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Horizons Wealth Management

Latest statistics and disclosures from Horizons Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VEA, VO, VNQ, VB, and represent 41.00% of Horizons Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSJR, PRIM, VEA, BSCV, VNQ, BND, IAGG, TIP, CMDY, BSCW.
Started 3 new stock positions in BSMV, BSJU, BSCW.
Reduced shares in these 10 stocks: BSJP, , , VV, BSCP, AAPL, EFA, IBDQ, IVV, IJH.
Sold out of its positions in ABT, LMT, MMC, MCHP, MS, NKE, PG, SPY, UNP, VLTO. CRH.
Horizons Wealth Management was a net buyer of stock by $1.0M.
Horizons Wealth Management has $147M in assets under management (AUM), dropping by 4.65%.
Central Index Key (CIK): 0001943228

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Portfolio Holdings for Horizons Wealth Management

Horizons Wealth Management holds 168 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.6	$16M		51k	307.86	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.8	$13M	+2%	216k	59.92	View chart
Vanguard Mid-cap Etf Etf (VO)	7.5	$11M		38k	293.74	View chart
Vanguard Real Estate Etf Etf (VNQ)	7.1	$11M	+2%	114k	91.42	View chart
Vanguard Small-cap Etf Etf (VB)	6.9	$10M		40k	254.28	View chart
Ishares Tips Bond Etf Etf (TIP)	4.2	$6.2M	+2%	56k	111.22	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.1	$6.0M	+3%	80k	74.37	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.7	$5.5M		110k	49.46	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	2.8	$4.1M	+2%	216k	18.81	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.7	$3.9M		191k	20.57	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	2.6	$3.8M		195k	19.56	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	2.6	$3.8M	+2%	223k	16.90	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	2.6	$3.8M	+4%	72k	52.60	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	2.5	$3.7M		189k	19.71	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	2.1	$3.1M	-4%	150k	20.69	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	1.8	$2.7M	+2%	115k	23.41	View chart
Vanguard Long-term Bond Etf Etf (BLV)	1.7	$2.5M		35k	70.85	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.5	$2.2M	-3%	23k	93.37	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	1.3	$1.9M	+531%	84k	22.74	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	1.2	$1.7M	+3%	41k	42.13	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	1.1	$1.6M	+18%	95k	16.68	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.0	$1.4M	+7%	14k	100.25	View chart
Apple Stock (AAPL)	0.9	$1.4M	-6%	5.4k	254.63	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.9	$1.3M	+14%	26k	51.23	View chart
Primoris Svcs Corp Stock (PRIM)	0.9	$1.3M	+134%	9.3k	137.33	View chart
Schwab Us Tips Etf Etf (SCHP)	0.8	$1.1M	+4%	42k	26.95	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.7	$1.1M		48k	22.95	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.7	$1.0M	+6%	45k	22.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$988k		4.1k	243.10	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.7	$966k		41k	23.36	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$888k	-2%	14k	61.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$842k	-4%	1.3k	669.23	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$790k		6.6k	118.83	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$787k		1.6k	502.74	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	0.5	$723k	-68%	31k	23.06	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.5	$677k	+6%	14k	50.07	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$668k		3.5k	189.70	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$632k	-4%	9.7k	65.26	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$570k		931.00	612.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$537k		1.6k	328.17	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.4	$533k		24k	21.92	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.4	$527k	+4%	11k	47.74	View chart
Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT)	0.3	$495k		21k	23.10	View chart
Invesco Bulletshares 2028 Municipal Bond Etf Etf (BSMS)	0.3	$470k		20k	23.41	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$465k		774.00	600.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$458k		8.5k	54.18	View chart
Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR)	0.3	$387k	+2%	16k	23.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$343k		732.00	468.41	View chart
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP)	0.2	$326k		13k	24.52	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$321k	+8%	13k	24.30	View chart
