Hrc Wealth Management, LLC Top Holdings and 13F Report (2026) About Hrc Wealth Management, LLCInvestment ActivityHrc Wealth Management, LLC has $244.42 million in total holdings as of June 30, 2026.Hrc Wealth Management, LLC owns shares of 65 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 0.69% of the portfolio was sold this quarter.This quarter, Hrc Wealth Management, LLC has purchased 59 new stocks and bought additional shares in 32 stocks.Hrc Wealth Management, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $75,755,760Schwab U.S. Large-Cap Value ETF $45,331,608Schwab US Large-Cap ETF $36,599,182Vanguard Mid-Cap Growth ETF $19,575,301SPDR S&P 600 Small Cap Growth ETF $9,391,126 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $240,424 Holding464287309 - iShares S&P 500 Growth ETF $235,705 Holding922908363 - Vanguard S&P 500 ETF $230,157 Holding697435105 - Palo Alto Networks $222,004 Holding92189F676 - VanEck Semiconductor ETF $221,416 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 10,524 shares (about $1.26M)Vanguard Growth ETF 6,588 shares (about $567.47K)iShares Russell 1000 Growth ETF 4,310 shares (about $535.14K)SPDR S&P 600 Small Cap Growth ETF 2,711 shares (about $322.96K)Invesco QQQ 415 shares (about $305.56K) Largest Sales this Quarter Schwab US Large-Cap ETF 13,139 shares (about $386.68K)Schwab U.S. Large-Cap Growth ETF 10,709 shares (about $362.39K)Schwab U.S. Large-Cap Value ETF 6,301 shares (about $219.34K)iShares Morningstar Mid-Cap Growth ETF 1,250 shares (about $122.88K)iShares Core U.S. Aggregate Bond ETF 878 shares (about $86.91K) 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$75,755,760$362,393 â–¼-0.5%2,238,64531.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$45,331,608$219,338 â–¼-0.5%1,302,25818.5%ETFSCHXSchwab US Large-Cap ETF$36,599,182$386,681 â–¼-1.0%1,243,60115.0%ETFVOTVanguard Mid-Cap Growth ETF$19,575,301$18,072 â–²0.1%63,9098.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$9,391,126$322,961 â–²3.6%78,8313.8%ETFSCHDSchwab US Dividend Equity ETF$8,707,879$69,635 â–²0.8%274,6103.6%ETFAAPLApple$6,856,204$7,523 â–¼-0.1%23,6942.8%Computer and TechnologyVTVanguard Total World Stock ETF$2,524,427$55,090 â–¼-2.1%16,0841.0%ETFQQQInvesco QQQ$2,499,736$305,564 â–²13.9%3,3951.0%FinanceNVDANVIDIA$2,366,404$18,608 â–²0.8%11,8271.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,636,464$34,112 â–²2.1%11,0340.7%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.6%FinanceVGTVanguard Information Technology ETF$1,407,362$1,257,841 â–²841.2%11,7750.6%ETFXLKTechnology Select Sector SPDR Fund$1,379,069$178,338 â–²14.9%7,2380.6%ETFVTIVanguard Total Stock Market ETF$1,328,880$32,565 â–¼-2.4%3,5910.5%ETFVXUSVanguard Total International Stock ETF$1,245,419$44,540 â–²3.7%14,5680.5%ETFBABoeing$1,186,472$27,708 â–¼-2.3%5,4810.5%AerospaceGOOGAlphabet$1,152,326$7,067 â–²0.6%3,2610.5%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$1,003,099$3,794 â–²0.4%32,2540.