Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $209 Billion
  • Q4 2025

Hrc Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $73.3B, Schwab Strategic Tr Us Large C with a value of $38.1B, Schwab Strategic Tr Us Large C with a value of $33.7B, Vanguard Mid Cap Growth Index with a value of $9.21B, and Spdr S&P 600 Small Cap Growth with a value of $7.01B.

Examining the 13F form we can see an increase of $3.71B in the current position value, from $205B to 209B.

Hrc Wealth Management, LLC is based out at Moscow, ID

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

Portfolio value $209 Billion
ETFs: $188 Billion
Technology: $10.1 Billion
Financial Services: $3.18 Billion
Consumer Cyclical: $1.94 Billion
Communication Services: $1.9 Billion
Industrials: $1.22 Billion
Consumer Defensive: $849 Million
Energy: $319 Million
Other: $372 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.44 Billion 3.09% of portfolio
23,697
Q4 2025 Added 0.1%
$465B
$2.12 Billion 1.01% of portfolio
11,362
Q4 2025 Reduced 1.23%
$453B
$1.51 Billion 0.72% of portfolio
2
Q1 2025 New
$3.78T
$1.12 Billion 0.54% of portfolio
2,322
Q4 2025 Added 4.31%
$1.74T
$1.01 Billion 0.49% of portfolio
3,231
Q4 2025 Added 0.97%
$1.29T
$961 Million 0.46% of portfolio
2,136
Q2 2025 Added 2.2%
$2.39T
$752 Million 0.36% of portfolio
3,259
Q4 2025 Added 3.43%
$404B
$603 Million 0.29% of portfolio
700
Q4 2025 Reduced 7.53%
$662B
$515 Million 0.25% of portfolio
1,024
Q4 2025 Added 19.35%
$1.65T
$388 Million 0.19% of portfolio
1,238
Q4 2025 Added 3.25%
$317B
$357 Million 0.17% of portfolio
3,832
Q4 2025 Added 0.29%
$881B
$326 Million 0.16% of portfolio
1,012
Q4 2025 Added 2.53%
$490B
$319 Million 0.15% of portfolio
2,650
Q4 2025 Added 0.11%
$1.37T
$298 Million 0.14% of portfolio
452
Q4 2025 Added 12.72%
$279B
$246 Million 0.12% of portfolio
2,209
Q4 2025 Added 4.44%
$522B
$258 Million 0.12% of portfolio
1,245
Q4 2025 Reduced 1.11%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $209 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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