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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWB ISHARES TR 546.0 $224K 0.03% NEW $409.56 +2.1%
142 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 308.0 $217K 0.03% NEW $703.34 -1.0%
143 SPYV SPDR SERIES TRUST 3,401.0 $207K 0.03% NEW $60.79 +4.3%
144 DTCR GLOBAL X FDS 6,671.0 $203K 0.03% NEW $30.37 -6.2%
145 SOFI SOFI TECHNOLOGIES INC Financial Services 10,900.0 $195K 0.03% $17.93 -0.3%
146 ACTG ACACIA RESH CORP Industrials 10,000.0 $47K 0.01% $4.66 -3.1%
147 HTZ HERTZ GLOBAL HLDGS INC Industrials 20,000.0 $45K 0.01% NEW $2.27 -8.8%
148 CNDT CONDUENT INC Technology 10,042.0 $15K 0.00% $1.46 +8.6%
Page 8 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%