ZRC WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$234M
Signature - Title
Andrew Kirchner - Chief Compliance Officer
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by ZRC WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ZRC WEALTH MANAGEMENT, LLC reported 491 stock holdings with total value $234M as of Q4 2024. Top holdings included IUSB, FNDX, IUSG, AVEM, and VO.
Holdings Value