HORAN Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
HORAN Wealth, LLC 13F Holdings
CIK 0002072569 · CINCINNATI, OH
As of Sep 30, 2025, HORAN Wealth, LLC reported
192 positions worth $634.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE S&P 500 ETF | IVV | — | 191,199 |
|
28.0M
20.17% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 712,277 | $46.5M | 7.32% |
| APPLE INC | AAPL | Technology | 101,783 | $25.9M | 4.08% |
| MICROSOFT CORP | MSFT | Technology | 42,501 | $22.0M | 3.47% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 371,946 |
7.7M | 2.79% |
| BROADCOM INC | AVGO | Technology | 50,234 |
6.6M | 2.61% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 136,785 |
6.3M | 2.56% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 89,998 |
3.8M | 2.18% |
| ALPHABET INC | GOOGL | Equity | 55,018 |
3.4M | 2.11% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 517,585 |
3.3M | 2.10% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 167,103 |
3.2M | 2.08% |
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF | USTB | — | 220,111 |
1.2M | 1.77% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 35,360 |
1.2M | 1.76% |
| NVIDIA CORP | NVDA | Technology | 50,989 | $9.5M | 1.50% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 281,251 | $8.8M | 1.38% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 17,028 | $7.2M | 1.13% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,141 | $6.6M | 1.04% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,339 | $6.2M | 0.98% |
| QUALCOMM INC | QCOM | Technology | 36,828 | $6.1M | 0.97% |
| WILLIAMS COMPANIES INC | WMB | Energy | 96,213 | $6.1M | 0.96% |
| ABBVIE INC | ABBV | Equity | 24,350 | $5.6M | 0.89% |
| VANGUARD 500 INDEX FUND | VOO | — | 9,204 | $5.6M | 0.89% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 67,203 | $5.4M | 0.85% |
| HOME DEPOT INC | HD | Consumer Cyclical | 13,256 | $5.4M | 0.85% |
| WALMART INC | WMT | Consumer Defensive | 51,727 | $5.3M | 0.84% |