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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 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 49,814.0 $14.4M 1.84% -553.0 -1.1% $289.36 +9.5%
22 IGV ISHARES TR 151,353.0 $13.7M 1.75% NEW $90.60 +13.5%
23 IBB ISHARES TR 60,285.0 $11.5M 1.46% +6K +10.3% $190.19 +14.1%
24 IFRA ISHARES TR 167,863.0 $10.6M 1.35% NEW $63.04 -3.5%
25 PULS PGIM ETF TR 208,399.0 $10.3M 1.32% +12K +6.4% $49.55 +0.2%
26 NVDA NVIDIA CORPORATION Technology 36,389.0 $7.3M 0.93% -1K -3.0% $200.09 +8.7%
27 SPYM SPDR SERIES TRUST 77,591.0 $6.8M 0.87% $87.88 +3.0%
28 RSP INVESCO EXCHANGE TRADED FD T 28,223.0 $6.0M 0.77% +1K +3.8% $212.77 +4.4%
29 LIT GLOBAL X FDS 71,809.0 $5.6M 0.72% NEW $78.28 -4.7%
30 RING ISHARES INC 81,483.0 $5.3M 0.67% -125K -60.6% $64.60 +31.7%
31 XLRE SELECT SECTOR SPDR TR 117,343.0 $5.2M 0.66% NEW $44.03 +2.2%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,343.0 $4.7M 0.60% +138.0 +2.2% $746.75 +3.0%
33 MSFT MICROSOFT CORP Technology 10,966.0 $4.1M 0.52% +199.0 +1.9% $373.03 +29.8%
34 AMD ADVANCED MICRO DEVICES INC Technology 5,329.0 $3.1M 0.40% NEW $580.91 -19.7%
35 AMZN AMAZON COM INC Consumer Cyclical 12,844.0 $3.1M 0.39% -4K -24.9% $238.34 +11.5%
36 SMH VANECK ETF TRUST 4,634.0 $3.0M 0.39% -36K -88.6% $655.88 -14.5%
37 COIN COINBASE GLOBAL INC Financial Services 20,534.0 $3.0M 0.38% -10K -32.8% $146.19 +9.6%
38 DYNF BLACKROCK ETF TRUST 39,757.0 $2.7M 0.34% -695K -94.6% $68.01 +2.1%
39 MEAR ISHARES U S ETF TR 51,951.0 $2.6M 0.33% -11K -17.4% $50.38 -0.3%
40 IWD ISHARES TR 10,613.0 $2.6M 0.33% +4K +59.1% $242.42 +6.7%
Page 2 of 8  ·  148 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%