HORAN Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2072569
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.2B
Holdings
217
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
HORAN Wealth, LLC disclosed 217 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 32 new positions and exited 12 — including a new stake in $PAYX and a full exit from $SYK. The portfolio is most concentrated in Other (62.4% of disclosed assets). All figures are sourced directly from HORAN Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2072569.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
25.5% weight
Held 5 quarters
ISHARES TR - CORE S&P MCP
9.8% weight
Held 5 quarters
AMERICAN CENTY ETF TR - IN
3.1% weight
Held 5 quarters
ISHARES TR - CORE S&P SCP
2.9% weight
Held 5 quarters
$MSFT2.7% weight
Held 5 quarters
ISHARES TR - CORE S&P500 E
4 quarters accumulating
ISHARES TR - CORE S&P MCP
4 quarters accumulating
AMERICAN CENTY ETF TR - IN
4 quarters accumulating
$MSFT4 quarters accumulating
SCHWAB STRATEGIC TR - US B
4 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsConsumer StaplesIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$312.2M416,832 shISHARES TR - CORE S&P MCP ETF
—Quality
$119.8M1,553,290 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$38.0M426,053 shISHARES TR - CORE S&P SCP ETF
—Quality
$35.3M237,740 sh- 79.8
Quality
$33.3M89,304 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$30.6M1,055,996 sh- 76.4
Quality
$29.9M103,493 sh - 64.6
Quality
$29.1M198,744 sh AMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$28.2M291,832 shSCHWAB STRATEGIC TR - FUNDAMENTAL US S
—Quality
$22.0M578,074 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $312.2M | 416,832 |
| ISHARES TR - CORE S&P MCP ETF | — | $119.8M | 1,553,290 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $38.0M | 426,053 |
| ISHARES TR - CORE S&P SCP ETF | — | $35.3M | 237,740 |
| MICROSOFT CORP$MSFT | 79.8 | $33.3M | 89,304 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $30.6M | 1,055,996 |
 Apple Inc.$AAPL | 76.4 | $29.9M | 103,493 |
 PROCTER & GAMBLE Co$PG | 64.6 | $29.1M | 198,744 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $28.2M | 291,832 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $22.0M | 578,074 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HORAN Wealth, LLC's 217 positions.
Showing top 10 of 217 holdings.
Sector Allocation
Other
$763.9M
Technology
$186.0M
Consumer Discretionary
$57.0M
Financials
$53.5M
Consumer Staples
$41.2M
Industrials
$40.1M
Healthcare
$37.2M
Energy
$26.7M
Top Holdings — HORAN Wealth, LLC (Q2 2026)
Top 150 of 217 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $312.2M | 25.5% | +6% | — |
| 2 | — | ISHARES TR - CORE S&P MCP ETF | $119.8M | 9.8% | +6% | — |
| 3 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $38.0M | 3.1% | +47% | — |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $35.3M | 2.9% | -15% | — |
| 5 | $MSFT | MICROSOFT CORP | $33.3M | 2.7% | +2% | 79.8 |
| 6 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $30.6M | 2.5% | +0% | — |
| 7 | $AAPL | Apple Inc. | $29.9M | 2.4% | +1% | 76.4 |
| 8 | $PG | PROCTER & GAMBLE Co | $29.1M | 2.4% | +5% | 64.6 |
| 9 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $28.2M | 2.3% | +67% | — |
| 10 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $22.0M | 1.8% | +0% | — |
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $21.8M | 1.8% | +4% | — |
| 12 | — | VICTORY PORTFOLIOS II - CORE BD ETF | $19.6M | 1.6% | +2% | — |
| 13 |  $GOOG | Alphabet Inc. | $19.3M | 1.6% | -1% | 78.2 |
| 14 |  $AVGO | Broadcom Inc. | $18.5M | 1.5% | -2% | 84.5 |
