§ 13F · FUND PROFILE
Horizon Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $681M (13F)Positions · 126Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | 2.30M | $52M | 7.6% | NEW |
| 2 | OAKM | HARRIS OAKMARK ETF TRUST | 1.36M | $37M | 5.5% | +7588% |
| 3 | XLK | SELECT SECTOR SPDR TR | 257K | $34M | 5.0% | −33% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 118K | $28M | 4.1% | +5% |
| 5 | GLD | SPDR GOLD TR | 65K | $28M | 4.1% | +45% |
| 6 | VTI | VANGUARD INDEX FDS | 86K | $27M | 4.0% | +6% |
| 7 | QQQ | INVESCO QQQ TR | 47K | $27M | 4.0% | −34% |
| 8 | SMH | VANECK ETF TRUST | 65K | $25M | 3.6% | +59% |
| 9 | SPYG | SPDR SERIES TRUST | 234K | $23M | 3.4% | +5% |
| 10 | IWM | ISHARES TR | 92K | $23M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORIZON SIGNAL
AC read
Horizon Wealth Management, LLC is a Other fund managing $681 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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