Arkolith/Funds/HORAN Wealth, LLC

HORAN Wealth, LLC

CIK 2072569Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

HORAN Wealth, LLC holds a focused book of 217 stocks worth $1.2B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Paychex Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P 500 ETF at 25% of the equity book.

Opened
51
bought for the first time
Added to
114
already held, bought more
Trimmed
57
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
55%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
15%
Financials
4%
Industrials
4%
Consumer Discretionary
4%
Health Care
3%
Materials
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as HORAN Wealth, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.1T
MORGAN STANLEY80 / 80$600.6B
JPMORGAN CHASE & CO80 / 80$520.7B
BANK OF AMERICA CORP /DE/80 / 80$460.1B
WELLS FARGO & COMPANY/MN80 / 80$178.8B
ROYAL BANK OF CANADA80 / 80$175.5B
UBS Group AG80 / 80$159.3B
RAYMOND JAMES FINANCIAL INC80 / 80$112.3B

Ranked by how many of HORAN Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

217 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$312.2M416.8K
25.5%
+6.2%
Added · +24K sh
2iShares Core S&P Mid-Cap ETF
ETF
$119.8M1.55M
9.8%
+5.7%
Added · +83K sh
3American Centy ETF TR
INTL EQT ETF
$38.0M426.1K
3.1%
+47%
Added · +136K sh
4Ishares TR
CORE S&P SCP ETF
$35.3M237.7K
2.9%
−15%
Reduced · −42K sh
5Microsoft Corp
Stock
$33.3M89.3K
2.7%
+1.5%
Added · +1K sh
6Schwab Strategic TR
US BRD MKT ETF
$30.6M1.06M
2.5%
+0.4%
Added · +5K sh
7Apple Inc
COM
$29.9M103.5K
2.4%
+1.1%
Added · +1K sh
8Procter & Gamble Co
COM
$29.1M198.7K
2.4%
+5.4%
Added · +10K sh
9American Centy ETF TR
AVANTIS EMGMKT
$28.2M291.8K
2.3%
+67%
Added · +117K sh
10Schwab Strategic TR
FUNDAMENTAL US S
$22.0M578.1K
1.8%
+0.2%
Added · +992 sh
11Vanguard S&P 500 ETF
ETF
$21.8M31.8K
1.8%
+3.6%
Added · +1K sh
12Victory Portfolios II
CORE BD ETF
$19.6M417.4K
1.6%
+1.5%
Added · +6K sh
13Alphabet Inc
CAP STK CL A
$19.3M53.9K
1.6%
−1.3%
Reduced · −700 sh
14Broadcom Inc
COM
$18.5M48.8K
1.5%
−1.6%
Reduced · −818 sh
15Palo Alto Networks Inc
COM
$16.8M49.4K
1.4%
−3.8%
Reduced · −2K sh
16Williams Cos Inc
COM
$14.6M195.9K
1.2%
+0.8%
Added · +1K sh
17Victory Portfolios II
SHORT TRM BD ETF
$13.4M264.8K
1.1%
+0.9%
Added · +2K sh
18Johnson & Johnson
COM
$12.2M47.9K
1.0%
−2.9%
Reduced · −1K sh
19JPMorgan Chase & Co
COM
$11.8M36.0K
1.0%
+1.5%
Added · +529 sh
20Nvidia Corporation
COM
$11.5M57.4K
0.9%
+5.5%
Added · +3K sh
21Citizens Financial Group Inc
Stock
$11.4M162.4K
0.9%
~0%
Added · +60 sh
22TJX Companies Inc
Stock
$10.6M69.9K
0.9%
−1.1%
Reduced · −802 sh
23The Home Depot Inc
Stock
$10.3M29.2K
0.8%
+5.0%
Added · +1K sh
24Paychex Inc
Stock
$9.5M96.7K
0.8%
New
New position
25ASML Hldg NV
N Y REGISTRY SHS
$9.4M4.7K
0.8%
−2.3%
Reduced · −109 sh
26Walmart Inc
Stock
$9.2M81.2K
0.8%
−0.4%
Reduced · −332 sh
27Illinois Tool WKS Inc
COM
$8.4M31.2K
0.7%
+3.2%
Added · +960 sh
28Trane Technologies PLC
SHS
$8.3M16.9K
0.7%
−0.9%
Reduced · −159 sh
29Ge Aerospace
COM NEW
$8.2M22.1K
0.7%
+12%
Added · +2K sh
30iShares Russell 1000 Growth ETF
ETF
$8.2M66.3K
0.7%
+303%
Added · +50K sh
31Vanguard Total Stock Market ETF
ETF
$7.7M20.9K
0.6%
+1.1%
Added · +220 sh
32Genuine Parts Co
COM
$7.7M65.2K
0.6%
−1.9%
Reduced · −1K sh
33Northrop Grumman Corp
Stock
$7.5M14.7K
0.6%
+4.2%
Added · +598 sh
34Thermo Fisher Scientific Inc
COM
$7.2M14.3K
0.6%
+2.2%
Added · +312 sh
35Berkshire Hathaway Inc Del
CL B NEW
$7.2M14.3K
0.6%
+3.6%
Added · +501 sh
36Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.0M88.6K
0.6%
+1.4%
Added · +1K sh
37Schwab International Equity ETF
ETF
$7.0M252.7K
0.6%
−1.1%
Reduced · −3K sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$7.0M9.4K
0.6%
+0.3%
Added · +25 sh
39Shell PLC
ADR
$6.6M85.3K
0.5%
+2.4%
Added · +2K sh
40Abbvie Inc
COM
$6.4M25.6K
0.5%
+2.1%
Added · +522 sh
41Merck & Co Inc
COM
$6.0M46.3K
0.5%
+0.1%
Added · +66 sh
42Amgen Inc
COM
$5.6M15.5K
0.5%
+1.9%
Added · +284 sh
43Amazon Com Inc
COM
$5.2M21.9K
0.4%
+4.0%
Added · +846 sh
44Sprouts FMRS MKT Inc
COM
$4.9M57.8K
0.4%
+15%
Added · +8K sh
45iShares Russell Mid-Cap ETF
ETF
$4.6M42.0K
0.4%
−0.5%
Reduced · −196 sh
46NextEra Energy Inc
COM
$4.6M52.4K
0.4%
+2.5%
Added · +1K sh
47US Bancorp
COM NEW
$4.5M73.8K
0.4%
+0.2%
Added · +176 sh
48Visa Inc
COM CL A
$4.2M12.4K
0.3%
+3.2%
Added · +388 sh
49Amcor PLC
COM NEW
$4.0M92.3K
0.3%
−19%
Reduced · −22K sh
50Ishares TR
RUSSELL 2000 ETF
$4.0M13.2K
0.3%
+2.8%
Added · +354 sh
Showing 50 of 217 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026286$1.2B13F-HR
Q1 2026Mar 31, 2026May 8, 2026257$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026178$650.9M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025192$634.6M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025120$326.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.