Amazon Stock (AMZN)	0.2	$321k		1.5k	219.57	View chart
Invesco Bulletshares 2026 Municipal Bond Etf Etf (BSMQ)	0.2	$312k		13k	23.62	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$290k	-3%	2.0k	145.60	View chart
Microsoft Corp Stock (MSFT)	0.2	$289k	-2%	557.00	517.95	View chart
Eli Lilly & Co Stock (LLY)	0.2	$258k		338.00	763.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$255k	+16%	3.9k	65.92	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$249k		10k	24.34	View chart
Nvidia Corporation Stock (NVDA)	0.2	$246k		1.3k	186.58	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$236k		2.4k	96.55	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$235k		8.4k	27.90	View chart
Travelers Companies Stock (TRV)	0.2	$227k		812.00	279.22	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$212k	-20%	8.4k	25.19	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.1	$185k		3.6k	51.54	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$174k		1.9k	92.98	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$166k	-3%	687.00	241.96	View chart
Ishares Gold Trust Etf (IAU)	0.1	$151k	-6%	2.1k	72.77	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$147k		1.8k	82.96	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.1	$142k		3.8k	37.11	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$141k		2.9k	48.03	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.1	$133k	NEW	6.4k	20.88	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$132k		1.3k	103.36	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$130k		2.9k	44.20	View chart
Bank America Corp Stock (BAC)	0.1	$129k	-5%	2.5k	51.59	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$123k		619.00	199.37	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$119k		850.00	140.05	View chart
Caterpillar Stock (CAT)	0.1	$119k		249.00	477.15	View chart
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO)	0.1	$118k		1.6k	73.79	View chart
Arista Networks Stock (ANET)	0.1	$117k		800.00	145.71	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$116k	-7%	2.6k	45.08	View chart
Lowes Cos Stock (LOW)	0.1	$102k		407.00	251.31	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$101k		1.6k	65.00	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$98k		164.00	596.03	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$93k		380.00	243.55	View chart
Home Depot Stock (HD)	0.1	$83k		205.00	405.19	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$81k		1.2k	65.91	View chart
Chubb Stock (CB)	0.1	$80k		282.00	282.25	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$75k	+115%	3.3k	22.38	View chart
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)	0.1	$74k	+84%	3.4k	21.57	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$72k		1.0k	71.37	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$69k		1.3k	50.95	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.0	$68k		3.1k	22.08	View chart
Idexx Labs Stock (IDXX)	0.0	$64k		100.00	638.89	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$62k		170.00	365.48	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$62k		1.3k	47.48	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$61k		426.00	142.41	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$59k		648.00	91.56	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$58k		77.00	746.64	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$57k		195.00	293.79	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$51k		360.00	142.10	View chart
Deere & Co Stock (DE)	0.0	$48k		105.00	457.26	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$48k		222.00	215.79	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$47k		832.00	55.87	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$46k		122.00	378.94	View chart
Yum Brands Stock (YUM)	0.0	$45k		299.00	152.00	View chart
Nnn Reit Reit (NNN)	0.0	$42k		975.00	42.57	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$39k	-32%	125.00	315.43	View chart
Truist Finl Corp Stock (TFC)	0.0	$39k		853.00	45.72	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$39k		279.00	139.67	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$39k	-25%	1.3k	29.11	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$38k		270.00	141.50	View chart
Invesco Bulletshares 2030 High Yield Corporate Bond Etf Etf (BSJU)	0.0	$37k	NEW	1.4k	26.16	View chart
Coca Cola Stock (KO)	0.0	$35k		525.00	66.32	View chart
Unitedhealth Group Stock (UNH)	0.0	$35k		100.00	345.30	View chart
