HORAN Wealth, LLC
RIA/Wealth
HORAN Wealth, LLC is a RIA/Wealth based in Cincinnati, OH led by Terence Lee Horan, reporting $1.4B in AUM as of Q3 2025 with 52% ETF concentration and 20% allocation to IVV.
CEOTerence Lee Horan
- Portfolio Value
- $634.6M
- Positions
- 192
- Top Holding
- IVV at 20.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HORAN Wealth, LLC's portfolio (49.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $128.0M | 20.17% | +$125.6M Bought | — 191.2K shares | |
ETF ETF | $46.5M | 7.32% | +$22.5M Bought | — 712.3K shares | |
Consumer Electronics Technology | $25.9M | 4.08% | +$5.2M Bought | 0.00% 101.8K shares | |
Software - Infrastructure Technology | $22.0M | 3.47% | +$3.0M Bought | 0.00% 42.5K shares | |
ETF ETF | $17.7M | 2.79% | +$1.1M Bought | — 371.9K shares | |
Semiconductors Technology | $16.6M | 2.61% | +$769.4K Bought | 0.00% 50.2K shares | |
ETF ETF | $16.3M | 2.56% | +$15.5M Bought | — 136.8K shares | |
Household & Personal Products Consumer Defensive | $13.8M | 2.18% | +$10.1M Bought | 0.00% 90.0K shares | |
Internet Content & Information Communication Services | $13.4M | 2.11% | +$695.0K Bought | 0.00% 55.0K shares | |
ETF ETF | $13.3M | 2.10% | +$895.9K Bought | — 517.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HORAN Wealth, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for HORAN Wealth, LLC
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