Hrc Wealth Management, LLC Top Holdings and 13F Report (2025) About Hrc Wealth Management, LLCInvestment ActivityHrc Wealth Management, LLC has $187.60 million in total holdings as of June 30, 2025.Hrc Wealth Management, LLC owns shares of 51 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.58% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Hrc Wealth Management, LLC has purchased 52 new stocks and bought additional shares in 34 stocks.Hrc Wealth Management, LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $66,240,385Schwab U.S. Large-Cap Value ETF $35,307,569Schwab US Large-Cap ETF $30,503,337Vanguard Mid-Cap Growth ETF $8,852,422Schwab US Dividend Equity ETF $6,591,149 Largest New Holdings this Quarter 02079K305 - Alphabet $211,392 Holding931142103 - Walmart $206,935 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 118,980 shares (about $3.48M)Schwab U.S. Large-Cap Value ETF 76,181 shares (about $2.11M)Schwab US Large-Cap ETF 84,905 shares (about $2.08M)Vanguard Mid-Cap Growth ETF 5,756 shares (about $1.64M)Alphabet 1,200 shares (about $211.39K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 700 shares (about $69.44K)Invesco S&P MidCap Momentum ETF 394 shares (about $50.69K)Invesco S&P MidCap Quality ETF 494 shares (about $48.53K)iShares Morningstar Mid-Cap Growth ETF 370 shares (about $29.68K)Vanguard Total World Stock ETF 228 shares (about $29.30K) 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$66,240,385$3,475,405 ▲5.5%2,267,73035.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$35,307,569$2,107,929 ▲6.3%1,276,02318.8%ETFSCHXSchwab US Large-Cap ETF$30,503,337$2,075,078 ▲7.3%1,248,09116.3%ETFVOTVanguard Mid-Cap Growth ETF$8,852,422$1,636,936 ▲22.7%31,1284.7%ETFSCHDSchwab US Dividend Equity ETF$6,591,149$56,922 ▲0.9%248,7233.5%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$6,453,248$189,569 ▲3.0%72,7133.4%ETFAAPLApple$4,856,324$54,575 ▲1.1%23,6702.6%Computer and TechnologyVTVanguard Total World Stock ETF$1,979,921$29,302 ▼-1.5%15,4061.1%ETFNVDANVIDIA$1,813,833$158 ▲0.0%11,4811.0%Computer and TechnologyQQQInvesco QQQ$1,563,666$71,151 ▲4.8%2,8350.8%FinanceBRK.ABerkshire Hathaway$1,457,6000.0%20.8%FinanceBABoeing$1,175,2540.0%5,6090.6%AerospaceMSFTMicrosoft$1,106,484$94,529 ▲9.3%2,2240.6%Computer and TechnologyVXUSVanguard Total International Stock ETF$988,763$138 ▲0.0%14,3110.5%ETFIJRiShares Core S&P Small-Cap ETF$973,739$54,971 ▲6.0%8,9100.5%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$909,453$29,684 ▼-3.2%11,3360.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$899,123$69,438 ▼-7.2%9,0640.5%FinanceVGTVanguard Information Technology ETF$813,608$1,326 ▲0.2%1,2270.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$777,729$3,387 ▲0.4%31,6920.4%ETFCOSTCostco Wholesale$752,271$990 ▼-0.1%7600.4%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$735,333$3,292 ▲0.4%2,9040.4%ETFMGCVanguard Mega Cap ETF$720,7840.0%3,2050.4%ETFIVViShares Core S&P 500 ETF$719,013$2,484 ▲0.3%1,1580.4%ETFAMZNAmazon.com$687,568$1,316 ▲0.2%3,1340.4%Retail/WholesaleTSLATesla$678,522$14,612 ▲2.2%2,1360.4%Auto/Tires/TrucksEFGiShares MSCI EAFE Growth ETF$678,195$2,688 ▲0.4%6,0550.4%ETFIWFiShares Russell 1000 Growth ETF$612,031$425 ▲0.1%1,4410.3%ETFVTIVanguard Total Stock Market ETF$582,1910.0%1,9160.3%ETFITAiShares U.S. Aerospace & Defense ETF$567,6310.0%3,0090.3%ETFGOOGAlphabet$562,532$3,371 ▲0.6%3,1710.3%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$559,186$493 ▲0.1%2,2680.3%ETFFHLCFidelity MSCI Health Care Index ETF$494,336$640 ▲0.1%7,7300.3%ETFGRAYSCALE BITCOIN TRUST ETF$455,961$59,890 ▲15.1%5,3750.2%SHS REP COM UTIEFAiShares Core MSCI EAFE ETF$423,763$31,891 ▲8.1%5,0760.2%ETFBRK.BBerkshire Hathaway$416,791$62,664 ▲17.7%8580.2%FinanceAMERICAN HEALTHCARE REIT INC$409,3570.0%11,1420.2%COM SHSUSBU.S. Bancorp$397,411$3,484 ▲0.9%8,7830.2%FinanceXMHQInvesco S&P MidCap Quality ETF$378,086$48,525 ▼-11.4%3,8490.2%ETFAVGOBroadcom$365,837$2,205 ▲0.6%1,3270.2%Computer and TechnologySBUXStarbucks$350,099$641 ▲0.2%3,8210.2%Retail/WholesaleXMMOInvesco S&P MidCap Momentum ETF$343,357$50,687 ▼-12.9%2,6690.2%ETFWFCWells Fargo & Company$305,328$881 ▲0.3%3,8110.2%FinanceMETAMeta Platforms$296,0550.0%4010.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$292,872$20,796 ▲7.6%2,1970.2%ETFJPMJPMorgan Chase & Co.$286,007$290 ▲0.1%9870.2%FinanceXOMExxon Mobil$285,058$216 ▲0.1%2,6440.2%EnergyLLYEli Lilly and Company$233,8590.0%3000.1%MedicalVZVerizon Communications$222,167$7,140 ▲3.3%5,1340.1%Computer and TechnologyGOOGLAlphabet$211,392$211,392 ▲New Holding1,2000.1%Computer and TechnologyWMTWalmart$206,935$206,935 ▲New Holding2,1160.1%Retail/WholesaleBRSPBrightSpire Capital$103,8530.0%20,5650.1%FinanceCVXChevron$0$216,173 ▼-100.0%00.0%EnergyJNJJohnson & Johnson$0$211,101 ▼-100.0%00.0%MedicalEPDEnterprise Products Partners$0$207,170 ▼-100.0%00.0%EnergyShowing 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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