13F Filings History of HORAN Wealth, LLC

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$635M
Signature - Title
Connie Grosser - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by HORAN Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HORAN Wealth, LLC reported 192 stock holdings with total value $635M as of Q3 2025. Top holdings included IVV, IJH, AAPL, MSFT, and UITB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 192 $635M +$295M -$10.3M +$285M IVV, IJH, AAPL, MSFT, UITB 13F-HR 05 Nov 2025, 09:21
Q2 2025 120 $327M $0 $0 IJH, MSFT, AAPL, UITB, AVGO 13F-HR 06 Aug 2025, 09:28