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Portfolio (Quarterly) Guide ↗

HRC WEALTH MANAGEMENT, LLC

· CIK 0002009521
13F Portfolio $244M AUM 65 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 29 Added 16 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BND VANGUARD BD INDEX FDS 3,048 $226K 0.11% SOLD
Sector Allocation
Technology 51.2%
Financial Services 18.3%
Consumer Cyclical 9.3%
Industrials 5.5%
Communication Services 4.2%
Consumer Defensive 4.2%
Energy 3.6%
Real Estate 2.4%
Healthcare 1.5%