§ 13F · FUND PROFILE
Horizons Wealth Management.
AUM · $147M (13F)Positions · 170Turnover · n/a · Q1Filed · Apr 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$52K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | 52K | $15M | 10.1% | ±0% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 213K | $14M | 8.9% | −3% |
| 3 | VO | VANGUARD MID-CAP ETF | 39K | $11M | 7.3% | +1% |
| 4 | VB | VANGUARD SMALL-CAP ETF | 40K | $11M | 6.9% | −2% |
| 5 | VNQ | VANGUARD REAL ESTATE ETF | 117K | $10M | 6.8% | +2% |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | 87K | $6M | 4.2% | +2% |
| 7 | TIP | ISHARES TIPS BOND ETF | 57K | $6M | 4.1% | +1% |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 114K | $5M | 3.6% | −2% |
| 9 | CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 92K | $5M | 3.6% | −2% |
| 10 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 228K | $4M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORIZONS SIGNAL
AC read
Horizons Wealth Management is a Other fund managing $147 million in assets. The fund runs a portfolio of 170 positions.
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