HORAN Wealth, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HORAN Wealth, LLC opened 17 positions, added to 58, reduced 34, sold out of 42 and left 6 unchanged. The largest increase in value was PAYX (+$4,753,611); the largest decrease was MSFT (-$17,188,793).
- PAYX: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 48,343.
- INTC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 8,785.
- GWW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 643.
- XOM: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 5,678.
Two Form 13F-HR filings compared (SEC CIK 2072569): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Nemes Rush Group LLC | United States | $1.052B | 944 |
| Syntegra Private Wealth Group, LLC | United States | $1.053B | 189 |
| ELEMENT CAPITAL MANAGEMENT LLC | United States | $1.053B | 49 |
| L2 Asset Management, LLC | United States | $1.051B | 397 |
| SPIREPOINT PRIVATE CLIENT, LLC | United States | $1.051B | 322 |
| TRUST CO OF TOLEDO NA /OH/ | United States | $1.053B | 1,001 |
| Royal Fund Management, LLC | United States | $1.054B | 297 |
| Shepherd Financial Partners LLC | United States | $1.054B | 240 |
| MOODY NATIONAL BANK TRUST DIVISION | United States | $1.050B | 794 |
| MONOGRAPH WEALTH ADVISORS, LLC | United States | $1.055B | 144 |