Holdings

Hrc Wealth Management, LLC

As of Sep 30, 2026, Hrc Wealth Management, LLC reported 66 positions worth US$250M. Largest: Schwab U.S. Large-Cap Growth ETF, Schwab U.S. Large-Cap Value ETF and Schwab U.S. Large-Cap ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Schwab U.S. Large-Cap Growth ETF2.22MUS$79.9MnewSep 30, 2026
Schwab U.S. Large-Cap Value ETF1.3MUS$43.2MnewSep 30, 2026
Schwab U.S. Large-Cap ETF1.24MUS$37.1MnewSep 30, 2026
Vanguard Morningstar Mid-Cap Growth ETF63,892US$18.7MnewSep 30, 2026
Schwab US Dividend Equity ETF277KUS$9.02MnewSep 30, 2026
State Street SPDR S&P 600 Small Cap Growth ETF80,065US$8.56MnewSep 30, 2026
Apple Inc24,902US$8.29M+1,208Sep 30, 2026
Invesco QQQ Trust3,766US$2.79MnewSep 30, 2026
Nvidia Corporation11,751US$2.68M−76Sep 30, 2026
Berkshire Hathaway Inc.2,096US$2.54M−2,775Sep 30, 2026