DOSSIER · 13F-HR · Q2 2025

Iron Horse Wealth Management, LLC

$339M in tracked AUM across 591 positions as of Q2 2025.

IH
CIK 0001836270 · last filed Jun 30, 2025
Total AUM
$339M
as of Q2 2025
Holdings
591
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Iron Horse Wealth Management, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$339M 8.8%
591 positionsLocked
2025Q1Mar 31
$312M 4.5%
596 positionsLocked
2024Q4Dec 31
$298M 1.9%
510 positionsLocked
2024Q3Sep 30
$293M 11.7%
507 positionsLocked
2024Q2Jun 30
$262M 3.5%
489 positionsLocked
2024Q1Mar 31
$253M 10.8%
471 positionsLocked
2023Q4Dec 31
$228M 12.3%
499 positionsLocked
2023Q3Sep 30
$203M 0.0%
509 positionsLocked
2023Q2Jun 30
$203M 1.6%
322 positionsLocked
2023Q1Mar 31
$200M 8.1%
362 positionsLocked
2022Q4Dec 31
$185M 167.3%
287 positionsLocked
2022Q3Sep 30
$69M 60.6%
157 positionsLocked
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