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Latest Horizons Wealth Management Stock Portfolio

$160Million | No. of Holdings #160

About Horizons Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-10-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Horizons Wealth Management reported an equity portfolio of $160.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Horizons Wealth Management are VB, VEA, VB. The fund has invested 10.9% of it's portfolio in VANGUARD MORNINGSTAR LARGE-CAP ETF and 9.4% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF. <br><br> Horizons Wealth Management opened new stock positions in VANGUARD MORNINGSTAR LARGE-CAP ETF (VB), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and VANGUARD TOTAL BOND MARKET ETF (BIV).
Horizons Wealth Management Equity Portfolio Value
Last Reported on: 05 Oct, 2026
$160Million
  as of Oct 05, 2026

Horizons Wealth Management Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
vanguard morningstar large-cap etf17,561,000
vanguard ftse developed markets etf15,139,300
vanguard morningstar mid-cap etf12,307,300
vanguard morningstar small-cap etf11,374,300
vanguard real estate etf10,920,600
vanguard total bond market etf6,561,930
ishares tips bond etf6,148,740
ishares bloomberg roll select commodity strategy etf5,722,290
New stocks bought by Horizons Wealth Management

Additions

No additions were made to existing positions by Horizons Wealth Management

Reductions

None of the existing positions were reduced by Horizons Wealth Management

Sold off

None of the stocks were completely sold off by Horizons Wealth Management

Sector Distribution

  • Others
Sector%
Others96.8

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.8
MEGA-CAP2.3

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others96.8
S&P 5002.8
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Horizons Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Horizons Wealth Management

$158.19MTotal Value
162Positions
05 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Horizons Wealth Management, last reported on 05 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares U.S. Aerospace & Defense Etf

Ishares U.S. Aerospace & Defense Etf

AAXJ
Horizons Wealth Management's holding in Ishares U.S. Aerospace & Defense Etf over time
0.03%247
$51.2K
0.03%
new position
AAXJ
Ishares Global Clean Energy Etf

Ishares Global Clean Energy Etf

AAXJ
Horizons Wealth Management's holding in Ishares Global Clean Energy Etf over time
0.02%2,045
$34.8K
0.02%
new position
AAXJ
Ishares Iboxx High Yield Corporate Bond Etf

Ishares Iboxx High Yield Corporate Bond Etf

AAXJ
Horizons Wealth Management's holding in Ishares Iboxx High Yield Corporate Bond Etf over time
0%13.00
$1.0K
0%
new position
ACSG
Xtrackers Usd High Yield Corporate Bond Etf

Xtrackers Usd High Yield Corporate Bond Etf

ACSG
Horizons Wealth Management's holding in Xtrackers Usd High Yield Corporate Bond Etf over time
0.07%2,998
$105.6K
0.07%
new position
ACWF
Ishares Msci Intl Quality Factor Etf

Ishares Msci Intl Quality Factor Etf

ACWF
Horizons Wealth Management's holding in Ishares Msci Intl Quality Factor Etf over time
0.09%2,767
$136.9K
0.09%
new position
AGOV
Saba Opportunistic Hedged Closed-End Funds Etf

Saba Opportunistic Hedged Closed-End Funds Etf

AGOV
Horizons Wealth Management's holding in Saba Opportunistic Hedged Closed-End Funds Etf over time
0.01%433
$10.6K
0.01%
new position
AGT
Ishares Core International Aggregate Bond Etf

Ishares Core International Aggregate Bond Etf

AGT
Horizons Wealth Management's holding in Ishares Core International Aggregate Bond Etf over time
1.08%35,339
$1.74M
1.08%
new position
AGT
Ishares Ibonds Dec 2026 Term Corporate Etf

Ishares Ibonds Dec 2026 Term Corporate Etf

AGT
Horizons Wealth Management's holding in Ishares Ibonds Dec 2026 Term Corporate Etf over time
0.16%10,295
$249.6K
0.16%
new position
AGT
Ishares Esg Aware Msci Usa Etf

Ishares Esg Aware Msci Usa Etf

AGT
Horizons Wealth Management's holding in Ishares Esg Aware Msci Usa Etf over time
0.01%53.00
$8.8K
0.01%
new position
AGT
Ishares Esg Aware Msci Eafe Etf

Ishares Esg Aware Msci Eafe Etf

AGT
Horizons Wealth Management's holding in Ishares Esg Aware Msci Eafe Etf over time
0%47.00
$4.8K
0%
new position
AGZD
Wisdomtree U.S. Midcap Fund

Wisdomtree U.S. Midcap Fund

AGZD
Horizons Wealth Management's holding in Wisdomtree U.S. Midcap Fund over time
0.06%1,233
$88.3K
0.06%
new position
AGZD
Wisdomtree U.S. Smallcap Fund

Wisdomtree U.S. Smallcap Fund

AGZD
Horizons Wealth Management's holding in Wisdomtree U.S. Smallcap Fund over time
0.03%832
$53.7K
0.03%
new position
AOA
Ishares 10 Year Investment Grade Corporate Bond Etf

Ishares 10 Year Investment Grade Corporate Bond Etf

AOA
Horizons Wealth Management's holding in Ishares 10 Year Investment Grade Corporate Bond Etf over time
0.12%4,220
$192.7K
0.12%
new position