HORAN Wealth, LLC - Portfolio overview

HORAN Wealth, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 19.17%
2. IJH - iShares Core S&P Mid-Cap ETF, 7.01%
3. AAPL - APPLE INC, 3.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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