# EDGAR Filing Document

**Accession Number:** 0002072569
**File Stem:** 0001671623-25-000004
**Filing Date:** 2025-8
**Character Count:** 15252
**Document Hash:** 4ce5c062271f4f193c9d4f53d3cd726c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001671623-25-000004.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001671623-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HORAN Wealth, LLC
- **CENTRAL INDEX KEY:** 0002072569

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25689
- **FILM NUMBER:** 251187845

**BUSINESS ADDRESS:**
- **STREET 1:** 8044 MONTGOMERY RD., STE 640
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45236
- **BUSINESS PHONE:** 5135872735

**MAIL ADDRESS:**
- **STREET 1:** 8044 MONTGOMERY RD., STE 640
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45236

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** HORAN Wealth LLC<br>**Address:** 8044 MONTGOMERY RD. STE 640<br>CINCINNATI, OH 45236

**Form 13F File Number:** 028-25689

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Connie Grosser<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-587-2735

**Signature, Place, and Date of Signing:**

Connie Grosser  Cincinnati, OH  08-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $326724429

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 22791928 | 367493 | SH |  | SOLE |  | 0 | 0 | 367493 |
| MICROSOFT CORP | COM | 594918104 |  | 18283585 | 36758 | SH |  | SOLE |  | 0 | 0 | 36758 |
| APPLE INC | COM | 037833100 |  | 16713500 | 81462 | SH |  | SOLE |  | 0 | 0 | 81462 |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 |  | 16381170 | 348017 | SH |  | SOLE |  | 0 | 0 | 348017 |
| BROADCOM INC | COM | 11135F101 |  | 13204082 | 47902 | SH |  | SOLE |  | 0 | 0 | 47902 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 11503663 | 482739 | SH |  | SOLE |  | 0 | 0 | 482739 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 10865627 | 146813 | SH |  | SOLE |  | 0 | 0 | 146813 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 10228264 | 201265 | SH |  | SOLE |  | 0 | 0 | 201265 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9192029 | 52159 | SH |  | SOLE |  | 0 | 0 | 52159 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 8904302 | 30714 | SH |  | SOLE |  | 0 | 0 | 30714 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 7631619 | 266374 | SH |  | SOLE |  | 0 | 0 | 266374 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 7111674 | 16259 | SH |  | SOLE |  | 0 | 0 | 16259 |
| WILLIAMS COS INC | COM | 969457100 |  | 5786491 | 92127 | SH |  | SOLE |  | 0 | 0 | 92127 |
| QUALCOMM INC | COM | 747525103 |  | 5609460 | 35222 | SH |  | SOLE |  | 0 | 0 | 35222 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5534864 | 11394 | SH |  | SOLE |  | 0 | 0 | 11394 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 5382786 | 67708 | SH |  | SOLE |  | 0 | 0 | 67708 |
| WALMART INC | COM | 931142103 |  | 5302544 | 54229 | SH |  | SOLE |  | 0 | 0 | 54229 |
| TJX COS INC NEW | COM | 872540109 |  | 4972593 | 40267 | SH |  | SOLE |  | 0 | 0 | 40267 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4437351 | 7182 | SH |  | SOLE |  | 0 | 0 | 7182 |
| ABBOTT LABS | COM | 002824100 |  | 4404925 | 32387 | SH |  | SOLE |  | 0 | 0 | 32387 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 4237531 | 13740 | SH |  | SOLE |  | 0 | 0 | 13740 |
| FISERV INC | COM | 337738108 |  | 4025602 | 23349 | SH |  | SOLE |  | 0 | 0 | 23349 |
| HOME DEPOT INC | COM | 437076102 |  | 3964120 | 10812 | SH |  | SOLE |  | 0 | 0 | 10812 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3946907 | 24982 | SH |  | SOLE |  | 0 | 0 | 24982 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3850298 | 24167 | SH |  | SOLE |  | 0 | 0 | 24167 |
| AMGEN INC | COM | 031162100 |  | 3831057 | 13721 | SH |  | SOLE |  | 0 | 0 | 13721 |
| GENUINE PARTS CO | COM | 372460105 |  | 3770437 | 31081 | SH |  | SOLE |  | 0 | 0 | 31081 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 3653538 | 4559 | SH |  | SOLE |  | 0 | 0 | 4559 |
