Iron Horse Wealth Management, LLC

CIK

1836270

Location

JOHSTON, IA

Portfolio Value

Small $298,064,741

Diversification

Diversified

Filing Date

Global Rank

#4,452 / 8,120 ▼ 28 · as of Jun 2025

Top Industry

Banks - Diversified 7.9%

Period ended 1 year ago

Filed Jul 22, 2025 · 1y

19 quarters · since Dec 2020

Portfolio Concentration

443 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

23.0%

−0.8 pts

Top 5

62.0%

−0.2 pts

Top 10

87.6%

−0.3 pts

HHI

1,078

Diversified−31

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	93.4%	$278,469,158	57
Financial Services	1.9%	$5,809,717	61
Technology	1.0%	$3,043,199	57
Industrials	0.8%	$2,525,614	61
Healthcare	0.6%	$1,910,504	42
Consumer Defensive	0.5%	$1,482,224	30
Consumer Cyclical	0.4%	$1,224,170	35
Communication Services	0.4%	$1,080,030	20
Energy	0.3%	$934,109	25
Basic Materials	0.2%	$729,180	16
Utilities	0.2%	$598,938	18
Real Estate	0.1%	$257,898	21

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+52,747	1,346,326	$68,618,459
CWI	State Street SPDR MSCI ACWI ex-US ETF	+8,028	548,549	$22,215,173
ACSG	American Century Small Cap Growth Insights ETF	+6,829	97,331	$8,859,155
CTVA	Corteva, Inc.	+6,362	7,117	$530,430
VEU	Vanguard FTSE All-World Ex-US ETF	+6,082	268,182	$13,286,445
VIGI	Vanguard International Dividend Appreciation ETF	+5,643	268,660	$35,793,784
VEA	Vanguard FTSE Developed Markets ETF	+5,576	405,739	$23,131,180
VB	Vanguard Morningstar Small-Cap ETF	+5,525	204,144	$34,100,983
AGNG	Global X Funds Global X Aging Population ETF	+3,802	319,636	$6,319,872
BAC	Bank Of America Corp /De/	+2,400	3,076	$145,556
USB	US Bancorp De	+1,800	2,278	$103,079
C	Citigroup Inc	+1,500	1,580	$134,489
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+1,489	85,923	$5,692,383
BIV	Vanguard Intermediate-Term Bond ETF	+1,296	1,591	$118,610
VZ	Verizon Communications Inc	+1,100	3,011	$130,285
T	At&T Inc.	+973	4,378	$126,699
BNY	Bank of New York Mellon Corp	+900	920	$83,821
AAPL	Apple Inc.	+863	5,906	$1,211,734
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+790	155,750	$16,675,348
MU	Micron Technology Inc	+756	760	$93,670
TFC	Truist Financial Corp	+670	1,018	$43,763
KKR	KKR & Co. Inc.	+654	662	$88,065
SPY	Spdr S&P 500 ETF Trust	+602	37,393	$23,103,265
WBD	Warner Bros. Discovery, Inc.	+600	857	$9,821
FG	F&G Annuities & Life, Inc.	+543	5,222	$166,999
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	−1,933	7	$414
VALE	Vale S.A.	−1,500	1,000	$9,710
HPQ	Hp Inc	−1,333	72	$1,761
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,261	59,441	$3,245,045
BNDW	Vanguard Total World Bond ETF	−945	186,532	$15,411,722
WFC	Wells Fargo & Company/Mn	−599	9,270	$742,712
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−425	941	$47,813
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−418	639	$28,786
ACES	ALPS Clean Energy ETF	−411	52	$2,540
ABI	VictoryShares Pioneer Asset-Based Income ETF	−387	1,059	$67,983
