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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  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PYLD PIMCO ETF TR 18,819.0 $499K 0.06% -2.2M -99.2% $26.52 -0.9%
22 NFLX NETFLIX INC. Communication Services 6,055.0 $432K 0.06% -95.0 -1.5% $71.40 +12.4%
23 DFAC DIMENSIONAL ETF TRUST 9,442.0 $419K 0.05% -53.0 -0.6% $44.36 +3.2%
24 ALL ALLSTATE CORP Financial Services 1,507.0 $359K 0.05% -31.0 -2.0% $237.97 +9.1%
25 USMV ISHARES TR 3,607.0 $348K 0.04% -3K -44.6% $96.46 +5.0%
26 DHR DANAHER CORP DEL Healthcare 1,803.0 $343K 0.04% -111.0 -5.8% $190.51 +11.0%
27 SYK STRYKER CORPORATION Healthcare 958.0 $302K 0.04% -118.0 -11.0% $314.78 +8.0%
28 KO COCA COLA CO Consumer Defensive 3,593.0 $292K 0.04% -2K -39.7% $81.27 +11.2%
29 CL COLGATE PALMOLIVE CO Consumer Defensive 3,043.0 $279K 0.04% -401.0 -11.6% $91.67 -0.9%
30 ITOT ISHARES TR 1,617.0 $266K 0.03% -891.0 -35.5% $164.30 +2.7%
31 QUAL ISHARES TR 1,153.0 $253K 0.03% -6K -84.0% $219.38 +2.3%
32 CEG CONSTELLATION ENERGY CORP Utilities 997.0 $248K 0.03% -69.0 -6.5% $248.48 +10.3%
Page 2 of 2  ·  32 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%