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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 2,373.0 $439K 0.04% -35K -93.7% $184.79 -13.0%
22 AXP AMERICAN EXPRESS CO Financial Services 1,238.0 $419K 0.03% -30.0 -2.4% $338.30 -0.7%
23 LOW LOWES COS INC Consumer Cyclical 1,839.0 $405K 0.03% -150.0 -7.5% $220.49 -2.0%
24 WM WASTE MGMT INC DEL Industrials 1,667.0 $372K 0.03% -254.0 -13.2% $222.88 +0.5%
25 IEFA ISHARES TR 3,430.0 $331K 0.03% -695.0 -16.9% $96.59 +4.4%
26 ECG EVERUS CONSTR GROUP Industrials 1,850.0 $307K 0.03% -650.0 -26.0% $165.95 -24.1%
27 DE DEERE & CO Industrials 443.0 $281K 0.02% -123.0 -21.7% $634.35 +2.1%
28 SPLV Invesco S&P 500 Low Volatility ETF 3,514.0 $263K 0.02% -869.0 -19.8% $74.91 +0.5%
29 STRV Strive 500 ETF 5,314.0 $257K 0.02% -396.0 -6.9% $48.30 -1.4%
30 DIS DISNEY WALT CO Communication Services 2,311.0 $222K 0.02% -24.0 -1.0% $96.26 +11.9%
Page 2 of 2  ·  30 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%