Iron Horse Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Iron Horse Wealth Management, LLC 13F Holdings
CIK 0001836270 · JOHSTON, IA
As of Jun 30, 2025, Iron Horse Wealth Management, LLC reported
591 positions worth $336.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 268,260 | $35.8M | 10.62% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 690,854 | $35.0M | 10.40% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 85,811 | $34.0M | 10.11% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 405,739 | $23.1M | 6.87% |
| SPDR S&P 500 ETF TRUST | SPY | — | 37,393 | $23.1M | 6.86% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 546,648 | $22.1M | 6.57% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 312,226 |
|
7.8M5.27% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 56,640 |
5.8M | 4.71% |
| JPMORGAN BETABUILDERS US AGGREGATE BOND ETF | BBAG | — | 340,534 |
5.7M | 4.67% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 64,955 |
5.4M | 4.57% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 183,621 |
5.2M | 4.52% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 133,464 |
4.6M | 4.35% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 267,242 |
3.2M | 3.93% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 65,935 |
0.8M | 3.22% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 96,584 | $8.8M | 2.61% |
| GLOBAL X US PREFERRED ETF | PFFD | — | 304,662 | $5.7M | 1.70% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 9,784 |
.9M | 0.57% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 27,903 |
.5M | 0.43% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,504 |
.2M | 0.36% |
| APPLE INC | AAPL | Technology | 5,906 |
.2M | 0.36% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,854 |
.1M | 0.31% |
| LENNOX INTERNATIONAL INC | LII | Basic Materials | 1,595 | $914.3K | 0.27% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 7,969 | $759.6K | 0.23% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 9,270 | $742.7K | 0.22% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,035 | $642.6K | 0.19% |