HRC WEALTH MANAGEMENT, LLC
RIA/Wealth
HRC WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Moscow, ID led by Eric Joseph Kiblen, reporting $404.9M in AUM as of Q3 2025 with 85% ETF concentration, 87% concentrated in top 10 holdings, and 35% allocation to SCHG.
Managing PartnerEric Joseph Kiblen
- Portfolio Value
- $205.1M
- Positions
- 55
- Top Holding
- SCHG at 35.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HRC WEALTH MANAGEMENT, LLC's portfolio (87.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $72.4M | 35.32% | +$65.2K Bought | — 2.3M shares | |
ETF ETF | $37.6M | 18.32% | +$416.2K Bought | — 1.3M shares | |
ETF ETF | $33.1M | 16.15% | +$246.2K Bought | — 1.3M shares | |
Unknown Unknown | $9.7M | 4.71% | +$522.4K Bought | — 32.9K shares | |
ETF ETF | $6.9M | 3.38% | +$80.0K Bought | — 73.6K shares | |
ETF ETF | $6.9M | 3.35% | +$70.2K Bought | — 251.3K shares | |
Consumer Electronics Technology | $6.0M | 2.94% | +$1.0K Bought | 0.00% 23.7K shares | |
ETF ETF | $2.2M | 1.07% | +$64.2K Bought | — 15.9K shares | |
Semiconductors Technology | $2.1M | 1.05% | +$4.3K Bought | 0.00% 11.5K shares | |
ETF ETF | $1.7M | 0.83% | +$1.8K Bought | — 2.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HRC WEALTH MANAGEMENT, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+25.1% | |
+16.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-6.86% | |
-3.83% | |
-2.53% | |
-1.59% |
Analytics
Portfolio insights and performance metrics for HRC WEALTH MANAGEMENT, LLC
GthenA