Iron Horse Wealth Management, LLC — 13F holdings

Iron Horse Wealth Management, LLC reported 591 holdings worth $339M in its 13F filing for Q2 2025, filed July 22, 2025.

Largest positions

  1. VYM VANGUARD WHITEHALL FDS — $35.8M (10.5%)
  2. JPST J P MORGAN EXCHANGE TRADED F — $35.0M (10.3%)
  3. VOOG VANGUARD ADMIRAL FDS INC — $34.0M (10.0%)
  4. VEA VANGUARD TAX-MANAGED FDS — $23.1M (6.8%)
  5. SPY SPDR S&P 500 ETF TR — $23.1M (6.8%)
  6. SPDW SPDR INDEX SHS FDS — $22.1M (6.5%)
  7. JEPI J P MORGAN EXCHANGE TRADED F — $17.8M (5.2%)
  8. VO VANGUARD INDEX FDS — $15.8M (4.7%)
  9. BBAG J P MORGAN EXCHANGE TRADED F — $15.7M (4.6%)
  10. VB VANGUARD INDEX FDS — $15.4M (4.5%)