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Horan Wealth, LLC
HORAN Wealth, LLC is a comprehensive investment advisory and wealth management firm headquartered in Cincinnati, Ohio, with an additional office in Ft. Mitchell, Kentucky. Founded in 1948, the company provides investment management, financial planning, retirement plan consulting, and risk management services to individual and corporate clients nationwide. HORAN Wealth has built a reputation for integrity, excellence, and deep industry knowledge, and serves a broad client base with a multi-generational team. The company currently employs a robust staff (exact current count not published, but historically noted as substantial) and is led by partners with significant industry experience.
Investment Strategy
HORAN Wealth employs a holistic, client-centric investment strategy focused on helping clients grow, sustain, and preserve wealth. The firm blends qualitative and quantitative analysis to tailor portfolios of equities, fixed income, ETFs, mutual funds, municipal securities, and alternatives to client goals and risk tolerance. Financial planning often includes tax, estate, and risk management advice, seeking both growth and wealth transfer across generations. Their ongoing strategy incorporates continuous monitoring of personal, economic, and market developments, with an emphasis on forward-looking, adaptive portfolio management and multi-generational wealth continuity.
Latest 13F Filing Activity
Horan Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 120 equity positions with a total 13F market value of $327M. The fund increased holdings in Ishares TR, Microsoft Corp., Apple Inc. among other positions. Horan Wealth, LLC reduced exposure to Oaktree Specialty Lending Co., Mdu Res Group Inc., Mcdonalds Corp. among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | ISHARES TR | 6.98% | $22.8M | 367,493 | $62.02 | $62.02 | +$22.8M |
M MSFT | MICROSOFT CORP | 5.60% | $18.3M | 36,758 | $497.41 | $497.41 | +$18.3M |
A AAPL | APPLE INC | 5.12% | $16.7M | 81,462 | $205.17 | $205.17 | +$16.7M |
U UITB | VICTORY PORTFOLIOS II | 5.01% | $16.4M | 348,017 | $47.07 | $47.07 | +$16.4M |
A AVGO | BROADCOM INC | 4.04% | $13.2M | 47,902 | $275.65 | $275.65 | +$13.2M |
Industry Allocation
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