DOSSIER · 13F-HR · Q3 2026
HRC WEALTH MANAGEMENT, LLC
$251M in tracked AUM across 69 positions as of Q3 2026.
HW
CIK 0002009521 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of HRC Wealth Management, LLC SEC 13F Filing
1. Portfolio Overview
HRC Wealth Management, LLC has reported a dramatic transformation in its portfolio composition for the period ending December 31, 2025. The total portfolio value surged by 1,168.2%, growing from $16.46 million in the previous quarter (Q3 2025) to $208.79 million. This exponential growth suggests a significant influx of new client capital or a major restructuring strategy rather than mere ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.