HORAN Wealth, LLC
HORAN Wealth, LLC reported 217 positions worth $800.0M as of June 30, 2026 (13F filed August 26, 2026). Largest holding: IVV (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $156.1M | 19.51% | 208,416 | — | — | |
| ▸ 2 | IJH | SH | $59.9M | 7.49% | 776,645 | — | — | |
| ▸ 3 | AVDE | SH | $38.0M | 4.75% | 426,053 | — | — | |
| ▸ 4 | AAPL | SH | $29.9M | 3.74% | 103,493 | — | — | |
| ▸ 5 | AVEM | SH | $28.2M | 3.52% | 291,832 | — | — | |
| ▸ 6 | UITB | SH | $19.6M | 2.44% | 417,413 | — | — | |
| ▸ 7 | GOOGL | SH | $19.3M | 2.41% | 53,917 | — | — | |
| ▸ 8 | AVGO | SH | $18.5M | 2.31% | 48,848 | — | — | |
| ▸ 9 | IJR | SH | $17.6M | 2.20% | 118,870 | — | — | |
| ▸ 10 | MSFT | SH | $16.7M | 2.08% | 44,652 | — | — |
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Frequently Asked Questions
What stocks does HORAN Wealth, LLC hold as of Q2 2026?
HORAN Wealth, LLC reported 217 positions worth $800.0M in its Q2 2026 13F filing. Largest positions: IVV (19.5%), IJH (7.5%), AVDE (4.8%), AAPL (3.7%) and AVEM (3.5%).
What did HORAN Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HORAN Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.