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CIK: 0001943228
Total reported value
$152.5M
$152.5M
168 檔
39.5%
According to the latest 13F quarterly dataset, Horizons Wealth Management managed an equity portfolio of $152.5M at the end of Q3 2025, spanning 168 distinct U.S. exchange-listed positions.
In Q3 2025, Horizons Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.59% | -0.48% | -1.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.82% | -0.01% | +2.67% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.51% | -0.02% | +0.30% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.13% | +0.13% | +2.10% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.94% | — | +0.09% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.24% | +0.05% | +2.75% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.07% | +0.05% | +3.48% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.72% | -0.11% | +0.59% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.77% | +0.10% | +2.10% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.67% | +0.11% | +1.99% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.60% | +0.07% | +1.11% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.57% | -0.04% | +2.90% | |
| 13 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 2.56% | +0.59% | +4.29% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.54% | +0.09% | +1.53% | |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.12% | — | -4.41% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.84% | -0.03% | +2.19% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.70% | — | +1.60% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.47% | +0.16% | -3.04% | |
| 19 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.30% | — | +531.44% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.18% | — | +3.15% | |
| 21 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.08% | -0.03% | +18.29% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.96% | -0.01% | +7.30% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.06% | -6.59% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.91% | +0.10% | +14.67% | |
| 25 | PRIM | Primoris Services CORP | Stock-Industrials | 0.87% | +0.05% | +134.86% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.76% | — | +4.13% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.74% | — | +1.97% | |
| 28 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.69% | +0.02% | +6.05% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.09% | — | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.66% | — | -0.17% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.60% | -0.06% | -2.07% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.03% | -4.12% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.02% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.17% | — | |
| 35 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.49% | — | -68.76% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | — | +6.86% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | — | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | — | -4.97% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.02% | -0.64% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.02% | +0.25% | |
| 41 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.36% | -0.01% | — | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.36% | +0.02% | +4.33% | |
| 43 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.34% | — | +0.81% | |
| 44 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.32% | — | +0.17% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | -0.04% | -1.65% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | -0.01% | +1.87% | |
| 47 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.26% | — | +2.66% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.03% | — | |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.22% | — | — | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.22% | -0.02% | +8.56% |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $152.5M across 168 disclosed positions in Q3 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 39.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BSCW
市值: $132.8K
Top Position Liquidated / Trimmed
SPY
前期市值: $1.1M
During Q3 2025, Horizons Wealth Management's top holdings by market value included VV (10.6%)、VEA (8.8%)、VO (7.5%). The largest single position, VV, represented 10.6% of total portfolio value.
In Q3 2025, Horizons Wealth Management made 45 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 12 holdings, and fully liquidating 2 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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