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Iron Horse Wealth Management, LLC Current Holdings: USA ETF

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Iron Horse Wealth Management, LLC current holdings: USA ETF

Iron Horse Wealth Management, LLC reported $0.31 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 193 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are VYM, JPST, VOOG.

  • VYM: Country of operation —; Class HIGH DIV YLD; Shares 268,260; Value $35,761,676.
  • JPST: Country of operation —; Class ULTRA SHRT ETF; Shares 690,854; Value $35,012,482.
  • VOOG: Country of operation —; Class 500 GRTH IDX F; Shares 85,811; Value $34,027,649.
  • VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 405,739; Value $23,131,190.

Form 13F-HR as filed (SEC CIK 1836270): quarter ended 2025-06-30, filed 2025-07-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD268,260$35,761,6762025-06-302025-07-22
JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF690,854$35,012,4822025-06-302025-07-22
VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F85,811$34,027,6492025-06-302025-07-22
VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT405,739$23,131,1902025-06-302025-07-22
SPY
SPDR S&P 500 ETF TR		TR UNIT37,393$23,103,0532025-06-302025-07-22
SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD546,648$22,133,7752025-06-302025-07-22
JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM312,226$17,750,0422025-06-302025-07-22
VO
VANGUARD INDEX FDS		MID CAP ETF56,640$15,849,5002025-06-302025-07-22
BBAG
J P MORGAN EXCHANGE TRADED F		BETABUILDERS US340,534$15,722,4612025-06-302025-07-22
VB
VANGUARD INDEX FDS		SMALL CP ETF64,955$15,392,9342025-06-302025-07-22
VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP183,621$15,225,8212025-06-302025-07-22
LQD
ISHARES TR		IBOXX INV CP ETF133,464$14,629,0352025-06-302025-07-22
VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF267,242$13,217,7702025-06-302025-07-22
VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP65,935$10,843,7102025-06-302025-07-22
AVUV
AMERICAN CENTY ETF TR		US SML CP VALU96,584$8,798,8032025-06-302025-07-22
VBR
VANGUARD INDEX FDS		SM CP VAL ETF9,784$1,907,9102025-06-302025-07-22
SPYV
SPDR SERIES TRUST		PRTFLO S&P500 VL27,903$1,460,4432025-06-302025-07-22
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS1,854$1,053,1282025-06-302025-07-22
SPYG
SPDR SERIES TRUST		PRTFLO S&P500 GW7,969$759,6232025-06-302025-07-22
IVV
ISHARES TR		CORE S&P500 ETF1,035$642,6322025-06-302025-07-22
VUG
VANGUARD INDEX FDS		GROWTH ETF1,463$641,3792025-06-302025-07-22
XYLD
GLOBAL X FDS		S&P 500 COVERED14,974$583,0752025-06-302025-07-22
IAGG
ISHARES TR		CORE INTL AGGR7,852$401,1592025-06-302025-07-22
SPYD
SPDR SERIES TRUST		PRTFLO S&P500 HI7,083$300,6032025-06-302025-07-22
VTV
VANGUARD INDEX FDS		VALUE ETF1,653$292,1512025-06-302025-07-22
IJH
ISHARES TR		CORE S&P MCP ETF4,333$268,7332025-06-302025-07-22
IJR
ISHARES TR		CORE S&P SCP ETF2,358$257,7062025-06-302025-07-22
VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF2,891$257,4802025-06-302025-07-22
VTI
VANGUARD INDEX FDS		TOTAL STK MKT845$256,8212025-06-302025-07-22
FLRN
SPDR SERIES TRUST		BLOOMBERG INVT6,900$212,7222025-06-302025-07-22
MDYV
SPDR SERIES TRUST		S&P 400 MDCP VAL1,871$148,6142025-06-302025-07-22
VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP513$145,8922025-06-302025-07-22
VBK
VANGUARD INDEX FDS		SML CP GRW ETF502$139,0242025-06-302025-07-22
SCHP
SCHWAB STRATEGIC TR		US TIPS ETF4,847$129,3312025-06-302025-07-22
SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ4,664$123,5842025-06-302025-07-22
MDYG
SPDR SERIES TRUST		S&P 400 MDCP GRW1,421$123,4422025-06-302025-07-22
BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT1,302$95,8662025-06-302025-07-22
SPAB
SPDR SERIES TRUST		PORTFOLIO AGRGTE3,613$92,4932025-06-302025-07-22
SLYV
SPDR SERIES TRUST		S&P 600 SMCP VAL1,065$84,9442025-06-302025-07-22
IUSB
ISHARES TR		CORE TOTAL USD1,724$79,7012025-06-302025-07-22
SLYG
SPDR SERIES TRUST		S&P 600 SMCP GRW894$79,3432025-06-302025-07-22
QQQ
INVESCO QQQ TR		UNIT SER 1142$78,3332025-06-302025-07-22+30.72%
SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK1,795$76,7182025-06-302025-07-22
FLTR
VANECK ETF TRUST		IG FLOATING RATE3,000$76,5002025-06-302025-07-22
