Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HORAN Wealth, LLC (CIK 2072569) reported $1.05B across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($268.6M, 25.52%), IJH ($98.2M, 9.33%), MSFT ($34.4M, 3.27%), IJR ($33.6M, 3.20%), PG ($27.1M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $268.6M | 25.52% | 392,598 | Added |
| 2 | IJH | iShares Core S&P Mid-Cap ETF | $98.2M | 9.33% | 1.5M | Added |
| 3 | MSFT | Microsoft Corp | $34.4M | 3.27% | 87,978 | Added |
| 4 | IJR | iShares Core S&P Small-Cap ETF | $33.6M | 3.20% | 279,520 | Added |
| 5 | PG | Procter & Gamble Co | $27.1M | 2.57% | 188,542 | Added |
| 6 | SCHB | Schwab US Broad Market ETF | $26.5M | 2.51% | 1.1M | Added |
| 7 | AAPL | APPLE INC | $26.4M | 2.51% | 102,417 | Trimmed |
| 8 | AVDE | AMERICAN CENTY ETF TR | $24.5M | 2.33% | 289,574 | Added |
| 9 | UITB | VICTORY PORTFOLIOS II | $19.3M | 1.84% | 411,102 | Trimmed |
| 10 | FNDA | Schwab Fundamental US Small Company ETF | $18.7M | 1.78% | 577,082 | Added |
| 11 | VOO | Vanguard S&P 500 ETF | $18.5M | 1.76% | 30,656 | Added |
| 12 | GOOGL | ALPHABET INC | $15.8M | 1.50% | 54,617 | Trimmed |
| 13 | AVGO | BROADCOM INC | $15.6M | 1.48% | 49,666 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $14.1M | 1.34% | 174,623 | New |
| 15 | WMB | Williams Companies Inc | $14.0M | 1.33% | 194,418 | Added |
| 16 | USTB | VICTORY PORTFOLIOS II | $13.3M | 1.26% | 262,376 | Added |
| 17 | JNJ | Johnson & Johnson | $11.6M | 1.10% | 49,344 | Added |
| 18 | TJX | TJX Companies Inc | $11.2M | 1.07% | 70,658 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $10.6M | 1.01% | 35,452 | Trimmed |
| 20 | QCOM | Qualcomm Inc | $10.0M | 0.95% | 75,446 | Added |
| 21 | WMT | Walmart Inc | $9.9M | 0.94% | 81,544 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $9.8M | 0.93% | 54,359 | Added |
| 23 | CFG | Citizens Financial Group Inc | $9.7M | 0.92% | 162,310 | Added |
| 24 | NOC | Northrop Grumman Corp | $9.5M | 0.91% | 14,140 | Added |
| 25 | HD | The Home Depot Inc | $9.2M | 0.88% | 27,754 | Added |
Source: SEC Form 13F filings · as of 2026-03-31