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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 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BYLD ISHARES TR 2,511,534.0 $56.9M 7.25% NEW $22.65 -1.5%
2 ACWI ISHARES TR 273,345.0 $42.9M 5.47% NEW $156.97 +1.9%
3 XLF SELECT SECTOR SPDR TR 562,980.0 $30.2M 3.85% NEW $53.61 +6.2%
4 IWM ISHARES TR 94,986.0 $28.5M 3.64% NEW $300.45 -0.9%
5 MORGAN STANLEY ETF TRUST 552,439.0 $27.6M 3.52% NEW $49.99
6 SOXX ISHARES TR 40,036.0 $25.7M 3.27% NEW $640.76 -18.5%
7 EMEQ NOMURA ETF TR 347,689.0 $25.3M 3.23% NEW $72.86 -10.8%
8 DDWM WISDOMTREE TR 442,514.0 $20.4M 2.60% NEW $46.18 +2.0%
9 XLB SELECT SECTOR SPDR TR 340,689.0 $17.3M 2.21% NEW $50.83 +3.1%
10 IGV ISHARES TR 151,353.0 $13.7M 1.75% NEW $90.60 +12.5%
11 IFRA ISHARES TR 167,863.0 $10.6M 1.35% NEW $63.04 -4.4%
12 LIT GLOBAL X FDS 71,809.0 $5.6M 0.72% NEW $78.28 -4.7%
13 XLRE SELECT SECTOR SPDR TR 117,343.0 $5.2M 0.66% NEW $44.03 +2.4%
14 AMD ADVANCED MICRO DEVICES INC Technology 5,329.0 $3.1M 0.40% NEW $580.91 -19.2%
15 SPACE EXPLORATION TECHN CORP 14,950.0 $2.6M 0.33% NEW $170.86
16 OEF ISHARES TR 3,845.0 $1.4M 0.18% NEW $365.84 +3.0%
17 MTUM ISHARES TR 2,342.0 $803K 0.10% NEW $342.90 -11.0%
18 BUFP PGIM ROCK ETF TR 21,000.0 $673K 0.09% NEW $32.05 +1.9%
19 ALPHABET INC 9,768.0 $497K 0.06% NEW $50.89
20 SHYM BLACKROCK ETF TRUST II 20,184.0 $453K 0.06% NEW $22.45 -1.4%
Page 1 of 2  ·  35 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%