Institutional Investor · CIK 0002009521
HRC WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
75
Total Value
$258.42M
Total Shares
5.58M
Latest Filing
Jul 10, 2026
CIK
0002009521
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,238,645 | $75.76M | 0.1294% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,302,258 | $45.33M | 0.2784% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,243,601 | $36.60M | 0.0511% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 63,909 | $19.58M | 0.0543% | SH | — | View | |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 78,831 | $9.39M | 0.1790% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 274,610 | $8.71M | 0.0096% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 23,694 | $6.86M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 23,694 | $6.86M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 16,084 | $2.52M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,395 | $2.50M | 0.3485% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,395 | $2.50M | 0.0005% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 11,827 | $2.37M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 11,827 | $2.37M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,034 | $1.64M | 0.0015% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 2 | $1.50M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,775 | $1.41M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,238 | $1.38M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,591 | $1.33M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 14,568 | $1.25M | 0.0002% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 5,481 | $1.19M | 0.0007% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 3,261 | $1.15M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 32,254 | $1.00M | 0.0039% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,166 | $999.35K | 0.4236% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,166 | $999.35K | 0.0245% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,279 | $957.64K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,552 | $945.48K | 0.0007% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 1,878 | $939.73K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,428 | $938.03K | 0.0088% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 2,106 | $885.78K | 0.0001% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 2,106 | $885.78K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 5,070 | $862.68K | 0.0099% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 2,266 | $845.36K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 3,532 | $841.82K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 3,532 | $841.82K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 5,773 | $716.79K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,318 | $673.62K | 0.0039% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,799 | $671.79K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 5,947 | $671.26K | 0.0126% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 691 | $646.72K | 0.0002% | SH | — | View | |
U.S. Bancorp(USB) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 9,027 | $545.25K | 0.0006% | SH | — | View |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 9,027 | $545.25K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 3,368 | $532.27K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 6,776 | $523.45K | 0.0166% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,315 | $496.71K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,177 | $420.47K | 0.0000% | SH | — | View |
| Real Estate | REIT - Healthcare Facilities | 2026-06-30 | 2026-07-10 | 7,549 | $393.68K | 0.0037% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,758 | $383.22K | 0.0002% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 2,513 | $343.56K | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 1,007 | $329.52K | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 1,007 | $329.52K | 0.0000% | SH | — | View |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 3,836 | $317.04K | 0.0001% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 3,836 | $317.04K | 0.0001% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,239 | $314.56K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,239 | $314.56K | 0.0001% | SH | — | View |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,809 | $274.19K | 0.0010% | SH | — | View |
Starbucks-t(4337.HK) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 2,639 | $269.73K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 4,720 | $266.59K | 0.0006% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 461 | $259.74K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 461 | $259.74K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 2,241 | $253.81K | 0.0000% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 2,241 | $253.81K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-10 | 5,293 | $240.94K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,488 | $240.42K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,714 | $235.71K | 0.0003% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 335 | $230.16K | 0.0000% | SH | — | View |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-10 | 6,136 | $225.55K | 0.0003% | SH | — | View | |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 651 | $222.00K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 338 | $221.42K | 0.0003% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,299 | $215.37K | 0.0001% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,299 | $215.37K | 0.0001% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 5,011 | $212.15K | 0.0001% | SH | — | View |
| Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-10 | 800 | $208.35K | 0.0003% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,470 | $205.26K | 0.0000% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,470 | $205.26K | 0.0000% | SH | — | View |
| Real Estate | REIT - Mortgage | 2026-06-30 | 2026-07-10 | 20,476 | $111.59K | 0.0162% | SH | — | View |
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