Zrc Wealth Management, LLC Portfolio Holdings

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025

Zrc Wealth Management, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 489 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 $27.8B, Ishares Core S&P U.S Growth Et with a value of $18.2B, Schwab Fundamental U S Large C with a value of $17.9B, American Centy ETF Tr Avantis with a value of $11.8B, and Schwab Strategic Tr Us Large C with a value of $10.5B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $231B to 253B. Also it can be appreciated an additional of 22 stocks purchases and 2 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 $253 Billion
ETFs: $195 Billion
Technology: $15.4 Billion
Communication Services: $7.7 Billion
Consumer Cyclical: $5.43 Billion
Financial Services: $5.09 Billion
Healthcare: $4.48 Billion
Real Estate: $4.43 Billion
Industrials: $3.26 Billion
Other: $3.78 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13B
$21,000 0.0% of portfolio
1
Q3 2023 New
$11.7B
$11.3 Million 0.0% of portfolio
819
Q1 2024 Added 324.35%
$10.7B
$1.06 Million 0.0% of portfolio
12
Q1 2023 New
$120B
$11.7 Million 0.0% of portfolio
130
Q4 2024 Added 73.33%
$63.5B
$9.87 Million 0.0% of portfolio
135
Q2 2025 Added 0.75%
$23.9B
$10,000 0.0% of portfolio
0
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $253 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 120 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 70 stocks
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