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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HORAN Wealth, LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0002072569-26-000001

Total Value
$650.9M
Positions
178
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (178)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200196,307$134.5M20.66%
2ISHARES TR464287507733,736$48.4M7.44%
3APPLE INCAAPL102,578$27.9M4.28%
4AMERICAN CENTY ETF TR025072703281,879$23.2M3.56%
5MICROSOFT CORPMSFT43,508$21.0M3.23%
6VICTORY PORTFOLIOS II92647N527415,294$19.7M3.02%
7BROADCOM INCAVGO50,159$17.4M2.67%
8ALPHABET INCGOOG55,307$17.3M2.66%
9ISHARES TR464287804139,760$16.8M2.58%
10SCHWAB STRATEGIC TR808524102519,198$13.6M2.09%
11PROCTER AND GAMBLE CO74271810995,028$13.6M2.09%
12JPMORGAN CHASE & CO.VYLD35,497$11.4M1.76%
13VICTORY PORTFOLIOS II92647N535219,038$11.1M1.71%
14NVIDIA CORPORATIONNVDA52,597$9.8M1.51%
15VANGUARD INDEX FDS92290836315,614$9.8M1.50%
16SCHWAB STRATEGIC TR808524763285,732$9.0M1.38%
17BERKSHIRE HATHAWAY INC DELBRK-A13,824$6.9M1.07%
18TRANE TECHNOLOGIES PLCTT17,008$6.6M1.02%
19QUALCOMM INCQCOM37,352$6.4M0.98%
20SPDR S&P 500 ETF TRSPY9,343$6.4M0.98%
21WALMART INCWMT52,360$5.8M0.90%
22WILLIAMS COS INC96945710096,793$5.8M0.89%
23ABBVIE INCABBV24,667$5.6M0.87%
24TJX COS INC NEW87254010935,418$5.4M0.84%
25VANGUARD SCOTTSDALE FDS92206C40967,223$5.4M0.82%
26ASML HOLDING N VASMLF4,857$5.2M0.80%
27JOHNSON & JOHNSONJNJ24,333$5.0M0.77%
28AMGEN INCAMGN15,075$4.9M0.76%
29MERCK & CO INCMRK45,419$4.8M0.73%
30CITIZENS FINL GROUP INCCIA80,435$4.7M0.72%
31HOME DEPOT INCHD13,557$4.7M0.72%
32PALO ALTO NETWORKS INCPANW25,162$4.6M0.71%
33AMAZON COM INCAMZN19,900$4.6M0.71%
34ABBOTT LABSABLZF36,129$4.5M0.70%
35VISA INCV11,548$4.0M0.62%
36GENUINE PARTS COGPC32,827$4.0M0.62%
37NEXTERA ENERGY INCNEE-PW49,864$4.0M0.62%
38NORTHROP GRUMMAN CORPNOC6,945$4.0M0.61%
39THERMO FISHER SCIENTIFIC INCTMO6,750$3.9M0.60%
40ISHARES TR4642876148,233$3.9M0.60%
41ILLINOIS TOOL WKS INC45230810914,618$3.6M0.55%
42VERIZON COMMUNICATIONS INCVZ87,908$3.6M0.55%
43VANGUARD INDEX FDS92290876910,352$3.5M0.53%
44VANGUARD SCOTTSDALE FDS92206C87040,909$3.4M0.53%
45AMCOR PLCAMCCF408,559$3.4M0.52%
46SCHWAB STRATEGIC TR808524805129,020$3.1M0.48%
47GE AEROSPACE3696043019,817$3.0M0.46%
48SHELL PLCRYDAF40,227$3.0M0.45%
49AIR PRODS & CHEMS INCAIIR11,139$2.8M0.42%
50COMCAST CORP NEWCCZ78,949$2.4M0.36%
51DOMINOS PIZZA INCDPZ5,618$2.3M0.36%
52ALPHABET INCGOOG7,418$2.3M0.36%
53SPDR Portfolio S&P 500 ETF78464A85427,646$2.2M0.34%
54ISHARES TR46432F33910,809$2.1M0.33%
55ISHARES TR46428749921,118$2.0M0.31%
56VANGUARD INDEX FDS9229087364,146$2.0M0.31%
57US BANCORP DELUSB-PS36,704$2.0M0.30%
58SCHWAB STRATEGIC TR80852488841,485$1.9M0.29%
59KEURIG DR PEPPER INCKDP61,310$1.7M0.26%
60RTX CORPORATIONRTX9,133$1.7M0.26%
61EATON CORP PLCETN5,110$1.6M0.25%
62EXXON MOBIL CORPXOM13,409$1.6M0.25%
