HRC WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
HRC WEALTH MANAGEMENT, LLC disclosed 71 stock positions in a recent SEC 13F filing. $251,033,425 of stock holdings were filed, with the largest holdings including SCHG, SCHV, and SCHX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
71Est. Stock Holding Value:
$251,033,425Top Stock Holdings By Sector
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Portfolio Stock Holdings - HRC WEALTH MANAGEMENT, LLC
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% of Portfolio
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