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CIK: 0001836270
Total reported value
$339.0M
$339.0M
596 檔
40.2%
As reported in its official Q1 2025 Form 13F filing, Iron Horse Wealth Management, LLC's tracked investment portfolio stood at $339.0M with 596 total positions.
In Q1 2025, Iron Horse Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 596 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.88% | — | +3.45% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.63% | — | +16815.73% | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.07% | — | -4.39% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.61% | — | +1.75% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.53% | — | +7.41% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.29% | — | +7.24% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.51% | — | +5.50% | |
| 8 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 4.99% | — | -29.74% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.84% | — | -35.28% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.63% | — | -34.55% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.59% | — | +4.30% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 4.47% | — | +4.67% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.80% | — | +7.01% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.30% | — | +5.59% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.51% | — | — | |
| 16 | PFFD | Global X US Preferred ETF | ETF-Other | 1.83% | — | -32.29% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | -80.29% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | — | +2.08% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | +26.60% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.36% | — | -0.34% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +1.08% | |
| 22 | LII | Lennox International Inc | Stock-Industrials | 0.29% | — | -0.62% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | — | +0.53% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | — | -5.12% | |
| 25 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.20% | — | -8.80% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | — | -0.53% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | +3.03% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +1.11% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | -4.35% | |
| 30 | LNT | Alliant Energy CORP | Stock-Utilities | 0.15% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | -17.93% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | +11.23% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.12% | — | +4.29% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | +5.04% | |
| 35 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.10% | — | -0.32% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | +8.67% | |
| 37 | PFG | Principal Financial Group | Stock-Financials | 0.09% | — | -1.28% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.09% | — | -3.14% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | — | +1.36% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | -2.18% | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 0.09% | — | +18.54% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.08% | — | +1.22% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.08% | — | -1.68% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | -2.76% | |
| 45 | FNF | Fidelity National Financial | Stock-Financials | 0.08% | — | -1.44% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.08% | — | +2.52% | |
| 47 | WRB | Wr Berkley CORP | Stock-Financials | 0.08% | — | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | — | +0.21% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.07% | — | +3.47% |
According to official SEC Form 13F filings, Iron Horse Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.0M across 596 disclosed positions in Q1 2025.
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 VYM, JPST, VOOG) accounted for 40.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VYM
市值: $33.9M
During Q1 2025, Iron Horse Wealth Management, LLC's top holdings by market value included VYM (10.9%)、JPST (10.6%)、VOOG (9.1%). The largest single position, VYM, represented 10.9% of total portfolio value.
In Q1 2025, Iron Horse Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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