| 15 |  $PANW | Palo Alto Networks Inc | $16.8M | 1.4% | -4% | 65.5 |
| 16 |  $WMB | WILLIAMS COMPANIES, INC. | $14.6M | 1.2% | +1% | 64.3 |
| 17 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $13.4M | 1.1% | +1% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $12.2M | 1.0% | -3% | 69 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $11.8M | 1.0% | +1% | 70.7 |
| 20 |  $NVDA | NVIDIA CORP | $11.5M | 0.9% | +6% | 85.9 |
| 21 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $11.4M | 0.9% | +0% | 62.9 |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $10.6M | 0.9% | -1% | 68.7 |
| 23 |  $HD | HOME DEPOT, INC. | $10.3M | 0.8% | +5% | 60.3 |
| 24 |  $PAYX | PAYCHEX INC | $9.5M | 0.8% | NEW | 74.6 |
| 25 |  $ASML | ASML HOLDING NV | $9.4M | 0.8% | -2% | — |
| 26 |  $WMT | Walmart Inc. | $9.2M | 0.8% | -0% | 60.2 |
| 27 |  $ITW | ILLINOIS TOOL WORKS INC | $8.4M | 0.7% | +3% | 63.6 |
| 28 |  $TT | Trane Technologies plc | $8.3M | 0.7% | -1% | — |
| 29 |  $GE | GENERAL ELECTRIC CO | $8.2M | 0.7% | +12% | 73.8 |
| 30 | — | ISHARES TR - RUS 1000 GRW ETF | $8.2M | 0.7% | +303% | — |
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.7M | 0.6% | +1% | — |
| 32 |  $GPC | GENUINE PARTS CO | $7.7M | 0.6% | -2% | 52.7 |
| 33 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $7.5M | 0.6% | +4% | 62.9 |
| 34 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.2M | 0.6% | +2% | 65.1 |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.2M | 0.6% | +4% | 73.8 |
| 36 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $7.0M | 0.6% | +1% | — |
| 37 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $7.0M | 0.6% | -1% | — |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $7.0M | 0.6% | +0% | — |
| 39 |  $SHEL | Shell plc | $6.6M | 0.5% | +2% | — |
| 40 |  $ABBV | AbbVie Inc. | $6.4M | 0.5% | +2% | 72.6 |
| 41 |  $MRK | Merck & Co., Inc. | $6.0M | 0.5% | +0% | 59.9 |
| 42 |  $AMGN | AMGEN INC | $5.6M | 0.5% | +2% | 79.2 |
| 43 |  $AMZN | AMAZON COM INC | $5.2M | 0.4% | +4% | 68.7 |
| 44 |  $SFM | Sprouts Farmers Market, Inc. | $4.9M | 0.4% | +15% | 64.8 |
| 45 | — | ISHARES TR - RUS MID CAP ETF | $4.6M | 0.4% | -0% | — |
| 46 |  $NEE | NEXTERA ENERGY INC | $4.6M | 0.4% | +3% | 64.6 |
| 47 |  $USB | US BANCORP \DE\ | $4.5M | 0.4% | +0% | 65.3 |
| 48 |  $V | VISA INC. | $4.2M | 0.3% | +3% | 82.9 |
| 49 |  $AMCR | Amcor plc | $4.0M | 0.3% | -19% | — |
| 50 | — | ISHARES TR - RUSSELL 2000 ETF | $4.0M | 0.3% | +3% | — |
| 51 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.9M | 0.3% | +447% | — |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $3.9M | 0.3% | +3% | 65.8 |
| 53 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.7M | 0.3% | +10% | — |
| 54 |  $ABT | ABBOTT LABORATORIES | $3.5M | 0.3% | +3% | 65.5 |
| 55 |  $APD | Air Products & Chemicals, Inc. | $3.5M | 0.3% | +2% | 46.4 |
| 56 |  $GEV | GE Vernova Inc. | $3.3M | 0.3% | +16% | 81.1 |
| 57 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.3M | 0.3% | -2% | — |
| 58 |  $CAT | CATERPILLAR INC | $3.3M | 0.3% | +9% | 66.5 |
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.2M | 0.3% | +3% | — |
| 60 |  $CVX | CHEVRON CORP | $3.0M | 0.3% | +0% | 62.8 |
| 61 |  $CTAS | CINTAS CORP | $2.9M | 0.2% | +4% | 68.7 |
| 62 |  $CSX | CSX CORP | $2.8M | 0.2% | +1% | 65.2 |
| 63 | — | SPDR Portfolio S&P 500 ETF - ETF | $2.7M | 0.2% | +12% | — |
| 64 |  $LMT | LOCKHEED MARTIN CORP | $2.7M | 0.2% | +1% | 65.6 |
| 65 | — | ISHARES TR - MSCI USA QLT FCT | $2.5M | 0.2% | +7% | — |
| 66 |  $GOOGL | Alphabet Inc. | $2.5M | 0.2% | -9% | 78.2 |
