HRC WEALTH MANAGEMENT, LLC
•CIK: 2009521•Filing: Q4 2025
HRC WEALTH MANAGEMENT, LLC manages $209M across a portfolio of 56 distinct positions. The strategy shows a significant overweighting toward broad market sector exposure, notably SCHG at $73.3M and SCHV at $38.1M. Core holdings are heavily weighted in sector ETFs, with SCHX representing $33.7M, while individual equity exposure includes substantial allocations to AAPL ($6.4M) and SCHD ($6.9M). This structure indicates a systematic, factor-tilted approach emphasizing growth and dividend stability.
Total AUM
$208.8M
QoQ Performance
+1.8%
Positions
37
Top 10 Concentration
86.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHV
SCHX
SCHG35.1%
SCHV18.3%
SCHX16.1%
VOT4.4%
SLYG3.4%
SCHD3.3%
AAPL3.1%
VT1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.3%
Technology5.7%
Financial1.4%
Consumer1.3%
Industrial0.6%
ETF0.4%
Energy0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑32 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023