HORAN Wealth, LLC

DOSSIER · 13F-HR · Q1 2026

HORAN Wealth, LLC

$1.1B in tracked AUM across 257 positions as of Q1 2026.

HW

CIK 0002072569 · last filed Mar 31, 2026

Total AUM

$1.1B

as of Q1 2026

Holdings

257

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

HORAN Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IVV

iShares Core S&P 500 ETF

$269M393K25.5%02

IJH

iShares Core S&P Mid-Cap ETF

$98M1.5M9.3%03

MSFT

Microsoft Corp

$34M88K3.3%04

IJR

iShares Core S&P Small-Cap ETF

$34M280K3.2%05

PG

Procter & Gamble Co

$27M189K2.6%06

SCHB

Schwab US Broad Market ETF

$26M1.1M2.5%07

AAPL

APPLE INC

$26M102K2.5%08

AVDE

AMERICAN CENTY ETF TR

$25M290K2.3%09

UITB

VICTORY PORTFOLIOS II

$19M411K1.8%10

FNDA

Schwab Fundamental US Small Company ETF