account_balance

Investment manager · 13F filer · SEC CIK 2009521

HRC Wealth Management, LLC

Reported value$251Mas of Sep 30, 2026
Positions69 6 new, 2 sold out
Top 10 weight84.7%SCHG alone is 32%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 31.8% Held
SCHV Schwab Strategic Tr 17.2% Held
SCHX Schwab Strategic Tr 14.8% Held
VOT Vanguard Index FDS 7.4% Held
SCHD Schwab Strategic Tr 3.6% Held
SLYG SPDR Series Trust 3.4% Held
AAPL Apple Inc. 3.3% Added +5%
QQQ Invesco QQQ Tr 1.1% Added +11%
NVDA NVIDIA Corp 1.1% Held
VT Vanguard Intl Equity Index F 1.0% Held
MSFT Microsoft Corp 0.8% Added +78%
IJR iShares Tr 0.6% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • FHLC −4%
  • EFG −3%
  • IMCG −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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