JPIE
J P MORGAN EXCHANGE TRADED F		INCOME ETF1,600$74,1122025-06-302025-07-22
SPIB
SPDR SERIES TRUST		PORTFOLIO INTRMD2,149$72,1632025-06-302025-07-22
VHT
VANGUARD WORLD FD		HEALTH CAR ETF281$69,7842025-06-302025-07-22
GSEW
GOLDMAN SACHS ETF TR		EQUAL WEIGHT US740$60,3402025-06-302025-07-22
SPTM
SPDR SERIES TRUST		PORTFOLI S&P1500748$56,0182025-06-302025-07-22
VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS901$53,8892025-06-302025-07-22
SPSB
SPDR SERIES TRUST		PORTFOLIO SHORT1,766$53,3162025-06-302025-07-22
VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US792$53,2382025-06-302025-07-22
VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS900$52,9022025-06-302025-07-22
FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L2,127$52,1972025-06-302025-07-22
IEFA
ISHARES TR		CORE MSCI EAFE586$48,9192025-06-302025-07-22
USD
PROSHARES TR		PSHS ULT SEMICDT654$48,3962025-06-302025-07-22
XLU
SELECT SECTOR SPDR TR		SBI INT-UTILS545$44,5052025-06-302025-07-22
JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM800$43,5202025-06-302025-07-22
XLG
INVESCO EXCHANGE TRADED FD T		S&P 500 TOP 50750$39,0752025-06-302025-07-22
NZF
NUVEEN MUNICIPAL CREDIT INC		COM SH BEN INT3,201$38,1562025-06-302025-07-22
ESGU
ISHARES TR		ESG AWR MSCI USA277$37,4782025-06-302025-07-22
SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF1,524$37,2472025-06-302025-07-22
FNDE
SCHWAB STRATEGIC TR		FUNDAMENTAL EMER1,051$34,6942025-06-302025-07-22
CGBL
CAPITAL GROUP CORE BALANCED		SHS1,000$33,4402025-06-302025-07-22
ESGD
ISHARES TR		ESG AW MSCI EAFE372$33,1902025-06-302025-07-22
VYMI
VANGUARD WHITEHALL FDS		INTL HIGH ETF400$32,0442025-06-302025-07-22
USMV
ISHARES TR		MSCI USA MIN VOL340$31,9162025-06-302025-07-22
FNDA
SCHWAB STRATEGIC TR		FUNDAMENTAL US S1,092$31,2862025-06-302025-07-22
FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL755$30,2152025-06-302025-07-22
AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT439$30,0892025-06-302025-07-22
GOF
GUGGENHEIM STRATEGIC OPPORTU		COM SBI2,006$29,8762025-06-302025-07-22
AVUS
AMERICAN CENTY ETF TR		US EQT ETF292$29,4392025-06-302025-07-22
IHDG
WISDOMTREE TR		ITL HDG QTLY DIV639$28,7872025-06-302025-07-22
IEMG
ISHARES INC		CORE MSCI EMKT457$27,4342025-06-302025-07-22
NEAR
ISHARES U S ETF TR		SHORT DURATION B531$27,1342025-06-302025-07-22
RA
BROOKFIELD REAL ASSETS INCOM		SHS BEN INT1,957$26,1602025-06-302025-07-22
FDN
FIRST TR EXCHANGE-TRADED FD		DJ INTERNT IDX90$24,2402025-06-302025-07-22
VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD300$23,8502025-06-302025-07-22
IEUR
ISHARES TR		CORE MSCI EURO358$23,7002025-06-302025-07-22
IPAC
ISHARES TR		CORE MSCI PAC340$23,3582025-06-302025-07-22
IEI
ISHARES TR		3 7 YR TREAS BD196$23,3422025-06-302025-07-22
SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF910$23,0232025-06-302025-07-22
BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND289$22,7442025-06-302025-07-22
SCHI
SCHWAB STRATEGIC TR		5 10YR CORP BD970$22,0772025-06-302025-07-22
SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF727$21,9122025-06-302025-07-22
VOOV
VANGUARD ADMIRAL FDS INC		500 VAL IDX FD112$21,1362025-06-302025-07-22
CMDY
ISHARES U S ETF TR		BLOOMBERG ROLL410$20,6792025-06-302025-07-22
FNDC
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL486$20,4362025-06-302025-07-22
VTWV
VANGUARD SCOTTSDALE FDS		VNG RUS2000VAL145$20,1682025-06-302025-07-22
HDV
ISHARES TR		CORE HIGH DV ETF168$19,7272025-06-302025-07-22
IUSG
ISHARES TR		CORE S&P US GWT128$19,2512025-06-302025-07-22
RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT105$19,0832025-06-302025-07-22
VMBS
VANGUARD SCOTTSDALE FDS		MTG-BKD SECS ETF409$18,9532025-06-302025-07-22
SPLV
INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL256$18,6422025-06-302025-07-22
JFLI
J P MORGAN EXCHANGE TRADED F		FLEXIBLE INCOME300$14,8772025-06-302025-07-22
SCHC
SCHWAB STRATEGIC TR		INTL SCEQT ETF331$14,0972025-06-302025-07-22
JNK
SPDR SERIES TRUST		BLOOMBERG HIGH Y140$13,6182025-06-302025-07-22
SPLB
SPDR SERIES TRUST		PORTFOLIO LN COR565$12,7522025-06-302025-07-22
IWF
ISHARES TR		RUS 1000 GRW ETF30$12,7372025-06-302025-07-22
GDX
VANECK ETF TRUST		GOLD MINERS ETF235$12,2342025-06-302025-07-22

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