StockDriftsStockDriftsTop 50 Iron Horse Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 10.55% | 268.3K | $35.8M | — | — | — | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED F | 10.33% | 690.9K | $35.0M | — | — | — | 2025-06-30 |
| VOOG | VANGUARD ADMIRAL FDS INC | 10.04% | 85.8K | $34.0M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 6.82% | 405.7K | $23.1M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 6.82% | 37.4K | $23.1M | — | — | — | 2025-06-30 |
| SPDW | SPDR INDEX SHS FDS | 6.53% | 546.6K | $22.1M | — | — | — | 2025-06-30 |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.24% | 312.2K | $17.8M | — | — | — | 2025-06-30 |
| VO | VANGUARD INDEX FDS | 4.68% | 56.6K | $15.8M | — | — | — | 2025-06-30 |
| BBAG | J P MORGAN EXCHANGE TRADED F | 4.64% | 340.5K | $15.7M | — | — | — | 2025-06-30 |
| VB | VANGUARD INDEX FDS | 4.54% | 65.0K | $15.4M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.70% |
Iron Horse Wealth Management, Llc reports $339.00M in US-listed equity holdings across 591 positions in its most recent 13F filing. Its largest disclosed positions are VYM (10.6%), JPST (10.3%) and VOOG (10.0%). The top 20 holdings account for 92.1% of reported assets. Its disclosed equity book has returned +42.82% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Sign up free to track Iron Horse Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Iron Horse Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836270). View Iron Horse Wealth Management, Llc’s 13F filings on SEC