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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 17,093.0 $1.4M 0.18% +830.0 +5.1% $82.84 -2.2%
22 EFV ISHARES TR 17,475.0 $1.3M 0.17% +1K +8.2% $76.55 +6.4%
23 XLG INVESCO EXCHANGE TRADED FD T 20,268.0 $1.2M 0.16% +1K +6.5% $61.23 +1.1%
24 GOOGL ALPHABET INC Communication Services 3,349.0 $1.2M 0.15% +17.0 +0.5% $357.33 -4.7%
25 ABBV ABBVIE INC Healthcare 4,157.0 $1.0M 0.13% +427.0 +11.4% $251.63 +4.1%
26 SJNK SPDR SERIES TRUST 40,718.0 $1.0M 0.13% +12K +43.2% $25.03 -0.7%
27 GE GE AEROSPACE Industrials 2,479.0 $927K 0.12% +125.0 +5.3% $373.75 -7.8%
28 IEFA ISHARES TR 8,742.0 $844K 0.11% +2K +25.6% $96.58 +3.5%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 2,742.0 $771K 0.10% +38.0 +1.4% $281.26 -16.9%
30 TJX TJX COS INC NEW Consumer Cyclical 4,919.0 $745K 0.10% +35.0 +0.7% $151.50 -7.1%
31 DIA STATE STR SPDR DOW JONES IND Financial Services 1,244.0 $650K 0.08% +225.0 +22.1% $522.39 +1.0%
32 JNJ JOHNSON & JOHNSON Healthcare 2,475.0 $629K 0.08% +898.0 +56.9% $253.95 +5.3%
33 ARKK ARK ETF TR 7,607.0 $615K 0.08% +432.0 +6.0% $80.81 +3.0%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 14,049.0 $595K 0.08% +204.0 +1.5% $42.34 +16.2%
35 OAKM HARRIS OAKMARK ETF TRUST 19,675.0 $554K 0.07% +2K +11.2% $28.17 +10.8%
36 NEE NEXTERA ENERGY INC Utilities 6,273.0 $551K 0.07% +91.0 +1.5% $87.76 -3.1%
37 MCD MCDONALDS CORP Consumer Cyclical 1,970.0 $532K 0.07% +167.0 +9.3% $270.30 -0.4%
38 CVX CHEVRON CORPORATION Energy 3,181.0 $527K 0.07% +44.0 +1.4% $165.76 +24.1%
39 AMGN AMGEN INC Healthcare 1,294.0 $469K 0.06% +23.0 +1.8% $362.14 +19.8%
40 SUSL ISHARES TR 3,473.0 $461K 0.06% +102.0 +3.0% $132.75 +2.9%
Page 2 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%