13F Insight
DOSSIER · 13F-HR · Q2 2026

HORIZON FINANCIAL SERVICES, LLC

$261M in tracked AUM across 646 positions as of Q2 2026.

HF
CIK 0001674020 · last filed Jun 30, 2026
Total AUM
$261M
as of Q2 2026
Holdings
646
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HORIZON FINANCIAL SERVICES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPYG
$22M184K8.4%02
SPYV
SPYV
$20M332K7.8%03
SPSB
SPSB
$20M662K7.6%04
SCHM
SCHM
$15M405K5.7%05
SPDW
SPDW
$14M282K5.5%06
XLK
XLK
$14M71K5.2%07
SPHY
SPHY
$12M510K4.6%08
VGSH
VGSH
$11M185K4.1%09
SRLN
SRLN
$10M259K4.0%10
SCHA
SCHA
$10M281K3.9%

Filing history

2026Q2Jun 30
$261M▲ 15.3%
646 positionsView →2026Q1Mar 31
$226M▲ 2.9%
425 positionsView →2025Q4Dec 31
$220M▲ 4.8%
404 positionsView →2025Q3Sep 30
$210M▲ 11.1%
395 positionsView →2025Q2Jun 30
$189M▼ 94.0%
320 positionsLocked2025Q1Mar 31
$3.1B▲ 1664.0%
183 positionsLocked2024Q4Dec 31
$178M▲ 5.7%
272 positionsLocked2024Q3Sep 30
$168M▲ 6.4%
285 positionsLocked2024Q2Jun 30
$158M▲ 1.6%
276 positionsLocked2024Q1Mar 31
$156M▲ 9.9%
266 positionsLocked2023Q4Dec 31
$142M▲ 13.8%
55 positionsLocked2023Q3Sep 30
$125M▲ 1.4%
49 positionsLocked
Showing 12 of 24