HORAN Wealth, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 650,907
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 355.4 K | 54.6% | 711 | 0 | 711 |
| ETFs | 295.5 K | 45.4% | 15.87 K | 0 | 15.87 K |
| Debt | 0 | 0.0% | 0 | 275 | -275 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
650,907
Holdings
178
QoQ value change ($000)
16,299
(2.6%)
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.