| 67 |  $INTC | INTEL CORP | $2.5M | 0.2% | NEW | 45.6 |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.2% | +35% | — |
| 69 |  $NSC | NORFOLK SOUTHERN CORP | $2.4M | 0.2% | +0% | 63.2 |
| 70 |  $CINF | CINCINNATI FINANCIAL CORP | $2.4M | 0.2% | -7% | 84.3 |
| 71 |  $KDP | Keurig Dr Pepper Inc. | $2.3M | 0.2% | +7% | 64.6 |
| 72 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.3M | 0.2% | +1% | — |
| 73 |  $IAU | ISHARES GOLD TRUST | $2.3M | 0.2% | +0% | — |
| 74 |  $DPZ | DOMINOS PIZZA INC | $2.3M | 0.2% | +1% | 60.1 |
| 75 | — | ISHARES TR - MSCI EAFE ETF | $2.2M | 0.2% | +1% | — |
| 76 | — | iShares MSCI EAFE Value ETF - ETF | $2.2M | 0.2% | +9% | — |
| 77 |  $CCZ | COMCAST CORP | $2.2M | 0.2% | +5% | 59.5 |
| 78 |  $ETN | Eaton Corp plc | $2.1M | 0.2% | -3% | — |
| 79 | — | ISHARES TR - MSCI EMG MKT ETF | $2.1M | 0.2% | -0% | — |
| 80 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $2.0M | 0.2% | +0% | — |
| 81 | — | VANGUARD INDEX FDS - VALUE ETF | $1.9M | 0.2% | -2% | — |
| 82 | — | ISHARES TR - NATIONAL MUN ETF | $1.8M | 0.1% | +2% | — |
| 83 |  $GWW | W.W. GRAINGER, INC. | $1.8M | 0.1% | NEW | 61.8 |
| 84 |  $RTX | RTX Corp | $1.7M | 0.1% | -1% | 73.2 |
| 85 | — | ISHARES TR - RUS 1000 VAL ETF | $1.7M | 0.1% | +4% | — |
| 86 |  $PEP | PEPSICO INC | $1.7M | 0.1% | -8% | 63.4 |
| 87 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.1% | +1% | 70 |
| 88 | — | SPDR SSgA Multi-Asset Real Return ETF - ETF | $1.6M | 0.1% | +6% | — |
| 89 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $1.6M | 0.1% | +0% | 71.6 |
| 90 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.5M | 0.1% | -2% | — |
| 91 |  $WPC | W. P. Carey Inc. | $1.5M | 0.1% | +7% | 65.9 |
| 92 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.5M | 0.1% | +2% | — |
| 93 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | +5% | 70.3 |
| 94 | — | iShares Core US Aggregate Bond ETF - ETF | $1.4M | 0.1% | +25% | — |
| 95 |  $CMI | CUMMINS INC | $1.3M | 0.1% | +0% | 58.1 |
| 96 | — | ISHARES INC - CORE MSCI EMKT | $1.3M | 0.1% | +33% | — |
| 97 |  $FITB | FIFTH THIRD BANCORP | $1.3M | 0.1% | -2% | 63.2 |
| 98 | — | iShares MSCI EAFE Growth ETF - ETF | $1.2M | 0.1% | +23% | — |
| 99 |  $IVZ | Invesco Ltd. | $1.2M | 0.1% | +23% | — |
| 100 | — | ISHARES TR - S&P 500 GRWT ETF | $1.2M | 0.1% | +49% | — |
| 101 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | +96% | 72.3 |
| 102 |  $NDSN | NORDSON CORP | $1.2M | 0.1% | -5% | 69.2 |
| 103 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.1M | 0.1% | -3% | — |
| 104 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.1% | NEW | 86.2 |
| 105 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.1M | 0.1% | +43% | — |
| 106 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.1M | 0.1% | +1% | — |
| 107 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.1% | +3% | 70.4 |
| 108 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | -41% | 57.9 |
| 109 | — | ISHARES TR - CORE MSCI TOTAL | $1.1M | 0.1% | +2% | — |
| 110 |  $LCNB | LCNB CORP | $1.1M | 0.1% | -22% | 63.4 |
| 111 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | +7% | 87.5 |
| 112 | — | SPDR Portfolio S&P 400 Mid Cap ETF - ETF | $1.0M | 0.1% | +7% | — |
| 113 |  $KR | KROGER CO | $1.0M | 0.1% | +143% | 52.6 |
| 114 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $966,858 | 0.1% | +4% | 73.7 |
| 115 |  $DUK | Duke Energy CORP | $953,319 | 0.1% | +4% | 56.4 |
| 116 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $939,202 | 0.1% | +18% | — |
| 117 |  $PM | Philip Morris International Inc. | $926,560 | 0.1% | +318% | 75.9 |
