What does Horizon Family Wealth, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Horizon Family Wealth, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$17M175K9.2%

VANGUARD INDEX FDS

$14M33K7.5%

GOLDMAN SACHS ETF TR

$14M317K7.2%

GOLDMAN SACHS ETF TR

$12M93K6.2%

ISHARES TR

$11M98K5.9%

PUTNAM ETF TRUST

$9M185K4.5%

VANGUARD INDEX FDS

$8M29K4.4%

SPDR SERIES TRUST

$5M93K2.8%

BERKSHIRE HATHAWAY INC DEL

$5M11K2.7%

INVESCO EXCHANGE TRADED FD T

$5M85K2.6%

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