§ 13F · FUND PROFILE
Iron Horse Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $339.0T (13F)Positions · 591Turnover · — · Q2Filed · Jul 22, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 22, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 268K | $35.8T | 10.5% | — |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 691K | $35.0T | 10.3% | — |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | 86K | $34.0T | 10.0% | — |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 406K | $23.1T | 6.8% | — |
| 5 | SPY | SPDR S&P 500 ETF TR | 37K | $23.1T | 6.8% | — |
| 6 | SPDW | SPDR INDEX SHS FDS | 547K | $22.1T | 6.5% | — |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 312K | $17.8T | 5.2% | — |
| 8 | VO | VANGUARD INDEX FDS | 57K | $15.8T | 4.7% | — |
| 9 | BBAG | J P MORGAN EXCHANGE TRADED F | 341K | $15.7T | 4.6% | — |
| 10 | VB | VANGUARD INDEX FDS | 65K | $15.4T | 4.5% | — |
§ 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 $338998.4 trillion in assets. The fund runs a broad portfolio of 591 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed