§ 13F · FUND PROFILE
Iron Horse Wealth Management, LLC.
AUM · $339M (13F)Positions · 591Turnover · n/a · Q2Filed · Jul 22, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$575K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 22, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 268K | $36M | 10.5% | +2% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 691K | $35M | 10.3% | +6% |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | 86K | $34M | 10.0% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 406K | $23M | 6.8% | +1% |
| 5 | SPY | SPDR S&P 500 ETF TR | 37K | $23M | 6.8% | +2% |
| 6 | SPDW | SPDR INDEX SHS FDS | 547K | $22M | 6.5% | +2% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 312K | $18M | 5.2% | +4% |
| 8 | VO | VANGUARD INDEX FDS | 57K | $16M | 4.7% | +2% |
| 9 | BBAG | J P MORGAN EXCHANGE TRADED F | 341K | $16M | 4.6% | +1% |
| 10 | VB | VANGUARD INDEX FDS | 65K | $15M | 4.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRON SIGNAL
AC read
Iron Horse Wealth Management, LLC is a Other fund managing $339 million in assets. The fund runs a broad portfolio of 591 positions.
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