CIK 2072569
HORAN Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
178
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–178 of 178
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | 884 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 342 | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| STRV | Strive 500 ETF | 6K | $100K–$500K | SH |
| ZTEN | F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| XLI | Industrial Select Sector SPDR ETF | 2K | $100K–$500K | SH |
| EXG | EV Tax-Mgd Gbl Div Equity Income | 26K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| — | AMCOR PLC COM NEW | 29K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | 8K | $100K–$500K | SH |
| KR | KROGER CO | 4K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 467 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 6K | $100K–$500K | SH |
| IBMQ | iShares iBonds DEC 2028 Term Muni Bond ETF | 8K | $100K–$500K | SH |
| IBMP | iShares iBonds Dec 2027 Term Muni Bd ETF | 9K | $100K–$500K | SH |
| IBMO | iShares iBonds Dec 2026 Term Muni Bond ETF | 8K | $100K–$500K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 5K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| ECG | EVERUS CONSTR GROUP | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 823 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 790 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 608 | $100K–$500K | SH |
| MDU | MDU RES GROUP INC | 10K | $100K–$500K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 12K | $100K–$500K | SH |