Zrc Wealth Management, LLC Reduced Holdings in Q4 2025

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-127
- 27.55%
$244.41 - $311.0 $31K - $39.5K
334 $91.9M
ORCL
Oracle Corp

Technology
-69
- 21.7%
$217.57 - $313.0 $15K - $21.6K
249 $48.6M
ABT
Abbott Laboratories

Healthcare
-162
- 6.88%
$123.62 - $134.59 $20K - $21.8K
2.19K $275M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-448
- 64.18%
$88.45 - $91.41 $39.6K - $41K
250 $22.9M
DLR
Digital Realty Trust, Inc.

Real Estate
-217
- 68.67%
$158.11 - $179.28 $34.3K - $38.9K
99 $15.3M
Blackrock Inc
-27
- 30.0%
N/A
63 $67.4M
VB
Vanguard Small Cap ETF

ETFs
-171
- 7.89%
$248.1 - $260.08 $42.4K - $44.5K
2K $514M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-61
- 20.33%
$600.51 - $631.95 $36.6K - $38.5K
239 $150M
CVX
Chevron Corp

Energy
-136
- 3.54%
$148.9 - $157.72 $20.3K - $21.4K
3.7K $565M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-350
- 32.32%
$86.2 - $93.3 $30.2K - $32.7K
733 $66.5M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.15K
- 50.0%
$27.18 - $28.91 $31.1K - $33.1K
1.15K $32.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-745
- 9.94%
$44.26 - $47.16 $33K - $35.1K
6.75K $315M
LOW
Lowes Companies Inc

Consumer Cyclical
-95
- 24.23%
$225.0 - $247.99 $21.4K - $23.6K
297 $71.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.69K
- 4.32%
$27.17 - $28.65 $45.9K - $48.4K
37.4K $1.07B
IYR
Ishares Tr

ETFs
-30
- 0.44%
$93.69 - $98.5 $2.81K - $2.96K
6.79K $637M
PFF
Ishares Trust Ishares Pfd And

ETFs
-690
- 50.74%
$30.84 - $31.79 $21.3K - $21.9K
670 $20.7M
IWS
Ishares Russell Midcap Value E

ETFs
-164
- 16.29%
$135.66 - $140.93 $22.2K - $23.1K
843 $119M
CRWD
Crowd Strike Holdings, Inc.

Technology
-37
- 19.68%
$482.23 - $557.53 $17.8K - $20.6K
151 $70.8M
DIS
Walt Disney CO

Communication Services
-156
- 5.54%
$105.69 - $116.65 $16.5K - $18.2K
2.66K $303M
IWR
Ishares Russell Mid Cap ETF

ETFs
-188
- 13.98%
$94.02 - $97.61 $17.7K - $18.4K
1.16K $111M
COIN
Coinbase Global, Inc.

Technology
-19
- 16.24%
$283.14 - $387.27 $5.38K - $7.36K
98 $22.2M
XLV
Select Sector Spdr Fund Health

ETFs
-223
- 20.04%
$141.95 - $152.82 $31.7K - $34.1K
890 $138M
BXP
Boston Properties Inc

Real Estate
-118
- 8.91%
$69.37 - $76.32 $8.19K - $9.01K
1.21K $81.4M
ENPH
Enphase Energy, Inc.

Technology
-446
- 59.79%
$27.53 - $37.74 $12.3K - $16.8K
300 $9.62M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 15.23%
$320.52 - $369.92 $11.9K - $13.7K
206 $68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-259
- 14.62%
$63.25 - $66.24 $16.4K - $17.2K
1.51K $99.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-210
- 36.65%
$76.84 - $80.86 $16.1K - $17K
363 $29.1M
SPGI
S&P Global Inc.

Financial Services
-40
- 27.21%
$472.05 - $502.96 $18.9K - $20.1K
107 $55.9M
MTN
Vail Resorts Inc

Consumer Cyclical
-94
- 94.0%
$141.91 - $157.9 $13.3K - $14.8K
6 $797K
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
- 1.83%
$242.98 - $310.48 $972 - $1.24K
215 $55.5M
CNXC
Concentrix Corp

Technology
-188
- 19.87%
$34.42 - $48.26 $6.47K - $9.07K
758 $31.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
-135
- 16.19%
$95.72 - $101.47 $12.9K - $13.7K
699 $69.6M
FFIV
F5, Inc.

Technology
-33
- 86.84%
$234.0 - $343.17 $7.72K - $11.3K
5 $1.28M
DAL
Delta Air Lines, Inc.

Industrials
-216
- 67.92%
$55.65 - $62.32 $12K - $13.5K
102 $7.08M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-258
- 49.9%
$29.81 - $42.36 $7.69K - $10.9K
259 $9.58M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 7.08%
$454.87 - $482.76 $13.6K - $14.5K
394 $189M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-296
- 3.71%
$92.24 - $96.56 $27.3K - $28.6K
7.68K $738M
NKE
Nike, Inc.

Consumer Cyclical
-26
- 3.37%
$60.8 - $74.57 $1.58K - $1.94K
746 $47.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
-70
- 80.46%
$34.69 - $82.16 $2.43K - $5.75K
17 $684K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-97
- 14.88%
$72.17 - $75.74 $7K - $7.35K
555 $41.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-59
- 2.77%
$201.42 - $211.15 $11.9K - $12.5K
2.07K $439M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-34
- 7.51%
$61.89 - $76.13 $2.1K - $2.59K
419 $24.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-6
- 2.33%
$176.58 - $207.02 $1.06K - $1.24K
252 $46.8M
CDNS
Cadence Design Systems Inc

Technology
-5
- 5.68%
$314.93 - $353.36 $1.57K - $1.77K
83 $25.9M
Tortoise Capital Series Trus
-437
- 1.79%
N/A
24K $217M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 2.0%
$237.56 - $271.47 $713 - $814
147 $36.3M
VST
Vistra Corp.

Utilities
-23
- 95.83%
$171.56 - $210.85 $3.95K - $4.85K
1 $162K
SWKS
Skyworks Solutions, Inc.

Technology
-13
- 6.22%
$66.6 - $80.26 $866 - $1.04K
196 $12.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-73
- 3.55%
$44.68 - $47.47 $3.26K - $3.47K
1.98K $93.3M
Activity Summary
Buys All Purchases 595 New Holdings 176 Increased Positions 419 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email