HRC WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002009521 · Moscow, ID
As of Sep 30, 2025, HRC WEALTH MANAGEMENT, LLC reported 55 positions worth $205.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 2,269,773 | $72.4M | 35.32% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 1,290,322 | $37.6M | 18.32% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,257,438 | $33.1M | 16.15% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 32,906 | $9.7M | 4.71% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 73,561 | $6.9M | 3.38% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 251,293 | $6.9M | 3.35% |
| APPLE INC | AAPL | Technology | 23,674 | $6.0M | 2.94% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 15,872 | $2.2M | 1.07% |
| NVIDIA CORP | NVDA | Technology | 11,504 | $2.1M | 1.05% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 2,838 |