EBAY	Ebay Inc	−325	120	$8,935
TSCO	Tractor Supply Co /De/	−233	2,340	$123,481
AAAP	Pacer Barings CLO Market Flex ETF	−216	253	$10,073
HRL	Hormel Foods Corp /De/	−206	1,168	$35,332
JPM	Jpmorgan Chase & Co	−175	1,091	$316,291
DAL	Delta Air Lines, Inc.	−138	6	$295
MO	Altria Group, Inc.	−125	541	$31,718
BKF	iShares MSCI BIC ETF	−122	247	$12,519
BA	Boeing Co	−115	182	$38,134
UNH	Unitedhealth Group Inc	−83	1,048	$326,944
KO	Coca Cola Co	−75	5,154	$364,645
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−60	740	$60,339
BRK-B	Berkshire Hathaway Inc	−52	2,504	$1,216,368
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−33	672	$31,015
ORCL	Oracle Corp	−25	179	$39,134
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CG	Carlyle Group Inc.	1,664	$85,529
WELL	Welltower Inc.	440	$67,641
WES	Western Midstream Partners, LP	1,495	$57,856
UI	Ubiquiti Inc.	132	$54,337
GOF	Guggenheim Strategic Opportunities Fund	2,006	$29,869
SLG	Sl Green Realty Corp	351	$21,726
PINS	Pinterest, Inc.	350	$12,551
AB	Alliancebernstein Holding L.P.	286	$11,677
TMC	TMC the metals Co Inc.	1,675	$11,055
CGUS	Capital Group Core Equity ETF	297	$10,968
SLV	iShares Silver Trust	300	$9,843
DT	Dynatrace, Inc.	150	$8,281
IBIT	iShares Bitcoin Trust ETF	130	$7,957
CGDV	Capital Group Dividend Value ETF	170	$6,713
B	Barrick Mining Corp	300	$6,246
HUT	Hut 8 Corp.	332	$6,175
ETSY	Etsy Inc	100	$5,016
LRCX	Lam Research Corp	40	$3,893
CGCB	Capital Group Core Bond ETF	142	$3,789
CGGR	Capital Group Growth ETF	84	$3,414
VRSN	Verisign Inc/Ca	11	$3,176
BSTZ	BlackRock Science & Technology Term Trust	139	$2,884
DSL	DoubleLine Income Solutions Fund	207	$2,533
CGGO	Capital Group Global Growth Equity ETF	67	$2,141
NAK	Northern Dynasty Minerals Ltd	1,539	$2,062
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FAAA	Fidelity AAA CLO ETF	1,770	$81,394
AGGH	Simplify Aggregate Bond ETF	3,670	$74,807
JA	Janus Henderson AA-A CLO ETF	349	$17,697
—		333	$17,012
FAB	First Trust Multi Cap Value AlphaDEX Fund	146	$15,125
CAAA	First Trust AAA CMBS ETF	183	$10,950
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	233	$10,074
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	51	$3,174
AFGR	First Trust Active Factor Large Cap Growth ETF	135	$2,739
BNDX	Vanguard Total International Bond ETF	34	$1,659
TOL	Toll Brothers, Inc.	12	$1,267
ARES	Ares Management Corp	7	$1,026
PPLI	People Inc	22	$1,010
NFLX	Netflix Inc	1	$932
DRI	Darden Restaurants Inc	4	$831
BAH	Booz Allen Hamilton Holding Corp	7	$732
ARCC	Ares Capital Corp	33	$731
CRWD	CrowdStrike Holdings, Inc.	2	$705
MCK	Mckesson Corp	1	$672
IRT	Independence Realty Trust, Inc.	30	$636
URI	United Rentals, Inc.	1	$626
OWL	Blue Owl Capital Inc.	30	$601
ZION	Zions Bancorporation, National Association /Ut/	12	$598
DAR	Darling Ingredients Inc.	17	$531
AHR	American Healthcare REIT, Inc.	17	$515
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

