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Portfolio (Quarterly) Guide ↗

Horizon Family Wealth, Inc.

· CIK 0001910660
13F Portfolio $189M AUM 128 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 33 Added 28 Reduced 3 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BILS SPDR SERIES TRUST 174,529.0 $17.4M 9.17% +29K +19.6% $99.44 -0.1%
2 PVAL PUTNAM ETF TRUST 184,663.0 $8.6M 4.53% +93K +102.0% $46.40 +8.9%
3 BERKSHIRE HATHAWAY INC DEL 10,590.0 $5.1M 2.68% +289.0 +2.8% $479.20
4 RZG INVESCO EXCHANGE TRADED FD T 84,834.0 $4.8M 2.55% +12K +16.8% $56.96 +14.2%
5 BINV 2023 ETF SERIES TRUST 99,082.0 $4.1M 2.16% +2K +2.4% $41.22 +4.2%
6 BBIN J P MORGAN EXCHANGE TRADED F 44,899.0 $3.3M 1.74% +261.0 +0.6% $73.12 +7.7%
7 IMCG ISHARES TR 40,634.0 $3.2M 1.69% +13K +48.3% $78.77 +17.2%
8 IJK ISHARES TR 28,405.0 $2.9M 1.51% +2K +5.7% $100.62 +12.7%
9 SGOV ISHARES TR 24,648.0 $2.5M 1.31% +4K +19.6% $100.66 -0.0%
10 SHM SPDR SERIES TRUST 51,062.0 $2.4M 1.29% +7K +15.9% $47.83 -0.0%
11 GOOGL ALPHABET INC Communication Services 6,162.0 $1.8M 0.94% +189.0 +3.2% $287.56 +35.2%
12 DIS DISNEY WALT CO Communication Services 17,933.0 $1.7M 0.91% +621.0 +3.6% $96.38 +8.1%
13 SPHQ INVESCO EXCHANGE TRADED FD T 20,998.0 $1.6M 0.83% +8K +59.9% $75.19 +13.7%
14 XLU SELECT SECTOR SPDR TR 31,497.0 $1.4M 0.76% +737.0 +2.4% $45.89 -1.6%
15 AXP AMERICAN EXPRESS CO Financial Services 3,504.0 $1.1M 0.56% +1K +63.9% $302.45 +3.3%
16 DINT DAVIS FUNDAMENTAL ETF TR 39,279.0 $1.1M 0.56% +14K +57.6% $26.91 +9.4%
17 CBOE CBOE GLOBAL MKTS INC Financial Services 3,471.0 $976K 0.52% +462.0 +15.3% $281.08 +23.7%
18 RJMI CARILLON SER TR 34,287.0 $868K 0.46% +3K +8.0% $25.31 +1.0%
19 AVGO BROADCOM INC Technology 2,728.0 $844K 0.45% +71.0 +2.7% $309.50 +36.3%
20 INGR INGREDION INC Consumer Defensive 5,530.0 $623K 0.33% +2K +62.9% $112.66 -7.7%
Page 1 of 2  ·  33 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
Technology 34.6%
Communication Services 17.7%
Financial Services 13.6%
Industrials 12.7%
Consumer Defensive 8.7%
Consumer Cyclical 5.7%
Utilities 3.5%
Healthcare 2.7%
Energy 0.9%