HORAN Wealth, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,052,324
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 425.6 K | 40.4% | 70.21 K | 0 | 70.21 K |
| ETFs | 626.5 K | 59.5% | 331 K | 0 | 331 K |
| Debt | 229 | 0.0% | 229 | 0 | 229 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
1,052,324
Holdings
257
QoQ value change ($000)
401,417
(61.7%)
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.