Institutional Manager · CIK 0001836270
Iron Horse Wealth Management, LLC
JOHSTON, IA · File #028-20425
Latest AUM
$339.0M
Positions
591
Top-10 Concentration
73.1%
Filings
7
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | J P MORGAN EXCHANGE TRADED F | 46641Q837 | +36,892 | +$1.9M | +$32,699 |
| ADD | VANGUARD WHITEHALL FDS | 921946406 | +5,493 | +$732,271 | +$1.1M |
| ADD | J P MORGAN EXCHANGE TRADED F | 46641Q332 | +11,991 | +$681,688 | -$87,082 |
| ADD | AMERICAN CENTY ETF TR | 025072877 | +6,829 | +$622,122 | +$352,747 |
| ADD | VANGUARD ADMIRAL FDS INC | 921932505 | +1,377 | +$546,038 | +$5.2M |
| ADD | VANGUARD INDEX FDS | 922908751 | +2,110 | +$500,024 | +$957,121 |
| ADD | CORTEVA INC | 22052L104 | +6,362 | +$474,160 | +$8,758 |
| ADD | VANGUARD INDEX FDS | 922908629 | +1,351 | +$378,049 | +$1.2M |
| ADD | SPDR S&P 500 ETF TR | 78462F103 | +602 | +$371,942 | +$2.2M |
| ADD | SPDR INDEX SHS FDS | 78463X889 | +8,071 | +$326,795 | +$2.2M |
Filing History
- 13F HOLDINGS REPORTQ/E Jun 2025591 pos · $339.0M
- 13F HOLDINGS REPORTQ/E Mar 2025596 pos · $311.5M
- 13F HOLDINGS REPORTQ/E Dec 2024510 pos · $298.0M
- 13F HOLDINGS REPORTQ/E Sep 2024507 pos · $292.6M
- 13F HOLDINGS REPORTQ/E Jun 2024489 pos · $261.8M
- 13F HOLDINGS REPORTQ/E Mar 2024471 pos · $253.0M
- 13F HOLDINGS REPORTQ/E Dec 2023509 pos · $203,687
Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 921946406 | 268,260 | $35.8M | 11.00% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 690,854 | $35.0M | 10.76% |
| 3 | VANGUARD ADMIRAL FDS INC | 921932505 | 85,811 | $34.0M | 10.46% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 405,739 | $23.1M | 7.11% |
| 5 | SPDR S&P 500 ETF TR | 78462F103 | 37,393 | $23.1M | 7.10% |
| 6 | SPDR INDEX SHS FDS | 78463X889 | 546,648 | $22.1M | 6.81% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 312,226 | $17.8M | 5.46% |
| 8 | VANGUARD INDEX FDS | 922908629 | 56,640 | $15.8M | 4.87% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q241 | 340,534 | $15.7M | 4.83% |
| 10 | VANGUARD INDEX FDS | 922908751 | 64,955 | $15.4M | 4.73% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 183,621 | $15.2M | 4.68% |
| 12 | ISHARES TR | 464287242 | 133,464 | $14.6M | 4.50% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 267,242 | $13.2M | 4.06% |
| 14 | VANGUARD INDEX FDS | 922908512 | 65,935 | $10.8M | 3.33% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 96,584 | $8.8M | 2.71% |
| 16 | GLOBAL X FDS | 37954Y657 | 304,662 | $5.7M | 1.76% |
| 17 | VANGUARD INDEX FDS | 922908611 | 9,784 | $1.9M | 0.59% |
| 18 | SPDR SERIES TRUST | 78464A508 | 27,903 | $1.5M | 0.45% |
| 19 | BERKSHIRE HATHAWAY INC DEL | 084670702 | 2,504 | $1.2M | 0.37% |
| 20 | APPLE INC | 037833100 | 5,906 | $1.2M | 0.37% |