Horizons Wealth Management

DOSSIER · 13F-HR · Q1 2026

Horizons Wealth Management

$152M in tracked AUM across 173 positions as of Q1 2026.

HW

CIK 0001943228 · last filed Mar 31, 2026

Total AUM

$152M

as of Q1 2026

Holdings

173

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Horizons Wealth Management 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

VV

VANGUARD LARGE-CAP ETF

$15M52K10.1%02

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$14M213K8.9%03

VO

VANGUARD MID-CAP ETF

$11M39K7.3%04

VB

VANGUARD SMALL-CAP ETF

$11M40K6.9%05

VNQ

VANGUARD REAL ESTATE ETF

$10M117K6.8%06

BND

VANGUARD TOTAL BOND MARKET ETF

$6M87K4.2%07

TIP

ISHARES TIPS BOND ETF

$6M57K4.1%08

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

$5M114K3.6%09

CMDY

ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF

$5M92K3.6%10

BSCT

INVESCO BULLETSHARES 2029 CORPORATE BOND ETF