Horizon Wealth Management, LLC

Horizon Wealth Management LLC's $680M, 137-name 13F for Q1 2026 is structured around ETF vehicle selection as the primary alpha expression: BYLD (yield) at 7.6%, XLK (technology select sector) at 5.0%, QQQM (Nasdaq-100) at 4.1%, and GLD (gold) at 4.1% occupy the top layer alongside a single name at OAKM, a composition that signals a multi-sleeve ETF wrapper rather than a name-selective equity mandate. Five ETFs in the top eight confirms that the manager's investment decisions are made at the vehicle/tier level, with individual stock selection outsourced to the ETF providers' construction methodology. With whaleScore of 56.75 across 137 names, this fund features meaningful concentration but the concentration is through vehicle choice — a pattern appropriate for a wrapper or multi-strategy product rather than a single-stock research engine.