HRC WEALTH MANAGEMENT, LLC

Est. AUM

$211.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$65.5M	2249354	30.96%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP VA ETF	$39.9M	1308559	18.86%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$32.2M	1256740	15.22%	SOLE
4	VANGUARD INDEX FDS	MCAP GR IDXVIP	$16.4M	63850	7.76%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.4M	272414	3.95%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$7.4M	76120	3.47%	SOLE
7	APPLE INC	COM	$6.0M	23720	2.84%	SOLE
8	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.3M	16435	1.07%	SOLE
9	NVIDIA CORPORATION	COM	$2.0M	11734	0.97%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$1.7M	2980	0.81%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.68%	SOLE
12	ISHARES TR	CORE S&P SCP ETF	$1.3M	10804	0.63%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3679	0.56%	SOLE
14	BOEING CO	COM	$1.1M	5609	0.53%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	14047	0.51%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$1.0M	10430	0.49%	SOLE
17	ALPHABET INC	CAP STK CL C	$930K	3241	0.44%	SOLE
18	ISHARES TR	CORE MSCI EAFE	$929K	10265	0.44%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$907K	1893	0.43%	SOLE
20	ISHARES TR	MRGSTR MD CP GRW	$899K	11416	0.42%	SOLE
21	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$895K	32132	0.42%	SOLE
22	VANGUARD WORLD FD	INF TECH ETF	$873K	1251	0.41%	SOLE
23	MICROSOFT CORP	COM	$855K	2309	0.40%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET TEC	$838K	6302	0.40%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$833K	1275	0.39%	SOLE
26	VANGUARD WORLD FD	MEGA CAP INDEX	$810K	3426	0.38%	SOLE
27	TESLA INC	COM	$794K	2136	0.38%	SOLE
28	AMAZON COM INC	COM	$735K	3529	0.35%	SOLE
29	ISHARES TR	EAFE GRWTH ETF	$691K	6206	0.33%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$688K	691	0.33%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$648K	4470	0.31%	SOLE
32	ISHARES TR	US AER DEF ETF	$633K	2892	0.30%	SOLE
33	ISHARES TR	RUS 1000 GRW ETF	$624K	1463	0.29%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$596K	5767	0.28%	SOLE
35	ISHARES TR	RUS TP200 GR ETF	$576K	2316	0.27%	SOLE
36	BLUEROCK PVT REAL ESTATE FD	COM	$555K	33388	0.26%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$529K	1211	0.25%	SOLE
38	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$493K	7007	0.23%	SOLE
39	US BANCORP	COM NEW	$466K	8969	0.22%	SOLE
40	EXXON MOBIL CORP	COM	$459K	2707	0.22%	SOLE
41	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$434K	2933	0.21%	SOLE
42	BROADCOM INC	COM	$400K	1293	0.19%	SOLE
43	AMERICAN HEALTHCARE REIT INC	COM SHS	$380K	8056	0.18%	SOLE
44	ALPHABET INC	CAP STK CL A	$347K	1206	0.16%	SOLE
45	WELLS FARGO & CO	COM	$305K	3835	0.14%	SOLE
46	JOHNSON & JOHNSON	COM	$302K	1236	0.14%	SOLE
47	CHEVRON CORPORATION	COM	$297K	1438	0.14%	SOLE
48	JPMORGAN CHASE & CO	COM	$293K	996	0.14%	SOLE
49	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$279K	5293	0.13%	SOLE
50	WALMART INC	COM	$270K	2173	0.13%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.