$826,613$44,418 ▲5.7%3,3870.4%ETFXLKTechnology Select Sector SPDR Fund$825,700$7,048 ▲0.9%2,9290.4%ETFIVViShares Core S&P 500 ETF$820,347$45,500 ▲5.9%1,2260.4%ETFGOOGAlphabet$779,356$7,063 ▲0.9%3,2000.4%Computer and TechnologyCOSTCostco Wholesale$700,947$2,778 ▼-0.4%7570.3%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$699,032$9,453 ▲1.4%6,1380.3%ETFAMZNAmazon.com$691,865$3,733 ▲0.5%3,1510.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$683,337$8,430 ▲1.2%1,4590.3%ETFIWYiShares Russell Top 200 Growth ETF$629,014$8,482 ▲1.4%2,2990.3%ETFVTIVanguard Total Stock Market ETF$628,8010.0%1,9160.3%ETFITAiShares U.S. Aerospace & Defense ETF$626,611$3,139 ▼-0.5%2,9940.3%ETFGRAYSCALE BITCOIN TRUST ETF$603,613$121,100 ▲25.1%6,7240.3%SHS REP COM UTFHLCFidelity MSCI Health Care Index ETF$521,172$4,280 ▲0.8%7,7940.3%ETFAMERICAN HEALTHCARE REIT INC$460,640$7,436 ▼-1.6%10,9650.2%COM SHSIEFAiShares Core MSCI EAFE ETF$445,737$2,532 ▲0.6%5,1050.2%ETFAVGOBroadcom$438,222$330 ▲0.1%1,3280.2%Computer and TechnologyBRK.BBerkshire Hathaway$431,3510.0%8580.2%FinanceUSBU.S. Bancorp$427,610$3,141 ▲0.7%8,8480.2%FinanceXMMOInvesco S&P MidCap Momentum ETF$414,868$53,954 ▲14.9%3,0680.2%ETFXMHQInvesco S&P MidCap Quality ETF$410,502$6,508 ▲1.6%3,9110.2%ETFVYMVanguard High Dividend Yield ETF$361,040$51,315 ▲16.6%2,5610.2%ETFWFCWells Fargo & Company$320,304$838 ▲0.3%3,8210.2%FinanceJPMJPMorgan Chase & Co.$311,2540.0%9870.2%FinanceSBUXStarbucks$301,104$22,166 ▼-6.9%3,5590.1%Retail/WholesaleXOMExxon Mobil$298,449$338 ▲0.1%2,6470.1%EnergyMETAMeta Platforms$294,7200.0%4010.1%Computer and TechnologyGOOGLAlphabet$291,586$243 ▼-0.1%1,1990.1%Computer and TechnologyJNJJohnson & Johnson$233,414$233,414 ▲New Holding1,2590.1%MedicalVZVerizon Communications$226,707$1,055 ▲0.5%5,1580.1%Computer and TechnologyVUGVanguard Growth ETF$222,332$222,332 ▲New Holding4640.1%ETFWMTWalmart$217,951$103 ▼0.0%2,1150.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$206,896$206,896 ▲New Holding1,7140.1%ETFBNDVanguard Total Bond Market ETF$201,149$201,149 ▲New Holding2,7050.1%ETFCVXChevron$200,962$200,962 ▲New Holding1,2940.1%EnergyBRSPBrightSpire Capital$111,6680.0%20,5650.1%FinanceLLYEli Lilly and Company$0$233,859 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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