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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, VB, VNQ, and represent 40.10% of Horizons Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EFA, BSCS, BSCT, VNQ, IAGG, BSCR, BSCQ, BND, VO, VV.
Started 3 new stock positions in AKRE, BITW, COST.
Reduced shares in these 10 stocks: VEA, BRK.B, VB, ESGU, BNDX, ICF, CMDY, EAGG, GOOGL, IGLB.
Sold out of its positions in GLD, VHT.
Horizons Wealth Management was a net buyer of stock by $34k.
Horizons Wealth Management has $153M in assets under management (AUM), dropping by -0.10%.
Central Index Key (CIK): 0001943228

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Portfolio Holdings for Horizons Wealth Management

Horizons Wealth Management holds 166 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.1	$15M		52k	298.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.9	$14M	-2%	213k	64.08	View chart
Vanguard Mid-cap Etf Etf (VO)	7.3	$11M		39k	287.18	View chart
Vanguard Small-cap Etf Etf (VB)	6.9	$11M		40k	261.92	View chart
Vanguard Real Estate Etf Etf (VNQ)	6.8	$10M		117k	88.70	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.2	$6.4M		88k	73.64	View chart
Ishares Tips Bond Etf Etf (TIP)	4.1	$6.3M		57k	110.36	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.6	$5.5M	-2%	114k	48.05	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	3.6	$5.4M		92k	59.27	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	2.8	$4.3M	+4%	228k	18.66	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	2.7	$4.2M	+3%	214k	19.53	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.7	$4.1M	+5%	202k	20.42	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	2.5	$3.9M		232k	16.72	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	2.5	$3.9M	+4%	197k	19.62	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	2.3	$3.6M		217k	16.46	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	1.8	$2.8M		119k	23.18	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	1.8	$2.8M		123k	22.36	View chart
Vanguard Long-term Bond Etf Etf (BLV)	1.6	$2.5M		36k	68.78	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.6	$2.4M	+9%	25k	97.13	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	1.3	$2.0M		50k	40.83	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.1	$1.7M		17k	99.27	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	1.1	$1.7M	+10%	34k	50.04	View chart
Schwab Us Tips Etf Etf (SCHP)	0.9	$1.4M		51k	26.61	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.9	$1.3M	+5%	65k	20.59	View chart
Apple Stock (AAPL)	0.9	$1.3M		5.1k	253.79	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.8	$1.2M		53k	22.91	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$1.2M	-3%	4.1k	287.56	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.8	$1.1M		52k	22.28	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.7	$1.1M	+2%	47k	22.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$1.0M		1.8k	577.18	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$826k		6.6k	124.31	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.5	$816k		16k	49.89	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$805k		1.2k	653.14	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.5	$747k	-13%	12k	61.89	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.5	$729k	+6%	16k	44.45	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$675k		3.5k	191.92	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$641k	-2%	9.5k	67.53	View chart
Primoris Svcs Corp Stock (PRIM)	0.4	$569k		4.0k	143.04	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$569k		1.8k	320.81	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.4	$556k		26k	21.81	View chart
Invesco Bulletshares 2026 Municipal Bond Etf Etf (BSMQ)	0.4	$540k		23k	23.62	View chart
Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT)	0.4	$537k		23k	23.02	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$504k	-2%	844.00	597.56	View chart
Invesco Bulletshares 2028 Municipal Bond Etf Etf (BSMS)	0.3	$504k		22k	23.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$476k	-32%	993.00	479.20	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$452k	-4%	8.4k	54.05	View chart
Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR)	0.3	$417k		18k	23.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$312k		732.00	426.40	View chart
Eli Lilly & Co Stock (LLY)	0.2	$311k		338.00	919.77	View chart
Amazon Stock (AMZN)	0.2	$305k		1.5k	208.27	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$294k		4.2k	69.75	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$273k	+10%	11k	24.24	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.2	$263k		13k	20.88	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$259k	-9%	11k	24.24	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$245k		8.4k	29.08	View chart
Travelers Companies Stock (TRV)	0.2	$237k		812.00	291.68	View chart
Nvidia Corporation Stock (NVDA)	0.2	$230k		1.3k	174.40	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$205k	-4%	2.1k	97.23	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.1	$184k	-13%	3.7k	49.63	View chart
Microsoft Corp Stock (MSFT)	0.1	$181k	-9%	488.00	370.17	View chart
Caterpillar Stock (CAT)	0.1	$176k		249.00	708.46	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$175k	-2%	1.8k	95.62	View chart
Ishares Gold Trust Etf (IAU)	0.1	$155k	-8%	1.8k	88.16	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$144k		1.7k	82.57	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.1	$130k		3.6k	36.16	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$128k	-6%	2.8k	46.24	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$127k		622.00	203.63	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$124k		850.00	145.94	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$124k	-56%	874.00	141.42	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$123k		496.00	248.00	View chart
Bank America Corp Stock (BAC)	0.1	$122k		2.5k	48.75	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$111k		1.1k	103.43	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$109k		380.00	286.86	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$101k		164.00	616.76	View chart
Arista Networks Stock (ANET)	0.1	$98k		800.00	122.78	View chart
Victoryshares Us 500 Enhanced Volatility Wtd Etf Etf (CFO)	0.1	$98k	-7%	1.3k	74.15	View chart
