HORAN Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

HORAN Wealth, LLC

$1.2B in tracked AUM across 286 positions as of Q2 2026.

HW

CIK 0002072569 · last filed Jun 30, 2026

Total AUM

$1.2B

as of Q2 2026

Holdings

286

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

HORAN Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

iShares Core S&P 500 ETF

$312M417K25.5%02

IJH

iShares Core S&P Mid-Cap ETF

$120M1.6M9.8%03

AVDE

AMERICAN CENTY ETF TR

$38M426K3.1%04

IJR

iShares Core S&P Small-Cap ETF

$35M238K2.9%05

MSFT

Microsoft Corp

$33M89K2.7%06

SCHB

Schwab US Broad Market ETF

$31M1.1M2.5%07

AAPL

APPLE INC

$30M103K2.4%08

PG

Procter & Gamble Co

$29M199K2.4%09

AVEM

AMERICAN CENTY ETF TR

$28M292K2.3%10

FNDA

Schwab Fundamental US Small Company ETF