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HRC WEALTH MANAGEMENT, LLC Historic Quarter Change: USA ETF, Sold Out

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HRC WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HRC WEALTH MANAGEMENT, LLC opened 32 positions, added to 191, reduced 68 and sold out of 12.

  • Q2 2026: Stock SLYG; Country of operation —; Class STATE STREET SPD; Shares before 76,120.
  • Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 6,302.
  • Q2 2026: Stock CGGR; Country of operation —; Class SHS CREATION UNI; Shares before 5,809.
  • Q2 2026: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 2,892.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009521), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SLYG
SPDR SERIES TRUST		STATE STREET SPD76,1200-76,120$7,354,701$0-$7,354,7012026-07-10
Q2 2026XLK
SELECT SECTOR SPDR TR		STATE STREET TEC6,3020-6,302$837,539$0-$837,5392026-07-10
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREATION UNI5,8090-5,809$233,464$0-$233,4642026-07-10
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT2,8920-2,892$212,999$0-$212,9992026-07-10
Q1 2026IVW
ISHARES TR		S&P 500 GRWT ETF1,7140-1,714$211,249$0-$211,2492026-05-12
Q4 2025SLYG
SPDR SERIES TRUST		S&P 600 SMCP GRW73,5610-73,561$6,937,565$0-$6,937,5652026-01-21
Q4 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY2,9290-2,929$825,700$0-$825,7002026-01-21
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT5910-591$346,532$0-$346,5322025-05-13
Q1 2025DSTL
ETF SER SOLUTIONS		DISTILLATE US6,1120-6,112$335,692$0-$335,6922025-05-13
Q4 2024SYLD
CAMBRIA ETF TR		SHSHLD YIELD ETF5,4840-5,484$396,868$0-$396,8682025-02-12
Q4 2024SPGP
INVESCO EXCHANGE TRADED FD T		S&P 500 GARP ETF2,7900-2,790$291,990$0-$291,9902025-02-12
Q2 2024FNDX
SCHWAB STRATEGIC TR		SCHWAB FDT US LG8,6800-8,680$584,922$0-$584,9222024-07-25

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