Horan Wealth, LLC Portfolio Holdings
Horan Wealth, LLC
- $327 Billion
- Q2 2025
Horan Wealth, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $22.8B, Microsoft Corp with a value of $18.3B, Apple Inc. with a value of $16.7B, Usaa ETF Tr Core Intermediate with a value of $16.4B, and Broadcom Inc. with a value of $13.2B.
Examining the 13F form we can see an increase of $327B in the current position value.
Horan Wealth, LLC is based out at Cincinnati, OH
Below you can find more details about Horan Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$327 Billion
ETFs: $109 Billion
Technology: $70.7 Billion
Financial Services: $26.8 Billion
Industrials: $24.9 Billion
Healthcare: $20.9 Billion
Consumer Cyclical: $17.6 Billion
Communication Services: $17.5 Billion
Consumer Defensive: $16.3 Billion
Other: $22 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 120
- Current Value $327 Billion
- Filing
- Period Q2 2025
- Filing Date August 06, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 120 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks