Institutions / Horizons Wealth Management

Horizons Wealth Management

CIK 1943228 · Institution · as of Dec 31, 2025

Portfolio value

$150.35M

Positions

165

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 165 →

Company	Class	Value	Shares	% of portfolio
Vanguard Large-Cap ETF	—	$16.17M	51,359	10.8%
Vanguard Ftse Developed Markets ETF	—	$13.64M	218,422	9.1%
Vanguard Mid-Cap ETF	—	$11.16M	38,448	7.4%
Vanguard Small-Cap ETF	—	$10.60M	41,077	7.0%
Vanguard Real Estate ETF	—	$10.20M	115,286	6.8%
Vanguard Total Bond Market ETF	—	$6.38M	86,147	4.2%
iShares Tips Bond ETF	—	$6.20M	56,398	4.1%
Vanguard Total International Bond ETF	—	$5.64M	116,774	3.8%
iShares Bloomberg Roll Select Commodity Strategy ETF	—	$4.55M	93,309	3.0%
Invesco Bulletshares 2029 Corporate Bond ETF	—	$4.11M	218,064	2.7%
Invesco Bulletshares 2026 Corporate Bond ETF	—	$4.07M	207,805	2.7%
Invesco Bulletshares 2028 Corporate Bond ETF	—	$3.96M	192,378	2.6%
Invesco Bulletshares 2030 Corporate Bond ETF	—	$3.94M	233,014	2.6%
Invesco Bulletshares 2027 Corporate Bond ETF	—	$3.74M	189,582	2.5%
Invesco Bulletshares 2031 Corporate Bond ETF	—	$3.61M	216,296	2.4%
Invesco Bulletshares 2026 High Yield Corp Bond ETF	—	$2.81M	120,490	1.9%
Invesco Bulletshares 2027 High Yield Corporate Bond ETF	—	$2.76M	122,077	1.8%
Vanguard Long-Term Bond ETF	—	$2.49M	35,885	1.7%
iShares MSCI Eafe ETF	—	$2.15M	22,406	1.4%
State Street Real Estate Select Sector SPDR ETF	—	$2.05M	50,738	1.4%
iShares Core International Aggregate Bond ETF	—	$1.52M	30,419	1.0%
Schwab US Tips ETF	—	$1.36M	51,471	0.9%
iShares Core U.S. Aggregate Bond ETF	—	$1.36M	13,570	0.9%
Invesco Bulletshares 2032 Corporate Bond ETF	—	$1.29M	61,823	0.9%
iShares Ibonds Dec 2026 Term Treasury ETF	—	$1.21M	52,772	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.