IRON HORSE WEALTH MANAGEMENT, LLC

Filed: 7/22/2025ACC: 0001836270-25-000003

📋 What this filing means

IRON HORSE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 591 equity positions with a total reported market value of $339.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

591

Positions

$339.00M

Total AUM (reported)

4.27M

Total Shares

Allocation by class

HIGH DIV YLD$35.76M10.5%

ULTRA SHRT ETF$35.01M10.3%

500 GRTH IDX F$34.03M10.0%

VAN FTSE DEV MKT$23.13M6.8%

TR UNIT$23.10M6.8%

PORTFOLIO DEVLPD$22.13M6.5%

EQUITY PREMIUM$17.75M5.2%

Portfolio Concentration

Top 3$104.80M30.9%

4–10$133.08M39.3%

11–25$78.36M23.1%

Rest$22.75M6.7%

Top 3 weight

30.9%

Top 10 weight

70.2%

Voting Authority Distribution

Total shares with voting rights: 4.27M

Sole

Full voting authority

4.27M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole591

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings591

Rows:

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares268.26K

TypeSH

Market value$35.76M

10.55%

Sole

268.26K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares690.85K

TypeSH

Market value$35.01M

10.33%

Sole

690.85K

Shared

0.00

None

0.00

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares85.81K

TypeSH

Market value$34.03M

10.04%

Sole

85.81K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares405.74K

TypeSH

Market value$23.13M

6.82%

Sole

405.74K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares37.39K

TypeSH

Market value$23.10M

6.82%

Sole

37.39K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares546.65K

TypeSH

Market value$22.13M

6.53%

Sole

546.65K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares312.23K

TypeSH

Market value$17.75M

5.24%

Sole

312.23K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares56.64K

TypeSH

Market value$15.85M

4.68%

Sole

56.64K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDERS US

Shares340.53K

TypeSH

Market value$15.72M

4.64%

Sole

340.53K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares64.95K

TypeSH

Market value$15.39M

4.54%

Sole

64.95K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares183.62K

TypeSH

Market value$15.23M

4.49%

Sole

183.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares133.46K

TypeSH

Market value$14.63M

4.32%

Sole

133.46K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares267.24K

TypeSH

Market value$13.22M

3.90%

Sole

267.24K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares65.94K

TypeSH

Market value$10.84M

3.20%

Sole

65.94K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares96.58K

TypeSH

Market value$8.80M

2.60%

Sole

96.58K

Shared

0.00

None

0.00

GLOBAL X FDS

SOLE

US PFD ETF

Shares304.66K

TypeSH

Market value$5.74M

1.69%

Sole

304.66K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares9.78K

TypeSH

Market value$1.91M

0.56%

Sole

9.78K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares27.90K

TypeSH

Market value$1.46M

0.43%

Sole

27.90K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.50K

TypeSH

Market value$1.22M

0.36%

Sole

2.50K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares5.91K

TypeSH

Market value$1.21M

0.36%

Sole

5.91K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.85K

TypeSH

Market value$1.05M

0.31%

Sole

1.85K

Shared

0.00

None

0.00

LENNOX INTL INC

SOLE

COM

Shares1.59K

TypeSH

Market value$914.3K

0.27%

Sole

1.59K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares7.97K

TypeSH

Market value$759.6K

0.22%

Sole

7.97K

Shared

0.00

None

0.00

WELLS FARGO CO NEW

SOLE

COM

Shares9.27K

TypeSH

Market value$742.7K

0.22%

Sole

9.27K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.03K

TypeSH

Market value$642.6K

0.19%

Sole

1.03K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	268.26K	SH	$35.76M 10.55%	268.26K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	690.85K	SH	$35.01M 10.33%	690.85K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	85.81K	SH	$34.03M 10.04%	85.81K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	405.74K	SH	$23.13M 6.82%	405.74K
SPDR S&P 500 ETF TRSOLE	TR UNIT	37.39K	SH	$23.10M 6.82%	37.39K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	546.65K	SH	$22.13M 6.53%	546.65K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	312.23K	SH	$17.75M 5.24%	312.23K
VANGUARD INDEX FDSSOLE	MID CAP ETF	56.64K	SH	$15.85M 4.68%	56.64K
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDERS US	340.53K	SH	$15.72M 4.64%	340.53K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	64.95K	SH	$15.39M 4.54%	64.95K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	183.62K	SH	$15.23M 4.49%	183.62K
ISHARES TRSOLE	IBOXX INV CP ETF	133.46K	SH	$14.63M 4.32%	133.46K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	267.24K	SH	$13.22M 3.90%	267.24K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	65.94K	SH	$10.84M 3.20%	65.94K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	96.58K	SH	$8.80M 2.60%	96.58K
GLOBAL X FDSSOLE	US PFD ETF	304.66K	SH	$5.74M 1.69%	304.66K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	9.78K	SH	$1.91M 0.56%	9.78K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	27.90K	SH	$1.46M 0.43%	27.90K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.50K	SH	$1.22M 0.36%	2.50K
APPLE INCSOLE	COM	5.91K	SH	$1.21M 0.36%	5.91K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.85K	SH	$1.05M 0.31%	1.85K
LENNOX INTL INCSOLE	COM	1.59K	SH	$914.3K 0.27%	1.59K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	7.97K	SH	$759.6K 0.22%	7.97K
WELLS FARGO CO NEWSOLE	COM	9.27K	SH	$742.7K 0.22%	9.27K
ISHARES TRSOLE	CORE S&P500 ETF	1.03K	SH	$642.6K 0.19%	1.03K

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