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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $635M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 192 New
Page 1 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 191,199.0 $128.0M 20.16% NEW $669.30 +11.5%
2 IJH ISHARES TR 712,277.0 $46.5M 7.33% NEW $65.26 +11.7%
3 AAPL APPLE INC Technology 101,783.0 $25.9M 4.08% NEW $254.63 +19.8%
4 MSFT MICROSOFT CORP Technology 42,501.0 $22.0M 3.47% NEW $517.94 -19.1%
5 UITB VICTORY PORTFOLIOS II 371,946.0 $17.7M 2.79% NEW $47.52 -2.2%
6 AVGO BROADCOM INC Technology 50,234.0 $16.6M 2.61% NEW $329.91 +25.7%
7 IJR ISHARES TR 136,785.0 $16.3M 2.56% NEW $118.83 +14.7%
8 PG PROCTER AND GAMBLE CO Consumer Defensive 89,998.0 $13.8M 2.18% NEW $153.65 -7.3%
9 GOOGL ALPHABET INC Communication Services 55,018.0 $13.4M 2.11% NEW $243.10 +59.5%
10 SCHB SCHWAB STRATEGIC TR 517,585.0 $13.3M 2.10% NEW $25.71 +11.2%
11 AVDE AMERICAN CENTY ETF TR 167,103.0 $13.2M 2.08% NEW $78.90 +15.2%
12 USTB VICTORY PORTFOLIOS II 220,111.0 $11.2M 1.77% NEW $50.99 -0.9%
13 JPM JPMORGAN CHASE & CO. Financial Services 35,360.0 $11.2M 1.76% NEW $315.42 -3.9%
14 NVDA NVIDIA CORPORATION Technology 50,989.0 $9.5M 1.50% NEW $186.58 +17.6%
15 FNDA SCHWAB STRATEGIC TR 281,251.0 $8.8M 1.38% NEW $31.16 +13.7%
16 TT TRANE TECHNOLOGIES PLC Industrials 17,028.0 $7.2M 1.13% NEW $421.94 +7.0%
17 BERKSHIRE HATHAWAY INC DEL 13,141.0 $6.6M 1.04% NEW $502.73
18 SPY SPDR S&P 500 ETF TR Financial Services 9,339.0 $6.2M 0.98% NEW $666.21 +11.5%
19 QCOM QUALCOMM INC Technology 36,828.0 $6.1M 0.96% NEW $166.36 +21.7%
20 WMB WILLIAMS COS INC Energy 96,213.0 $6.1M 0.96% NEW $63.35 +22.9%
Page 1 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 12.6%
Industrials 10.7%
Healthcare 9.5%
Consumer Defensive 9.1%
Communication Services 8.1%
Consumer Cyclical 7.9%
Energy 5.7%
Utilities 2.2%
Basic Materials 1.0%