HRC WEALTH MANAGEMENT, LLC
HRC WEALTH MANAGEMENT, LLC reported 65 positions worth $244.4M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SCHG (31.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $75.8M | 30.99% | 2,238,645 | — | — | |
| ▸ 2 | SCHV | SH | $45.3M | 18.55% | 1,302,258 | — | — | |
| ▸ 3 | SCHX | SH | $36.6M | 14.97% | 1,243,601 | — | — | |
| ▸ 4 | VOT | SH | $19.6M | 8.01% | 63,909 | — | — | |
| ▸ 5 | SLYG | SH | $9.4M | 3.84% | 78,831 | — | — | |
| ▸ 6 | SCHD | SH | $8.7M | 3.56% | 274,610 | — | — | |
| ▸ 7 | AAPL | SH | $6.9M | 2.81% | 23,694 | — | — | |
| ▸ 8 | VT | SH | $2.5M | 1.03% | 16,084 | — | — | |
| ▸ 9 | QQQ | SH | $2.5M | 1.02% | 3,395 | — | — | |
| ▸ 10 | NVDA | SH | $2.4M | 0.97% | 11,827 | — | — |
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Frequently Asked Questions
What stocks does HRC WEALTH MANAGEMENT, LLC hold as of Q2 2026?
HRC WEALTH MANAGEMENT, LLC reported 65 positions worth $244.4M in its Q2 2026 13F filing. Largest positions: SCHG (31.0%), SCHV (18.5%), SCHX (15.0%), VOT (8.0%) and SLYG (3.8%).
What did HRC WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HRC WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.