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CIK: 0001943228
Total reported value
$160.4M
$160.4M
166 檔
38.1%
The Q1 2026 SEC filing reveals that Horizons Wealth Management held a total portfolio value of $160.4M, covering 166 public equity positions.
In Q1 2026, Horizons Wealth Management adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.11% | +0.84% | +0.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.93% | +0.51% | -2.69% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.29% | +0.39% | +0.71% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.94% | +0.15% | -1.68% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.81% | — | +1.59% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.23% | -0.14% | +1.57% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.11% | -0.28% | +0.65% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.59% | -0.12% | -2.48% | |
| 9 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 3.57% | — | -1.57% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.79% | -0.15% | +4.65% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.74% | -0.67% | +3.09% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.71% | -0.09% | +5.07% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.54% | -0.15% | -0.46% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.54% | -0.05% | +4.03% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.34% | -0.07% | +0.29% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.81% | -0.41% | -0.94% | |
| 17 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.81% | -0.02% | +0.90% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.63% | -0.18% | +0.38% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.57% | +0.06% | +9.87% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.34% | -0.07% | -1.27% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.29% | -0.44% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.10% | -0.02% | +10.62% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.89% | -0.08% | -1.20% | |
| 24 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.88% | +0.37% | +5.21% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.20% | — | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | -0.16% | -0.53% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.06% | -3.17% | |
| 28 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.75% | +0.02% | +1.69% | |
| 29 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.70% | +0.01% | +2.28% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.14% | -0.11% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.01% | -0.08% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.03% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.05% | -0.40% | |
| 34 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.49% | -0.03% | -13.57% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.48% | — | +6.99% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | +0.02% | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.01% | -2.02% | |
| 38 | PRIM | Primoris Services CORP | Stock-Industrials | 0.37% | -0.08% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | — | |
| 40 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.36% | -0.02% | — | |
| 41 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.35% | -0.02% | — | |
| 42 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.35% | -0.03% | +0.18% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.04% | -2.09% | |
| 44 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.33% | -0.01% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.08% | -32.36% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | -0.01% | -4.35% | |
| 47 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.27% | +0.03% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.03% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.04% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | — |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $160.4M across 166 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VV, VEA, VO) accounted for 38.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
COST
市值: $24.9K
Top Position Liquidated / Trimmed
VHT
前期市值: $14.4K
During Q1 2026, Horizons Wealth Management's top holdings by market value included VV (10.1%)、VEA (8.9%)、VO (7.3%). The largest single position, VV, represented 10.1% of total portfolio value.
In Q1 2026, Horizons Wealth Management made 60 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 35 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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