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CIK: 0001910660
Total reported value
$219.1M
$219.1M
83 檔
34.3%
The Q4 2025 SEC filing reveals that Horizon Family Wealth, Inc. held a total portfolio value of $219.1M, covering 83 public equity positions.
In Q4 2025, Horizon Family Wealth, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 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 | 9.52% | -1.11% | -2.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.56% | -0.79% | -2.07% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 7.78% | -0.54% | -0.18% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 7.71% | +0.37% | +17.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.50% | +0.21% | -2.53% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.62% | -0.18% | +0.56% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.90% | -0.17% | -2.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.37% | — | |
| 9 | INTF | Ishares International Equity | ETF-Other | 2.29% | -0.19% | -12.39% | |
| 10 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.22% | +0.04% | +0.01% | |
| 11 | RZG | Invesco S&p Smallcap 600 Pur | ETF-Other | 2.10% | +0.27% | +215.18% | |
| 12 | BINV | Brandes International ETF | ETF-Other | 2.07% | -0.12% | +22.62% | |
| 13 | DIVG | Invesco S&p500 Highdivgrower | ETF-Other | 1.87% | -0.19% | +4.75% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 1.85% | -0.11% | +0.41% | |
| 15 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.77% | +0.28% | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.74% | -0.03% | -37.53% | |
| 17 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.72% | -0.15% | +3.64% | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.43% | +0.08% | +0.93% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.39% | +0.05% | +6.70% | |
| 20 | RJVI | Rj Eagle Vertical Income ETF | ETF-Other | 1.32% | -0.16% | — | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.30% | -0.09% | +2.72% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.15% | -0.16% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.17% | +0.13% | +611.40% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.13% | -0.39% | -4.82% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.01% | -0.13% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.10% | +0.14% | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | -0.16% | -0.96% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.02% | -0.13% | +2.54% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.25% | -0.59% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.02% | +0.71% | |
| 31 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.87% | +0.08% | +0.01% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.13% | +100.28% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | -0.08% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.02% | — | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | -0.03% | +76.55% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.12% | +0.21% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.52% | +0.04% | +17.20% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.03% | -14.32% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.16% | +0.21% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | +0.05% | +0.48% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | +0.28% | +0.19% | |
| 42 | RJMI | Rj Eagle Municipal Inc ETF | ETF-Other | 0.43% | -0.05% | — | |
| 43 | AXP | American Express Co | Stock-Financials | 0.42% | +0.01% | +0.23% | |
| 44 | QDF | Flexshares Quality Dividend | ETF-Other | 0.41% | — | +0.58% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.02% | +0.41% | |
| 46 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.40% | -0.12% | +0.30% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.04% | -3.10% | |
| 48 | DINT | Davis Select International | ETF-Other | 0.38% | +0.03% | +41.86% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.37% | -0.01% | -0.24% | |
| 50 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.36% | — | -8.34% |
According to official SEC Form 13F filings, Horizon Family Wealth, Inc. reported a total U.S. public equity portfolio value of $219.1M across 83 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, GSIE) accounted for 34.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
JSML
市值: $3.3M
Top Position Liquidated / Trimmed
GSC
前期市值: $4.5M
During Q4 2025, Horizon Family Wealth, Inc.'s top holdings by market value included GSLC (9.5%)、VUG (8.6%)、GSIE (7.8%). The largest single position, GSLC, represented 9.5% of total portfolio value.
In Q4 2025, Horizon Family Wealth, Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 4 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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