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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $644M AUM 127 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 19 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 44,448.0 $17.6M 2.73% -828.0 -1.8% $396.31 +5.2%
2 RING ISHARES INC 206,817.0 $15.2M 2.36% -4K -2.0% $73.64 +1.7%
3 COIN COINBASE GLOBAL INC Financial Services 30,534.0 $6.9M 1.07% -9K -23.7% $226.14 -14.4%
4 XAR SPDR SERIES TRUST 21,349.0 $5.2M 0.80% -30K -58.4% $241.24 +10.4%
5 SPY SPDR S&P 500 ETF TR Financial Services 6,205.0 $4.2M 0.66% -397.0 -6.0% $681.88 +8.9%
6 LRGG NOMURA ETF TR 49,580.0 $1.5M 0.23% -36K -42.1% $29.60 -4.7%
7 IWD ISHARES TR 6,671.0 $1.4M 0.22% -785.0 -10.5% $210.34 +11.6%
8 BERKSHIRE HATHAWAY INC DEL 2,546.0 $1.3M 0.20% -340.0 -11.8% $502.65
9 DGRW WISDOMTREE TR 9,272.0 $829K 0.13% -19K -67.6% $89.43 +7.3%
10 XLC SELECT SECTOR SPDR TR 5,679.0 $669K 0.10% -357K -98.4% $117.72 -1.4%
11 OAKM HARRIS OAKMARK ETF TRUST 17,690.0 $502K 0.08% -64K -78.5% $28.36 -1.3%
12 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,019.0 $490K 0.08% -643.0 -38.7% $480.57 +4.7%
13 DHR DANAHER CORPORATION Healthcare 1,914.0 $438K 0.07% -10.0 -0.5% $228.94 -24.3%
14 DFAC DIMENSIONAL ETF TRUST 9,495.0 $376K 0.06% -186.0 -1.9% $39.59 +9.5%
15 ITOT ISHARES TR 2,508.0 $373K 0.06% -599K -99.6% $148.72 +9.0%
16 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 6,611.0 $335K 0.05% -2K -25.5% $50.60 -11.3%
17 CL COLGATE PALMOLIVE CO Consumer Defensive 3,444.0 $272K 0.04% -876.0 -20.3% $79.02 +14.5%
18 BX BLACKSTONE INC Financial Services 1,439.0 $222K 0.03% -57.0 -3.8% $154.18 -23.1%
19 SBUX STARBUCKS CORP Consumer Cyclical 2,499.0 $210K 0.03% -224.0 -8.2% $84.22 +26.5%

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 58.5%
Technology 21.0%
Communication Services 6.1%
Consumer Cyclical 5.6%
Industrials 3.2%
Healthcare 2.5%
Consumer Defensive 1.5%
Utilities 0.9%
Energy 0.7%