HRC WEALTH MANAGEMENT, LLC
CIK 0002009521 · MOSCOW, ID · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$244.4M
2026 Q2
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHG
SCHWAB STRATEGIC TR
31.0%
SCHV
SCHWAB STRATEGIC TR
18.5%
SCHX
SCHWAB STRATEGIC TR
15.0%
VOT
VANGUARD INDEX FDS
8.0%
SLYG
SPDR SERIES TRUST
3.8%
SCHD
SCHWAB STRATEGIC TR
3.6%
AAPL
APPLE INC
2.8%
VT
VANGUARD INTL EQUITY INDEX F
1.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.