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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 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPACE EXPLORATION TECHN CORP 14,950.0 $2.6M 0.33% NEW $170.86
42 CAT CATERPILLAR INC Industrials 2,211.0 $2.4M 0.30% $1064.82 -23.4%
43 BA BOEING CO Industrials 10,332.0 $2.2M 0.28% $216.47 +2.6%
44 TSLA TESLA INC Consumer Cyclical 4,724.0 $2.0M 0.25% +41.0 +0.9% $420.60 -16.5%
45 HYG ISHARES TR 22,970.0 $1.8M 0.23% -91K -79.9% $79.97 -0.3%
46 LRGG NOMURA ETF TR 65,288.0 $1.8M 0.23% +16K +31.7% $27.49 +8.1%
47 JPM JPMORGAN CHASE & CO Financial Services 5,376.0 $1.8M 0.22% +31.0 +0.6% $327.35 +9.1%
48 DIS DISNEY WALT CO Communication Services 17,036.0 $1.6M 0.21% -100.0 -0.6% $96.25 +11.1%
49 BAI BLACKROCK ETF TRUST 31,048.0 $1.6M 0.21% +4K +15.0% $52.72 -16.1%
50 IVV ISHARES TR 2,101.0 $1.6M 0.20% +379.0 +22.0% $748.78 +3.2%
51 YEAR AB ACTIVE ETFS INC 31,250.0 $1.6M 0.20% +12K +64.1% $50.34 -0.1%
52 INTC INTEL CORP Technology 11,161.0 $1.6M 0.20% $139.62 -33.5%
53 VIG VANGUARD SPECIALIZED FUNDS 6,143.0 $1.5M 0.18% -70.0 -1.1% $236.63 +3.5%
54 ONEY SPDR SERIES TRUST 11,186.0 $1.4M 0.18% -524.0 -4.5% $128.10 +5.8%
55 IEMG ISHARES INC 17,093.0 $1.4M 0.18% +830.0 +5.1% $82.84 -2.7%
56 OEF ISHARES TR 3,845.0 $1.4M 0.18% NEW $365.84 +3.9%
57 EFV ISHARES TR 17,475.0 $1.3M 0.17% +1K +8.2% $76.55 +6.5%
58 BERKSHIRE HATHAWAY INC DEL 2,558.0 $1.3M 0.16% $500.39
59 XLG INVESCO EXCHANGE TRADED FD T 20,268.0 $1.2M 0.16% +1K +6.5% $61.23 +2.0%
60 GOOG ALPHABET INC Communication Services 3,507.0 $1.2M 0.16% -2K -40.9% $353.38 -3.3%
Page 3 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%