§ 13F · FUND PROFILE
Horizon Wealth Management, LLC.
AUM · $785M (13F)Positions · 148Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$147M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | 2.51M | $57M | 7.3% | +9% |
| 2 | XLK | SELECT SECTOR SPDR TR | 251K | $48M | 6.1% | −2% |
| 3 | ACWI | ISHARES TR | 273K | $43M | 5.5% | NEW |
| 4 | XLI | SELECT SECTOR SPDR TR | 230K | $43M | 5.4% | +99% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 117K | $35M | 4.5% | −1% |
| 6 | QQQ | INVESCO QQQ TR | 46K | $34M | 4.3% | −2% |
| 7 | VTI | VANGUARD INDEX FDS | 86K | $32M | 4.0% | ±0% |
| 8 | XLF | SELECT SECTOR SPDR TR | 563K | $30M | 3.8% | NEW |
| 9 | IWM | ISHARES TR | 95K | $29M | 3.6% | +3% |
| 10 | SPYG | SPDR SERIES TRUST | 233K | $28M | 3.5% | ±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 $785 million in assets. The fund runs a portfolio of 148 positions.
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