§ 13F · FUND PROFILE
HRC WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187.6T (13F)Positions · 51Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$208.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.25M | $73.3T | 35.1% | NEW |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.29M | $38.1T | 18.3% | NEW |
| 3 | SCHX | SCHWAB STRATEGIC TR | 1.25M | $33.7T | 16.1% | NEW |
| 4 | VOT | VANGUARD INDEX FDS | 33K | $9.2T | 4.4% | NEW |
| 5 | SLYG | SPDR SERIES TRUST | 74K | $7.0T | 3.4% | NEW |
| 6 | SCHD | SCHWAB STRATEGIC TR | 253K | $6.9T | 3.3% | NEW |
| 7 | AAPL | APPLE INC | 24K | $6.4T | 3.1% | NEW |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 16K | $2.3T | 1.1% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 11K | $2.1T | 1.0% | NEW |
| 10 | QQQ | INVESCO QQQ TR | 3K | $1.7T | 0.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HRC SIGNAL
AC read
HRC WEALTH MANAGEMENT, LLC is a Other fund managing $187597.4 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed