Hrc Wealth Management, LLC
Hrc Wealth Management, LLC reported 65 holdings worth US$244M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Hrc Wealth Management, LLC reported 65 holdings worth US$244M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Nvidia Corporation. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$244M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 23,694 | US$6.86M | 2.8% |
| Berkshire Hathaway Inc. | 4,871 | US$2.44M | 1.00% |
| Nvidia Corporation | 11,827 | US$2.37M | 0.97% |
| Alphabet Inc (google) Class C | 4,401 | US$1.57M | 0.64% |
| Boeing Company (the) | 5,481 | US$1.19M | 0.49% |
| Tesla, Inc. | 2,106 | US$886K | 0.36% |
| Microsoft Corp. | 2,266 | US$845K | 0.35% |
| Amazon.com, Inc. | 3,532 | US$842K | 0.34% |
| Costco Wholesale Corporation | 691 | US$647K | 0.26% |
| U.s. Bancorp | 9,027 | US$545K | 0.22% |
| Broadcom Inc. | 1,315 | US$497K | 0.20% |
| American Healthcare Reit, Inc. | 7,549 | US$394K | 0.16% |
| Exxon Mobil Corporation | 2,513 | US$344K | 0.14% |
| Jp Morgan Chase & Co. | 1,007 | US$330K | 0.13% |
| Wells Fargo & Company | 3,836 | US$317K | 0.13% |
| Johnson & Johnson | 1,239 | US$315K | 0.13% |
| Starbucks Corporation | 2,639 | US$270K | 0.11% |
| Meta Platforms, Inc. | 461 | US$260K | 0.11% |
| Walmart Inc. | 2,241 | US$254K | 0.10% |
| Enterprise Products Partners L.p. | 6,136 | US$226K | 0.09% |
| Palo Alto Networks, Inc. | 651 | US$222K | 0.09% |
| Chevron Corporation | 1,299 | US$215K | 0.09% |
| Verizon Communications Inc. | 5,011 | US$212K | 0.09% |
| Valero Energy Corporation | 800 | US$208K | 0.09% |
| Intel Corporation | 1,470 | US$205K | 0.08% |
| Brightspire Capital, Inc. | 20,476 | US$112K | 0.05% |
Source
View original at SEC
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