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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $785M AUM 148 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 48 Added 32 Reduced 14 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 230,058.0 $42.6M 5.43% +228K +10000.0% $185.23 -1.8%
2 QQQM INVESCO EXCH TRADED FD TR II 116,737.0 $35.4M 4.51% +4K +3.8% $302.97 -2.7%
3 VTI VANGUARD INDEX FDS 85,605.0 $31.7M 4.04% +4K +5.4% $370.04 +2.7%
4 SPYG SPDR SERIES TRUST 233,299.0 $27.8M 3.54% +11K +4.9% $118.99 +1.4%
5 GLD SPDR GOLD TR Financial Services 65,929.0 $24.3M 3.10% +21K +48.3% $368.38 +12.3%
6 IVE ISHARES TR 82,004.0 $18.6M 2.37% +8K +11.5% $227.06 +5.0%
7 XLC SELECT SECTOR SPDR TR 150,463.0 $16.1M 2.06% +145K +2549.5% $107.13 +3.9%
8 EMHY ISHARES INC 359,127.0 $14.6M 1.86% +101K +39.1% $40.66 -0.8%
9 IBB ISHARES TR 60,285.0 $11.5M 1.46% +6K +10.3% $190.19 +14.1%
10 PULS PGIM ETF TR 208,399.0 $10.3M 1.32% +12K +6.4% $49.55 +0.2%
11 RSP INVESCO EXCHANGE TRADED FD T 28,223.0 $6.0M 0.77% +1K +3.8% $212.77 +4.4%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,343.0 $4.7M 0.60% +138.0 +2.2% $746.75 +3.0%
13 MSFT MICROSOFT CORP Technology 10,966.0 $4.1M 0.52% +199.0 +1.9% $373.03 +29.8%
14 IWD ISHARES TR 10,613.0 $2.6M 0.33% +4K +59.1% $242.42 +6.7%
15 TSLA TESLA INC Consumer Cyclical 4,724.0 $2.0M 0.25% +41.0 +0.9% $420.60 -16.5%
16 LRGG NOMURA ETF TR 65,288.0 $1.8M 0.23% +16K +31.7% $27.49 +8.1%
17 JPM JPMORGAN CHASE & CO Financial Services 5,376.0 $1.8M 0.22% +31.0 +0.6% $327.35 +9.1%
18 BAI BLACKROCK ETF TRUST 31,048.0 $1.6M 0.21% +4K +15.0% $52.72 -16.1%
19 IVV ISHARES TR 2,101.0 $1.6M 0.20% +379.0 +22.0% $748.78 +3.2%
20 YEAR AB ACTIVE ETFS INC 31,250.0 $1.6M 0.20% +12K +64.1% $50.34 -0.1%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.9%
Technology 25.8%
Communication Services 5.2%
Consumer Cyclical 5.0%
Industrials 4.2%
Healthcare 2.6%
Consumer Defensive 1.2%
Utilities 1.1%
Energy 0.8%