13F Insight
DOSSIER · 13F-HR · Q1 2026

Horizon Family Wealth, Inc.

$189M in tracked AUM across 128 positions as of Q1 2026.

HF
CIK 0001910660 · last filed Mar 31, 2026
Total AUM
$189M
as of Q1 2026
Holdings
128
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BILS
SPDR SERIES TRUST
$17M175K9.2%02
VUG
VANGUARD INDEX FDS
$14M33K7.5%03
GSIE
GOLDMAN SACHS ETF TR
$14M317K7.2%04
GSLC
GOLDMAN SACHS ETF TR
$12M93K6.2%05
IVW
ISHARES TR
$11M98K5.9%06
PVAL
PUTNAM ETF TRUST
$9M185K4.5%07
VO
VANGUARD INDEX FDS
$8M29K4.4%08
SPYV
SPDR SERIES TRUST
$5M93K2.8%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M11K2.7%10
RZG
INVESCO EXCHANGE TRADED FD T
$5M85K2.6%

Filing history

2026Q1Mar 31
$189M▲ 0.8%
128 positionsView →2025Q4Dec 31
$188M▲ 7.9%
115 positionsView →2025Q3Sep 30
$174M▲ 6.1%
109 positionsView →2025Q2Jun 30
$164M▲ 9.3%
107 positionsLocked2025Q1Mar 31
$150M▼ 0.3%
101 positionsLocked2024Q4Dec 31
$151M▲ 7.4%
111 positionsLocked2024Q3Sep 30
$140M▲ 6.7%
108 positionsLocked2024Q2Jun 30
$131M▲ 1.2%
108 positionsLocked2024Q1Mar 31
$130M▲ 9.1%
106 positionsLocked2023Q4Dec 31
$119M▼ 26.1%
97 positionsLocked2023Q3Sep 30
$161M▲ 53.8%
68 positionsLocked2023Q2Jun 30
$105M▲ 10.7%
88 positionsLocked
Showing 12 of 18