§ 13F · FUND PROFILE
HRC WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $188M (13F)Positions · 51Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.25M | $66M | 31.0% | ±0% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.31M | $40M | 18.9% | +2% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 1.26M | $32M | 15.2% | ±0% |
| 4 | VOT | VANGUARD INDEX FDS | 64K | $16M | 7.8% | +94% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 272K | $8M | 3.9% | +8% |
| 6 | SLYG | SPDR SERIES TRUST | 76K | $7M | 3.5% | +2% |
| 7 | AAPL | APPLE INC | 24K | $6M | 2.8% | ±0% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 16K | $2M | 1.1% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 12K | $2M | 1.0% | +3% |
| 10 | QQQ | INVESCO QQQ TR | 3K | $2M | 0.8% | +8% |
§ 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 $188 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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