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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $681M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New
Page 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 2,886.0 $1.5M 0.21% NEW $502.74
42 VIG VANGUARD SPECIALIZED FUNDS 6,091.0 $1.3M 0.19% NEW $215.79 +7.1%
43 META META PLATFORMS INC Communication Services 1,711.0 $1.3M 0.18% NEW $734.53 -17.3%
44 ONEY SPDR SERIES TRUST 11,072.0 $1.3M 0.18% NEW $113.16 +11.2%
45 IVV ISHARES TR 1,725.0 $1.2M 0.17% NEW $669.34 +11.5%
46 DYNF BLACKROCK ETF TRUST 19,072.0 $1.1M 0.17% NEW $59.20 +12.3%
47 XLG INVESCO EXCHANGE TRADED FD T 18,852.0 $1.1M 0.16% NEW $57.52 +10.4%
48 T AT&T INC Communication Services 37,585.0 $1.1M 0.16% NEW $28.24 -11.7%
49 CAT CATERPILLAR INC Industrials 2,206.0 $1.1M 0.15% NEW $477.11 +81.5%
50 GOOG ALPHABET INC Communication Services 4,212.0 $1.0M 0.15% NEW $243.54 +57.5%
51 ABBV ABBVIE INC Healthcare 3,725.0 $863K 0.13% NEW $231.56 -7.3%
52 GOOGL ALPHABET INC Communication Services 3,211.0 $781K 0.12% NEW $243.13 +59.4%
53 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,662.0 $771K 0.11% NEW $463.74 +8.5%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 2,693.0 $760K 0.11% NEW $282.17 -10.3%
55 YEAR AB ACTIVE ETFS INC 14,960.0 $758K 0.11% NEW $50.68 -0.7%
56 ORCL ORACLE CORP Technology 2,625.0 $738K 0.11% NEW $281.22 -32.5%
57 NFLX NETFLIX INC Communication Services 608.0 $729K 0.11% NEW $1198.92 -92.6%
58 AXP AMERICAN EXPRESS CO Financial Services 2,139.0 $710K 0.10% NEW $332.12 -6.8%
59 SJNK SPDR SERIES TRUST 27,567.0 $706K 0.10% NEW $25.60 -2.3%
60 TJX TJX COS INC NEW Consumer Cyclical 4,870.0 $704K 0.10% NEW $144.54 +10.1%
Page 3 of 7  ·  126 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 60.6%
Technology 21.9%
Communication Services 5.8%
Consumer Cyclical 4.9%
Healthcare 2.6%
Consumer Defensive 1.5%
Industrials 1.1%
Energy 0.8%
Utilities 0.6%
Basic Materials 0.2%