63ISHARES TR4642876556,410$1.6M0.24%
64GE VERNOVA INCGEV2,406$1.6M0.24%
65VANGUARD SPECIALIZED FUNDS9219088447,074$1.6M0.24%
66CINTAS CORPCTAS8,104$1.5M0.23%
67INVESCO QQQ TRIVZ2,446$1.5M0.23%
68SPDR SSgA Multi-Asset Real Return ETF78467V10345,030$1.4M0.22%
69VANGUARD TAX-MANAGED FDS92194385821,984$1.4M0.21%
70CHEVRON CORP NEWCVX8,944$1.4M0.21%
71LCNB CORPLCNB78,601$1.3M0.20%
72ISHARES GOLD TRIAU15,685$1.3M0.20%
73LOCKHEED MARTIN CORPLMT2,608$1.3M0.19%
74WP CAREY INC92936U10917,811$1.1M0.18%
75CINCINNATI FINL CORP1720621016,940$1.1M0.17%
76NORFOLK SOUTHN CORP6558441083,803$1.1M0.17%
77CSX CORPCSX29,121$1.1M0.16%
78VANGUARD INTL EQUITY INDEX F92204285819,134$1.0M0.16%
79ISHARES TR46428746510,535$1.0M0.16%
80SPDR SERIES TRUST78468R10134,456$1.0M0.15%
81PEPSICO INCPEP6,864$985,2120.15%
82SPDR SERIES TRUST78468R85320,309$951,7130.15%
83ISHARES TR46432F83411,133$942,3540.14%
84CISCO SYS INCCSCO12,000$924,4300.14%
85INVESCO EXCHANGE TRADED FD TIVZ4,770$913,7420.14%
86ISHARES TR4642884148,376$897,1650.14%
87DIAGEO PLCDGEAF10,344$892,3680.14%
88ELI LILLY & COLLY809$869,4390.13%
89DUKE ENERGY CORP NEWDUKB7,272$852,3040.13%
90INTERNATIONAL BUSINESS MACHSINTR2,851$844,4340.13%
91iShares iBonds Dec 2028 Term Corporate ETF46435U51532,700$832,3820.13%
92ISHARES TR46428723415,199$831,5500.13%
93HARTFORD INSURANCE GROUP INCHIG-PG6,034$831,4860.13%
94iShares iBonds Dec 2027 Term Corp ETF46435UAA934,156$829,3070.13%
95iShares IBonds Dec. 2026 Corporate Bond ETF46435GAA034,108$826,4480.13%
96SPDR Portfolio S&P 400 Mid Cap ETF78464A84714,053$813,8340.13%
97CATERPILLAR INCCAT1,405$804,9120.12%
98ISHARES INC46434G10311,873$798,0840.12%
99ISHARES INC46434G76410,090$733,3420.11%
100JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J20610,949$716,9420.11%
101iShares MSCI USA Min Vol Factor ETF46429B6977,559$711,7520.11%
102ISHARES TR4642875983,303$694,7990.11%
103VANGUARD INTL EQUITY INDEX F9220427759,432$693,8410.11%
104VANGUARD INDEX FDS9229085537,742$685,0590.11%
105COSTCO WHSL CORP NEW22160K105793$683,8570.11%
106META PLATFORMS INCMETA1,003$662,0950.10%
107TESLA INCTSLA1,432$643,8090.10%
108HILLENBRAND INC43157110820,256$642,5210.10%
109NETFLIX INCNFLX6,580$616,9410.09%
110SELECT SECTOR SPDR TR81369Y8034,145$596,7630.09%
111ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF00162Q39513,597$594,7540.09%
112SCHWAB STRATEGIC TR80852470618,127$593,6750.09%
113ENERGY TRANSFER L PET-PI35,544$586,1140.09%
114GOLDMAN SACHS ETF TRNVGLF4,330$573,1590.09%
115FIFTH THIRD BANCORPFITBM11,609$543,4190.08%
116J P MORGAN EXCHANGE TRADED F46641Q83710,639$538,2050.08%
117INNOVATOR ETFS TRUSTINHD11,838$513,5330.08%
118First Trust TCW Unconstrained Plus Bond ETF33740F88820,354$512,3110.08%
119MCDONALDS CORPMCD1,668$509,9320.08%
120ISHARES TR46434V27413,284$501,4720.08%
121BRISTOL-MYERS SQUIBB COCELG-RI9,227$497,7170.08%
122AFLAC INCAFL4,475$493,4590.08%
