• 13F History

ZRC WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$231M
Signature - Title
Andrew Kirchner - Chief Compliance Officer
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by ZRC WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ZRC WEALTH MANAGEMENT, LLC reported 483 stock holdings with total value $231M as of Q1 2025. Top holdings included IUSB, FNDX, IUSG, AVDE, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 483 $231M +$20.7M -$14.6M +$6.16M IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 4/9/2025, 03:17 PM
Q4 2024 491 $234M +$54.3M -$30.1M +$24.3M IUSB, FNDX, IUSG, AVEM, VO 13F-HR 1/28/2025, 06:34 PM
Q3 2024 466 $233M +$17M -$7.57M +$9.43M IUSB, FNDX, IUSG, AVDE, VO 13F-HR 10/4/2024, 11:33 AM
Q2 2024 500 $211M +$13M -$4.21M +$8.78M IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 7/8/2024, 06:30 PM
Q1 2024 461 $200M +$19.1M -$11M +$8.05M IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 4/19/2024, 04:36 PM
Q4 2023 387 $164M +$49.1M -$118K +$49M IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 1/16/2024, 05:55 PM
Q3 2023 328 $116M +$4.08M -$1.08M +$3M IUSB, FNDX, IUSG, AVDE, VO 13F-HR 10/10/2023, 10:21 AM
Q2 2023 336 $119M +$7.03M -$3M +$4.03M IUSB, FNDX, IUSG, AVDE, VO 13F-HR 7/6/2023, 02:58 PM
Q1 2023 337 $109M IUSB, FNDX, IUSG, AVDE, VO 13F-HR 5/4/2023, 11:59 AM