§ 13F · FUND PROFILE
Horizons Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.3T (13F)Positions · 179Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$110.9B 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 JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | 51K | $16.2T | 10.6% | +2% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 218K | $13.6T | 8.9% | +1% |
| 3 | VO | VANGUARD MID-CAP ETF | 38K | $11.2T | 7.3% | +2% |
| 4 | VB | VANGUARD SMALL-CAP ETF | 41K | $10.6T | 6.9% | +2% |
| 5 | VNQ | VANGUARD REAL ESTATE ETF | 115K | $10.2T | 6.7% | +1% |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | 86K | $6.4T | 4.2% | +7% |
| 7 | TIP | ISHARES TIPS BOND ETF | 56K | $6.2T | 4.1% | +1% |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 117K | $5.6T | 3.7% | +6% |
| 9 | CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 93K | $4.5T | 3.0% | +30% |
| 10 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 218K | $4.1T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORIZONS SIGNAL
AC read
Horizons Wealth Management is a Other fund managing $140270.9 trillion in assets. The fund runs a portfolio of 179 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