Q2 2026 13F · SEC CIK 2009521

Hrc Wealth Management, LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $244.4M
Reported positions: 65
Top holdings a year, 3 yrs: +18.0%
Assets under management: $487.4M

Hrc Wealth Management, LLC is a wealth manager that reported 65 positions worth $244.4M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Schwab U.s. Large-Cap Growth ETF (SCHG, 31.0%), Schwab Strategic Tr (SCHV, 18.5%), Schwab Stratgc Tr (SCHX, 15.0%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 18.8% for the S&P 500.

Hrc Wealth Management, LLC holdings largest 50 of 65 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hrc Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHGSchwab U.s. Large-Cap Growth ETF	31.0%	31.0%	2,238,645	-0.5%	$75.8M
SCHVSchwab Strategic Tr	18.5%	18.9%	1,302,258	-0.5%	$45.3M
SCHXSchwab Stratgc Tr	15.0%	15.2%	1,243,601	-1.0%	$36.6M
VOTVanguard Index Fds	8.0%	7.8%	63,909	+0.1%	$19.6M
SLYGSpdr Series Trust	3.8%	3.5%	78,831	+3.6%	$9.4M
SCHDSchwab Strategic Tr	3.6%	3.9%	274,610	+0.8%	$8.7M
AAPLApple Inc	2.8%	2.8%	23,694	-0.1%	$6.9M
VTVanguard Total World Stock Index Fund Et	1.0%	1.1%	16,084	-2.1%	$2.5M
QQQInvesco Qqq Tr	1.0%	0.8%	3,395	+13.9%	$2.5M
NVDANvidia Corporation Com	1.0%	1.0%	11,827	+0.8%	$2.4M
IJRIshares Core S&p Small Cap ETF	0.7%	0.6%	11,034	+2.1%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.7%	2	+0.0%	$1.5M
VGTVanguard Info Tech	0.6%	0.4%	11,775	+841.2%	$1.4M
XLKState Street Technology Select Sector Sp	0.6%	0.4%	7,238	+14.9%	$1.4M
VTIVanguard Index Fds	0.5%	0.6%	3,591	-2.4%	$1.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.5%	14,568	+3.7%	$1.2M
BABoeing Co	0.5%	0.5%	5,481	-2.3%	$1.2M
GOOGAlphabet Inc	0.5%	0.4%	3,261	+0.6%	$1.2M
FNDXSchwab Strategic Tr	0.4%	0.4%	32,254	+0.4%	$1.0M
IMCGIshares Morningstar Mid-Cap Growth ETF	0.4%	0.4%	10,166	-10.9%	$999K
IEFAIshares Core Msci Eafe ETF	0.4%	0.4%	10,262	-0.0%	$991K
IVVIshares Core S&p 500 ETF	0.4%	0.4%	1,279	+0.3%	$958K
AGGIshares Tr	0.4%	0.5%	9,552	-8.4%	$945K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,878	-0.8%	$940K
MGCVanguard Mega Cap ETF Total	0.4%	0.4%	3,428	+0.1%	$938K
TSLATesla Inc Com	0.4%	0.4%	2,106	-1.4%	$886K
XMMOInvesco S&p Midcap Momentum ETF	0.4%	0.3%	5,070	+13.4%	$863K
MSFTMicrosoft Corp	0.3%	0.4%	2,266	-1.9%	$845K
AMZNAmazon Com Inc Com	0.3%	0.3%	3,532	+0.1%	$842K
EFGIshares Tr	0.3%	0.3%	6,021	-3.0%	$749K
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	5,773	+294.6%	$717K
ITAIshares U.s. Aerospace & Defense ETF	0.3%	0.3%	2,894	+0.1%	$702K
IWYIshares Russell Top 200 Growth ETF	0.3%	0.3%	2,318	+0.1%	$674K
VUGVanguard Indx Fd	0.3%	0.3%	7,799	+544.0%	$672K
XMHQInvesco Exchange Traded Fd T	0.3%	0.3%	5,947	+3.1%	$671K
COSTCostco Whsl Corp New	0.3%	0.3%	691	+0.0%	$647K
USBUS Bancorp Del	0.2%	0.2%	9,027	+0.6%	$545K
VYMVym	0.2%	0.2%	3,368	+14.8%	$532K
FHLCFidelity Msci Health Care Index ETF	0.2%	0.2%	6,776	-3.3%	$523K
AVGOBroadcom Inc	0.2%	0.2%	1,315	+1.7%	$497K
BPREBluerock Pvt Real Estate Fd Com	0.2%	0.3%	34,178	+2.4%	$445K
GOOGLAlphabet Inc	0.2%	0.2%	1,177	-2.4%	$420K
AHRAmerican Healthcare REIT Inc	0.2%	0.2%	7,549	-6.3%	$394K
VTVVanguard Value ETF	0.2%	—	1,758	—	$383K
XOMExxon Mobil Corp	0.1%	0.2%	2,513	-7.2%	$344K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,007	+1.1%	$330K
WFCWells Fargo Co New	0.1%	0.1%	3,836	+0.0%	$317K
JNJJohnson & Johnson	0.1%	0.1%	1,239	+0.2%	$315K
CGGRCapital Group Growth ETF	0.1%	—	5,809	—	$274K
SBUXStarbucks Corp Com	0.1%	—	2,639	—	$270K

What Hrc Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$244.4M	65
Q1 2026	$211.7M	59
Q4 2025	$208.8M	56
Q3 2025	$205.1M	55
Q2 2025	$187.6M	51
Q1 2025	$161.2M	52
Q4 2024	$168.5M	50
Q3 2024	$154.8M	43
Q2 2024	$146.1M	43
Q1 2024	$136.9M	41
Q4 2023	$116.2M	27

Questions about Hrc Wealth Management, LLC's portfolio

What stocks does Hrc Wealth Management, LLC own?

Hrc Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 65 positions worth $244.4M. The largest are Schwab U.s. Large-Cap Growth ETF (SCHG) at 31.0%, Schwab Strategic Tr (SCHV) at 18.5%, Schwab Stratgc Tr (SCHX) at 15.0%, Vanguard Index Fds (VOT) at 8.0% and Spdr Series Trust (SLYG) at 3.8%.

What did Hrc Wealth Management, LLC buy last quarter?

In Q2 2026, Hrc Wealth Management, LLC added Vanguard Info Tech (VGT) (+841.2% shares), Vanguard Indx Fd (VUG) (+544.0% shares) and Ishares Russell 1000 Growth ETF (IWF) (+294.6% shares), compared with its Q1 2026 filing.

What did Hrc Wealth Management, LLC sell last quarter?

In Q2 2026, Hrc Wealth Management, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Grayscale Bitcoin Trust ETF (GBTC), cut from its top 50 Walmart Inc (WMT), Ishares Morningstar Mid-Cap Growth ETF (IMCG) (-10.9% shares), Ishares Tr (AGG) (-8.4% shares) and Exxon Mobil Corp (XOM) (-7.2% shares), compared with its Q1 2026 filing.

How has Hrc Wealth Management, LLC's portfolio performed?

A portfolio copying Hrc Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +19.9% against +20.1%.

When is Hrc Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hrc Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hrc Wealth Management, LLC manage?

Hrc Wealth Management, LLC reported $487.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $244.4M.