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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTV VANGUARD INDEX FDS 2,260.0 $432K 0.07% $190.99 +9.4%
82 XYLD GLOBAL X FDS 10,468.0 $425K 0.07% $40.63 -0.7%
83 ABT ABBOTT LABS Healthcare 3,339.0 $418K 0.07% $125.29 -29.9%
84 KO COCA COLA CO Consumer Defensive 5,955.0 $416K 0.07% +65.0 +1.1% $69.91 +16.1%
85 AMGN AMGEN INC Healthcare 1,271.0 $416K 0.07% $327.41 +3.1%
86 INTC INTEL CORP Technology 11,137.0 $411K 0.06% $36.90 +221.2%
87 SUSL ISHARES TR 3,371.0 $409K 0.06% +233.0 +7.4% $121.27 +8.2%
88 SYK STRYKER CORPORATION Healthcare 1,076.0 $378K 0.06% $351.41 -8.5%
89 CEG CONSTELLATION ENERGY CORP Utilities 1,066.0 $377K 0.06% $353.34 -19.1%
90 DFAC DIMENSIONAL ETF TRUST 9,495.0 $376K 0.06% -186.0 -1.9% $39.59 +9.5%
91 ITOT ISHARES TR 2,508.0 $373K 0.06% -599K -99.6% $148.72 +9.0%
92 GEV GE VERNOVA INC Utilities 566.0 $370K 0.06% NEW $653.61 +59.7%
93 WMT WALMART INC Consumer Defensive 3,267.0 $364K 0.06% $111.41 +17.4%
94 V VISA INC Financial Services 980.0 $344K 0.05% $350.78 -5.7%
95 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 6,611.0 $335K 0.05% -2K -25.5% $50.60 -11.3%
96 JNJ JOHNSON & JOHNSON Healthcare 1,577.0 $326K 0.05% $206.93 +12.0%
97 XLY SELECT SECTOR SPDR TR 2,730.0 $326K 0.05% +1K +100.0% $119.41 -0.6%
98 NVS NOVARTIS AG Healthcare 2,354.0 $325K 0.05% $137.87 +10.1%
99 ALL ALLSTATE CORP Financial Services 1,538.0 $320K 0.05% $208.10 +3.0%
100 XLI SELECT SECTOR SPDR TR 1,982.0 $307K 0.05% $155.12 +9.9%
Page 5 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%