HORAN Wealth, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,225,055
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 286 | 1,225,055 | 13F-HR | HORAN Wealth, LLC |
| Q1 2026 | 5/8/2026 | 257 | 1,052,324 | 13F-HR | HORAN Wealth, LLC |
| Q4 2025 | 2/4/2026 | 178 | 650,907 | 13F-HR | HORAN Wealth, LLC |
| Q3 2025 | 11/5/2025 | 192 | 634,608 | 13F-HR | HORAN Wealth, LLC |
| Q2 2025 | 8/6/2025 | 120 | 326,724 | 13F-HR | HORAN Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 456.6 K | 37.3% | 30.98 K | 0 | 30.98 K |
| ETFs | 768.3 K | 62.7% | 141.8 K | 0 | 141.8 K |
| Debt | 227 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,225,055
Holdings
286
QoQ value change ($000)
172,731
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.