HORAN Wealth, LLC
CIK 2072569 · Holdings on Jun 30, 2025 · First reported Aug 6, 2025
Top ten holdings
Q2 2025- IJH6.98%
- MSFT5.60%
- AAPL5.12%
- UITB5.01%
- AVGO4.04%
- SCHB3.52%
- AVDE3.33%
- USTB3.13%
- GOOGL2.81%
- JPM2.73%
Share classes counted separately42.27%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $22.79M | 6.98% | 367.49K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $18.28M | 5.60% | 36.76K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $16.71M | 5.12% | 81.46K shares | Prior unavailable — | — | ↗▾ |
| 04 | UITBVICTORYSHARES CORE INTERMEDICORE INTERMEDIAT View history and evidence | $16.38M | 5.01% | 348.02K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVGOBROADCOM INC View history and evidence | $13.20M | 4.04% | 47.90K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $11.50M | 3.52% | 482.74K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $10.87M | 3.33% | 146.81K shares | Prior unavailable — | — | ↗▾ |
| 08 | USTBVICTORYSHARES SHORT-TERM BONSHORT TRM BD ETF View history and evidence | $10.23M | 3.13% | 201.26K shares | Prior unavailable — | — | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $9.19M | 2.81% | 52.16K shares | Prior unavailable — | — | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $8.90M | 2.73% | 30.71K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2072569 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 326724429
}Research all 120 reported holdings.
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{"cik":"2072569","quarter":"2025Q2","page_size":100}
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.