Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HRC WEALTH MANAGEMENT, LLC (CIK 2009521) reported $211.7M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($65.5M, 30.96%), SCHV ($39.9M, 18.86%), SCHX ($32.2M, 15.22%), VOT ($16.4M, 7.76%), SCHD ($8.4M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $65.5M | 30.96% | 2.2M | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $39.9M | 18.86% | 1.3M | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $32.2M | 15.22% | 1.3M | Added |
| 4 | VOT | VANGUARD INDEX FDS | $16.4M | 7.76% | 63,850 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $8.4M | 3.95% | 272,414 | Added |
| 6 | SLYG | SPDR SERIES TRUST | $7.4M | 3.47% | 76,120 | Added |
| 7 | AAPL | APPLE INC | $6.0M | 2.84% | 23,720 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.07% | 16,435 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $2.0M | 0.97% | 11,734 | Added |
| 10 | QQQ | INVESCO QQQ TR | $1.7M | 0.81% | 2,980 | Added |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.68% | 2 | Hold |
| 12 | IJR | ISHARES TR | $1.3M | 0.63% | 10,804 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $1.2M | 0.56% | 3,679 | Added |
| 14 | BA | BOEING CO | $1.1M | 0.53% | 5,609 | Hold |
| 15 | VXUS | VANGUARD STAR FDS | $1.1M | 0.51% | 14,047 | Trimmed |
| 16 | AGG | ISHARES TR | $1.0M | 0.49% | 10,430 | Added |
| 17 | IEFA | ISHARES TR | $929,292 | 0.44% | 10,265 | Added |
| 18 | GOOG | ALPHABET INC | $929,717 | 0.44% | 3,241 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $907,126 | 0.43% | 1,893 | Added |
| 20 | IMCG | ISHARES TR | $899,228 | 0.42% | 11,416 | Trimmed |
| 21 | FNDX | SCHWAB STRATEGIC TR | $894,868 | 0.42% | 32,132 | Added |
| 22 | VGT | VANGUARD WORLD FD | $872,932 | 0.41% | 1,251 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $837,539 | 0.40% | 6,302 | Added |
| 24 | MSFT | MICROSOFT CORP | $854,554 | 0.40% | 2,309 | Trimmed |
| 25 | IVV | ISHARES TR | $833,074 | 0.39% | 1,275 | Added |
Source: SEC Form 13F filings · as of 2026-03-31