§ 13F · FUND PROFILE
HORAN Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $635M (13F)Positions · 192Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 196K | $134M | 12.8% | — |
| 2 | IVV | iShares Core S&P 500 ETF | 196K | $134M | 12.8% | +100% |
| 3 | IJH | iShares Core S&P Mid-Cap ETF | 735K | $49M | 4.7% | — |
| 4 | IJH | ISHARES TR | 735K | $49M | 4.7% | +100% |
| 5 | AAPL | APPLE INC | 102K | $26M | 2.5% | ±0% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 290K | $25M | 2.3% | +3% |
| 7 | UITB | VICTORY PORTFOLIOS II | 411K | $19M | 1.8% | −1% |
| 8 | MSFT | Microsoft Corp | 44K | $17M | 1.6% | +102% |
| 9 | MSFT | MICROSOFT CORP | 44K | $17M | 1.6% | — |
| 10 | IJR | ISHARES TR | 140K | $17M | 1.6% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORAN SIGNAL
AC read
HORAN Wealth, LLC is a Other fund managing $635 million in assets. The fund runs a portfolio of 192 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed