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BRADLEY LEWIS

Hrc Wealth Management, Llc

Assets Managed
$211.667M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.38%(2Q avg: 1.6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hrc Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Hrc Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.667M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 1.6%. The portfolio is managed by BRADLEY LEWIS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.06%
30.96%
$65.524M
2.249M shares@ $29.13 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.67%
18.86%
$39.911M
1.309M shares@ $30.51 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.37%
15.23%
$32.223M
1.257M shares@ $25.64 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 93.54%
7.77%
$16.432M
63,850 shares@ $257.36 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 7.59%
3.95%
$8.358M
272,414 shares@ $30.69 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 2.35%
3.48%
$7.355M
76,120 shares@ $96.62 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.1%
2.85%
$6.02M
23,720 shares@ $253.8 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 0.86%
1.08%
$2.273M
16,435 shares@ $138.32 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.28%
0.97%
$2.046M
11,734 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 8.41%
0.82%
$1.72M
2,980 shares@ $577.09 avg price

1-10 of 59