HRC Wealth Management, LLC
HRC Wealth Management, LLC is a registered investment advisory firm headquartered in Moscow, Idaho. Founded in 2011, the firm serves primarily individual clients—both high-net-worth and other individuals—providing discretionary asset management, wealth planning, and investment advisory services. As of March 2025, HRC Wealth Management, LLC manages approximately $404.9 million in assets for 1,771 accounts, with a staff of 8 professionals. The firm is regulated by the SEC and is focused on helping clients achieve their long-term financial goals.
Investment Strategy
HRC Wealth Management, LLC employs a discretionary investment management approach, constructing and managing diversified portfolios tailored to individual client objectives, risk tolerance, and financial goals. The firm’s investment strategy includes allocation to a mix of equities—such as large-cap technology and consumer stocks—and other asset classes, with a clear focus on long-term growth and capital preservation. Portfolios are actively monitored and adjusted based on ongoing client needs and market conditions, and all client accounts are managed for U.S.-based investors.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 35.32% | $72.4M | 2,269,773 | $21.49 | $31.91 | +$6.2M |
S SCHV | SCHWAB STRATEGIC TR | 18.32% | $37.6M | 1,290,322 | $23.78 | $29.11 | +$2.3M |
S SCHX | SCHWAB STRATEGIC TR | 16.15% | $33.1M | 1,257,438 | $19.29 | $26.34 | +$2.6M |
V VOT | VANGUARD INDEX FDS | 4.71% | $9.7M | 32,906 | $241.63 | $293.79 | +$815.1K |
S SLYG | SPDR SERIES TRUST | 3.38% | $6.9M | 73,561 | $87.23 | $94.31 | +$484.3K |