13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910660
Total reported value
$219.1M
$219.1M
76 檔
32.8%
At the close of Q2 2025, Horizon Family Wealth, Inc. disclosed equity holdings valued at approximately $219.1M, spread across 76 reported holdings.
During Q2 2025, Horizon Family Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.68% | -1.11% | -31.98% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 9.91% | -0.54% | +3.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.01% | -0.79% | +1.64% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 7.38% | +0.37% | +4.24% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.79% | +0.21% | +3.26% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.03% | -0.18% | -1.34% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.13% | -0.17% | +7.70% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.05% | -0.37% | -0.08% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.92% | -0.03% | -0.03% | |
| 10 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 2.71% | — | -19.10% | |
| 11 | INTF | Ishares International Equity | ETF-Other | 2.71% | -0.19% | +0.16% | |
| 12 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 1.96% | -0.11% | +0.71% | |
| 13 | DIVG | Invesco S&p500 Highdivgrower | ETF-Other | 1.94% | -0.19% | — | |
| 14 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.88% | +0.04% | — | |
| 15 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.75% | -0.15% | -6.63% | |
| 16 | VFH | Vanguard Financials ETF | ETF-Other | 1.54% | +0.08% | +45.50% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.39% | -0.09% | +3.62% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.33% | -0.39% | -41.13% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.33% | +0.05% | +50.81% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | -0.16% | +0.01% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.15% | +0.20% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.11% | -0.13% | -1.35% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.25% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.01% | -0.18% | |
| 25 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.94% | +0.08% | -9.07% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.13% | +0.17% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.03% | -9.63% | |
| 28 | RZG | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.67% | +0.27% | -26.62% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.02% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | +0.12% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.16% | +0.30% | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | — | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.48% | -0.01% | +0.33% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.04% | -9.17% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.45% | -0.11% | -0.94% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.12% | +0.37% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.05% | +0.49% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.07% | -1.13% | |
| 39 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.43% | -0.12% | +0.34% | |
| 40 | QDF | Flexshares Quality Dividend | ETF-Other | 0.42% | — | +0.49% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.02% | +19.07% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.41% | +0.01% | +0.33% | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.41% | — | +25.30% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.29% | +0.57% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.31% | -0.04% | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.03% | -5.45% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.01% | -1.33% | |
| 48 | ✓ | Wns Holdings LTD | Stock-Other | 0.29% | — | — | |
| 49 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.28% | — | — | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.28% | +0.28% | +0.38% |
According to official SEC Form 13F filings, Horizon Family Wealth, Inc. reported a total U.S. public equity portfolio value of $219.1M across 76 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, GSIE, VUG) accounted for 32.8% of total reported equity market value during Q2 2025.
During Q2 2025, Horizon Family Wealth, Inc.'s top holdings by market value included GSLC (10.7%)、GSIE (9.9%)、VUG (9.0%). The largest single position, GSLC, represented 10.7% of total portfolio value.
In Q2 2025, Horizon Family Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.