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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 10 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ZTOP F/M HIGH YIELD 100 ETF 5,483.0 $283K 0.02% NEW $51.63 -0.6%
182 DE DEERE & CO Industrials 443.0 $281K 0.02% -123.0 -21.7% $634.35 +2.1%
183 KO COCA COLA CO Consumer Defensive 3,433.0 $279K 0.02% +105.0 +3.2% $81.27 +12.1%
184 MO ALTRIA GROUP INC Consumer Defensive 3,836.0 $276K 0.02% +121.0 +3.3% $71.94 -8.1%
185 VBR Vanguard Small-Cap Value ETF 1,131.0 $275K 0.02% NEW $242.90 +2.6%
186 RITM New Residential Investment Corp Real Estate 29,244.0 $275K 0.02% +559.0 +1.9% $9.39 +8.5%
187 USRT iShares Core US REIT ETF 4,094.0 $272K 0.02% NEW $66.45 +1.0%
188 SCHZ SCHWAB STRATEGIC TR 11,523.0 $267K 0.02% +543.0 +5.0% $23.13 -1.6%
189 SPLV Invesco S&P 500 Low Volatility ETF 3,514.0 $263K 0.02% -869.0 -19.8% $74.91 +0.5%
190 EXG EV Tax-Mgd Gbl Div Equity Income Financial Services 26,586.0 $261K 0.02% +464.0 +1.8% $9.81 +1.0%
191 ZMUN F/M ULTRASHORT TAX-FREE MUNICIPAL ETF 5,160.0 $259K 0.02% NEW $50.10 -0.0%
192 LHX L3HARRIS TECHNOLOGIES INC Industrials 884.0 $257K 0.02% $290.60 -8.2%
193 STRV Strive 500 ETF 5,314.0 $257K 0.02% -396.0 -6.9% $48.30 -1.4%
194 MTUM iShares MSCI USA Momentum Factor ETF 744.0 $255K 0.02% NEW $342.83 -11.0%
195 VGT VANGUARD WORLD FD 2,072.0 $248K 0.02% +2K +505.9% $119.51 -0.9%
196 EMR EMERSON ELEC CO Industrials 1,698.0 $243K 0.02% +100.0 +6.3% $143.15 +9.8%
197 JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL 8,000.0 $239K 0.02% $29.91 +1.0%
198 ZTRE F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF 4,653.0 $235K 0.02% NEW $50.53 +0.1%
199 ZTWO F/M 2-YEAR INVESTMENT GRADE CORPORATE BOND ETF 4,539.0 $229K 0.02% NEW $50.37 +0.1%
200 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 478.0 $228K 0.02% NEW $477.57 -12.3%
Page 10 of 11  ·  217 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%