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CIK: 0001815123
Total reported value
$784.5M
$784.5M
127 檔
32.2%
According to the latest 13F quarterly dataset, Horizon Wealth Management, LLC managed an equity portfolio of $784.5M at the end of Q4 2025, spanning 127 distinct U.S. exchange-listed positions.
Horizon Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 10 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.19% | -0.12% | +4.84% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 8.62% | +1.08% | +155.72% | |
| 3 | GQI | Natixis Gateway Quality Inc | ETF-Other | 7.64% | — | — | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.94% | +0.02% | +3753.65% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.86% | +0.33% | +20.60% | |
| 6 | EVTR | Eaton Vance Total Return | ETF-Other | 4.79% | -1.68% | +5.06% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.69% | — | — | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.42% | +0.41% | -0.02% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.23% | +0.01% | +2.12% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.69% | +0.18% | -0.21% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.73% | -0.98% | -1.83% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.42% | -0.08% | +2.12% | |
| 13 | WTAI | Wisdomtree Ai And Innovation | ETF-Other | 2.39% | -0.11% | — | |
| 14 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.36% | -2.42% | -2.02% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.28% | -3.24% | +14.05% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.01% | -0.17% | |
| 17 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 1.62% | -0.05% | +1.59% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.51% | -0.14% | +3.77% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.43% | +1.42% | — | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.43% | -0.04% | +1.79% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | — | +0.80% | |
| 22 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.07% | -0.40% | -23.67% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | — | +0.08% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.07% | -0.43% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.02% | +0.12% | |
| 26 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.80% | -2.44% | EXIT | |
| 27 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.79% | — | — | |
| 28 | IPKW | Invesco International Buybac | ETF-Other | 0.72% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | -6.01% | |
| 30 | CARZ | First Trust S-network Future | ETF-Other | 0.65% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.14% | +55.46% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.49% | -0.10% | — | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.35% | -0.01% | +634.33% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.30% | -0.03% | +6.40% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.09% | +40.88% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.01% | +2.04% | |
| 38 | LRGG | Nomura Focused Large Growth | ETF-Other | 0.23% | +0.01% | -42.08% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.22% | — | +530.45% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | +0.01% | -10.53% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | +2.00% | |
| 42 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.21% | -0.03% | +5.76% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.02% | -11.78% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.07% | +0.09% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | +8.83% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.03% | -0.17% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | -0.01% | — | |
| 48 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.18% | — | +0.95% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | +0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | +3.77% |
According to official SEC Form 13F filings, Horizon Wealth Management, LLC reported a total U.S. public equity portfolio value of $784.5M across 127 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PYLD, XLK, GQI) accounted for 32.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GQI
市值: $49.2M
Top Position Liquidated / Trimmed
RSPT
前期市值: $48.6M
During Q4 2025, Horizon Wealth Management, LLC's top holdings by market value included PYLD (9.2%)、XLK (8.6%)、GQI (7.6%). The largest single position, PYLD, represented 9.2% of total portfolio value.
In Q4 2025, Horizon Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 10 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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