HRC WEALTH MANAGEMENT, LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.6% | $10,991,823 |
| Unclassified | 11.9% | $2,741,015 |
| Financial Services | 11.2% | $2,576,245 |
| Consumer Cyclical | 8.6% | $1,997,278 |
| Industrials | 5.1% | $1,186,472 |
| Energy | 4.3% | $992,810 |
| Consumer Defensive | 3.9% | $900,224 |
| Communication Services | 3.9% | $892,465 |
| Real Estate | 2.2% | $505,274 |
| Healthcare | 1.4% | $314,668 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | +790 | 34,178 | $444,655 | |
| QQQ | Invesco Qqq Trust, Series 1 | +415 | 3,395 | $2,500,078 | |
| NVDA | Nvidia Corp | +93 | 11,827 | $2,366,464 | |
| WMT | Walmart Inc. | +68 | 2,241 | $253,815 | |
| USB | US Bancorp De | +58 | 9,027 | $545,230 | |
| AVGO | Broadcom Inc. | +22 | 1,315 | $496,741 | |
| EPD | Enterprise Products Partners L.P. | +13 | 6,136 | $225,559 | |
| JPM | Jpmorgan Chase & Co | +11 | 1,007 | $329,621 | |
| AMZN | Amazon Com Inc | +3 | 3,532 | $841,816 | |
| JNJ | Johnson & Johnson | +3 | 1,239 | $314,668 | |
| META | Meta Platforms, Inc. | +1 | 461 | $259,676 | |
| WFC | Wells Fargo & Company/Mn | +1 | 3,836 | $317,007 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −3,270 | 1,177 | $420,624 | |
| AHR | American Healthcare REIT, Inc. | −507 | 7,549 | $393,680 | |
| XOM | ExxonMobil Holdings Corp | −194 | 2,513 | $343,577 | |
| CVX | Chevron Corp | −139 | 1,299 | $215,322 | |
| BA | Boeing Co | −128 | 5,481 | $1,186,472 | |
| MSFT | Microsoft Corp | −43 | 2,266 | $845,263 | |
| TSLA | Tesla, Inc. | −30 | 2,106 | $885,783 | |
| AAPL | Apple Inc. | −26 | 23,694 | $6,856,095 | |
| BRK-B | Berkshire Hathaway Inc | −17 | 1,878 | $939,732 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,694 | $6,856,095 | 29.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,395 | $2,500,078 | 10.82% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,827 | $2,366,464 | 10.25% | |
| BA |
Boeing Co
Industrials
|
Reduced | 5,481 | $1,186,472 | 5.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,878 | $939,732 | 4.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,106 | $885,783 | 3.83% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,266 | $845,263 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,532 | $841,816 | 3.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 691 | $646,409 | 2.80% | |
| USB |
US Bancorp De
Financial Services
|
Added | 9,027 | $545,230 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,315 | $496,741 | 2.15% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Added | 34,178 | $444,655 | 1.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,177 | $420,624 | 1.82% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Reduced | 7,549 | $393,680 | 1.70% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,513 | $343,577 | 1.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,007 | $329,621 | 1.43% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,836 | $317,007 | 1.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,239 | $314,668 | 1.36% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,639 | $269,679 | 1.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 461 | $259,676 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,241 | $253,815 | 1.10% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 5,293 | $240,937 | 1.04% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 6,136 | $225,559 | 0.98% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 651 | $222,004 | 0.96% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,299 | $215,322 | 0.93% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 5,011 | $212,165 | 0.92% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 800 | $208,352 | 0.90% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,470 | $205,256 | 0.89% | |
| BRSP |
BrightSpire Capital, Inc.
Real Estate
|
Held | 20,476 | $111,594 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.