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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $644M AUM 127 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 19 Reduced 13 Exited
Page 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 37,534.0 $7.0M 1.09% +299.0 +0.8% $186.50 +17.7%
22 COIN COINBASE GLOBAL INC Financial Services 30,534.0 $6.9M 1.07% -9K -23.7% $226.14 -14.4%
23 SPYM SPDR SERIES TRUST 77,479.0 $6.2M 0.96% $80.22 +9.0%
24 MSFT MICROSOFT CORP Technology 10,767.0 $5.2M 0.81% $483.64 -13.3%
25 RSP INVESCO EXCHANGE TRADED FD T 27,180.0 $5.2M 0.81% $191.56 +6.9%
26 XAR SPDR SERIES TRUST 21,349.0 $5.2M 0.80% -30K -58.4% $241.24 +10.4%
27 SLVP ISHARES INC 149,068.0 $5.1M 0.79% NEW $34.27 +3.6%
28 IPKW INVESCO EXCH TRADED FD TR II 83,577.0 $4.6M 0.72% NEW $55.57 +6.0%
29 SPY SPDR S&P 500 ETF TR Financial Services 6,205.0 $4.2M 0.66% -397.0 -6.0% $681.88 +8.9%
30 CARZ FIRST TR EXCHANGE TRADED FD 54,022.0 $4.2M 0.65% NEW $77.90 +44.5%
31 AMZN AMAZON COM INC Consumer Cyclical 17,101.0 $3.9M 0.61% +6K +55.5% $230.82 +16.3%
32 MEAR ISHARES U S ETF TR 62,925.0 $3.2M 0.49% $50.32 -0.3%
33 BA BOEING CO Industrials 10,332.0 $2.2M 0.35% +9K +634.3% $217.12 +1.1%
34 TSLA TESLA INC Consumer Cyclical 4,683.0 $2.1M 0.33% $449.72 -7.2%
35 DIS DISNEY WALT CO Communication Services 17,136.0 $1.9M 0.30% +1K +6.4% $113.77 -9.0%
36 GOOG ALPHABET INC Communication Services 5,934.0 $1.9M 0.29% +2K +40.9% $313.82 +22.2%
37 JPM JPMORGAN CHASE & CO. Financial Services 5,345.0 $1.7M 0.27% +107.0 +2.0% $322.21 -6.0%
38 LRGG NOMURA ETF TR 49,580.0 $1.5M 0.23% -36K -42.1% $29.60 -4.7%
39 QUAL ISHARES TR 7,225.0 $1.4M 0.22% +6K +530.5% $198.63 +7.1%
40 IWD ISHARES TR 6,671.0 $1.4M 0.22% -785.0 -10.5% $210.34 +11.6%
Page 2 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.5%
Technology 21.0%
Communication Services 6.1%
Consumer Cyclical 5.6%
Industrials 3.2%
Healthcare 2.5%
Consumer Defensive 1.5%
Utilities 0.9%
Energy 0.7%