HORAN Wealth, LLC: 13F holdings
CIK 20725692026Q2
| Positions | 217 |
|---|
| Reported value | $800.0m |
|---|
| Filed | 2026-08-26 |
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Change since last quarter
| Positions | 217 (+21 vs prior quarter) |
|---|
| Reported value | $800.0m (-24.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 208,416 | $156.1m | 19.5% |
| IJH ISHARES TR | 776,645 | $59.9m | 7.5% |
| AVDE AMERICAN CENTY ETF TR | 426,053 | $38.0m | 4.8% |
| AAPL APPLE INC | 103,493 | $29.9m | 3.7% |
| AVEM AMERICAN CENTY ETF TR | 291,832 | $28.2m | 3.5% |
| UITB VICTORY PORTFOLIOS II | 417,413 | $19.6m | 2.4% |
| GOOGL ALPHABET INC | 53,917 | $19.3m | 2.4% |
| AVGO BROADCOM INC | 48,848 | $18.5m | 2.3% |
| IJR ISHARES TR | 118,870 | $17.6m | 2.2% |
| MSFT MICROSOFT CORP | 44,652 | $16.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2072569")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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