Zrc Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 870 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 $28.8B, Ishares Core S&P U.S Growth Et with a value of $20B, Schwab Fundamental U S Large C with a value of $19.6B, American Centy ETF Tr Avantis with a value of $13B, and Schwab Strategic Tr Us Large C with a value of $11.5B.
Examining the 13F form we can see an increase of $24.4B in the current position value, from $253B to 278B.
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.
