Iron Horse Wealth Management, LLC
Filing Date
Global Rank
#4,195
/ 8,137
▼ 23
· 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
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Style
Concentrated
The top 10 positions are 88.2% of the book (60%+)
Turnover
Low turnover
12.4% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 16.5 quarters (12+)
Closest benchmark: every 13F filer's combined book, active share 86.9%; sector active share 82.0% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
586 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
20.2%
−0.9 pts
Top 5
61.4%
+0.0 pts
Top 10
88.2%
−0.0 pts
HHI
1,019
Diversified−21
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.2% | $319,275,461 |
| Financial Services | 1.7% | $5,814,177 |
| Technology | 0.9% | $3,046,467 |
| Industrials | 0.7% | $2,525,614 |
| Healthcare | 0.6% | $1,915,457 |
| Consumer Defensive | 0.4% | $1,482,594 |
| Consumer Cyclical | 0.4% | $1,224,170 |
| Communication Services | 0.3% | $1,080,030 |
| Energy | 0.3% | $935,023 |
| Basic Materials | 0.2% | $729,180 |
| Utilities | 0.2% | $598,938 |
| Real Estate | 0.1% | $259,839 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | +36,892 | 690,854 | $35,012,480 | |
| JEPI | JPMorgan Equity Premium Income ETF | +11,991 | 312,226 | $17,750,048 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +8,071 | 546,648 | $22,133,777 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +6,829 | 96,584 | $8,798,802 | |
| CTVA | Corteva, Inc. | +6,362 | 7,117 | $530,430 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +5,581 | 267,242 | $13,217,789 | |
| VEA | Vanguard FTSE Developed Markets ETF | +5,576 | 405,739 | $23,131,180 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +5,493 | 268,260 | $35,761,740 | |
| PFFD | Global X U.S. Preferred ETF | +4,523 | 304,662 | $5,736,785 | |
| BBAG | J.P. Morgan Exchange-Traded Fund Trust | +3,703 | 340,534 | $15,722,454 | |
| BAC | Bank Of America Corp | +2,400 | 3,076 | $145,556 | |
| VB | Vanguard Index Funds | +2,110 | 64,955 | $15,393,035 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | +1,889 | 65,935 | $10,843,670 | |
| USB | US Bancorp De | +1,800 | 2,278 | $103,079 | |
| C | Citigroup Inc | +1,500 | 1,580 | $134,489 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +1,377 | 85,811 | $34,027,493 | |
| VO | VANGUARD MID-CAP INDEX FUND | +1,351 | 56,640 | $15,849,571 | |
| VZ | Verizon Communications Inc | +1,100 | 3,011 | $130,285 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +1,007 | 1,302 | $95,866 | |
| 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 | |
| MU | Micron Technology Inc | +756 | 760 | $93,670 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | +692 | 133,464 | $14,628,989 | |
| TFC | Truist Financial Corp | +670 | 1,018 | $43,763 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VALE | Vale S.A. | −1,500 | 1,000 | $9,710 | |
| HPQ | Hp Inc | −1,333 | 72 | $1,761 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | −883 | 183,621 | $15,225,853 | |
| XYLD | Global X S&P 500 Covered Call ETF | −721 | 14,974 | $583,087 | |
| WFC | Wells Fargo & Company | −599 | 9,270 | $742,712 | |
| NEAR | iShares Short Duration Bond Active ETF | −425 | 531 | $27,134 | |
| AMLP | Alerian MLP ETF | −411 | 52 | $2,540 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | −362 | 2,149 | $72,163 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −350 | 27,903 | $1,460,443 | |
| EBAY | Ebay Inc | −325 | 120 | $8,935 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −322 | 340 | $31,915 | |
| FLRN | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF | −248 | 6,900 | $212,727 | |
| TSCO | Tractor Supply Co | −233 | 2,340 | $123,481 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −217 | 300 | $23,850 | |
| HRL | Hormel Foods Corp | −206 | 1,168 | $35,332 | |
| JPM | Jpmorgan Chase & Co | −175 | 1,091 | $316,291 | |
| SCHP | Schwab U.S. TIPS ETF | −153 | 4,847 | $129,317 | |
| DAL | Delta Air Lines, Inc. | −138 | 6 | $295 | |
| PSK | State Street(R) SPDR(R) ICE Preferred Securities ETF | −136 | 2,067 | $65,647 | |
| MO | Altria Group, Inc. | −125 | 541 | $31,718 | |
| PFF | iShares Preferred and Income Securities ETF | −118 | 9 | $276 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −116 | 7,969 | $759,605 | |
| BA | Boeing Co | −115 | 182 | $38,134 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | −101 | 800 | $43,520 | |
| MBB | iShares MBS ETF | −94 | 10 | $938 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 289 | $22,744 | |
| SLG | Sl Green Realty Corp | 351 | $21,726 | |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND | 112 | $21,135 | |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND | 145 | $20,168 | |
| IUSG | iShares Core S&P U.S. Growth ETF | 128 | $19,251 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | 256 | $18,641 | |
| PINS | Pinterest, Inc. | 350 | $12,551 | |
| GDX | VanEck Gold Miners ETF | 235 | $12,234 | |
| 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 | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 40 | $5,140 | |
| ETSY | Etsy Inc | 100 | $5,016 | |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 56 | $4,884 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | 1,316 | $60,075 | |
| FQAL | Fidelity Quality Factor ETF | 877 | $56,268 | |
| SVOL | Simplify Volatility Premium ETF | 2,700 | $49,086 | |
