StockDriftsStockDriftsTop 50 HORAN Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 25.48% | 416.8K | $312.2M | +6.17%(+24.23K) | $659.04(+17.95%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid-Cap ETF | 9.78% | 1.55M | $119.8M | +5.65%(+83.11K) | $64.73(+20.37%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.1% | 426.1K | $38.0M | +47.13%(+136.48K) | $78.60(+19.49%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 2.88% | 237.7K | $35.3M | -14.95%(-41.78K) | $118.04(+26.02%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.72% | 89.3K | $33.3M | +1.51%(+1.33K) | $436.63(+15.14%) | 2026-06-30 | |
| SCHB | Schwab US Broad Market ETF | 2.5% | 1.06M | $30.6M | +0.43%(+4.52K) | $24.26(+23.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.44% | 103.5K | $29.9M | +1.05%(+1.08K) | $219.01(+40.03%) | 2026-06-30 | |
| PG | Procter & Gamble Co | 2.38% | 198.7K | $29.1M | +5.41%(+10.20K) | $150.67(-3.67%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.3% | 291.8K | $28.2M | +67.12%(+117.21K) | $82.15(+12.61%) | 2026-06-30 | |
| FNDA | Schwab Fundamental US Small Company ETF | 1.8% | 578.1K | $22.0M | +0.17%(+992) | $30.09(+26.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.86% |
HORAN Wealth, LLC reports $1.23B in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.5%), IJH (9.8%) and AVDE (3.1%). The top 20 holdings account for 68.38% of reported assets. Its disclosed equity book has returned +19.62% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HORAN Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2072569). View HORAN Wealth, LLC’s 13F filings on SEC