| VISA INC | COM CL A | 92826C839 |  | 3570935 | 10058 | SH |  | SOLE |  | 0 | 0 | 10058 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3419225 | 79021 | SH |  | SOLE |  | 0 | 0 | 79021 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 3414557 | 76303 | SH |  | SOLE |  | 0 | 0 | 76303 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 3298522 | 13341 | SH |  | SOLE |  | 0 | 0 | 13341 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 3289686 | 6580 | SH |  | SOLE |  | 0 | 0 | 6580 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 3208912 | 46225 | SH |  | SOLE |  | 0 | 0 | 46225 |
| MERCK  CO INC | COM | 58933Y105 |  | 3188267 | 40276 | SH |  | SOLE |  | 0 | 0 | 40276 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3083267 | 5428 | SH |  | SOLE |  | 0 | 0 | 5428 |
| ABBVIE INC | COM | 00287Y109 |  | 2976833 | 16037 | SH |  | SOLE |  | 0 | 0 | 16037 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 2967263 | 83140 | SH |  | SOLE |  | 0 | 0 | 83140 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 2964813 | 10511 | SH |  | SOLE |  | 0 | 0 | 10511 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2820110 | 18462 | SH |  | SOLE |  | 0 | 0 | 18462 |
| SHELL PLC | SPON ADS | 780259305 |  | 2716422 | 38580 | SH |  | SOLE |  | 0 | 0 | 38580 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 2666754 | 5918 | SH |  | SOLE |  | 0 | 0 | 5918 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2624713 | 12826 | SH |  | SOLE |  | 0 | 0 | 12826 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 2583286 | 6371 | SH |  | SOLE |  | 0 | 0 | 6371 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2264440 | 102463 | SH |  | SOLE |  | 0 | 0 | 102463 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 2262511 | 22414 | SH |  | SOLE |  | 0 | 0 | 22414 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 2258321 | 68310 | SH |  | SOLE |  | 0 | 0 | 68310 |
| EOG RES INC | COM | 26875P101 |  | 2256832 | 18868 | SH |  | SOLE |  | 0 | 0 | 18868 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 2201158 | 65123 | SH |  | SOLE |  | 0 | 0 | 65123 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2169736 | 3495 | SH |  | SOLE |  | 0 | 0 | 3495 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2128971 | 25675 | SH |  | SOLE |  | 0 | 0 | 25675 |
| ADOBE INC | COM | 00724F101 |  | 1944459 | 5026 | SH |  | SOLE |  | 0 | 0 | 5026 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 1763627 | 41409 | SH |  | SOLE |  | 0 | 0 | 41409 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1585826 | 16433 | SH |  | SOLE |  | 0 | 0 | 16433 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 1546218 | 15333 | SH |  | SOLE |  | 0 | 0 | 15333 |
| TARGET CORP | COM | 87612E106 |  | 1525678 | 15466 | SH |  | SOLE |  | 0 | 0 | 15466 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1351392 | 29865 | SH |  | SOLE |  | 0 | 0 | 29865 |
| AMAZON COM INC | COM | 023135106 |  | 1349249 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| WP CAREY INC | COM | 92936U109 |  | 1119684 | 17949 | SH |  | SOLE |  | 0 | 0 | 17949 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 959409 | 15385 | SH |  | SOLE |  | 0 | 0 | 15385 |
| NETFLIX INC | COM | 64110L106 |  | 870435 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 803760 | 15859 | SH |  | SOLE |  | 0 | 0 | 15859 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 796858 | 7392 | SH |  | SOLE |  | 0 | 0 | 7392 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 721978 | 4070 | SH |  | SOLE |  | 0 | 0 | 4070 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 686670 | 6283 | SH |  | SOLE |  | 0 | 0 | 6283 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 678480 | 4556 | SH |  | SOLE |  | 0 | 0 | 4556 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 654447 | 10365 | SH |  | SOLE |  | 0 | 0 | 10365 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 633954 | 7092 | SH |  | SOLE |  | 0 | 0 | 7092 |
| CHEVRON CORP NEW | COM | 166764100 |  | 631064 | 4407 | SH |  | SOLE |  | 0 | 0 | 4407 |
| ELI LILLY  CO | COM | 532457108 |  | 623624 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| PEPSICO INC | COM | 713448108 |  | 572186 | 4333 | SH |  | SOLE |  | 0 | 0 | 4333 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 541498 | 547 | SH |  | SOLE |  | 0 | 0 | 547 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 525572 | 4330 | SH |  | SOLE |  | 0 | 0 | 4330 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 525251 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 512383 | 1169 | SH |  | SOLE |  | 0 | 0 | 1169 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 473870 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 473639 | 11838 | SH |  | SOLE |  | 0 | 0 | 11838 |
