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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 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 3,349.0 $1.2M 0.15% +17.0 +0.5% $357.33 -3.5%
62 MU MICRON TECHNOLOGY INC Technology 937.0 $1.1M 0.14% -108.0 -10.3% $1153.92 -18.8%
63 ABBV ABBVIE INC Healthcare 4,157.0 $1.0M 0.13% +427.0 +11.4% $251.63 +5.7%
64 SJNK SPDR SERIES TRUST 40,718.0 $1.0M 0.13% +12K +43.2% $25.03 -0.6%
65 META META PLATFORMS INC Communication Services 1,763.0 $993K 0.13% -99.0 -5.3% $563.36 -3.1%
66 GE GE AEROSPACE Industrials 2,479.0 $927K 0.12% +125.0 +5.3% $373.75 -4.7%
67 DGRW WISDOMTREE TR 9,313.0 $891K 0.11% $95.62 +4.0%
68 QLD PROSHARES TR 8,813.0 $853K 0.11% $96.76 -6.7%
69 IEFA ISHARES TR 8,742.0 $844K 0.11% +2K +25.6% $96.58 +4.0%
70 EVTR MORGAN STANLEY ETF TRUST 16,535.0 $838K 0.11% -583K -97.2% $50.71 -0.7%
71 MTUM ISHARES TR 2,342.0 $803K 0.10% NEW $342.90 -10.8%
72 T AT&T INC Communication Services 37,993.0 $786K 0.10% $20.70 +21.4%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 2,742.0 $771K 0.10% +38.0 +1.4% $281.26 -15.7%
74 TJX TJX COS INC NEW Consumer Cyclical 4,919.0 $745K 0.10% +35.0 +0.7% $151.50 -4.6%
75 SPSM SPDR SERIES TRUST 12,671.0 $731K 0.09% $57.67 -0.3%
76 AXP AMERICAN EXPRESS CO Financial Services 2,144.0 $725K 0.09% $338.31 +0.5%
77 BUFP PGIM ROCK ETF TR 21,000.0 $673K 0.09% NEW $32.05 +2.2%
78 GEV GE VERNOVA INC Utilities 566.0 $665K 0.09% $1174.95 -16.0%
79 DIA STATE STR SPDR DOW JONES IND Financial Services 1,244.0 $650K 0.08% +225.0 +22.1% $522.39 +2.3%
80 IVW ISHARES TR 4,668.0 $642K 0.08% $137.52 +1.3%
Page 4 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%