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Portfolio (Quarterly) Guide ↗

Horizons Wealth Management

· CIK 0001943228
13F Portfolio $152M AUM 173 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VHT VANGUARD HEALTH CARE ETF 50 $14K 0.01% SOLD
2 GLD SPDR GOLD SHARES Financial Services 11 $4K 0.00% SOLD
Sector Allocation
Financial Services 26.5%
Technology 23.9%
Industrials 15.8%
Communication Services 13.5%
Consumer Cyclical 9.7%
Healthcare 8.7%
Consumer Defensive 1.0%
Real Estate 0.8%
Basic Materials 0.1%