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: 0001943228
Total reported value
$152.5M
$152.5M
176 檔
37.1%
During the Q2 2025 filing period, Horizons Wealth Management (CIK: 0001943228) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $152.5M across 176 reported positions.
During Q2 2025, Horizons Wealth Management'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 | VV | Vanguard Large-cap ETF | ETF-Other | 10.43% | -0.48% | +0.85% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.55% | -0.01% | -0.50% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.47% | -0.02% | +1.85% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.12% | +0.13% | +0.93% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.77% | — | +3.40% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.27% | +0.05% | -1.56% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.07% | +0.05% | +1.13% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.87% | -0.11% | +1.50% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.82% | +0.10% | -0.05% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.73% | +0.11% | -0.62% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.68% | +0.07% | +1.37% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.61% | +0.09% | +1.23% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.60% | -0.04% | +0.48% | |
| 14 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 2.47% | +0.59% | +0.19% | |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.32% | — | -7.40% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.88% | -0.03% | +1.80% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.71% | — | +2.21% | |
| 18 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.65% | — | -0.87% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.51% | +0.16% | -1.95% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.17% | — | +2.67% | |
| 21 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.94% | -0.03% | +6.27% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.01% | +2.23% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.06% | -6.79% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | — | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | +0.10% | -3.39% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.76% | — | -0.10% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.76% | — | +0.87% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.69% | — | -0.54% | |
| 29 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.68% | +0.02% | +5.00% | |
| 30 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.64% | -0.06% | +4.26% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.17% | -5.09% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.02% | -11.94% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.09% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | — | -14.10% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | — | +5.25% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | +14.27% | |
| 39 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.37% | -0.01% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.02% | +0.74% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.35% | +0.02% | +1.49% | |
| 42 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.34% | — | +3.38% | |
| 43 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.33% | — | +2.98% | |
| 44 | CRH | CRH plc | Stock-Materials | 0.33% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.04% | -5.18% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | -6.81% | |
| 47 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.27% | — | +1.01% | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.23% | — | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.02% | -1.35% | |
| 50 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.22% | — | +1.22% |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $152.5M across 176 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 VV, VEA, VO) accounted for 37.1% of total reported equity market value during Q2 2025.
During Q2 2025, Horizons Wealth Management's top holdings by market value included VV (10.4%)、VEA (8.6%)、VO (7.5%). The largest single position, VV, represented 10.4% of total portfolio value.
In Q2 2025, Horizons Wealth Management 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.