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CIK: 0002072569
Total reported value
$800.0M
$800.0M
178 檔
31.9%
In Q4 2025, HORAN Wealth, LLC's U.S. equity holdings reached a combined market value of $800.0M, distributed across 178 disclosed stock positions.
In Q4 2025, HORAN Wealth, LLC displayed an active expansion posture, initiating 12 new positions and adding to 110 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.66% | -6.01% | +2.67% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.44% | -1.84% | +3.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.28% | +1.23% | +0.78% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 3.56% | +2.42% | +68.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -1.19% | +2.37% | |
| 6 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.02% | +0.60% | +11.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.67% | +0.83% | -0.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +0.91% | +0.53% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.58% | -1.00% | +2.17% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.09% | -0.60% | +0.31% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.75% | +5.59% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | +0.46% | +0.39% | |
| 13 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.71% | +0.42% | -0.49% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.51% | +3.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.40% | +69.64% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.38% | -0.40% | +1.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | +0.26% | +5.20% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.02% | +0.37% | -0.12% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.98% | -0.90% | +1.42% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.29% | +0.04% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.37% | +1.22% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 0.89% | -0.42% | +0.60% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.29% | +1.30% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.41% | -0.11% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | +0.22% | +0.03% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.57% | +1.12% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.34% | -2.92% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.20% | +1.16% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | +0.22% | +0.72% | |
| 30 | CFG | Citizens Financial Group | Stock-Financials | 0.72% | -0.21% | +1.69% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.24% | +2.27% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.71% | +0.26% | +1.13% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.23% | +2.15% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | +0.06% | +1.23% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.18% | +2.48% | |
| 36 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.62% | -0.20% | +0.90% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | +0.13% | +0.75% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.61% | -0.44% | +1.28% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.21% | +0.45% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | -0.23% | -0.19% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.55% | -0.21% | +0.74% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.07% | +0.92% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.18% | +0.42% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | +0.15% | +60.57% | |
| 45 | AMCR | Amcor plc | Stock-Consumer Disc | 0.52% | — | -9.10% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | -0.16% | +2.49% | |
| 47 | GE | General Electric | Stock-Industrials | 0.46% | -0.05% | -3.70% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.45% | -0.31% | -0.42% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.42% | +0.12% | +0.15% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.36% | +0.04% | -10.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +1.5% | +68.69% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | +69.64% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.53% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +2.67% | Add |
| 5 | UITB | Victoryshares Core Intermedi | +0.2% | +11.65% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +0.78% | Add |
| 7 | VCIT | Vanguard Int-term Corporate | +0.2% | +60.57% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.1% | +0.72% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.01% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | +1.16% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.45% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +1.52% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | +1.12% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -0.15% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | +1.22% | Add |
| 16 | CFG | Citizens Financial Group | +0.1% | +1.69% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | -2.92% | Trim |
| 18 | CAT | Caterpillar Inc | 0% | +37.34% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +2.15% | Add |
| 20 | AXP | American Express Co | 0% | +102.88% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.20% | Add |
| 22 | TJX | Tjx Companies Inc | 0% | -0.11% | Trim |
| 23 | CTAS | Cintas CORP | 0% | +33.80% | Add |
| 24 | NEE | Nextera Energy Inc | 0% | +0.75% | Add |
| 25 | LLY | Eli Lilly & Co | 0% | +1.13% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +2.17% | Add |
| 27 | USB | US Bancorp | 0% | +0.13% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +2.49% | Add |
| 29 | LCNB | Lcnb Corporation | 0% | +4.46% | Add |
| 30 | RTX | Rtx CORP | 0% | +0.67% | Add |
| 31 | MUB | Ishares National Muni Bond E | 0% | +19.52% | Add |
| 32 | RLY | Ss Multi-asset Real Ret ETF | 0% | +8.61% | Add |
| 33 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 34 | XOM | Exxon Mobil CORP | 0% | +1.74% | Add |
| 35 | TSLA | Tesla Inc | 0% | +18.05% | Add |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | +13.30% | Add |
| 37 | NVDA | Nvidia CORP | 0% | +3.15% | Add |
| 38 | QCOM | Qualcomm Inc | 0% | +1.42% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | +2.48% | Add |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +4.27% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | +0.93% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +13.45% | Add |
| 43 | VWO | Vanguard Ftse Emerging Marke | 0% | +11.29% | Add |
| 44 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.97% | Add |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +18.43% | Add |
| 46 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 47 | SUB | Ishares Short-term National | 0% | +23.77% | Add |
| 48 | UCON | First Trust Smith Unconstrai | 0% | +10.21% | Add |
| 49 | EFA | Ishares Msci Eafe ETF | 0% | +1.70% | Add |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -8.38% | Trim |
According to official SEC Form 13F filings, HORAN Wealth, LLC reported a total U.S. public equity portfolio value of $800.0M across 178 disclosed positions in Q4 2025.
During Q4 2025, HORAN Wealth, LLC's top holdings by market value included IVV (20.7%)、IJH (7.4%)、AAPL (4.3%). The largest single position, IVV, represented 20.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AAPL) accounted for 31.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQ
市值: $1.5M
Top Position Liquidated / Trimmed
FISV
前期市值: $4.9M
In Q4 2025, HORAN Wealth, LLC made 186 total portfolio adjustments, initiating 12 new buys, adding to 110 positions, trimming 38 holdings, and fully liquidating 26 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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