Lowes Cos Stock (LOW)	0.1	$96k		407.00	236.28	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$95k	-21%	2.0k	47.02	View chart
Chubb Ltd Switz Stock (CB)	0.1	$92k		282.00	325.93	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$83k		1.2k	67.22	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.1	$83k		3.8k	21.68	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$83k	-40%	1.7k	47.55	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$76k		1.0k	75.10	View chart
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)	0.0	$76k		3.6k	21.04	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$74k		1.3k	54.81	View chart
Home Depot Stock (HD)	0.0	$67k		205.00	328.89	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$62k		648.00	95.96	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$61k		170.00	356.56	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$60k		1.3k	46.31	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$60k		1.6k	38.42	View chart
Deere & Co Stock (DE)	0.0	$59k		105.00	563.30	View chart
Idexx Labs Stock (IDXX)	0.0	$56k		100.00	561.89	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$55k		426.00	128.12	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$55k		360.00	151.41	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$54k		247.00	218.75	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$54k		77.00	697.71	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$50k		195.00	257.35	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$48k		832.00	58.05	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$48k		222.00	215.06	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$45k		122.00	370.68	View chart
Ishares Silver Trust Etf (SLV)	0.0	$45k	-7%	654.00	68.14	View chart
Nnn Reit Reit (NNN)	0.0	$41k		975.00	42.03	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$41k		279.00	145.74	View chart
Truist Finl Corp Stock (TFC)	0.0	$39k		853.00	45.97	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$39k		270.00	144.71	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$37k		2.0k	18.29	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$37k		125.00	294.16	View chart
Invesco Bulletshares 2030 High Yield Corporate Bond Etf Etf (BSJU)	0.0	$37k		1.4k	25.59	View chart
Merck & Co Stock (MRK)	0.0	$36k	-13%	298.00	120.29	View chart
Citigroup Stock (C)	0.0	$32k		283.00	113.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$29k		321.00	90.53	View chart
Coca Cola Stock (KO)	0.0	$29k		382.00	76.05	View chart
Unitedhealth Group Stock (UNH)	0.0	$27k		100.00	270.59	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$26k		46.00	572.13	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$26k		273.00	95.99	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$26k		838.00	30.50	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$26k		309.00	82.43	View chart
The Cigna Group Stock (CI)	0.0	$25k		94.00	266.76	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$25k	NEW	25.00	996.44	View chart
Bitwise 10 Crypto Index Etf Stock (BITW)	0.0	$25k	NEW	558.00	44.61	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$24k		777.00	31.43	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.0	$24k		244.00	97.73	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$23k		102.00	229.04	View chart
Yum Brands Stock (YUM)	0.0	$23k	-50%	149.00	155.48	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$23k		498.00	45.65	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$19k		100.00	189.59	View chart
Intel Corp Stock (INTC)	0.0	$19k		429.00	44.13	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$19k		555.00	33.81	View chart
Eaton Corp Stock (ETN)	0.0	$18k		50.00	357.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$17k		148.00	113.36	View chart
Rtx Corporation Stock (RTX)	0.0	$16k		81.00	192.90	View chart
Broadcom Stock (AVGO)	0.0	$16k		50.00	309.52	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$16k		158.00	97.91	View chart
Oreilly Automotive Stock (ORLY)	0.0	$15k		165.00	92.31	View chart
Metlife Stock (MET)	0.0	$14k		194.00	70.72	View chart
Yum China Hldgs Stock (YUMC)	0.0	$13k		263.00	48.78	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$12k		129.00	94.56	View chart
Abbvie Stock (ABBV)	0.0	$11k		52.00	217.48	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$11k		49.00	229.80	View chart
Oracle Corp Stock (ORCL)	0.0	$11k		72.00	147.11	View chart
Saba Closed End Funds Etf Etf (CEFS)	0.0	$9.8k		433.00	22.55	View chart
International Business Machs Stock (IBM)	0.0	$8.5k		35.00	242.40	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$7.9k		164.00	48.32	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$6.7k		100.00	66.86	View chart
At&t Stock (T)	0.0	$6.6k		229.00	28.99	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$6.2k		156.00	39.89	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$5.9k		30.00	198.30	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$5.3k		25.00	213.68	View chart
Delta Air Lines Stock (DAL)	0.0	$5.1k		76.00	66.64	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$4.1k		36.00	114.83	View chart
Mcdonalds Corp Stock (MCD)	0.0	$4.0k		13.00	310.77	View chart
Texas Instrs Stock (TXN)	0.0	$3.5k		18.00	194.17	View chart
Linde Stock (LIN)	0.0	$3.5k		7.00	495.71	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$3.1k		22.00	142.86	View chart
Blackrock Stock (BLK)	0.0	$2.9k		3.00	961.67	View chart
Sysco Corp Stock (SYY)	0.0	$2.6k		37.00	71.32	View chart
Carnival Corp Stock (CCL)	0.0	$2.6k		100.00	25.88	View chart
Danaher Corp Del Stock (DHR)	0.0	$2.5k		13.00	189.62	View chart
Disney Walt Stock (DIS)	0.0	$2.4k		25.00	96.40	View chart
AKRE Focus ETF Etf (AKRE)	0.0	$2.1k	NEW	40.00	52.85	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.0k		71.00	27.46	View chart
Brighthouse Finl Stock (BHF)	0.0	$1.4k		24.00	59.88	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$1.0k		13.00	79.54	View chart
Strive U.s. Energy Etf Etf (DRLL)	0.0	$750.000300		19.00	39.47	View chart
Organon & Co Stock (OGN)	0.0	$252.000000		42.00	6.00	View chart
Stag Industrial Reit (STAG)	0.0	$216.000000		6.00	36.00	View chart

Past Filings by Horizons Wealth Management

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

Horizons Wealth Management 2026 Q1 filed April 2, 2026
Horizons Wealth Management 2025 Q4 filed Jan. 5, 2026
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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