Portfolio (Quarterly) Guide ↗

HRC WEALTH MANAGEMENT, LLC

· CIK 0002009521

13F Portfolio $209M AUM 56 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 21 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORP NEW	Energy	1,294	$201K	0.10%	SOLD

Sector Allocation

Technology 49.4%

Financial Services 16.1%

Consumer Cyclical 9.4%

Communication Services 9.3%

Industrials 5.9%

Consumer Defensive 4.1%

Real Estate 2.9%

Energy 1.6%

Healthcare 1.3%