HORAN Wealth, LLC
•CIK: 2072569•Filing: Q4 2025
**HORAN Wealth, LLC** manages $651M across a diversified portfolio of 178 positions. The fund exhibits significant concentration in core market indices and mega-cap technology names, notably holding $134.5M in IVV and $27.9M in AAPL. Top allocations also include substantial positions in IJH ($48.4M), AVDE ($23.2M), and MSFT ($21.0M). This structure suggests a systematic, growth-oriented approach anchored by broad market exposure.
Total AUM
$650.9M
QoQ Performance
+2.6%
Positions
145
Top 10 Concentration
52.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJH
IVV20.7%
IJH7.4%
AAPL4.3%
AVDE3.6%
MSFT3.2%
UITB3.0%
AVGO2.7%
GOOGL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
ETF23.1%
Technology16.1%
Healthcare4.7%
Financial4.2%
Consumer3.0%
Industrial1.1%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW12 new positions
↑111 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025