StockDriftsStockDriftsTop 50 Hrc Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 30.99% | 2.24M | $75.8M | -0.48%(-10.71K) | $20.19(+77.22%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 18.55% | 1.30M | $45.3M | -0.48%(-6.30K) | $23.02(+52.03%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 14.97% | 1.24M | $36.6M | -1.05%(-13.14K) | $18.34(+66.45%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 8.01% | 63.9K | $19.6M | +0.09%(+59) | $249.11(+22.74%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 3.84% | 78.8K | $9.4M | +3.56%(+2.71K) | $87.26(+35.23%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.56% | 274.6K | $8.7M | +0.81%(+2.20K) | $25.05(+36.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.81% | 23.7K | $6.9M | -0.11%(-26) | $187.66(+63.42%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.03% | 16.1K | $2.5M | -2.14%(-351) | $101.85(+58.49%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.02% | 3.4K | $2.5M | +13.93%(+415) | $453.65(+58.89%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.97% | 11.8K | $2.4M | +0.79%(+93) | $82.59(+166.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.53% |
Hrc Wealth Management LLC reports $244.42M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (31.0%), SCHV (18.6%) and SCHX (15.0%). The top 20 holdings account for 91% of reported assets. Its disclosed equity book has returned +52.37% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hrc Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009521). View Hrc Wealth Management LLC’s 13F filings on SEC