HRC WEALTH MANAGEMENT, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$187.6B
Holdings
51
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 2,267,730 | $66.2B | 35.31% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 1,276,023 | $35.3B | 18.82% | |
| 3 | SCHXSCHWAB STRATEGIC TR | 1,248,091 | $30.5B | 16.26% | |
| 4 | VOTVANGUARD INDEX FDS | 31,128 | $8.9B | 4.72% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 248,723 | $6.6B | 3.51% | |
| 6 | SLYGSPDR SERIES TRUST | 72,713 | $6.5B | 3.44% | |
| 7 | AAPLAPPLE INC | 23,670 | $4.9B | 2.59% | |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 15,406 | $2.0B | 1.06% | |
| 9 | NVDANVIDIA CORPORATION | 11,481 | $1.8B | 0.97% | |
| 10 | NDQINVESCO QQQ TR | 2,835 | $1.6B | 0.83% | |
| 11 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.78% | |
| 12 | BABOEING CO | 5,609 | $1.2B | 0.63% | |
| 13 | MSFTMICROSOFT CORP | 2,224 | $1.1B | 0.59% | |
| 14 | VXUSVANGUARD STAR FDS | 14,311 | $988.8M | 0.53% | |
| 15 | IJRISHARES TR | 8,910 | $973.7M | 0.52% | |
| 16 | IMCGISHARES TR | 11,336 | $909.5M | 0.48% | |
| 17 | AGGISHARES TR | 9,064 | $899.1M | 0.48% | |
| 18 | VGTVANGUARD WORLD FD | 1,227 | $813.6M | 0.43% | |
| 19 | FNDXSCHWAB STRATEGIC TR | 31,692 | $777.7M | 0.41% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 760 | $752.3M | 0.40% | |
| 21 | XLKSELECT SECTOR SPDR TR | 2,904 | $735.3M | 0.39% | |
| 22 | MGCVANGUARD WORLD FD | 3,205 | $720.8M | 0.38% | |
| 23 | IVVISHARES TR | 1,158 | $719.0M | 0.38% | |
| 24 | AMZNAMAZON COM INC | 3,134 | $687.6M | 0.37% | |
| 25 | TSLATESLA INC | 2,136 | $678.5M | 0.36% | |
| 26 | EFGISHARES TR | 6,055 | $678.2M | 0.36% | |
| 27 | IWFISHARES TR | 1,441 | $612.0M | 0.33% | |
| 28 | VTIVANGUARD INDEX FDS | 1,916 | $582.2M | 0.31% | |
| 29 | ITA*ISHARES TR | 3,009 | $567.6M | 0.30% | |
| 30 | GOOGALPHABET INC | 3,171 | $562.5M | 0.30% | |
| 31 | IWYISHARES TR | 2,268 | $559.2M | 0.30% | |
| 32 | FHLCFIDELITY COVINGTON TRUST | 7,730 | $494.3M | 0.26% | |
| 33 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,375 | $456.0M | 0.24% | |
| 34 | AQLTISHARES TR | 5,076 | $423.8M | 0.23% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 858 | $416.8M | 0.22% | |
| 36 | AHRAMERICAN HEALTHCARE REIT INC | 11,142 | $409.4M | 0.22% | |
| 37 | USBUS BANCORP DEL | 8,783 | $397.4M | 0.21% | |
| 38 | XMHQINVESCO EXCHANGE TRADED FD T | 3,849 | $378.1M | 0.20% | |
| 39 | AVGOBROADCOM INC | 1,327 | $365.8M | 0.20% | |
| 40 | SBUXSTARBUCKS CORP | 3,821 | $350.1M | 0.19% | |
| 41 | XMMOINVESCO EXCHANGE TRADED FD T | 2,669 | $343.4M | 0.18% | |
| 42 | WFCWELLS FARGO CO NEW | 3,811 | $305.3M | 0.16% | |
| 43 | METAMETA PLATFORMS INC | 401 | $296.1M | 0.16% | |
| 44 | VYMVANGUARD WHITEHALL FDS | 2,197 | $292.9M | 0.16% | |
| 45 | JPMJPMORGAN CHASE & CO. | 987 | $286.0M | 0.15% | |
| 46 | XOMEXXON MOBIL CORP | 2,644 | $285.1M | 0.15% | |
| 47 | LLYELI LILLY & CO | 300 | $233.9M | 0.12% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 5,134 | $222.2M | 0.12% | |
| 49 | GOOGLALPHABET INC | 1,200 | $211.4M | 0.11% | |
| 50 | WMTWALMART INC | 2,116 | $206.9M | 0.11% | |
| 51 | BRSPBRIGHTSPIRE CAPITAL INC | 20,565 | $103.9M | 0.06% |