Iron Horse Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Iron Horse Wealth Management, LLC reported 588 stock positions worth $339.0 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 10.6% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.3%) and Vanguard S&P 500 Growth ETF (VOOG, 10.0%). Compared with Q1 2025, it opened 51 new positions, sold out of 56, added to 110 and reduced 72. The biggest buy was Vanguard S&P 500 Growth ETF (VOOG, shares +2%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −0%).
- Most Recent 13F
- Q2 2025
- Location
- JOHSTON, IA
- CIK
- 0001836270
- Portfolio Value
- $339.0M (Q2 2025)
- SEC Filing
- 0001836270-25-000003 ↗ filed Jul 22, 2025
Holdings Value
Holdings 588 stocks · $339.0M
| VYM Vanguard High DVD Yield ETF | 10.55% | 268,260 | $35.8M | Add +2.1% |
| JPST JPMorgan Ultra-Short Income | 10.33% | 690,854 | $35.0M | Add +5.6% |
| VOOG Vanguard S&P 500 Growth ETF | 10.04% | 85,811 | $34.0M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 6.82% | 405,739 | $23.1M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.82% | 37,393 | $23.1M | Add +1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.53% | 546,648 | $22.1M | Add +1.5% |
| JEPI JPMorgan Equity Premium Inco | 5.24% | 312,226 | $17.8M | Add +4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.68% | 56,640 | $15.8M | Add +2.4% |
| BBAG JPMorgan Betabuilders US Agg | 4.64% | 340,534 | $15.7M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.54% | 64,955 | $15.4M | Add +3.4% |
| VCIT Vanguard Int-Term Corporate | 4.49% | 183,621 | $15.2M | Reduce -0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.32% | 133,464 | $14.6M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 3.90% | 267,242 | $13.2M | Add +2.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.20% | 65,935 | $10.8M | Add +3.0% |
| AVUV Avantis US Small Cap Value | 2.60% | 96,584 | $8.8M | Add +7.6% |
| PFFD Global X US Preferred ETF | 1.69% | 304,662 | $5.7M | Add +1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 9,784 | $1.9M | Reduce -0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.43% | 27,903 | $1.5M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,504 | $1.2M | Reduce -2.0% |
| AAPL Apple Inc. | 0.36% | 5,906 | $1.2M | Add +17.1% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,854 | $1.1M | Reduce -0.6% |
| LII Lennox International Inc. | 0.27% | 1,595 | $914K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 7,969 | $760K | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.22% | 9,270 | $743K | Reduce -6.1% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,035 | $643K | Add +3.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,463 | $641K | Add +10.9% |
| XYLD Global X S&P 500 Cove Call E | 0.17% | 14,974 | $583K | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.16% | 1,093 | $544K | Add +3.4% |
| CTVA Corteva Inc. | 0.16% | 7,117 | $530K | Add +842.6% |
| JNJ Johnson & Johnson | 0.15% | 3,399 | $519K | Add +0.1% |
| LNT Alliant Energy Corp. | 0.13% | 7,395 | $447K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 558 | $412K | Add +222.5% |
| IAGG iShares Intl Aggregate Bond | 0.12% | 7,852 | $401K | Add +7.3% |
| KO The Coca-Cola Co. | 0.11% | 5,154 | $365K | Reduce -1.4% |
| APO Apollo Global Management Inc. | 0.10% | 2,489 | $353K | Add +27.6% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,048 | $327K | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,091 | $316K | Reduce -13.8% |
| DE Deere & Co. | 0.09% | 616 | $313K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.09% | 7,083 | $301K | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.09% | 1,874 | $299K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,653 | $292K | Add +5.1% |
| PFG Principal Financial Group | 0.08% | 3,589 | $285K | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 942 | $278K | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 4,333 | $269K | No change |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,358 | $258K | No change |
