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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLC SELECT SECTOR SPDR TR 5,679.0 $669K 0.10% -357K -98.4% $117.72 -1.4%
62 IEFA ISHARES TR 6,963.0 $623K 0.10% $89.46 +8.8%
63 QLD PROSHARES TR 8,813.0 $621K 0.10% +4K +100.0% $70.41 +31.3%
64 USMV ISHARES TR 6,506.0 $613K 0.10% $94.17 +2.0%
65 FAS DIREXION SHS ETF TR 3,613.0 $608K 0.09% $168.33 -20.7%
66 SPSM SPDR SERIES TRUST 12,669.0 $594K 0.09% $46.86 +13.1%
67 NFLX NETFLIX INC Communication Services 6,150.0 $577K 0.09% +6K +911.5% $93.76 -4.8%
68 IVW ISHARES TR 4,662.0 $575K 0.09% $123.25 +10.9%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 13,845.0 $564K 0.09% +100.0 +0.7% $40.73 +17.4%
70 ARKK ARK ETF TR 7,175.0 $552K 0.09% $76.91 -0.4%
71 MCD MCDONALDS CORP Consumer Cyclical 1,803.0 $551K 0.09% +16.0 +0.9% $305.59 -7.0%
72 XOM EXXON MOBIL CORP Energy 4,272.0 $514K 0.08% $120.35 +29.9%
73 ORCL ORACLE CORP Technology 2,625.0 $512K 0.08% $194.92 -2.6%
74 OAKM HARRIS OAKMARK ETF TRUST 17,690.0 $502K 0.08% -64K -78.5% $28.36 -1.3%
75 J P MORGAN EXCHANGE TRADED F 7,901.0 $499K 0.08% $63.18
76 NEE NEXTERA ENERGY INC Utilities 6,182.0 $496K 0.08% +40.0 +0.7% $80.28 +11.7%
77 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,019.0 $490K 0.08% -643.0 -38.7% $480.57 +4.7%
78 CVX CHEVRON CORP NEW Energy 3,137.0 $478K 0.07% $152.42 +25.3%
79 DHR DANAHER CORPORATION Healthcare 1,914.0 $438K 0.07% -10.0 -0.5% $228.94 -24.3%
80 MS MORGAN STANLEY Financial Services 2,462.0 $437K 0.07% $177.51 +13.0%
Page 4 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%