Horizon Wealth Management, LLC

Institutional manager (13F) · CIK 1815123

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $639M

#	Issuer	Value	Shares
1	ISHARES TR	$52M	2,300,623
2	HARRIS OAKMARK ETF TRUST	$37M	1,359,970
3	SELECT SECTOR SPDR TR	$34M	256,990
4	INVESCO EXCH TRADED FD TR II	$28M	117,571
5	SPDR GOLD TR	$28M	64,634
6	VANGUARD INDEX FDS	$27M	85,716
7	INVESCO QQQ TR	$27M	47,188
8	VANECK ETF TRUST	$25M	64,522
9	SPDR SERIES TRUST	$23M	234,248
10	ISHARES TR	$23M	92,174
11	ISHARES INC	$21M	266,651
12	WISDOMTREE TR	$20M	445,469
13	SELECT SECTOR SPDR TR	$19M	115,462
14	NOMURA ETF TR	$18M	409,050
15	SELECT SECTOR SPDR TR	$18M	290,664
16	ISHARES TR	$17M	79,148
17	SPDR SERIES TRUST	$17M	65,645
18	WISDOMTREE TR	$16M	550,093
19	SELECT SECTOR SPDR TR	$15M	138,034
20	SELECT SECTOR SPDR TR	$15M	320,712
21	ISHARES INC	$13M	330,388
22	MORGAN STANLEY ETF TRUST	$13M	260,429
23	APPLE INC	$13M	49,689
24	MORGAN STANLEY ETF TRUST	$12M	240,697
25	WISDOMTREE TR	$11M	209,990
26	ISHARES TR	$11M	139,056
27	PGIM ETF TR	$10M	201,392
28	INVESCO EXCH TRADED FD TR II	$9M	457,808
29	NVIDIA CORPORATION	$6M	36,316
30	SPDR SERIES TRUST	$6M	77,533
31	INVESCO EXCHANGE TRADED FD T	$5M	28,203
32	COINBASE GLOBAL INC	$5M	30,534
33	ISHARES SILVER TR	$4M	63,395
34	STATE STR SPDR S&P 500 ETF T	$4M	6,238
35	MICROSOFT CORP	$4M	10,931
36	ISHARES TR	$4M	31,855
37	AMAZON COM INC	$4M	17,280
38	ISHARES U S ETF TR	$3M	57,925
39	ISHARES TR	$2M	10,286
40	BLACKROCK ETF TRUST	$2M	37,182
41	BOEING CO	$2M	10,332
42	ISHARES TR	$2M	23,398
43	TESLA INC	$2M	4,713
44	ALPHABET INC	$2M	6,012
45	DISNEY WALT CO	$2M	16,997
46	JPMORGAN CHASE & CO	$2M	5,361
47	CATERPILLAR INC	$2M	2,209
48	NOMURA ETF TR	$1M	57,581
49	SPDR SERIES TRUST	$1M	12,035
50	AB ACTIVE ETFS INC	$1M	28,258

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.