§ 13F · FUND PROFILE
Horizon Family Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.9T (13F)Positions · 107Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 135K | $17.9T | 9.5% | −2% |
| 2 | VUG | VANGUARD INDEX FDS | 33K | $16.1T | 8.6% | −2% |
| 3 | GSIE | GOLDMAN SACHS ETF TR | 340K | $14.6T | 7.8% | ±0% |
| 4 | BILS | SPDR SERIES TRUST | 146K | $14.5T | 7.7% | +18% |
| 5 | IVW | ISHARES TR | 99K | $12.2T | 6.5% | −3% |
| 6 | VO | VANGUARD INDEX FDS | 30K | $8.7T | 4.6% | +1% |
| 7 | SPYV | SPDR SERIES TRUST | 96K | $5.4T | 2.9% | −3% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5.1T | 2.7% | ±0% |
| 9 | INTF | ISHARES TR | 114K | $4.3T | 2.3% | −12% |
| 10 | PVAL | PUTNAM ETF TRUST | 91K | $4.2T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORIZON SIGNAL
AC read
Horizon Family Wealth, Inc. is a Other fund managing $163932.1 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed