Zrc Wealth Management, LLC Portfolio Holdings

Zrc Wealth Management, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 959 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $31.2B, Schwab Fundamental U S Large C with a value of $20.1B, Ishares Core S&P U.S Growth Et with a value of $19.7B, American Centy ETF Tr Avantis with a value of $14.3B, and Schwab Strategic Tr Us Large C with a value of $11.3B.

Examining the 13F form we can see an increase of $4.7B in the current position value, from $278B to 282B. Also it can be appreciated an additional of 176 stocks purchases and 1 closed positions.

Zrc Wealth Management, LLC is based out at Santa Rosa, CA

Below you can find more details about Zrc Wealth Management, LLC portfolio as well as his latest detailed transactions.