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Showing Q2 2025 data
Iron Horse Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Iron Horse Wealth Management, LLC
•CIK: 1836270•Filing: Q2 2025
**Iron Horse Wealth Management, LLC** manages $339M across a diversified portfolio of 591 positions. The fund exhibits significant concentration in dividend-focused and broad market exposure, notably holding VYM at $35.8M and JPST at $35.0M. Top allocations also include VOOG ($34.0M), VEA ($23.1M), and SPY ($23.1M), suggesting a core strategy emphasizing income generation alongside market breadth. This positioning indicates a disciplined approach targeting established dividend payers and major indices.
Total AUM
$339.0M
QoQ Performance
+8.8%
Positions
442
Top 10 Concentration
70.7%
Latest Filing
Q2 2025
Top Holdings Allocation
VYM
JPST
VOOG
VEA
SPY
SPDW
JEPI
VYM10.6%
JPST10.3%
VOOG10.0%
VEA6.8%
SPY6.8%
SPDW6.5%
JEPI5.2%
VO4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.3%
ETF7.4%
Financial1.0%
Technology0.9%
Healthcare0.5%
Consumer0.3%
Industrial0.3%
Consumer Staples0.1%
🚪 Exited Positionssold since Q1 2025
+394 more exited positions
Changes from Q1 2025
NEW6 new positions
↑78 increased
↓48 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023