Iron Horse Wealth Management, LLC

Est. AUM

$339.0M

13F long equity, this entity only

Positions

591

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$35.8M	268260	10.55%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$35.0M	690854	10.33%	SOLE
3	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$34.0M	85811	10.04%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.1M	405739	6.82%	SOLE
5	SPDR S&P 500 ETF TR	TR UNIT	$23.1M	37393	6.82%	SOLE
6	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$22.1M	546648	6.53%	SOLE
7	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.8M	312226	5.24%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$15.8M	56640	4.68%	SOLE
9	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$15.7M	340534	4.64%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$15.4M	64955	4.54%	SOLE
11	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.2M	183621	4.49%	SOLE
12	ISHARES TR	IBOXX INV CP ETF	$14.6M	133464	4.32%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.2M	267242	3.90%	SOLE
14	VANGUARD INDEX FDS	MCAP VL IDXVIP	$10.8M	65935	3.20%	SOLE
15	AMERICAN CENTY ETF TR	US SML CP VALU	$8.8M	96584	2.60%	SOLE
16	GLOBAL X FDS	US PFD ETF	$5.7M	304662	1.69%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	9784	0.56%	SOLE
18	SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.5M	27903	0.43%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2504	0.36%	SOLE
20	APPLE INC	COM	$1.2M	5906	0.36%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1854	0.31%	SOLE
22	LENNOX INTL INC	COM	$914K	1595	0.27%	SOLE
23	SPDR SERIES TRUST	PRTFLO S&P500 GW	$760K	7969	0.22%	SOLE
24	WELLS FARGO CO NEW	COM	$743K	9270	0.22%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$643K	1035	0.19%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$641K	1463	0.19%	SOLE
27	GLOBAL X FDS	S&P 500 COVERED	$583K	14974	0.17%	SOLE
28	MICROSOFT CORP	COM	$544K	1093	0.16%	SOLE
29	CORTEVA INC	COM	$530K	7117	0.16%	SOLE
30	JOHNSON & JOHNSON	COM	$519K	3399	0.15%	SOLE
31	ALLIANT ENERGY CORP	COM	$447K	7395	0.13%	SOLE
32	META PLATFORMS INC	CL A	$412K	558	0.12%	SOLE
33	ISHARES TR	CORE INTL AGGR	$401K	7852	0.12%	SOLE
34	COCA COLA CO	COM	$365K	5154	0.11%	SOLE
35	APOLLO GLOBAL MGMT INC	COM	$353K	2489	0.10%	SOLE
36	UNITEDHEALTH GROUP INC	COM	$327K	1048	0.10%	SOLE
37	JPMORGAN CHASE & CO.	COM	$316K	1091	0.09%	SOLE
38	DEERE & CO	COM	$313K	616	0.09%	SOLE
39	SPDR SERIES TRUST	PRTFLO S&P500 HI	$301K	7083	0.09%	SOLE
40	PROCTER AND GAMBLE CO	COM	$299K	1874	0.09%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$292K	1653	0.09%	SOLE
42	PRINCIPAL FINANCIAL GROUP IN	COM	$285K	3589	0.08%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$278K	942	0.08%	SOLE
44	ISHARES TR	CORE S&P MCP ETF	$269K	4333	0.08%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$258K	2358	0.08%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$257K	845	0.08%	SOLE
47	VANGUARD INDEX FDS	REAL ESTATE ETF	$257K	2891	0.08%	SOLE
48	EXXON MOBIL CORP	COM	$257K	2387	0.08%	SOLE
49	STARBUCKS CORP	COM	$250K	2728	0.07%	SOLE
50	BERKLEY W R CORP	COM	$244K	3327	0.07%	SOLE

1–50 of 591

1 / 12

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.