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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 3,677.0 $432K 0.06% +91.0 +2.5% $117.45 -6.5%
102 XYLD GLOBAL X FDS 10,468.0 $427K 0.05% $40.79 +2.1%
103 DFAC DIMENSIONAL ETF TRUST 9,442.0 $419K 0.05% -53.0 -0.6% $44.36 +2.6%
104 ORCL ORACLE CORP Technology 2,626.0 $385K 0.05% $146.56 -3.4%
105 NVS NOVARTIS AG Healthcare 2,428.0 $381K 0.05% +74.0 +3.1% $156.74 +0.4%
106 WMT WALMART INC Consumer Defensive 3,291.0 $373K 0.05% +24.0 +0.7% $113.26 -8.2%
107 COMP COMPASS INC Technology 30,092.0 $371K 0.05% NEW $12.33 -1.8%
108 XOVR ENTREPRENEURSHARES SERIES TR 17,194.0 $362K 0.05% NEW $21.05 -5.1%
109 ALL ALLSTATE CORP Financial Services 1,507.0 $359K 0.05% -31.0 -2.0% $237.97 +8.3%
110 USMV ISHARES TR 3,607.0 $348K 0.04% -3K -44.6% $96.46 +4.7%
111 DHR DANAHER CORP DEL Healthcare 1,803.0 $343K 0.04% -111.0 -5.8% $190.51 +14.8%
112 EFIV SPDR SERIES TRUST 4,669.0 $341K 0.04% +116.0 +2.5% $72.93 +2.6%
113 V VISA INC Financial Services 986.0 $338K 0.04% +6.0 +0.6% $343.00 +6.9%
114 VOO VANGUARD INDEX FDS 481.0 $330K 0.04% NEW $686.52 +2.4%
115 HYMB SPDR SERIES TRUST 12,894.0 $328K 0.04% NEW $25.44 -2.5%
116 IJK ISHARES TR 2,755.0 $324K 0.04% $117.50 -2.0%
117 XLY SELECT SECTOR SPDR TR 2,730.0 $320K 0.04% $117.28 -0.6%
118 LRCX LAM RESEARCH CORP Technology 713.0 $309K 0.04% NEW $433.41 -29.3%
119 IJJ ISHARES TR 2,068.0 $306K 0.04% $147.73 +0.4%
120 ABT ABBOTT LABORATORIES Healthcare 3,353.0 $304K 0.04% $90.74 +26.3%
Page 6 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%