Hrc Wealth Management, LLC Portfolio Holdings

Hrc Wealth Management, LLC

  • $205 Billion
  • Q3 2025

Hrc Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 55 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 $72.4B, Schwab Strategic Tr Us Large C with a value of $37.6B, Schwab Strategic Tr Us Large C with a value of $33.1B, Vanguard Mid Cap Growth Index with a value of $9.67B, and Spdr S&P 600 Small Cap Growth with a value of $6.94B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $188B to 205B.

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 $205 Billion
ETFs: $185 Billion
Technology: $9.77 Billion
Financial Services: $3 Billion
Consumer Cyclical: $1.94 Billion
Communication Services: $1.59 Billion
Industrials: $1.21 Billion
Consumer Defensive: $919 Million
Energy: $499 Million
Other: $345 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.4 Billion 35.32% of portfolio
2,269,773
Q3 2025 Added 0.09%
$0
$37.6 Billion 18.32% of portfolio
1,290,322
Q3 2025 Added 1.12%
$0
$33.1 Billion 16.15% of portfolio
1,257,438
Q3 2025 Added 0.75%
$0
$9.67 Billion 4.71% of portfolio
32,906
Q3 2025 Added 5.71%
$0
$6.94 Billion 3.38% of portfolio
73,561
Q3 2025 Added 1.17%
$0
$6.86 Billion 3.35% of portfolio
251,293
Q3 2025 Added 1.03%
$3.98T
$6.03 Billion 2.94% of portfolio
23,674
Q3 2025 Added 0.02%
$0
$2.19 Billion 1.07% of portfolio
15,872
Q3 2025 Added 3.02%
$453B
$2.15 Billion 1.05% of portfolio
11,504
Q3 2025 Added 0.2%
$0
$1.7 Billion 0.83% of portfolio
2,838
Q3 2025 Added 0.11%
$440B
$1.51 Billion 0.74% of portfolio
2
Q1 2025 New
$126B
$1.21 Billion 0.59% of portfolio
5,609
Q1 2025 Added 0.45%
$3.81T
$1.15 Billion 0.56% of portfolio
2,226
Q3 2025 Added 0.09%
$0
$1.16 Billion 0.56% of portfolio
9,732
Q3 2025 Added 9.23%
$0
$1.05 Billion 0.51% of portfolio
14,231
Q3 2025 Reduced 0.56%
$0
$944 Million 0.46% of portfolio
11,408
Q3 2025 Added 0.64%
$0
$881 Million 0.43% of portfolio
1,180
Q3 2025 Reduced 3.83%
$0
$886 Million 0.43% of portfolio
8,835
Q3 2025 Reduced 2.53%
$0
$842 Million 0.41% of portfolio
32,006
Q3 2025 Added 0.99%
$0
$826 Million 0.4% of portfolio
2,929
Q3 2025 Added 0.86%
$0
$827 Million 0.4% of portfolio
3,387
Q3 2025 Added 5.68%
$0
$820 Million 0.4% of portfolio
1,226
Q3 2025 Added 5.87%
$1.53T
$779 Million 0.38% of portfolio
3,200
Q3 2025 Added 0.91%
$410B
$701 Million 0.34% of portfolio
757
Q3 2025 Reduced 0.39%
$2.18T
$692 Million 0.34% of portfolio
3,151
Q3 2025 Added 0.54%
$0
$699 Million 0.34% of portfolio
6,138
Q3 2025 Added 1.37%
$0
$683 Million 0.33% of portfolio
1,459
Q3 2025 Added 1.25%
$0
$627 Million 0.31% of portfolio
2,994
Q3 2025 Reduced 0.5%
$0
$629 Million 0.31% of portfolio
2,299
Q3 2025 Added 1.37%
$0
$629 Million 0.31% of portfolio
1,916
Q1 2025 New
$58.7B
$604 Million 0.29% of portfolio
6,724
Q3 2025 Added 25.1%
$0
$521 Million 0.25% of portfolio
7,794
Q3 2025 Added 0.83%
$0
$446 Million 0.22% of portfolio
5,105
Q3 2025 Added 0.57%
American Healthcare Reit Inc
-
$461 Million 0.22% of portfolio
-
Q3 2025 Reduced 1.59%
$143B
$438 Million 0.21% of portfolio
1,328
Q3 2025 Added 0.08%
$646B
$431 Million 0.21% of portfolio
858
Q2 2025 Added 17.7%
$67.8B
$428 Million 0.21% of portfolio
8,848
Q3 2025 Added 0.74%
$0
$411 Million 0.2% of portfolio
3,911
Q3 2025 Added 1.61%
$0
$415 Million 0.2% of portfolio
3,068
Q3 2025 Added 14.95%
$0
$361 Million 0.18% of portfolio
2,561
Q3 2025 Added 16.57%
$319B
$320 Million 0.16% of portfolio
3,821
Q3 2025 Added 0.26%
$876B
$311 Million 0.15% of portfolio
987
Q2 2025 Added 0.1%
$461B
$298 Million 0.15% of portfolio
2,647
Q3 2025 Added 0.11%
$95.1B
$301 Million 0.15% of portfolio
3,559
Q3 2025 Reduced 6.86%
$1.61T
$295 Million 0.14% of portfolio
401
Q4 2024 New
$1.5T
$292 Million 0.14% of portfolio
1,199
Q3 2025 Reduced 0.08%
$502B
$233 Million 0.11% of portfolio
1,259
Q3 2025 New
$170B
$227 Million 0.11% of portfolio
5,158
Q3 2025 Added 0.47%
$289B
$218 Million 0.11% of portfolio
2,115
Q3 2025 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $205 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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