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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $651M AUM 178 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 87 Added 29 Reduced 26 Exited
Page 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 USMV iShares MSCI USA Min Vol Factor ETF 7,559.0 $712K 0.11% +71.0 +0.9% $94.16 +2.0%
102 IWD ISHARES TR 3,303.0 $695K 0.11% -25.0 -0.8% $210.35 +11.6%
103 VEU VANGUARD INTL EQUITY INDEX F 9,432.0 $694K 0.11% +1K +13.3% $73.56 +12.3%
104 VNQ VANGUARD INDEX FDS 7,742.0 $685K 0.10% $88.49 +9.2%
105 COST COSTCO WHSL CORP NEW Consumer Defensive 793.0 $684K 0.10% +20.0 +2.6% $862.37 +21.8%
106 META META PLATFORMS INC Communication Services 1,003.0 $662K 0.10% +121.0 +13.7% $660.11 -8.0%
107 TSLA TESLA INC Consumer Cyclical 1,432.0 $644K 0.10% +219.0 +18.1% $449.59 -7.2%
108 HILLENBRAND INC 20,256.0 $643K 0.10% -21K -51.2% $31.72
109 NFLX NETFLIX INC Communication Services 6,580.0 $617K 0.10% +6K +912.3% $93.76 -4.8%
110 XLK SELECT SECTOR SPDR TR 4,145.0 $597K 0.09% NEW $143.97 +24.1%
111 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 13,597.0 $595K 0.09% +724.0 +5.6% $43.74 +5.5%
112 SCHE SCHWAB STRATEGIC TR 18,127.0 $594K 0.09% +3K +18.4% $32.75 +8.6%
113 ET ENERGY TRANSFER L P Energy 35,544.0 $586K 0.09% +447.0 +1.3% $16.49 +21.3%
114 GSLC GOLDMAN SACHS ETF TR 4,330.0 $573K 0.09% $132.37 +6.4%
115 FITB FIFTH THIRD BANCORP Financial Services 11,609.0 $543K 0.08% $46.81 +5.0%
116 J P MORGAN EXCHANGE TRADED F 10,639.0 $538K 0.08% -1K -9.6% $50.59
117 PDEC INNOVATOR ETFS TRUST 11,838.0 $514K 0.08% $43.38 +4.9%
118 UCON First Trust TCW Unconstrained Plus Bond ETF 20,354.0 $512K 0.08% +2K +10.2% $25.17 -1.6%
119 MCD MCDONALDS CORP Consumer Cyclical 1,668.0 $510K 0.08% +62.0 +3.9% $305.71 -7.0%
120 INTF ISHARES TR 13,284.0 $501K 0.08% $37.75 +9.9%
Page 6 of 9  ·  178 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 32.4%
Financial Services 13.1%
Healthcare 10.7%
Industrials 10.0%
Communication Services 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 7.8%
Energy 4.2%
Utilities 2.3%
Basic Materials 0.9%