Ishares Silver Trust Etf (SLV)	0.0	$34k		812.00	42.37	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$34k		46.00	734.37	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$32k		2.0k	15.48	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.0	$31k	NEW	1.5k	21.01	View chart
Merck & Co Stock (MRK)	0.0	$29k	-7%	344.00	83.93	View chart
Citigroup Stock (C)	0.0	$29k		283.00	101.50	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$28k		321.00	87.31	View chart
The Cigna Group Stock (CI)	0.0	$27k	-6%	94.00	288.26	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$25k		777.00	32.31	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$25k		273.00	90.73	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$24k		102.00	233.77	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$21k		498.00	42.79	View chart
Oracle Corp Stock (ORCL)	0.0	$20k		72.00	281.24	View chart
Eaton Corp Stock (ETN)	0.0	$19k		50.00	374.26	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$18k		148.00	120.99	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k		165.00	107.81	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$18k		100.00	176.81	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$17k		158.00	104.51	View chart
Broadcom Stock (AVGO)	0.0	$17k		50.00	329.92	View chart
Metlife Stock (MET)	0.0	$16k		194.00	82.37	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$15k		555.00	26.85	View chart
Intel Corp Stock (INTC)	0.0	$14k		429.00	33.55	View chart
Rtx Corporation Stock (RTX)	0.0	$14k		81.00	167.33	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$13k		50.00	259.60	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$13k		129.00	97.08	View chart
Abbvie Stock (ABBV)	0.0	$12k		52.00	231.54	View chart
Yum China Hldgs Stock (YUMC)	0.0	$11k		263.00	42.92	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$11k		49.00	220.84	View chart
International Business Machs Stock (IBM)	0.0	$9.9k		35.00	282.17	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$7.6k		164.00	46.32	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$7.4k		30.00	246.60	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$7.2k		100.00	72.11	View chart
At&t Stock (T)	0.0	$6.5k		229.00	28.24	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$6.1k		152.00	40.16	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$5.1k		25.00	203.60	View chart
Spdr Gold Shares Etf (GLD)	0.0	$5.0k	-12%	14.00	355.50	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$4.6k		22.00	206.91	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$4.3k		76.00	56.89	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$4.0k		36.00	110.47	View chart
Mcdonalds Corp Stock (MCD)	0.0	$4.0k	-53%	13.00	303.92	View chart
Blackrock Stock (BLK)	0.0	$3.5k	-57%	3.00	1166.00	View chart
Linde Stock (LIN)	0.0	$3.3k		7.00	475.00	View chart
Texas Instrs Stock (TXN)	0.0	$3.3k	-63%	18.00	183.72	View chart
Sysco Corp Stock (SYY)	0.0	$3.0k		37.00	82.35	View chart
Blackrock Munivest Cef (MVF)	0.0	$3.0k		442.00	6.86	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$2.9k		100.00	28.91	View chart
Disney Walt Stock (DIS)	0.0	$2.9k		25.00	114.52	View chart
Danaher Corporation Stock (DHR)	0.0	$2.6k	-64%	13.00	198.23	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.4k		71.00	19.54	View chart
Brighthouse Finl Stock (BHF)	0.0	$1.3k		24.00	53.08	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$1.1k		13.00	81.15	View chart
Strive U.s. Energy Etf Etf (DRLL)	0.0	$545.999200		19.00	28.74	View chart
Organon & Co Stock (OGN)	0.0	$449.001000		42.00	10.69	View chart
Stag Indl Reit (STAG)	0.0	$211.999800		6.00	35.33	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$208.999800		9.00	23.22	View chart

Past Filings by Horizons Wealth Management

SEC 13F filings are viewable for Horizons Wealth Management going back to 2022

Horizons Wealth Management 2025 Q3 filed Oct. 3, 2025
Horizons Wealth Management 2025 Q2 filed July 7, 2025
Horizons Wealth Management 2025 Q1 filed April 10, 2025
Horizons Wealth Management 2024 Q4 filed Jan. 7, 2025
Horizons Wealth Management 2024 Q3 filed Oct. 8, 2024
Horizons Wealth Management 2024 Q2 filed July 22, 2024
Horizons Wealth Management 2024 Q1 filed April 3, 2024
Horizons Wealth Management 2023 Q3 filed Oct. 12, 2023
Horizons Wealth Management 2023 Q2 filed July 3, 2023
Horizons Wealth Management 2023 Q1 filed April 6, 2023
Horizons Wealth Management 2022 Q4 filed Jan. 3, 2023
Horizons Wealth Management 2022 Q3 filed Oct. 4, 2022
Horizons Wealth Management 2022 Q2 filed Aug. 19, 2022

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