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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $651M AUM 178 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 87 Added 29 Reduced 26 Exited
Page 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 196,307.0 $134.5M 20.66% +5K +2.7% $684.94 +8.9%
2 IJH ISHARES TR 733,736.0 $48.4M 7.44% +21K +3.0% $66.00 +10.5%
3 AAPL APPLE INC Technology 102,578.0 $27.9M 4.28% +795.0 +0.8% $271.86 +12.2%
4 AVDE AMERICAN CENTY ETF TR 281,879.0 $23.2M 3.56% +115K +68.7% $82.32 +10.4%
5 MSFT MICROSOFT CORP Technology 43,508.0 $21.0M 3.23% +1K +2.4% $483.62 -13.3%
6 UITB VICTORY PORTFOLIOS II 415,294.0 $19.7M 3.02% +43K +11.7% $47.35 -1.9%
7 GOOGL ALPHABET INC Communication Services 55,307.0 $17.3M 2.66% +289.0 +0.5% $313.00 +23.9%
8 IJR ISHARES TR 139,760.0 $16.8M 2.58% +3K +2.2% $120.18 +13.4%
9 PG PROCTER AND GAMBLE CO Consumer Defensive 95,028.0 $13.6M 2.09% +5K +5.6% $143.31 -0.6%
10 NVDA NVIDIA CORPORATION Technology 52,597.0 $9.8M 1.51% +2K +3.1% $186.50 +17.7%
11 VOO VANGUARD INDEX FDS 15,614.0 $9.8M 1.50% +6K +69.6% $627.15 +8.9%
12 FNDA SCHWAB STRATEGIC TR 285,732.0 $9.0M 1.38% +4K +1.6% $31.51 +12.4%
13 BERKSHIRE HATHAWAY INC DEL 13,824.0 $6.9M 1.07% +683.0 +5.2% $502.66
14 QCOM QUALCOMM INC Technology 37,352.0 $6.4M 0.98% +524.0 +1.4% $171.05 +18.4%
15 WMT WALMART INC Consumer Defensive 52,360.0 $5.8M 0.90% +633.0 +1.2% $111.41 +17.4%
16 WMB WILLIAMS COS INC Energy 96,793.0 $5.8M 0.89% +580.0 +0.6% $60.11 +29.6%
17 ABBV ABBVIE INC Healthcare 24,667.0 $5.6M 0.87% +317.0 +1.3% $228.49 -6.1%
18 ASML ASML HOLDING N V Technology 4,857.0 $5.2M 0.80% +54.0 +1.1% $1069.89 +48.8%
19 AMGN AMGEN INC Healthcare 15,075.0 $4.9M 0.76% +173.0 +1.2% $327.32 +3.1%
20 MRK MERCK & CO INC Healthcare 45,419.0 $4.8M 0.73% +326.0 +0.7% $105.26 +10.1%
Page 1 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 13.1%
Healthcare 10.7%
Industrials 10.0%
Communication Services 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 7.8%
Energy 4.2%
Utilities 2.3%
Basic Materials 0.9%