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.
Iron Horse Wealth Management, LLC (CIK 1836270) reported $339.0M across 591 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: VYM ($35.8M, 10.55%), JPST ($35.0M, 10.33%), VOOG ($34.0M, 10.04%), VEA ($23.1M, 6.82%), SPY ($23.1M, 6.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $35.8M | 10.55% | 268,260 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $35.0M | 10.33% | 690,854 | Added |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $34.0M | 10.04% | 85,811 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $23.1M | 6.82% | 405,739 | Added |
| 5 | SPY | SPDR S&P 500 ETF TR | $23.1M | 6.82% | 37,393 | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $22.1M | 6.53% | 546,648 | Added |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.8M | 5.24% | 312,226 | Added |
| 8 | VO | VANGUARD INDEX FDS | $15.8M | 4.68% | 56,640 | Added |
| 9 | JAGG | J P MORGAN EXCHANGE TRADED F | $15.7M | 4.64% | 340,534 | Added |
| 10 | VB | VANGUARD INDEX FDS | $15.4M | 4.54% | 64,955 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $15.2M | 4.49% | 183,621 | Trimmed |
| 12 | LQD | ISHARES TR | $14.6M | 4.32% | 133,464 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $13.2M | 3.90% | 267,242 | Added |
| 14 | VOE | VANGUARD INDEX FDS | $10.8M | 3.20% | 65,935 | Added |
| 15 | AVUV | AMERICAN CENTY ETF TR | $8.8M | 2.60% | 96,584 | Added |
| 16 | PFFD | GLOBAL X FDS | $5.7M | 1.69% | 304,662 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $1.9M | 0.56% | 9,784 | Trimmed |
| 18 | SPYV | SPDR SERIES TRUST | $1.5M | 0.43% | 27,903 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.36% | 2,504 | Trimmed |
| 20 | AAPL | APPLE INC | $1.2M | 0.36% | 5,906 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $1.1M | 0.31% | 1,854 | Trimmed |
| 22 | LII | LENNOX INTL INC | $914,318 | 0.27% | 1,595 | Hold |
| 23 | WFC | WELLS FARGO CO NEW | $742,674 | 0.22% | 9,270 | Trimmed |
| 24 | SPYG | SPDR SERIES TRUST | $759,623 | 0.22% | 7,969 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $641,379 | 0.19% | 1,463 | Added |
Source: SEC Form 13F filings · as of 2025-06-30