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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $1.2B AUM 286 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 52 New 123 Added 30 Reduced 13 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSV VANGUARD BD INDEX FDS 2,917.0 $227K 0.02% NEW $77.91 -0.4%
42 FDVV Fidelity High Dividend ETF 3,651.0 $220K 0.02% NEW $60.28 +4.7%
43 ASTS AST SPACEMOBILE INC COM CL A Technology 2,473.0 $220K 0.02% NEW $88.86 -22.7%
44 XLP Consumer Staples Select Sector SPDR ETF 2,634.0 $219K 0.02% NEW $83.07 +3.5%
45 IBMR iShares iBonds Dec. 2029 Municipal Bond ETF 8,553.0 $217K 0.02% NEW $25.39 -0.4%
46 SCHX Schwab US Large-Cap ETF 7,267.0 $214K 0.02% NEW $29.43 +2.7%
47 MDYG SPDR SERIES TRUST 1,898.0 $213K 0.02% NEW $112.09 -1.7%
48 SHW Sherwin-Williams Co Basic Materials 610.0 $210K 0.02% NEW $344.55 +0.6%
49 PLUG PLUG PWR INC Industrials 23,900.0 $65K 0.01% NEW $2.71 -16.2%
50 HRTX HERON THERAPEUTICS INC COM Healthcare 41,590.0 $18K 0.00% NEW $0.43 -25.4%
51 DATAVAULT AI INC COM SHS 45,000.0 $16K 0.00% NEW $0.35
52 GPUS HYPERSCALE DATA INC COM SHS Industrials 12,000.0 $2K NEW $0.14 -36.0%
Page 3 of 3  ·  52 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 28.8%
Industrials 14.6%
Financial Services 12.0%
Consumer Defensive 11.3%
Healthcare 9.6%
Consumer Cyclical 8.7%
Communication Services 5.9%
Energy 5.7%
Utilities 2.1%
Basic Materials 0.8%