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CIK: 0001910660
Total reported value
$219.1M
$219.1M
78 檔
33.2%
As reported in its official Q3 2025 Form 13F filing, Horizon Family Wealth, Inc.'s tracked investment portfolio stood at $219.1M with 78 total positions.
In Q3 2025, Horizon Family Wealth, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.34% | -1.11% | -4.28% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.28% | -0.79% | -0.15% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 8.05% | -0.54% | -16.80% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 7.10% | +0.37% | +2.07% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.05% | +0.21% | +0.52% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.02% | -0.18% | +0.81% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.13% | -0.17% | +0.29% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.98% | -0.37% | +0.08% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.97% | -0.03% | +0.43% | |
| 10 | INTF | Ishares International Equity | ETF-Other | 2.68% | -0.19% | +0.06% | |
| 11 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 2.61% | — | -3.08% | |
| 12 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.24% | +0.04% | +19.11% | |
| 13 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 1.94% | -0.11% | +0.45% | |
| 14 | DIVG | Invesco S&p500 Highdivgrower | ETF-Other | 1.93% | -0.19% | +0.48% | |
| 15 | BINV | Brandes International ETF | ETF-Other | 1.74% | -0.12% | — | |
| 16 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.74% | -0.15% | +1.17% | |
| 17 | VFH | Vanguard Financials ETF | ETF-Other | 1.50% | +0.08% | +0.54% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.40% | -0.09% | +0.03% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.39% | +0.05% | +5.51% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.28% | -0.39% | +1.88% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | -0.15% | -3.42% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | -0.16% | +0.43% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.01% | -3.68% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.07% | -0.13% | +1.97% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.25% | +0.30% | |
| 26 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.95% | +0.08% | +0.06% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.87% | +0.13% | +0.37% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.02% | -1.28% | |
| 29 | RZG | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.72% | +0.27% | +5.83% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.02% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.03% | -29.36% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.16% | -4.77% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.12% | -0.18% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.05% | +1.27% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.01% | +0.24% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.47% | +0.04% | +0.30% | |
| 37 | QDF | Flexshares Quality Dividend | ETF-Other | 0.44% | — | +0.41% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.02% | +0.35% | |
| 39 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.42% | -0.12% | +0.30% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.04% | +0.70% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.41% | — | +0.51% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.41% | +0.01% | +0.23% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.37% | -0.11% | +0.11% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.28% | +0.23% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.29% | +0.51% | |
| 46 | ✓ | Wns Holdings LTD | Stock-Other | 0.33% | — | — | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.31% | -0.07% | -24.51% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.30% | -0.04% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.03% | +0.41% | |
| 50 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.29% | +0.06% | +0.03% |
According to official SEC Form 13F filings, Horizon Family Wealth, Inc. reported a total U.S. public equity portfolio value of $219.1M across 78 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, GSIE) accounted for 33.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
PVAL
市值: $3.9M
Top Position Liquidated / Trimmed
TLTD
前期市值: $415.5K
During Q3 2025, Horizon Family Wealth, Inc.'s top holdings by market value included GSLC (10.3%)、VUG (9.3%)、GSIE (8.1%). The largest single position, GSLC, represented 10.3% of total portfolio value.
In Q3 2025, Horizon Family Wealth, Inc. made 49 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 6 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.
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