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| Horan Wealth LLC
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| CRD # | 333974 |
| SEC # | 801-132367 |
| CIK # | 0002072569 |
| AUM | 1,470.0 M (2026-06-26) |
| Employees | 32 (62% Investors, 41% Brokers) |
| Phone | 513-745-0707 |
| Address | 8044 Montgomery Rd, Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002072569 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.4 | ||
| Procter & Gamble Co | 27.1 | ||
| Apple Inc | 26.4 | ||
| Alphabet Inc | 15.8 | ||
| Broadcom Inc | 15.6 | ||
| Williams Companies Inc | 14.0 | ||
| Johnson & Johnson | 11.6 | ||
| TJX Companies Inc /DE/ | 11.2 | ||
| J P Morgan Chase & Co | 10.6 | ||
| Qualcomm Inc/DE | 10.0 | ||
| Wal Mart Stores Inc | 9.9 | ||
| Nvidia Corp | 9.8 | ||
| Citizens Financial Group Inc/Ri | 9.7 | ||
| Northrop Grumman Corp /DE/ | 9.5 | ||
| Home Depot Inc | 9.2 | ||
| Palo Alto Networks Inc | 8.3 | ||
| Illinois Tool Works Inc | 7.8 | ||
| Royal Dutch Shell PLC | 7.6 | ||
| Genuine Parts Co | 7.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 955 | 278.0 |
| (b) Individuals (high net worth individuals) | 453 | 1,115.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.0 |
| (h) Charitable organizations | 17 | 26.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 43.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,817 | 1,470.0 |
| By Discretionary | ||
| Discretionary | 2,788 | 1,461.0 |
| Non-Discretionary | 29 | 9.0 |
| Total | 2,817 | 1,470.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,470.0 | |
| Total | 2,817 | 1,470.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002072569] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| LEI | 254900WXKR5ZA3MZPC12 |
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|---|---|---|
|
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