| 118 | — | ISHARES INC - MSCI EMRG CHN | $891,340 | 0.1% | -4% | — |
| 119 | — | Vanguard Tax-Exempt Bond ETF - ETF | $874,416 | 0.1% | +0% | — |
| 120 |  $MCD | MCDONALDS CORP | $872,884 | 0.1% | +7% | 69 |
| 121 |  $SBUX | STARBUCKS CORP | $865,710 | 0.1% | NEW | 58.2 |
| 122 | — | ISHARES INC - MSCI EQUAL WEITE | $838,612 | 0.1% | NEW | — |
| 123 |  $TSLA | Tesla, Inc. | $795,316 | 0.1% | +19% | 53.9 |
| 124 | — | iShares iBonds Dec. 2026 Corporate Bond ETF - ETF | $781,817 | 0.1% | -5% | — |
| 125 | — | iShares iBonds Dec. 2027 Corporate Bond ETF - ETF | $781,724 | 0.1% | -6% | — |
| 126 | — | iShares iBonds Dec. 2028 Corporate Bond ETF - ETF | $779,294 | 0.1% | -6% | — |
| 127 |  $COST | COSTCO WHOLESALE CORP /NEW | $776,720 | 0.1% | +3% | 66.2 |
| 128 | $XOM.R34088 | EXXON MOBIL CORP | $776,281 | 0.1% | NEW | 57.9 |
| 129 | — | JOHN HANCOCK MULTIFACTOR MID CAP ETF - ETF | $772,670 | 0.1% | -6% | — |
| 130 |  $META | Meta Platforms, Inc. | $763,779 | 0.1% | +22% | 79.6 |
| 131 |  $CL | COLGATE PALMOLIVE CO | $736,824 | 0.1% | -14% | 61.3 |
| 132 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $689,584 | 0.1% | -31% | — |
| 133 |  $ET | Energy Transfer LP | $684,619 | 0.1% | +1% | 64.4 |
| 134 |  $KLAC | KLA CORP | $678,124 | 0.1% | NEW | 78.6 |
| 135 |  $GLDM | World Gold Trust | $667,158 | 0.1% | -4% | — |
| 136 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $667,136 | 0.1% | +24% | — |
| 137 | — | iShares MSCI USA Min Vol Factor ETF - ETF | $657,127 | 0.1% | -10% | — |
| 138 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $652,692 | 0.1% | -8% | — |
| 139 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $628,387 | 0.1% | +38% | — |
| 140 | — | F/M OPPORTUNISTIC INCOME ETF - ETF | $627,708 | 0.1% | +58% | — |
| 141 | — | iShares 3-7 Year Treasury Bond ETF - ETF | $625,034 | 0.1% | -33% | — |
| 142 |  $ALPS | Alps Group Inc | $619,912 | 0.1% | -4% | — |
| 143 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $614,380 | 0.1% | +0% | — |
| 144 | — | First Trust TCW Unconstrained Plus Bond ETF - ETF | $609,392 | 0.1% | +20% | — |
| 145 | — | iShares iBonds Dec. 2029 Corporate Bond ETF - ETF | $606,556 | 0.1% | +17% | — |
| 146 | — | VICTORYSHARES FREE CASH FLOW ETF - ETF | $599,877 | 0.1% | +13% | — |
| 147 | — | F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF - ETF | $589,658 | 0.1% | NEW | — |
| 148 | — | iShares Core Total Bond Market ETF - ETF | $584,794 | 0.1% | +115% | — |
| 149 |  $TXN | TEXAS INSTRUMENTS INC | $582,658 | 0.1% | NEW | 73.4 |
| 150 | — | iShares 7-10 Year Treasury Bond ETF - ETF | $578,197 | 0.1% | -26% | — |
New Positions (32)
$PAYX PAYCHEX INC$9.5M$INTC INTEL CORP$2.5M$GWW W.W. GRAINGER, INC.$1.8M$MU MICRON TECHNOLOGY INC$1.1M$SBUX STARBUCKS CORP$865,710 ISHARES INC - MSCI EQUAL WEITE$838,612
$KLAC KLA CORP$678,124 F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF - ETF$589,658
$TXN TEXAS INSTRUMENTS INC$582,658
$LRCX LAM RESEARCH CORP$539,818 F/M US TREASURY 3 MONTH BILL FUND - ETF$478,723
VANGUARD INDEX FDS - MID CAP ETF$458,283
$AMD ADVANCED MICRO DEVICES INC$436,952
$GS GOLDMAN SACHS GROUP INC$427,753
$RIVN Rivian Automotive, Inc. / DE$414,492Exited Positions (12)
$SYK STRYKER CORP
$CRS CARPENTER TECHNOLOGY CORP
$T AT&T INC.
$HI Hillenbrand, Inc.
$OTIS Otis Worldwide Corp F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF
Vanguard Mid-Cap Growth ETF
Schwab Short-Term US Treasury ETF
$AMP AMERIPRISE FINANCIAL INC DIMENSIONAL US MARKETWIDE VALUE ETF
$MDU MDU RESOURCES GROUP INC
$ATI ATI INCBrowse Top Institutional Investors
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