13F Filings History of HRC WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$205,082,083
Signature - Title
Bradley Lewis - CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Location
Moscow, ID
Summary
This page shows a list of all the recent 13F filings made by HRC WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HRC WEALTH MANAGEMENT, LLC reported 55 stock holdings with total value $205,082,083 as of Q3 2025. Top holdings included SCHG, SCHV, SCHX, VOT, and SLYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 55 $205,082,083 +$3,028,664 -$333,640 +$2,695,024 SCHG, SCHV, SCHX, VOT, SLYG 13F-HR 15 Oct 2025, 12:47
Q2 2025 51 $187,597,388 +$10,459,820 -$863,070 +$9,596,750 SCHG, SCHV, SCHX, VOT, SCHD 13F-HR 22 Jul 2025, 11:37
Q1 2025 52 $161,153,577 +$4,366,776 -$2,237,391 +$2,129,385 SCHG, SCHV, SCHX, SCHD, VOT 13F-HR 12 May 2025, 21:05
Q4 2024 50 $168,450,926 +$97,553,927 -$704,689 +$96,849,238 SCHG, SCHV, SCHX, SCHD, SLYG 13F-HR 12 Feb 2025, 12:22
Q3 2024 43 $154,817,736 +$972,603 -$234,127 +$738,476 SCHG, SCHV, SCHX, SCHD, SLYG 13F-HR 12 Nov 2024, 14:28
Q2 2024 43 $146,056,979 +$5,319,132 -$324,212 +$4,994,920 SCHG, SCHV, SCHX, SCHD, SLYG 13F-HR 25 Jul 2024, 14:00
Q1 2024 41 $136,853,194 +$11,646,133 -$1,097,986 +$10,548,147 SCHG, SCHV, SCHX, SCHD, SLYG 13F-HR 13 May 2024, 09:26
Q4 2023 27 $116,218,387 $0 SCHG, SCHV, SCHX, SCHD, AAPL 13F-HR 12 Feb 2024, 11:22