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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
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 6,213.0 $1.4M 0.21% +122.0 +2.0% $219.79 +5.1%
42 ONEY SPDR SERIES TRUST 11,710.0 $1.3M 0.21% +638.0 +5.8% $113.56 +10.8%
43 BERKSHIRE HATHAWAY INC DEL 2,546.0 $1.3M 0.20% -340.0 -11.8% $502.65
44 CAT CATERPILLAR INC Industrials 2,208.0 $1.3M 0.20% $572.84 +51.2%
45 META META PLATFORMS INC Communication Services 1,862.0 $1.2M 0.19% +151.0 +8.8% $660.07 -8.0%
46 IVV ISHARES TR 1,722.0 $1.2M 0.18% $685.09 +8.9%
47 EFV ISHARES TR 16,150.0 $1.2M 0.18% NEW $71.41 +10.6%
48 XLG INVESCO EXCHANGE TRADED FD T 19,032.0 $1.1M 0.17% +180.0 +0.9% $59.28 +7.1%
49 IEMG ISHARES INC 16,263.0 $1.1M 0.17% NEW $67.22 +19.9%
50 GOOGL ALPHABET INC Communication Services 3,332.0 $1.0M 0.16% +121.0 +3.8% $312.98 +23.9%
51 YEAR AB ACTIVE ETFS INC 19,046.0 $961K 0.15% +4K +27.3% $50.48 -0.3%
52 T AT&T INC Communication Services 38,043.0 $945K 0.15% +458.0 +1.2% $24.84 +0.4%
53 BAI BLACKROCK ETF TRUST 27,004.0 $899K 0.14% +16K +136.2% $33.30 +42.6%
54 ABBV ABBVIE INC Healthcare 3,730.0 $852K 0.13% $228.52 -6.1%
55 DGRW WISDOMTREE TR 9,272.0 $829K 0.13% -19K -67.6% $89.43 +7.3%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 2,704.0 $801K 0.12% $296.16 -14.6%
57 AXP AMERICAN EXPRESS CO Financial Services 2,140.0 $792K 0.12% $370.02 -16.3%
58 TJX TJX COS INC NEW Consumer Cyclical 4,884.0 $750K 0.12% $153.60 +3.7%
59 GE GE AEROSPACE Industrials 2,354.0 $725K 0.11% NEW $308.02 -2.0%
60 SJNK SPDR SERIES TRUST 28,435.0 $720K 0.11% +868.0 +3.1% $25.32 -1.2%
Page 3 of 7  ·  127 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 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%