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 $1.23B across 216 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($312.2M, 25.48%), IJH ($119.8M, 9.78%), AVDE ($38.0M, 3.10%), IJR ($35.3M, 2.88%), MSFT ($33.3M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $312.2M | 25.48% | 416,832 | Added |
| 2 | IJH | ISHARES TR | $119.8M | 9.78% | 1.6M | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $38.0M | 3.10% | 426,053 | Added |
| 4 | IJR | ISHARES TR | $35.3M | 2.88% | 237,740 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $33.3M | 2.72% | 89,304 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $30.6M | 2.50% | 1.1M | Added |
| 7 | AAPL | APPLE INC | $29.9M | 2.44% | 103,493 | Added |
| 8 | PG | PROCTER & GAMBLE CO | $29.1M | 2.38% | 198,744 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $28.2M | 2.30% | 291,832 | Added |
| 10 | FNDA | SCHWAB STRATEGIC TR | $22.0M | 1.80% | 578,074 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $21.8M | 1.78% | 31,750 | Added |
| 12 | UITB | VICTORY PORTFOLIOS II | $19.6M | 1.60% | 417,413 | Added |
| 13 | GOOGL | ALPHABET INC | $19.3M | 1.57% | 53,917 | Trimmed |
| 14 | AVGO | BROADCOM INC | $18.5M | 1.51% | 48,848 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $16.8M | 1.37% | 49,362 | Trimmed |
| 16 | WMB | WILLIAMS COS INC | $14.6M | 1.19% | 195,906 | Added |
| 17 | USTB | VICTORY PORTFOLIOS II | $13.4M | 1.09% | 264,769 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $12.2M | 0.99% | 47,906 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $11.8M | 0.96% | 35,981 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $11.5M | 0.94% | 57,377 | Added |
| 21 | CFG | CITIZENS FINL GROUP INC | $11.4M | 0.93% | 162,370 | Added |
| 22 | TJX | TJX COS INC NEW | $10.6M | 0.86% | 69,856 | Trimmed |
| 23 | HD | HOME DEPOT INC | $10.3M | 0.84% | 29,158 | Added |
| 24 | PAYX | PAYCHEX INC | $9.5M | 0.78% | 96,686 | New |
| 25 | ASML | ASML HLDG NV | $9.4M | 0.76% | 4,704 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30