| FDVV | Fidelity High Dividend ETF | 686 | $34,025 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 407 | $27,704 | |
| IYE | iShares U.S. Energy ETF | 533 | $26,276 | |
| BUCK | Simplify Treasury Option Income ETF | 900 | $22,212 | |
| FCOR | Fidelity Corporate Bond ETF | 454 | $21,319 | |
| IYW | iShares, Inc. | 133 | $18,678 | |
| JAAA | Janus Henderson AAA CLO ETF | 349 | $17,697 | |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 216 | $17,249 | |
| — | 333 | $17,012 | ||
| FXH | First Trust Health Care AlphaDEX Fund | 146 | $15,125 | |
| PEJ | Victory Portfolios II | 307 | $14,935 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | 370 | $14,489 | |
| IYH | iShares U.S. Healthcare ETF | 225 | $13,700 | |
| COWZ | Pacer US Cash Cows 100 ETF | 216 | $11,828 | |
| FTSM | First Trust Enhanced Short Maturity ETF | 183 | $10,950 | |
| SPGP | Victory Portfolios II | 80 | $7,990 | |
| USFR | WisdomTree Floating Rate Treasury Fund | 133 | $6,693 | |
| GAL | State Street(R) Global Allocation ETF | 133 | $5,961 | |
| SOXX | iShares Semiconductor ETF | 28 | $5,268 | |
| SRLN | State Street(R) Blackstone Senior Loan ETF | 100 | $4,113 | |
| IVE | iShares S&P 500 Value ETF | 20 | $3,811 | |
| MTBA | Simplify MBS ETF | 70 | $3,509 | |
| No positions match the current search. | ||||
586 tracked positions ·
$338,886,950 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 586 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 268,260 | $35,761,740 | 10.55% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 690,854 | $35,012,480 | 10.33% | |
| VOOG |
VANGUARD S&P 500 GROWTH INDEX FUND
|
Added | 85,811 | $34,027,493 | 10.04% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 405,739 | $23,131,180 | 6.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 37,393 | $23,103,265 | 6.82% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 546,648 | $22,133,777 | 6.53% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 312,226 | $17,750,048 | 5.24% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 56,640 | $15,849,571 | 4.68% | |
| BBAG |
J.P. Morgan Exchange-Traded Fund Trust
|
Added | 340,534 | $15,722,454 | 4.64% | |
| VB |
Vanguard Index Funds
|
Added | 64,955 | $15,393,035 | 4.54% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Reduced | 183,621 | $15,225,853 | 4.49% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Added | 133,464 | $14,628,989 | 4.32% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 267,242 | $13,217,789 | 3.90% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Added | 65,935 | $10,843,670 | 3.20% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 96,584 | $8,798,802 | 2.60% | |
| PFFD |
Global X U.S. Preferred ETF
|
Added | 304,662 | $5,736,785 | 1.69% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 9,784 | $1,907,977 | 0.56% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 27,903 | $1,460,443 | 0.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,504 | $1,216,368 | 0.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,906 | $1,211,734 | 0.36% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 1,854 | $1,053,127 | 0.31% | |
| LII |
Lennox International Inc
Industrials
|
Held | 1,595 | $914,317 | 0.27% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 7,969 | $759,605 | 0.22% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Reduced | 9,270 | $742,712 | 0.22% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,035 | $642,631 | 0.19% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 1,463 | $641,379 | 0.19% | |
| XYLD |
Global X S&P 500 Covered Call ETF
|
Reduced | 14,974 | $583,087 | 0.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,093 | $543,669 | 0.16% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 7,117 | $530,430 | 0.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,399 | $519,197 | 0.15% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 7,395 | $447,175 | 0.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 558 | $411,854 | 0.12% | |
| IAGG |
iShares Core International Aggregate Bond ETF
|
Added | 7,852 | $401,158 | 0.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 5,154 | $364,645 | 0.11% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 2,489 | $353,114 | 0.10% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,048 | $326,944 | 0.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,091 | $316,291 | 0.09% | |
| DE |
Deere & Co
Industrials
|
Held | 616 | $313,229 | 0.09% | |
|
|
Reduced | 7,083 | $300,602 | 0.09% | ||
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,874 | $298,565 | 0.09% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 1,653 | $292,151 | 0.09% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 3,589 | $285,074 | 0.08% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 942 | $277,682 | 0.08% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Held | 4,333 | $268,732 | 0.08% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Held | 2,358 | $257,705 | 0.08% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 2,891 | $257,472 | 0.08% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,387 | $257,318 | 0.08% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 845 | $256,820 | 0.08% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 2,728 | $249,966 | 0.07% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 3,327 | $244,434 | 0.07% |
Showing the top 50 of 586 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.