| AFLAC INC | COM | 001055102 |  | 471934 | 4475 | SH |  | SOLE |  | 0 | 0 | 4475 |
| LOWES COS INC | COM | 548661107 |  | 461268 | 2079 | SH |  | SOLE |  | 0 | 0 | 2079 |
| CINTAS CORP | COM | 172908105 |  | 456438 | 2048 | SH |  | SOLE |  | 0 | 0 | 2048 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 456216 | 15137 | SH |  | SOLE |  | 0 | 0 | 15137 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 451005 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| RTX CORPORATION | COM | 75513E101 |  | 428277 | 2933 | SH |  | SOLE |  | 0 | 0 | 2933 |
| HILLENBRAND INC | COM | 431571108 |  | 419122 | 20883 | SH |  | SOLE |  | 0 | 0 | 20883 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 411440 | 3243 | SH |  | SOLE |  | 0 | 0 | 3243 |
| CISCO SYS INC | COM | 17275R102 |  | 410901 | 5922 | SH |  | SOLE |  | 0 | 0 | 5922 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 409655 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| CATERPILLAR INC | COM | 149123101 |  | 397139 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 365802 | 3501 | SH |  | SOLE |  | 0 | 0 | 3501 |
| GE AEROSPACE | COM NEW | 369604301 |  | 342072 | 1329 | SH |  | SOLE |  | 0 | 0 | 1329 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 334022 | 5859 | SH |  | SOLE |  | 0 | 0 | 5859 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 332766 | 1831 | SH |  | SOLE |  | 0 | 0 | 1831 |
| EATON CORP PLC | SHS | G29183103 |  | 312367 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |
| DISNEY WALT CO | COM | 254687106 |  | 300121 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 297139 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 289806 | 1343 | SH |  | SOLE |  | 0 | 0 | 1343 |
| DEERE  CO | COM | 244199105 |  | 287806 | 566 | SH |  | SOLE |  | 0 | 0 | 566 |
| THE CIGNA GROUP | COM | 125523100 |  | 282646 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 281902 | 2389 | SH |  | SOLE |  | 0 | 0 | 2389 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 276380 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 273187 | 11755 | SH |  | SOLE |  | 0 | 0 | 11755 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 257850 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 256396 | 5315 | SH |  | SOLE |  | 0 | 0 | 5315 |
| UNION PAC CORP | COM | 907818108 |  | 252628 | 1098 | SH |  | SOLE |  | 0 | 0 | 1098 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 249190 | 2798 | SH |  | SOLE |  | 0 | 0 | 2798 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 248590 | 6044 | SH |  | SOLE |  | 0 | 0 | 6044 |
| COCA COLA CO | COM | 191216100 |  | 245312 | 3467 | SH |  | SOLE |  | 0 | 0 | 3467 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 229947 | 3922 | SH |  | SOLE |  | 0 | 0 | 3922 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 227356 | 6642 | SH |  | SOLE |  | 0 | 0 | 6642 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 226781 | 342 | SH |  | SOLE |  | 0 | 0 | 342 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 226591 | 2487 | SH |  | SOLE |  | 0 | 0 | 2487 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 222381 | 1221 | SH |  | SOLE |  | 0 | 0 | 1221 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 220489 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 217756 | 698 | SH |  | SOLE |  | 0 | 0 | 698 |
| EMERSON ELEC CO | COM | 291011104 |  | 211729 | 1588 | SH |  | SOLE |  | 0 | 0 | 1588 |
| THOMSON REUTERS CORP | COM | 884903808 |  | 210785 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| STARBUCKS CORP | COM | 855244109 |  | 209556 | 2287 | SH |  | SOLE |  | 0 | 0 | 2287 |
| MCDONALDS CORP | COM | 580135101 |  | 205688 | 704 | SH |  | SOLE |  | 0 | 0 | 704 |
| MDU RES GROUP INC | COM | 552690109 |  | 166700 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| OAKTREE SPECIALTY LENDING CO | COM | 67401P405 |  | 160601 | 11757 | SH |  | SOLE |  | 0 | 0 | 11757 |

---