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$999,351$122,879 â–¼-10.9%10,1660.4%ETFIEFAiShares Core MSCI EAFE ETF$991,093$290 â–¼0.0%10,2620.4%ETFIVViShares Core S&P 500 ETF$957,644$2,995 â–²0.3%1,2790.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$945,480$86,907 â–¼-8.4%9,5520.4%FinanceBRK.BBerkshire Hathaway$939,732$7,506 â–¼-0.8%1,8780.4%FinanceMGCVanguard Mega Cap ETF$938,035$547 â–²0.1%3,4280.4%ETFTSLATesla$885,784$12,618 â–¼-1.4%2,1060.4%Auto/Tires/TrucksXMMOInvesco S&P MidCap Momentum ETF$862,680$102,092 â–²13.4%5,0700.4%ETFMSFTMicrosoft$845,362$16,042 â–¼-1.9%2,2660.3%Computer and TechnologyAMZNAmazon.com$841,817$715 â–²0.1%3,5320.3%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$749,137$23,018 â–¼-3.0%6,0210.3%ETFIWFiShares Russell 1000 Growth ETF$716,790$535,140 â–²294.6%5,7730.3%ETFITAiShares U.S. Aerospace & Defense ETF$701,577$485 â–²0.1%2,8940.3%ETFIWYiShares Russell Top 200 Growth ETF$673,617$581 â–²0.1%2,3180.3%ETFVUGVanguard Growth ETF$671,787$567,474 â–²544.0%7,7990.3%ETFXMHQInvesco S&P MidCap Quality ETF$671,263$20,317 â–²3.1%5,9470.3%ETFCOSTCostco Wholesale$646,7160.0%6910.3%Retail/WholesaleUSBU.S. Bancorp$545,250$3,503 â–²0.6%9,0270.2%FinanceVYMVanguard High Dividend Yield ETF$532,272$68,747 â–²14.8%3,3680.2%Financial ServicesFHLCFidelity MSCI Health Care Index ETF$523,446$17,845 â–¼-3.3%6,7760.2%ETFAVGOBroadcom$496,706$8,310 â–²1.7%1,3150.2%Computer and TechnologyBLUEROCK PVT REAL ESTATE FD$444,654$10,278 â–²2.4%34,1780.2%COMGOOGLAlphabet$420,474$10,360 â–¼-2.4%1,1770.2%Computer and TechnologyAMERICAN HEALTHCARE REIT INC$393,680$26,440 â–¼-6.3%7,5490.2%COM SHSVTVVanguard Value ETF$383,223$115,316 â–²43.0%1,7580.2%ETFXOMExxonMobil$343,562$26,522 â–¼-7.2%2,5130.1%EnergyJPMJPMorgan Chase & Co.$329,522$3,600 â–²1.1%1,0070.1%FinanceWFCWells Fargo & Company$317,043$83 â–²0.0%3,8360.1%FinanceJNJJohnson & Johnson$314,565$762 â–²0.2%1,2390.1%MedicalCGGRCapital Group Growth ETF$274,1850.0%5,8090.1%ETFSBUXStarbucks$269,7290.0%2,6390.1%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$266,590$5,027 â–²1.9%4,7200.1%ETFMETAMeta Platforms$259,742$563 â–²0.2%4610.1%Computer and TechnologyWALMART INC$253,807$7,701 â–²3.1%2,2410.1%COMGRAYSCALE BITCOIN TRUST ETF$240,9370.0%5,2930.1%SHS REP COM UTSPMOInvesco S&P 500 Momentum ETF$240,424$240,424 â–²New Holding1,4880.1%ETFIVWiShares S&P 500 Growth ETF$235,705$235,705 â–²New Holding1,7140.1%ETFVOOVanguard S&P 500 ETF$230,157$230,157 â–²New Holding3350.1%ETFEPDEnterprise Products Partners$225,546$478 â–²0.2%6,1360.1%EnergyPANWPalo Alto Networks$222,004$222,004 â–²New Holding6510.1%Computer and TechnologySMHVanEck Semiconductor ETF$221,416$221,416 â–²New Holding3380.1%ManufacturingCVXChevron$215,365$23,045 â–¼-9.7%1,2990.1%EnergyVZVerizon Communications$212,1490.0%5,0110.1%Computer and TechnologyVLOValero Energy$208,352$208,352 â–²New Holding8000.1%EnergyINTCIntel$205,256$205,256 â–²New Holding1,4700.1%Computer and TechnologyBRSPBrightSpire Capital$111,5940.0%20,4760.0%FinanceBNDVanguard Total Bond Market ETF$0$212,999 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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