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CIK: 0001943228
Total reported value
$152.5M
$152.5M
165 檔
40.5%
In Q4 2025, Horizons Wealth Management's U.S. equity holdings reached a combined market value of $152.5M, distributed across 165 disclosed stock positions.
In Q4 2025, Horizons Wealth Management displayed an active expansion posture, initiating 1 new positions and adding to 36 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% | +1.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.94% | -0.01% | +1.11% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.31% | -0.02% | +2.39% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.94% | — | +2.46% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.68% | +0.13% | +0.75% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.18% | +0.05% | +7.29% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.06% | +0.05% | +0.79% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.70% | -0.11% | +5.80% | |
| 9 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 2.98% | +0.59% | +30.35% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.69% | +0.10% | +0.94% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.67% | +0.07% | +6.54% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.60% | +0.11% | +0.94% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.58% | -0.04% | +4.34% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.45% | +0.09% | +0.20% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.37% | -0.03% | +128.15% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.84% | -0.03% | +4.51% | |
| 17 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.81% | — | +44.94% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.63% | — | +2.15% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | +0.16% | -2.73% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.34% | — | +23.91% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.12% | -0.01% | +21.88% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.00% | +0.10% | +16.37% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.06% | -5.76% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.89% | — | +23.93% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.09% | +4.92% | |
| 26 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.85% | +0.03% | +872.06% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | — | +11.17% | |
| 28 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.74% | +0.01% | +1421.65% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | -0.04% | +128.94% | |
| 30 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.68% | +0.02% | +3.24% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | -1.67% | |
| 32 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | -0.06% | -3.09% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | — | +20.97% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.02% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.17% | -6.26% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.46% | +0.02% | +38.69% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | — | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.02% | +8.31% | |
| 40 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.37% | -0.01% | +4.80% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.02% | -7.41% | |
| 42 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.35% | — | +72.99% | |
| 43 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.35% | — | +8.76% | |
| 44 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.33% | — | +7.41% | |
| 45 | PRIM | Primoris Services CORP | Stock-Industrials | 0.32% | +0.05% | -57.42% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | -0.01% | +3.37% | |
| 47 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.27% | — | +7.78% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | -0.04% | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.03% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.02% | — |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $152.5M across 165 disclosed positions in Q4 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 40.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ITA
市值: $53.0K
Top Position Liquidated / Trimmed
BSCP
前期市值: $3.1M
During Q4 2025, Horizons Wealth Management's top holdings by market value included VV (10.6%)、VEA (8.9%)、VO (7.3%). The largest single position, VV, represented 10.6% of total portfolio value.
In Q4 2025, Horizons Wealth Management made 49 total portfolio adjustments, initiating 1 new buys, adding to 36 positions, trimming 7 holdings, and fully liquidating 5 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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