Institutional Fund
Hrc Wealth Management, LLC
Moscow, IDCIK 20095215 filings on record
Portfolio Value
$211.67M
Q1 2026
Holdings
59
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.4%
from $208.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr31.0%
- Schwab Strategic Tr18.9%
- Schwab Strategic Tr15.2%
- Vanguard Index Fds7.8%
- Schwab Strategic Tr3.9%
- Spdr Series Trust3.5%
- Other19.8%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.25M | $65.52M | 31.0% | +1.3K | Added |
| 2 | Schwab Strategic Tr | 1.31M | $39.91M | 18.9% | +21.4K | Added |
| 3 | Schwab Strategic Tr | 1.26M | $32.22M | 15.2% | +4.6K | Added |
| 4 | Vanguard Index Fds | 63.9K | $16.43M | 7.8% | +30.9K | Added |
| 5 | Schwab Strategic Tr | 272.4K | $8.36M | 3.9% | +19.2K | Added |
| 6 | Spdr Series Trust | 76.1K | $7.35M | 3.5% | +1.7K | Added |
| 7 | Apple Inc | 23.7K | $6.02M | 2.8% | +23 | Added |
| 8 | Vanguard Intl Equity Index F | 16.4K | $2.27M | 1.1% | +140 | Added |
| 9 | Nvidia Corporation | 11.7K | $2.05M | 1.0% | +372 | Added |
| 10 | Invesco Qqq Tr | 3.0K | $1.72M | 0.8% | +231 | Added |
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