| VNQ Vanguard Real Estate ETF | 0.08% | 2,891 | $257K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.08% | 2,387 | $257K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 845 | $257K | No change |
| SBUX Starbucks Corp. | 0.07% | 2,728 | $250K | Add +2.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.07% | 3,327 | $244K | No change |
| MMM 3M Co. | 0.07% | 1,520 | $231K | No change |
| MA Mastercard Inc. Class A | 0.07% | 410 | $230K | Reduce -1.9% |
| AFL Aflac Inc. | 0.07% | 2,144 | $226K | Add +23.0% |
| FNF Fidelity National Financial | 0.06% | 3,910 | $219K | Add +2.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.06% | 6,900 | $213K | Reduce -3.5% |
| AXP American Express Co. | 0.06% | 639 | $204K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 760 | $196K | No change |
| ABT Abbott Laboratories | 0.05% | 1,354 | $184K | Add +13.3% |
| AMZN Amazon.com Inc. | 0.05% | 792 | $174K | Add +81.7% |
| FG F&G Annuities & Life Inc. | 0.05% | 5,222 | $167K | Add +11.6% |
| HON Honeywell International Inc. | 0.05% | 704 | $164K | No change |
| CVX Chevron Corp. | 0.04% | 1,049 | $150K | Add +3.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 1,871 | $149K | Reduce -0.8% |
| WMT Walmart Inc. | 0.04% | 1,517 | $148K | No change |
| OKE Oneok Inc. | 0.04% | 1,805 | $147K | Add +9.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 513 | $146K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 3,076 | $146K | Add +355.0% |
| MCD McDonald's Corp. | 0.04% | 497 | $145K | No change |
| V Visa Inc. Class A | 0.04% | 402 | $143K | Add +40.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 502 | $139K | Add +3.5% |
| C Citigroup Inc. | 0.04% | 1,580 | $134K | Add +1875.0% |
| VZ Verizon Communications Inc. | 0.04% | 3,011 | $130K | Add +57.6% |
| SCHP Schwab U.S. Tips ETF | 0.04% | 4,847 | $129K | Reduce -3.1% |
| T AT&T Inc. | 0.04% | 4,378 | $127K | Add +28.6% |
| CAG Conagra Brands Inc. | 0.04% | 6,178 | $126K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 704 | $125K | Add +94.5% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 4,664 | $124K | Add +12.2% |
| TSCO Tractor Supply Company | 0.04% | 2,340 | $123K | Reduce -9.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.04% | 1,421 | $123K | Add +3.0% |
| TSLA Tesla Inc. | 0.04% | 378 | $120K | Reduce -0.5% |
| KMI Kinder Morgan Inc. | 0.04% | 4,031 | $119K | No change |
| AVGO Broadcom Inc. | 0.03% | 427 | $118K | No change |
| NVDA Nvidia Corp. | 0.03% | 739 | $117K | Add +1.8% |
| TT Trane Technologies PLC | 0.03% | 266 | $116K | No change |
| CRM Salesforce Inc. | 0.03% | 423 | $115K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.03% | 646 | $114K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 980 | $108K | No change |
| LW Lamb Weston Holdings Inc. | 0.03% | 1,998 | $104K | No change |
| USB US Bancorp | 0.03% | 2,278 | $103K | Add +376.6% |
| CAT Caterpillar Inc. | 0.03% | 247 | $96K | Add +69.2% |
| BND Vanguard Total Bond Market | 0.03% | 1,302 | $96K | Add +341.4% |
| MU Micron Technology Inc. | 0.03% | 760 | $94K | Add +18900.0% |
| LOW Lowe's Cos Inc. | 0.03% | 417 | $93K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.03% | 3,613 | $92K | Reduce -1.0% |
| HCA HCA Healthcare Inc. | 0.03% | 233 | $89K | No change |
| ABBV Abbvie Inc. | 0.03% | 476 | $88K | Add +79.0% |
| KKR KKR & Co. Inc. | 0.03% | 662 | $88K | Add +8175.0% |
| CG The Carlyle Group Inc. | 0.03% | 1,664 | $86K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.03% | 1,065 | $85K | Reduce -4.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 920 | $84K | Add +4500.0% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $38K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CABLE ONE INC (CABO 1.125 03/15/28) | NOTE 1.125% 3/1 · principal | 20,000 | $15K | No change |
| ECHOSTAR CORP (ECHO 3.875 11/30/30) | NOTE 3.875%11/3 · principal | 9,820 | $12K | Add +2.1% |
| MGP INGREDIENTS INC (MGPI 1.875 11/15/41) | NOTE 1.875%11/1 · principal | 12,000 | $11K | No change |
Total filed on the 13F, all lines: $339.0M.
