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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 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COMP COMPASS INC Technology 30,092.0 $371K 0.05% NEW $12.33 -3.3%
22 XOVR ENTREPRENEURSHARES SERIES TR 17,194.0 $362K 0.05% NEW $21.05 -5.0%
23 VOO VANGUARD INDEX FDS 481.0 $330K 0.04% NEW $686.52 +2.1%
24 HYMB SPDR SERIES TRUST 12,894.0 $328K 0.04% NEW $25.44 -2.4%
25 LRCX LAM RESEARCH CORP Technology 713.0 $309K 0.04% NEW $433.41 -28.4%
26 XJR ISHARES TR 5,643.0 $298K 0.04% NEW $52.74 -2.1%
27 XJH ISHARES TR 5,473.0 $285K 0.04% NEW $52.15 -0.9%
28 CGHM CAPITAL GRP FIXED INCM ETF T 9,913.0 $256K 0.03% NEW $25.85 -1.7%
29 KLAC KLA CORP Technology 800.0 $241K 0.03% NEW $301.71 -38.4%
30 BILS SPDR SERIES TRUST 2,320.0 $231K 0.03% NEW $99.36 -0.0%
31 IWB ISHARES TR 546.0 $224K 0.03% NEW $409.56 +2.0%
32 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 308.0 $217K 0.03% NEW $703.34 -1.0%
33 SPYV SPDR SERIES TRUST 3,401.0 $207K 0.03% NEW $60.79 +4.0%
34 DTCR GLOBAL X FDS 6,671.0 $203K 0.03% NEW $30.37 -6.2%
35 HTZ HERTZ GLOBAL HLDGS INC Industrials 20,000.0 $45K 0.01% NEW $2.27 -7.7%
Page 2 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%