Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Horizon Wealth Management, LLC (CIK 1815123) reported $682.2M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BYLD ($51.8M, 7.60%), OAKM ($37.5M, 5.50%), XLK ($34.2M, 5.01%), QQQM ($27.9M, 4.10%), GLD ($27.8M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | $51.8M | 7.60% | 2.3M | New |
| 2 | OAKM | HARRIS OAKMARK ETF TRUST | $37.5M | 5.50% | 1.4M | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $34.2M | 5.01% | 256,990 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $27.9M | 4.10% | 117,571 | Added |
| 5 | GLD | SPDR GOLD TR | $27.8M | 4.08% | 64,634 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $27.5M | 4.03% | 85,716 | Added |
| 7 | QQQ | INVESCO QQQ TR | $27.2M | 3.99% | 47,188 | Trimmed |
| 8 | SMH | VANECK ETF TRUST | $24.7M | 3.63% | 64,522 | Added |
| 9 | SPYG | SPDR SERIES TRUST | $22.9M | 3.36% | 234,248 | Added |
| 10 | IWM | ISHARES TR | $22.9M | 3.35% | 92,174 | New |
| 11 | RING | ISHARES INC | $21.1M | 3.09% | 266,651 | Added |
| 12 | DDWM | WISDOMTREE TR | $19.6M | 2.88% | 445,469 | New |
| 13 | XLI | SELECT SECTOR SPDR TR | $18.7M | 2.74% | 115,462 | Added |
| 14 | EMEQ | NOMURA ETF TR | $18.4M | 2.70% | 409,050 | New |
| 15 | XLE | SELECT SECTOR SPDR TR | $17.8M | 2.61% | 290,664 | New |
| 16 | IVE | ISHARES TR | $16.7M | 2.45% | 79,148 | Added |
| 17 | XAR | SPDR SERIES TRUST | $16.7M | 2.44% | 65,645 | Added |
| 18 | WTAI | WISDOMTREE TR | $15.5M | 2.28% | 550,093 | Added |
| 19 | XLC | SELECT SECTOR SPDR TR | $15.3M | 2.24% | 138,034 | Added |
| 20 | XLU | SELECT SECTOR SPDR TR | $14.7M | 2.16% | 320,712 | New |
| 21 | EMHY | ISHARES INC | $13.0M | 1.91% | 330,388 | Added |
| 22 | CVIE | MORGAN STANLEY ETF TRUST | $12.9M | 1.90% | 260,429 | New |
| 23 | AAPL | APPLE INC | $12.6M | 1.85% | 49,689 | Trimmed |
| 24 | EVTR | MORGAN STANLEY ETF TRUST | $12.2M | 1.79% | 240,697 | Trimmed |
| 25 | OPPJ | WISDOMTREE TR | $11.4M | 1.67% | 209,990 | New |
Source: SEC Form 13F filings · as of 2026-03-31