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The Analysis of HRC WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, HRC WEALTH MANAGEMENT, LLC holds 59 types of securities in its portfolio with a total value $211.7M. In the most recent quarter, they have increased their positions in VOT (+30.9K shares, valued at $7.9M), SCHV (+21.4K shares, valued at $653.1K), SCHD (+19.2K shares, valued at $589.5K); decreased their positions in N/A (-13.3K shares, valued at $221.5K), AHR (-2.4K shares, valued at $112.2K), GBTC (-1.4K shares, valued at $75.5K); initiated new positions in CVX (+1.4K shares, valued at $297.5K), VTV (+1.2K shares, valued at $241.1K), CGGR (+5.8K shares, valued at $233.5K).

1M P&L

+8.2M+3.87%

3M P&L

+6.3M+2.93%

HY P&L

+12.1M+5.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A187.5M

91.9%

2Consumer Electronics6.4M

3.2%

3Semiconductors2.1M

1.0%

Top Industries by Stock Count

1N/A32 stocks

64.0%

2Discount Stores2 stocks

4.0%

3Banks - Diversified2 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR2.2M shares0.06%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR1.3M shares1.66%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR1.3M shares0.36%2026-03-312026-05-12

VOT VANGUARD INDEX FDS63.9K shares93.54%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR272.4K shares7.59%2026-03-312026-05-12

SLYG SPDR SERIES TRUST76.1K shares2.35%2026-03-312026-05-12

AAPL APPLE INC23.7K shares0.10%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F16.4K shares0.86%2026-03-312026-05-12

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NVDA NVIDIA CORPORATION11.7K shares3.27%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR3.0K shares8.40%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-12

IJR ISHARES TR10.8K shares6.12%2026-03-312026-05-12

VTI VANGUARD INDEX FDS3.7K shares92.62%2026-03-312026-05-12

BA BOEING CO5.6K shares0.00%2026-03-312026-05-12

VXUS VANGUARD STAR FDS14.0K shares-2.71%2026-03-312026-05-12

AGG ISHARES TR10.4K shares19.32%2026-03-312026-05-12

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ALPHABET INC ALPHABET INC3.2K shares0.31%2026-03-312026-05-12

IEFA ISHARES TR10.3K shares94.63%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares84.86%2026-03-312026-05-12

IMCG ISHARES TR11.4K shares-1.94%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR32.1K shares0.56%2026-03-312026-05-12

VGT VANGUARD WORLD FD1.3K shares5.93%2026-03-312026-05-12

MSFT MICROSOFT CORP2.3K shares-0.56%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR6.3K shares7.47%2026-03-312026-05-12

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IVV ISHARES TR1.3K shares3.66%2026-03-312026-05-12

MGC VANGUARD WORLD FD3.4K shares0.68%2026-03-312026-05-12

TSLA TESLA INC2.1K shares0.00%2026-03-312026-05-12

AMZN AMAZON COM INC3.5K shares8.28%2026-03-312026-05-12

EFG ISHARES TR6.2K shares-2.48%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION691 shares-1.29%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T4.5K shares45.46%2026-03-312026-05-12

ITA ISHARES TR2.9K shares-2.00%2026-03-312026-05-12

Sponsored

IWF ISHARES TR1.5K shares0.21%2026-03-312026-05-12

XMHQ INVESCO EXCHANGE TRADED FD T5.8K shares47.19%2026-03-312026-05-12

IWY ISHARES TR2.3K shares0.65%2026-03-312026-05-12

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD33.4K shares-28.54%2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.2K shares121.39%2026-03-312026-05-12

FHLC FIDELITY COVINGTON TRUST7.0K shares-10.02%2026-03-312026-05-12

USB US BANCORP9.0K shares0.66%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.7K shares2.15%2026-03-312026-05-12

Sponsored

VYM VANGUARD WHITEHALL FDS2.9K shares3.68%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.3K shares-2.19%2026-03-312026-05-12

AHR AMERICAN HEALTHCARE REIT INC8.1K shares-22.80%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.2K shares-2.58%2026-03-312026-05-12

WFC WELLS FARGO & CO3.8K shares0.08%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.2K shares-0.72%2026-03-312026-05-12

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-05-12

JPM JPMORGAN CHASE & CO996 shares-1.58%2026-03-312026-05-12

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF5.3K shares-21.28%2026-03-312026-05-12

WMT WALMART INC2.2K shares-1.63%2026-03-312026-05-12

META META PLATFORMS INC460 shares1.77%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F4.6K shares30.12%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC5.0K shares0.26%2026-03-312026-05-12

VTV VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-12

SBUX STARBUCKS CORP2.6K shares0.00%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF5.8K sharesnew addition2026-03-312026-05-12

Sponsored

EPD ENTERPRISE PRODS PARTNERS L6.1K sharesnew addition2026-03-312026-05-12

BND VANGUARD BD INDEX FDS2.9K shares-5.12%2026-03-312026-05-12

BRSP BRIGHTSPIRE CAPITAL INC20.5K shares0.00%2026-03-312026-05-12

SCHG

SCHWAB STRATEGIC TR

0.06%

Shares2.2M

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

1.66%

Shares1.3M

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

0.36%

Shares1.3M

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

93.54%

Shares63.9K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

7.59%

Shares272.4K

Event2026-03-31

Filed2026-05-12

SLYG

SPDR SERIES TRUST

2.35%

Shares76.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.10%

Shares23.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

0.86%

Shares16.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

3.27%

Shares11.7K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

8.40%

Shares3.0K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

6.12%

Shares10.8K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

92.62%

Shares3.7K

Event2026-03-31

Filed2026-05-12

BOEING CO

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

-2.71%

Shares14.0K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

19.32%

Shares10.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.31%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

94.63%

Shares10.3K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

84.86%

Shares1.9K

Event2026-03-31

Filed2026-05-12

IMCG

ISHARES TR

-1.94%

Shares11.4K

Event2026-03-31

Filed2026-05-12

FNDX

SCHWAB STRATEGIC TR

0.56%

Shares32.1K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

5.93%

Shares1.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-0.56%

Shares2.3K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

7.47%

Shares6.3K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

3.66%

Shares1.3K

Event2026-03-31

Filed2026-05-12

MGC

VANGUARD WORLD FD

0.68%

Shares3.4K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

8.28%

Shares3.5K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

-2.48%

Shares6.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-1.29%

Shares691

Event2026-03-31

Filed2026-05-12

XMMO

INVESCO EXCHANGE TRADED FD T

45.46%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ITA

ISHARES TR

-2.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.21%

Shares1.5K

Event2026-03-31

Filed2026-05-12

XMHQ

INVESCO EXCHANGE TRADED FD T

47.19%

Shares5.8K

Event2026-03-31

Filed2026-05-12

IWY

ISHARES TR

0.65%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BLUEROCK PVT REAL ESTATE FD

-28.54%

Shares33.4K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

121.39%

Shares1.2K

Event2026-03-31

Filed2026-05-12

FHLC

FIDELITY COVINGTON TRUST

-10.02%

Shares7.0K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

0.66%

Shares9.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

2.15%

Shares2.7K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

3.68%

Shares2.9K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-2.19%

Shares1.3K

Event2026-03-31

Filed2026-05-12

AHR

AMERICAN HEALTHCARE REIT INC

-22.80%

Shares8.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.58%

Shares1.2K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.72%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-1.58%

Shares996

Event2026-03-31

Filed2026-05-12

GBTC

GRAYSCALE BITCOIN TRUST ETF

-21.28%

Shares5.3K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-1.63%

Shares2.2K

Event2026-03-31

Filed2026-05-12