HRC WEALTH MANAGEMENT, LLC

CIK 0002009521 • 7 13F filings • May 13, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $187.6M51 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$211K	0.1%Prev: 0.2%	1,200 SH	Decreased-6 SH
ALPHABET INC	CAP STK CL C	$563K	0.3%Prev: 0.4%	3,171 SH	Decreased-70 SH
AMAZON COM INC	COM	$688K	0.4%Prev: 0.3%	3,134 SH	Decreased-395 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$409K	0.2%Prev: 0.2%	11,142 SH	Increased+3,086 SH
APPLE INC	COM	$4.9M	2.6%Prev: 2.8%	23,670 SH	Decreased-50 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.8%Prev: 0.7%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$417K	0.2%Prev: 0.4%	858 SH	Decreased-1,035 SH
BOEING CO	COM	$1.2M	0.6%Prev: 0.5%	5,609 SH	Increased
BRIGHTSPIRE CAPITAL INC	COM CL A	$104K	0.1%Prev: 0.1%	20,565 SH	Decreased+89 SH
BROADCOM INC	COM	$366K	0.2%Prev: 0.2%	1,327 SH	Decreased+34 SH
COSTCO WHSL CORP NEW	COM	$752K	0.4%	760 SH	New
ELI LILLY & CO	COM	$234K	0.1%	300 SH	New
EXXON MOBIL CORP	COM	$285K	0.2%Prev: 0.2%	2,644 SH	Decreased-63 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$494K	0.3%Prev: 0.2%	7,730 SH	Increased+723 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$456K	0.2%Prev: 0.1%	5,375 SH	Increased+82 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$343K	0.2%Prev: 0.3%	2,669 SH	Decreased-1,801 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$378K	0.2%Prev: 0.3%	3,849 SH	Decreased-1,918 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.8%Prev: 0.8%	2,835 SH	Decreased-145 SH
ISHARES TR	CORE MSCI EAFE	$424K	0.2%Prev: 0.4%	5,076 SH	Decreased-5,189 SH
ISHARES TR	CORE S&P SCP ETF	$974K	0.5%Prev: 0.6%	8,910 SH	Decreased-1,894 SH
ISHARES TR	CORE S&P500 ETF	$719K	0.4%Prev: 0.4%	1,158 SH	Decreased-117 SH
ISHARES TR	CORE US AGGBD ET	$899K	0.5%Prev: 0.5%	9,064 SH	Decreased-1,366 SH
ISHARES TR	EAFE GRWTH ETF	$678K	0.4%Prev: 0.3%	6,055 SH	Decreased-151 SH
ISHARES TR	MRGSTR MD CP GRW	$909K	0.5%Prev: 0.4%	11,336 SH	Increased-80 SH
ISHARES TR	RUS 1000 GRW ETF	$612K	0.3%Prev: 0.3%	1,441 SH	Decreased-22 SH
ISHARES TR	RUS TP200 GR ETF	$559K	0.3%Prev: 0.3%	2,268 SH	Decreased-48 SH
ISHARES TR	US AER DEF ETF	$568K	0.3%Prev: 0.3%	3,009 SH	Decreased+117 SH
JPMORGAN CHASE & CO.	COM	$286K	0.2%	987 SH	New
META PLATFORMS INC	CL A	$296K	0.2%Prev: 0.1%	401 SH	Increased-59 SH
MICROSOFT CORP	COM	$1.1M	0.6%Prev: 0.4%	2,224 SH	Increased-85 SH
NVIDIA CORPORATION	COM	$1.8M	1.0%Prev: 1.0%	11,481 SH	Decreased-253 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$778K	0.4%Prev: 0.4%	31,692 SH	Decreased-440 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.6M	3.5%Prev: 3.9%	248,723 SH	Decreased-23,691 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$66.2M	35.3%Prev: 31.0%	2,267,730 SH	Increased+18,376 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$35.3M	18.8%Prev: 18.9%	1,276,023 SH	Decreased-32,536 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$30.5M	16.3%Prev: 15.2%	1,248,091 SH	Decreased-8,649 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$735K	0.4%	2,904 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$6.5M	3.4%	72,713 SH	New
STARBUCKS CORP	COM	$350K	0.2%Prev: 0.1%	3,821 SH	Increased+1,182 SH
TESLA INC	COM	$679K	0.4%Prev: 0.4%	2,136 SH	Decreased
US BANCORP DEL	COM NEW	$397K	0.2%	8,783 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$8.9M	4.7%Prev: 7.8%	31,128 SH	Decreased-32,722 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$582K	0.3%Prev: 0.6%	1,916 SH	Decreased-1,763 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.0M	1.1%Prev: 1.1%	15,406 SH	Decreased-1,029 SH
VANGUARD STAR FDS	VG TL INTL STK F	$989K	0.5%Prev: 0.5%	14,311 SH	Decreased+264 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$293K	0.2%Prev: 0.2%	2,197 SH	Decreased-736 SH
VANGUARD WORLD FD	INF TECH ETF	$814K	0.4%Prev: 0.4%	1,227 SH	Decreased-24 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$721K	0.4%Prev: 0.4%	3,205 SH	Decreased-221 SH
VERIZON COMMUNICATIONS INC	COM	$222K	0.1%Prev: 0.1%	5,134 SH	Decreased+123 SH
WALMART INC	COM	$207K	0.1%Prev: 0.1%	2,116 SH	Decreased-57 SH
WELLS FARGO CO NEW	COM	$305K	0.2%	3,811 SH	New

Sold (vs prior filing)

BLUEROCK PVT REAL ESTATE FD — $555K
CAPITAL GROUP GROWTH ETF — $233K
CHEVRON CORPORATION — $297K
COSTCO WHOLESALE CORPORATION — $688K
ENTERPRISE PRODS PARTNERS L — $232K
J P MORGAN EXCHANGE TRADED F — $263K
JOHNSON & JOHNSON — $302K
JPMORGAN CHASE & CO — $293K
SELECT SECTOR SPDR TR — $838K
SPDR SERIES TRUST — $7.4M
US BANCORP — $466K
VANGUARD BD INDEX FDS — $213K
VANGUARD INDEX FDS — $529K
VANGUARD INDEX FDS — $241K
WELLS FARGO & CO — $305K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001172661-26-004567	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001172661-26-000243	$208.8M	View
Oct 15, 2025	Q3 2025