HRC WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20095212026Q2
| Positions | 65 |
|---|
| Reported value | $244.4m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 65 (+6 vs prior quarter) |
|---|
| Reported value | $244.4m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 2,238,645 | $75.8m | 31.0% |
| SCHV SCHWAB STRATEGIC TR | 1,302,258 | $45.3m | 18.5% |
| SCHX SCHWAB STRATEGIC TR | 1,243,601 | $36.6m | 15.0% |
| VOT VANGUARD INDEX FDS | 63,909 | $19.6m | 8.0% |
| SLYG SPDR SERIES TRUST | 78,831 | $9.4m | 3.8% |
| SCHD SCHWAB STRATEGIC TR | 274,610 | $8.7m | 3.6% |
| AAPL APPLE INC | 23,694 | $6.9m | 2.8% |
| ACWI VANGUARD INTL EQUITY INDEX F | 16,084 | $2.5m | 1.0% |
| QQQ INVESCO QQQ TR | 3,395 | $2.5m | 1.0% |
| NVDA NVIDIA CORPORATION | 11,827 | $2.4m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009521")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples