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Connie Grosser

Horan Wealth, Llc

Assets Managed
$1.052B
Holdings
196
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
61.68%(2Q avg: 32.12%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Horan Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Horan Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.052B in assets, with a quarterly growth rate of 61.68% and a 2-quarter average growth rate of 32.12%. The portfolio is managed by Connie Grosser, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 100%
25.53%
$268.562M
392,598 shares@ $684.07 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 100.37%
9.33%
$98.176M
1.47M shares@ $66.78 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 102.22%
3.27%
$34.378M
87,978 shares@ $390.76 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 100%
3.2%
$33.636M
279,520 shares@ $120.34 avg price
PG
Procter & Gamble Co The
Recent Activity
Increased 98.41%
2.58%
$27.069M
188,542 shares@ $143.57 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 102.52%
2.52%
$26.459M
1.051M shares@ $25.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
2.52%
$26.42M
102,417 shares@ $257.97 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 2.73%
2.34%
$24.529M
289,574 shares@ $84.71 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Decreased -1%
1.84%
$19.337M
411,102 shares@ $47.04 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 101.97%
1.78%
$18.68M
577,082 shares@ $32.38 avg price

1-10 of 196