HORAN Wealth, LLC
CIK 2072569
13F filing for Q2 2026・No. 2,951
- Holdings
- US$799.97M
- Quarter change
- −US$252.35M
- Entries
- 217
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
217 stocks worth US$799.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | — | 208,416 | US$156.08M | 19.51% |
| IJHISHARES TRCORE S&P MCP ETF | — | 776,645 | US$59.89M | 7.49% |
| AMERICAN CENTY ETF TRINTL EQT ETF | — | 426,053 | US$38M | 4.75% |
| AAPLAppleCOM | — | 103,493 | US$29.95M | 3.74% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | — | 291,832 | US$28.16M | 3.52% |
| VICTORY PORTFOLIOS IICORE BD ETF | — | 417,413 | US$19.55M | 2.44% |
| GOOGLAlphabetCAP STK CL A | — | 53,917 | US$19.27M | 2.41% |
| AVGOBroadcomCOM | — | 48,848 | US$18.45M | 2.31% |
| ISHARES TRCORE S&P SCP ETF | — | 118,870 | US$17.63M | 2.20% |
| MSFTMicrosoftCOM | — | 44,652 | US$16.66M | 2.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 26, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.