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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QGRW WISDOMTREE TR 9,628.0 $636K 0.08% -505K -98.1% $66.03 +1.7%
82 JNJ JOHNSON & JOHNSON Healthcare 2,475.0 $629K 0.08% +898.0 +56.9% $253.95 +7.7%
83 ARKK ARK ETF TR 7,607.0 $615K 0.08% +432.0 +6.0% $80.81 +3.1%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 14,049.0 $595K 0.08% +204.0 +1.5% $42.34 +16.6%
85 XOM EXXON MOBIL CORP Energy 4,277.0 $585K 0.07% $136.73 +20.5%
86 J P MORGAN EXCHANGE TRADED F 7,901.0 $571K 0.07% $72.28
87 OAKM HARRIS OAKMARK ETF TRUST 19,675.0 $554K 0.07% +2K +11.2% $28.17 +11.2%
88 NEE NEXTERA ENERGY INC Utilities 6,273.0 $551K 0.07% +91.0 +1.5% $87.76 -2.1%
89 MCD MCDONALDS CORP Consumer Cyclical 1,970.0 $532K 0.07% +167.0 +9.3% $270.30 -1.1%
90 FAS DIREXION SHARES ETF TRUST 3,613.0 $532K 0.07% $147.18 +20.9%
91 CVX CHEVRON CORPORATION Energy 3,181.0 $527K 0.07% +44.0 +1.4% $165.76 +24.1%
92 MS MORGAN STANLEY Financial Services 2,467.0 $516K 0.07% $209.01 +2.5%
93 PYLD PIMCO ETF TR 18,819.0 $499K 0.06% -2.2M -99.2% $26.52 -0.9%
94 ALPHABET INC 9,768.0 $497K 0.06% NEW $50.89
95 VTV VANGUARD INDEX FDS 2,260.0 $493K 0.06% $217.93 +4.1%
96 AMGN AMGEN INC Healthcare 1,294.0 $469K 0.06% +23.0 +1.8% $362.14 +22.2%
97 SUSL ISHARES TR 3,473.0 $461K 0.06% +102.0 +3.0% $132.75 +3.7%
98 SHYM BLACKROCK ETF TRUST II 20,184.0 $453K 0.06% NEW $22.45 -1.4%
99 MO ALTRIA GROUP INC Consumer Defensive 6,189.0 $445K 0.06% +2K +48.0% $71.95 -8.2%
100 NFLX NETFLIX INC. Communication Services 6,055.0 $432K 0.06% -95.0 -1.5% $71.40 +12.4%
Page 5 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%