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Portfolio (Quarterly) Guide ↗

Horizon Family Wealth, Inc.

· CIK 0001910660
13F Portfolio $219M AUM 134 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 53 Added 20 Reduced 1 Exited
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VFH VANGUARD WORLD FD 22,626.0 $3.0M 1.36% +3K +13.0% $131.60 +7.9%
22 XMHQ INVESCO EXCHANGE TRADED FD T 23,610.0 $2.7M 1.22% -289.0 -1.2% $112.88 +3.4%
23 VOO VANGUARD INDEX FDS 3,741.0 $2.6M 1.17% +835.0 +28.7% $686.82 +2.4%
24 RJVI CARILLON SER TR 96,893.0 $2.4M 1.11% $25.07 -1.2%
25 FSML FRANKLIN TEMPLETON ETF TR 72,025.0 $2.2M 1.02% NEW $30.94 -3.4%
26 GOOGL ALPHABET INC Communication Services 5,897.0 $2.1M 0.96% -265.0 -4.3% $357.34 -5.7%
27 AAPL APPLE INC Technology 7,069.0 $2.0M 0.93% +50.0 +0.7% $289.35 +12.2%
28 FTC FIRST TR EXCHANGE-TRADED ALP 10,243.0 $2.0M 0.91% $193.78 -10.3%
29 SHM SPDR SERIES TRUST 41,058.0 $2.0M 0.90% -10K -19.6% $47.97 -0.8%
30 XLK SELECT SECTOR SPDR TR 10,254.0 $2.0M 0.89% -540.0 -5.0% $190.51 -3.9%
31 NVDA NVIDIA CORPORATION Technology 9,597.0 $1.9M 0.88% -2K -14.5% $200.09 +12.0%
32 SPHQ INVESCO EXCHANGE TRADED FD T 21,043.0 $1.9M 0.86% $90.10 -6.1%
33 ISTB ISHARES TR 39,107.0 $1.9M 0.86% +419.0 +1.1% $48.25 -1.0%
34 DIS DISNEY WALT CO Communication Services 17,143.0 $1.7M 0.75% -790.0 -4.4% $96.25 +13.1%
35 XLU SELECT SECTOR SPDR TR 32,676.0 $1.5M 0.68% +1K +3.7% $45.34 -6.6%
36 LRCX LAM RESEARCH CORP Technology 3,392.0 $1.5M 0.67% -34.0 -1.0% $433.32 -33.9%
37 RPV INVESCO EXCHANGE TRADED FD T 12,148.0 $1.4M 0.63% NEW $113.82 +8.1%
38 JPM JPMORGAN CHASE & CO Financial Services 4,024.0 $1.3M 0.60% +2K +103.0% $327.36 +10.2%
39 DINT DAVIS FUNDAMENTAL ETF TR 45,347.0 $1.3M 0.59% +6K +15.4% $28.50 +5.2%
40 AXP AMERICAN EXPRESS CO Financial Services 3,685.0 $1.2M 0.57% +181.0 +5.2% $338.21 -1.7%
Page 2 of 5  ·  93 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
Technology 38.6%
Financial Services 14.8%
Communication Services 14.6%
Industrials 13.8%
Consumer Defensive 6.5%
Consumer Cyclical 5.7%
Utilities 3.0%
Healthcare 2.4%
Energy 0.7%