HORAN Wealth, LLC
CIK 0002072569 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-26 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$800.0M
2026 Q2
Positions
217
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
19.5%
IJH
ISHARES TR
7.5%
AVDE
AMERICAN CENTY ETF TR
4.8%
AAPL
APPLE INC
3.7%
AVEM
AMERICAN CENTY ETF TR
3.5%
UITB
VICTORY PORTFOLIOS II
2.4%
GOOGL
ALPHABET INC
2.4%
AVGO
BROADCOM INC
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.