HRC WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Moscow, ID
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 251,033
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 69 | 251,033 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/10/2026 | 65 | 244,420 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/12/2026 | 59 | 211,667 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/21/2026 | 56 | 208,795 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 55 | 205,082 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 51 | 187,597 | 13F-HR | HRC WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.68 K | 11.0% | 4.149 K | 0 | 4.149 K |
| ETFs | 223.4 K | 89.0% | 2.465 K | 0 | 2.465 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
251,033
Holdings
69
QoQ value change ($000)
6,613
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.