443 tracked positions · $298,064,741 total · filing declares 591 positions · $338,998,420 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 443 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,346,326	+52,747	$68,618,459	+4.1%	23.02%
VIGI	Vanguard International Dividend Appreciation ETF	Added	268,660	+5,643	$35,793,784	+5.6%	12.01%
VB	Vanguard Morningstar Small-Cap ETF	Added	204,144	+5,525	$34,100,983	+8.5%	11.44%
VEA	Vanguard FTSE Developed Markets ETF	Added	405,739	+5,576	$23,131,180	+13.7%	7.76%
SPY	Spdr S&P 500 ETF Trust	Added	37,393	+602	$23,103,265	+12.3%	7.75%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	548,549	+8,028	$22,215,173	+12.8%	7.45%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	155,750	+790	$16,675,348	+2.2%	5.59%
BNDW	Vanguard Total World Bond ETF	Reduced	186,532	-945	$15,411,722	+1.0%	5.17%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	268,182	+6,082	$13,286,445	+11.9%	4.46%
ACSG	American Century Small Cap Growth Insights ETF	Added	97,331	+6,829	$8,859,155	+12.5%	2.97%
AGNG	Global X Funds Global X Aging Population ETF	Added	319,636	+3,802	$6,319,872	−0.2%	2.12%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	85,923	+1,489	$5,692,383	+20.9%	1.91%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	59,441	-1,261	$3,245,045	+4.1%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,504	-52	$1,216,368	−10.6%	0.41%
AAPL	Apple Inc. Technology	Added	5,906	+863	$1,211,734	+8.2%	0.41%
LII	Lennox International Inc Industrials	Held	1,595	0	$914,317	+2.2%	0.31%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	9,270	-599	$742,712	+4.8%	0.25%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	20,666	+354	$567,152	+4.5%	0.19%
MSFT	Microsoft Corp Technology	Added	1,093	+36	$543,669	+37.0%	0.18%
CTVA	Corteva, Inc. Basic Materials	Added	7,117	+6,362	$530,430	+1016.4%	0.18%
JNJ	Johnson & Johnson Healthcare	Added	3,399	+3	$519,197	−7.8%	0.17%
LNT	Alliant Energy Corp Utilities	Held	7,395	0	$447,175	−6.0%	0.15%
META	Meta Platforms, Inc. Communication Services	Added	558	+385	$411,854	+313.1%	0.14%
KO	Coca Cola Co Consumer Defensive	Reduced	5,154	-75	$364,645	−2.6%	0.12%
APO	Apollo Global Management, Inc. Financial Services	Added	2,489	+539	$353,114	+32.2%	0.12%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,048	-83	$326,944	−44.8%	0.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,091	-175	$316,291	+1.8%	0.11%
DE	Deere & Co Industrials	Held	616	0	$313,229	+8.3%	0.11%
		Reduced	7,362	-5	$313,210	−3.8%	0.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,874	0	$298,565	−6.5%	0.10%
PFG	Principal Financial Group Inc Financial Services	Added	3,589	+120	$285,074	−2.6%	0.10%
IBM	International Business Machines Corp Technology	Held	942	0	$277,682	+18.5%	0.09%
VIG	Vanguard Dividend Appreciation ETF	Added	2,891	+25	$257,472	−0.8%	0.09%
XOM	ExxonMobil Holdings Corp Energy	Added	2,387	+9	$257,318	−9.0%	0.09%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,728	+74	$249,966	−4.0%	0.08%
WRB	Berkley W R Corp Financial Services	Held	3,327	0	$244,434	+3.2%	0.08%
GOOGL	Alphabet Inc. Communication Services	Added	1,350	+342	$238,726	+52.6%	0.08%
MMM	3M Co Industrials	Held	1,520	0	$231,404	+3.7%	0.08%
MA	Mastercard Inc Financial Services	Reduced	410	-8	$230,395	+0.6%	0.08%
AFL	Aflac Inc Financial Services	Added	2,144	+401	$226,106	+16.7%	0.08%
FNF	Fidelity National Financial, Inc. Financial Services	Added	3,910	+90	$219,194	−11.8%	0.07%
AXP	American Express Co Financial Services	Added	639	+2	$203,828	+18.9%	0.07%
GE	General Electric Co Industrials	Held	760	0	$195,616	+28.6%	0.07%
ABT	Abbott Laboratories Healthcare	Added	1,354	+159	$184,157	+16.2%	0.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	792	+356	$173,756	+109.5%	0.06%
FG	F&G Annuities & Life, Inc. Financial Services	Added	5,222	+543	$166,999	−1.0%	0.06%
HON	Honeywell International Inc Industrials	Held	704	0	$163,947	+10.0%	0.06%
CVX	Chevron Corp Energy	Added	1,049	+38	$150,206	−11.2%	0.05%
WMT	Walmart Inc. Consumer Defensive	Held	1,517	0	$148,332	+11.4%	0.05%
OKE	Oneok Inc /New/ Energy	Added	1,805	+150	$147,342	−10.3%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.