123LOWES COS INC5486611071,989$479,6680.07%
124AMERICAN EXPRESS COAXP1,268$469,2790.07%
125VANGUARD INDEX FDS9229087511,778$458,6210.07%
126VICTORYSHARES FREE CASH FLOW ETF92647X83011,610$457,2160.07%
127SELECT SECTOR SPDR TR81369Y2092,880$445,8690.07%
128ELEVANCE HEALTH INC FORMERLYELV1,213$425,2530.07%
129WASTE MGMT INC DEL94106L1091,921$422,0630.06%
130MASTERCARD INCORPORATEDMA720$411,0340.06%
131F/M OPPORTUNISTIC INCOME ETF74933W4457,748$402,6110.06%
132PNC FINL SVCS GROUP INC6934751051,892$395,0160.06%
133AMERICAN FINL GROUP INC OHIO0259321042,792$381,5470.06%
134ISHARES TR46432F8424,125$369,0540.06%
135ISHARES TR4642873092,967$365,7370.06%
136STRYKER CORPORATIONSYK1,016$357,1680.05%
137COLGATE PALMOLIVE COCL4,459$352,3540.05%
138VANGUARD INDEX FDS9229086521,616$338,0260.05%
139AT&T INCT-PC13,181$327,4180.05%
140CARPENTER TECHNOLOGY CORPCRS1,000$314,8400.05%
141Invesco S&P 500 Low Volatility ETFIVZ4,383$313,0570.05%
142New Residential Investment CorpRITM-PF28,685$312,6660.05%
143CARRIER GLOBAL CORPORATIONCARR5,571$294,3690.05%
144AMERICAN CAPITAL AGENCY CORP.00123Q10426,565$284,7770.04%
145iShares Core Total Bond Market ETF46434V6135,882$273,7300.04%
146OTIS WORLDWIDE CORPOTIS3,096$270,3990.04%
147ISHARES TR4642881582,531$270,0300.04%
148SELECT SECTOR SPDR TR81369Y4072,240$267,5040.04%
149DISNEY WALT CO2546871062,335$265,6770.04%
150DEERE & CODE566$263,5130.04%
151L3HARRIS TECHNOLOGIES INCLHX884$259,5160.04%
152VANGUARD WORLD FD92204A702342$257,7240.04%
153SCHWAB STRATEGIC TR80852483910,980$256,6030.04%
154UNION PAC CORPUNP1,103$255,1530.04%
155SOUTHERN COSOMN2,913$254,0400.04%
156Strive 500 ETF02072L6805,710$251,7280.04%
157F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF74933W4114,896$251,1890.04%
158Industrial Select Sector SPDR ETF81369Y7041,615$250,5740.04%
159EV Tax-Mgd Gbl Div Equity IncomeETN26,122$248,9390.04%
160BANK NEW YORK MELLON CORP0640581002,115$245,5310.04%
161AMCOR PLC COM NEWAMCCF29,003$241,8870.04%
162COCA COLA COKO3,328$232,6350.04%
163INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JULINHD8,000$232,4800.04%
164KROGER COKR3,688$230,4540.04%
165AMERIPRISE FINL INC03076C106467$228,9370.04%
166GRAYSCALE BITCOIN MINI TR ET3899302075,896$228,3530.04%
167iShares iBonds DEC 2028 Term Muni Bond ETF46435U3258,495$217,2600.03%
168iShares iBonds Dec 2027 Term Muni Bd ETF46435U2838,544$216,9320.03%
169iShares iBonds Dec 2026 Term Muni Bond ETF46435U2598,453$216,7100.03%
170DIMENSIONAL US MARKETWIDE VALUE ETF25434V7244,611$214,8260.03%
171ALTRIA GROUP INCMO3,715$214,2070.03%
172EVERUS CONSTR GROUPEVEX-WT2,500$213,9000.03%
173EMERSON ELEC COEMR1,598$212,0920.03%
174AUTOMATIC DATA PROCESSING INADP823$211,7480.03%
175APPLIED MATLS INC038222105790$203,0230.03%
176UNITEDHEALTH GROUP INCUNH608$200,7070.03%
177MDU RES GROUP INC55269010910,000$195,2000.03%
178OAKTREE SPECIALTY LENDING COOCSL11,757$149,7850.02%