Horizons Wealth Management

DOSSIER · 13F-HR · Q3 2026

Horizons Wealth Management

$160M in tracked AUM across 168 positions as of Q3 2026.

HW

CIK 0001943228 · last filed Sep 30, 2026

Total AUM

$160M

as of Q3 2026

Holdings

168

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Horizons Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VV

VANGUARD MORNINGSTAR LARGE-CAP ETF

$18M50K11.0%02

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$15M214K9.4%03

VO

VANGUARD MORNINGSTAR MID-CAP ETF

$12M157K7.7%04

VB

VANGUARD MORNINGSTAR SMALL-CAP ETF

$11M40K7.1%05

VNQ

VANGUARD REAL ESTATE ETF

$11M122K6.8%06

BND

VANGUARD TOTAL BOND MARKET ETF

$7M94K4.1%07

TIP

ISHARES TIPS BOND ETF

$6M59K3.8%08

CMDY

ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF

$6M90K3.6%09

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

$6M119K3.5%10

BSCT

INVESCO BULLETSHARES 2029 CORPORATE BOND ETF