Iron Horse Wealth Management, LLC - Portfolio overview

Iron Horse Wealth Management, LLC has 588 reported holdings in this dataset, with the latest filing dated 2025-07-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 10.55%
2. JPST - J P MORGAN EXCHANGE TRADED F, 10.33%
3. VOOG - VANGUARD ADMIRAL FDS INC, 10.04%

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

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