Portfolio Sells Q1 2025 → Q2 2025
| VCIT Vanguard Int-Term Corporate | Reduce -0.5% | 4.49% | −0.35 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.10% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.36% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.2% | 0.43% | −0.03 |
| XYLD Global X S&P 500 Cove Call E | Reduce -4.6% | 0.17% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.6% | 0.56% | −0.03 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.02 |
| FQAL Fidelity Quality Factor ETF | Sold out | 0.00% | −0.02 |
| SVOL Simplify Volatility Premium | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.11% | −0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -0.7% | 0.09% | −0.01 |
| HPQ HP Inc. | Reduce -94.9% | 0.00% | −0.01 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -48.6% | 0.01% | −0.01 |
| TSCO Tractor Supply Company | Reduce -9.1% | 0.04% | −0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.01 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -6.1% | 0.22% | −0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -3.5% | 0.06% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -44.5% | 0.01% | −0.01 |
| BUCK Simplify Treasury Option Inc. | Sold out | 0.00% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -88.8% | 0.00% | −0.01 |
| EBAY eBay Inc. | Reduce -73.0% | 0.00% | −0.01 |
| FCOR Fidelity Corporate Bond ETF | Sold out | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -13.8% | 0.09% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -42.0% | 0.01% | −0.01 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.07% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -14.4% | 0.02% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.01 |
| VALE Vale SA-SP ADR | Reduce -60.0% | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -38.7% | 0.01% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.1% | 0.04% | −0.01 |
| FXH First Trust Health Care Alph | Sold out | 0.00% | −0.00 |
| PEJ Invesco Leisure & Entertainm | Sold out | 0.00% | −0.00 |
| FSMD Fidelity Small-Mid Multifact | Sold out | 0.00% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.00 |
| MO Altria Group Inc. | Reduce -18.8% | 0.01% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.00 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -6.2% | 0.02% | −0.00 |
| HRL Hormel Foods Corp. | Reduce -15.0% | 0.01% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -4.7% | 0.03% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -0.4% | 0.02% | −0.00 |
| MBB iShares MBS ETF | Reduce -90.4% | 0.00% | −0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -0.8% | 0.04% | −0.00 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -1.0% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VOOG Vanguard S&P 500 Growth ETF | Add +1.6% | 10.04% | +0.97 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 6.82% | +0.29 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.5% | 6.53% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 6.82% | +0.21 |
| CTVA Corteva Inc. | Add +842.6% | 0.16% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 3.90% | +0.10 |
| META Meta Platforms Inc. Class A | Add +222.5% | 0.12% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.4% | 4.68% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +7.6% | 2.60% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.4% | 4.54% | +0.07 |
| C Citigroup Inc. | Add +1875.0% | 0.04% | +0.04 |
| BAC Bank of America Corp. | Add +355.0% | 0.04% | +0.03 |
| MSFT Microsoft Corp. | Add +3.4% | 0.16% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.9% | 0.19% | +0.03 |
| MU Micron Technology Inc. | Add +18900.0% | 0.03% | +0.03 |
| KKR KKR & Co. Inc. | Add +8175.0% | 0.03% | +0.03 |
| CG The Carlyle Group Inc. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +81.7% | 0.05% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +4500.0% | 0.02% | +0.02 |
| USB US Bancorp | Add +376.6% | 0.03% | +0.02 |
| BX Blackstone Inc. | Add +9760.0% | 0.02% | +0.02 |
| BND Vanguard Total Bond Market | Add +341.4% | 0.03% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +94.5% | 0.04% | +0.02 |
| APO Apollo Global Management Inc. | Add +27.6% | 0.10% | +0.02 |
| WES Western Midstream Partners L | New | 0.02% | +0.02 |
| UI Ubiquiti Inc. | New | 0.02% | +0.02 |
| HSY The Hershey Co. | Add +934.5% | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +69.2% | 0.03% | +0.01 |
| ADBE Adobe Inc. | Add +162.3% | 0.02% | +0.01 |
| VZ Verizon Communications Inc. | Add +57.6% | 0.04% | +0.01 |
| V Visa Inc. Class A | Add +40.1% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +1.8% | 0.03% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 0.19% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +126.3% | 0.02% | +0.01 |
| GOF Guggenheim Strategic Opport | New | 0.01% | +0.01 |
| TFC Truist Financial Corp. | Add +192.5% | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +79.0% | 0.03% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +100.7% | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +232.6% | 0.01% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +28.6% | 0.04% | +0.01 |
| SLG SL Green Realty Corp. | New | 0.01% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +74.8% | 0.02% | +0.01 |
| AVB Avalonbay Communities Inc. | Add +2060.0% | 0.01% | +0.01 |
| VTWV Vanguard Russell 2000 Value | New | 0.01% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | New | 0.01% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.01% | +0.01 |
| HDV iShares Core High Dividend E | Add +1580.0% | 0.01% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| ECHOSTAR CORP (ECHO 3.875 11/30/30) | NOTE 3.875%11/3 · principal | Add +2.1% | 9,820 | $12K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 588 | $339.0M | VYM, JPST, VOOG, VEA, SPY |
| Q1 2025 | 593 | $311.5M | VYM, JPST, VOOG, SPY, VEA |
| Q4 2024 | 507 | $298.0M | VYM, VOOG, VCIT, LQD, BBAG |
| Q3 2024 | 503 | $292.5M | VYM, VOOG, VCIT, LQD, BBAG |
| Q2 2024 | 481 | $261.8M | VOOG, VYM, BBAG, VCIT, LQD |
| Q1 2024 | 450 | $252.7M | VYM, VOOG, BBAG, VCIT, LQD |