HRC WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#7,706
/ 8,578
▲ 54
Top Industry
Consumer Electronics
32.8%
3Y Alpha vs SPY
-1.6%
Period ended 3 months ago
Filed May 12, 2026 · 34d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.2%
SPY
+55.8%
Annualised alpha
-1.6%
Max drawdown
−26.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.6%
−1.5 pts
Top 5
58.1%
−2.6 pts
Top 10
75.9%
−1.8 pts
HHI
1,203
Diversified−96
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.8% | $9,321,225 |
| Financial Services | 12.4% | $2,526,463 |
| Unclassified | 9.8% | $1,999,254 |
| Consumer Cyclical | 8.7% | $1,765,470 |
| Industrials | 5.5% | $1,116,359 |
| Energy | 4.9% | $988,485 |
| Consumer Defensive | 4.7% | $958,593 |
| Communication Services | 4.2% | $861,528 |
| Real Estate | 2.4% | $494,585 |
| Healthcare | 1.5% | $302,127 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +869 | 1,893 | $907,125 | |
| NVDA | Nvidia Corp | +372 | 11,734 | $2,046,409 | |
| AMZN | Amazon Com Inc | +270 | 3,529 | $734,984 | |
| QQQ | Invesco Qqq Trust, Series 1 | +231 | 2,980 | $1,719,996 | |
| USB | US Bancorp De | +59 | 8,969 | $466,477 | |
| XOM | Exxon Mobil Corp | +57 | 2,707 | $459,269 | |
| AAPL | Apple Inc. | +23 | 23,720 | $6,019,898 | |
| VZ | Verizon Communications Inc | +13 | 5,011 | $251,552 | |
| META | Meta Platforms, Inc. | +8 | 460 | $263,179 | |
| WFC | Wells Fargo & Company/Mn | +3 | 3,835 | $305,304 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | −13,336 | 33,388 | $554,574 | |
| AHR | American Healthcare REIT, Inc. | −2,379 | 8,056 | $379,920 | |
| GBTC | Grayscale Bitcoin Trust ETF | −1,431 | 5,293 | $279,258 | |
| WMT | Walmart Inc. | −36 | 2,173 | $270,060 | |
| GOOGL | Alphabet Inc. | −32 | 1,206 | $346,797 | |
| AVGO | Broadcom Inc. | −29 | 1,293 | $400,196 | |
| JPM | Jpmorgan Chase & Co | −16 | 996 | $292,983 | |
| MSFT | Microsoft Corp | −13 | 2,309 | $854,722 | |
| COST | Costco Wholesale Corp /New | −9 | 691 | $688,533 | |
| JNJ | Johnson & Johnson | −9 | 1,236 | $302,127 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$302,127 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,236 | $302,127 | 100.00% |