Zrc Wealth Management, LLC Portfolio Holdings

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025

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.

Portfolio value $282 Billion
ETFs: $209 Billion
Technology: $21.2 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $7.06 Billion
Financial Services: $6.2 Billion
Healthcare: $5.13 Billion
Real Estate: $3.46 Billion
Industrials: $3.39 Billion
Other: $4.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.1B
$18.8 Million 0.01% of portfolio
486
Q4 2025 Added 659.38%
$4.19B
$16.8 Million 0.01% of portfolio
474
Q4 2025 New
$0
$17.6 Million 0.01% of portfolio
47
Q4 2025 Reduced 6.0%
$0
$20.7 Million 0.01% of portfolio
670
Q4 2025 Reduced 50.74%
$21.3B
$25.3 Million 0.01% of portfolio
131
Q4 2025 Added 523.81%
$0
$15.5 Million 0.01% of portfolio
100
Q1 2024 Reduced 85.71%
$0
$20.2 Million 0.01% of portfolio
254
Q4 2025 Added 0.4%
$0
$39.4 Million 0.01% of portfolio
384
Q2 2025 Reduced 54.88%
$4.32B
$23.1 Million 0.01% of portfolio
481
Q4 2025 Added 1,750.0%
$16.9B
$19.3 Million 0.01% of portfolio
249
Q4 2025 Added 388.24%
$0
$33.3 Million 0.01% of portfolio
513
Q4 2025 Added 1.79%
$0
$35.3 Million 0.01% of portfolio
475
Q4 2025 Added 0.64%
$255B
$15.5 Million 0.01% of portfolio
42
Q4 2025 Added 55.56%
$8.69B
$26.9 Million 0.01% of portfolio
1,511
Q4 2025 New
$5.42B
$23.3 Million 0.01% of portfolio
259
Q4 2025 Added 1,626.67%
$52.1B
$23.9 Million 0.01% of portfolio
1,821
Q4 2025 Added 1,586.11%
$23.9B
$40.2 Million 0.01% of portfolio
308
Q4 2025 New
$104B
$36.3 Million 0.01% of portfolio
630
Q4 2025 Added 78.98%
$73.7B
$28.6 Million 0.01% of portfolio
109
Q4 2025 Added 18.48%
$1.82B
$31.5 Million 0.01% of portfolio
758
Q4 2025 Reduced 19.87%
$45.5B
$15.3 Million 0.01% of portfolio
99
Q4 2025 Reduced 68.67%
$73.2B
$23.7 Million 0.01% of portfolio
7
Q4 2025 Added 133.33%
$18.4B
$19.6 Million 0.01% of portfolio
212
Q1 2024 New
$113B
$19.4 Million 0.01% of portfolio
207
Q4 2025 Added 6.7%
$53.1B
$16.3 Million 0.01% of portfolio
55
Q4 2025 Added 52.78%
$64.9B
$27.9 Million 0.01% of portfolio
351
Q4 2025 Added 18.58%
$7.7B
$39.4 Million 0.01% of portfolio
221
Q4 2025 Added 1.84%
$0
$14.3 Million 0.01% of portfolio
1,500
Q4 2024 New
$79.6B
$21.5 Million 0.01% of portfolio
159
Q4 2025 Added 562.5%
$27.4B
$24.1 Million 0.01% of portfolio
96
Q4 2025 Added 1,500.0%
$0
$38.6 Million 0.01% of portfolio
656
Q4 2025 Added 1.39%
$8.22B
$16.2 Million 0.01% of portfolio
450
Q4 2025 Reduced 80.14%
$11.1B
$31.5 Million 0.01% of portfolio
277
Q4 2025 Added 147.32%
$0
$22.2 Million 0.01% of portfolio
288
Q4 2025 New
$77.2B
$35.9 Million 0.01% of portfolio
148
Q4 2025 Added 5.71%
$0
$31 Million 0.01% of portfolio
894
Q2 2024 New
$103B
$19.9 Million 0.01% of portfolio
251
Q4 2025 Added 25.5%
$86.4B
$25.9 Million 0.01% of portfolio
83
Q4 2025 Reduced 5.68%
$22B
$35.9 Million 0.01% of portfolio
669
Q4 2025 Added 12.25%
$34.9B
$17.9 Million 0.01% of portfolio
80
Q4 2025 Added 344.44%
$14.1B
$31.2 Million 0.01% of portfolio
3,386
Q4 2025 New
$163B
$16.2 Million 0.01% of portfolio
24
Q4 2025 New
Amplify ETF Tr
-
$20.9 Million 0.01% of portfolio
-
Q1 2025 New
$79.5B
$14.7 Million 0.01% of portfolio
219
Q4 2025 Added 563.64%
$23.2B
$24.5 Million 0.01% of portfolio
611
Q4 2025 Added 12.32%
$0
$30.2 Million 0.01% of portfolio
788
Q2 2025 Reduced 54.21%
Annaly Capital Management In
-
$38.7 Million 0.01% of portfolio
-
Q4 2025 New
$0
$26.3 Million 0.01% of portfolio
507
Q2 2025 Reduced 53.7%
$0
$30.2 Million 0.01% of portfolio
378
Q2 2025 Reduced 54.29%

Summary

  • Portfolio
  • No. of Stocks 959
  • Current Value $282 Billion
  • Prior Value $278 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 176 stocks
  • Additional Purchases 419 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 185 stocks
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