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HRC WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings

HRC WEALTH MANAGEMENT, LLC disclosed 66 stock positions in a recent SEC 13F filing. $244,419,632 of stock holdings were filed, with the largest holdings including SCHG, SCHV, and SCHX. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $487,408,854 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

66

Est. Stock Holding Value:

$244,419,632

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HRC WEALTH MANAGEMENT, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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