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Manager record

HORAN Wealth, LLC

Cincinnati, OH · CIK 2072569 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.03BReported 13F valueQ2 2026 · as filed
503Holdings listed
+92.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $326.7M$326.7MQ2 2025120 holdingsQ3 2025: $634.6M$634.6MQ3 2025192 holdingsQ4 2025: $650.9M$650.9MQ4 2025178 holdingsQ1 2026: $1.1B$1.1BQ1 2026257 holdingsQ2 2026: $2.0B$2.0BQ2 2026503 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 26 2026 13F-HR/A · period Q2 2026

$799.97M · 217 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$1.23B · 286 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$1.05B · 257 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$650.91M · 178 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$634.61M · 192 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$326.72M · 120 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 26, 2026 · Change methodology