§ 13F · FUND PROFILE
Horizon Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $569.4T (13F)Positions · 109Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$122.1T 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 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | 2.22M | $59.2T | 9.2% | +5% |
| 2 | XLK | SELECT SECTOR SPDR TR | 386K | $55.5T | 8.6% | +156% |
| 3 | GQI | NATIXIS ETF TR | 862K | $49.2T | 7.6% | NEW |
| 4 | DYNF | BLACKROCK ETF TRUST | 735K | $44.7T | 6.9% | — |
| 5 | QQQ | INVESCO QQQ TR | 72K | $44.2T | 6.9% | +21% |
| 6 | EVTR | MORGAN STANLEY ETF TRUST | 600K | $30.9T | 4.8% | +5% |
| 7 | QGRW | WISDOMTREE TR | 515K | $30.2T | 4.7% | NEW |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 112K | $28.4T | 4.4% | ±0% |
| 9 | VTI | VANGUARD INDEX FDS | 81K | $27.2T | 4.2% | +2% |
| 10 | SPYG | SPDR SERIES TRUST | 222K | $23.7T | 3.7% | ±0% |
§ 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 $569416.8 trillion in assets. The fund runs a portfolio of 109 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