Horizon Wealth Management, LLC: 13F holdings
CIK 18151232026Q2
| Positions | 148 |
|---|
| Reported value | $784.5m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 148 (+11 vs prior quarter) |
|---|
| Reported value | $784.5m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BYLD ISHARES TR | 2,511,534 | $56.9m | 7.3% |
| XLK SELECT SECTOR SPDR TR | 250,751 | $47.8m | 6.1% |
| ACWI ISHARES TR | 273,345 | $42.9m | 5.5% |
| XLI SELECT SECTOR SPDR TR | 230,058 | $42.6m | 5.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 116,737 | $35.4m | 4.5% |
| QQQ INVESCO QQQ TR | 46,062 | $33.9m | 4.3% |
| VTI VANGUARD INDEX FDS | 85,605 | $31.7m | 4.0% |
| XLF SELECT SECTOR SPDR TR | 562,980 | $30.2m | 3.8% |
| IWM ISHARES TR | 94,986 | $28.5m | 3.6% |
| SPYG SPDR SERIES TRUST | 233,299 | $27.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1815123")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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