Horizon Wealth Management, LLC 13F Holdings · Q2 2026
Horizon Wealth Management, LLC reported 148 securities worth $784.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BYLD (7.25%), XLK (6.09%), ACWI (5.47%). Among its top 25 positions this quarter: 5 new, 12 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | $56.9M | 7.25% | 2.5M | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $47.8M | 6.09% | 250,751 | Trimmed |
| 3 | ACWI | ISHARES TR | $42.9M | 5.47% | 273,345 | New |
| 4 | XLI | SELECT SECTOR SPDR TR | $42.6M | 5.43% | 230,058 | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $35.4M | 4.51% | 116,737 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $33.9M | 4.32% | 46,062 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $31.7M | 4.04% | 85,605 | Trimmed |
| 8 | XLF | SELECT SECTOR SPDR TR | $30.2M | 3.85% | 562,980 | New |
| 9 | IWM | ISHARES TR | $28.5M | 3.64% | 94,986 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $27.8M | 3.54% | 233,299 | Trimmed |
| 11 | XAGG | MORGAN STANLEY ETF TRUST | $27.6M | 3.52% | 552,439 | Added |
| 12 | SOXX | ISHARES TR | $25.7M | 3.27% | 40,036 | New |
| 13 | EMEQ | NOMURA ETF TR | $25.3M | 3.23% | 347,689 | Trimmed |
| 14 | GLD | SPDR GOLD TR | $24.3M | 3.10% | 65,929 | Added |
| 15 | DDWM | WISDOMTREE TR | $20.4M | 2.60% | 442,514 | Trimmed |
| 16 | IVE | ISHARES TR | $18.6M | 2.37% | 82,004 | Added |
| 17 | XLB | SELECT SECTOR SPDR TR | $17.3M | 2.21% | 340,689 | New |
| 18 | WTAI | WISDOMTREE TR | $17.0M | 2.17% | 358,681 | Trimmed |
| 19 | XLC | SELECT SECTOR SPDR TR | $16.1M | 2.05% | 150,463 | Added |
| 20 | EMHY | ISHARES INC | $14.6M | 1.86% | 359,127 | Added |
| 21 | AAPL | APPLE INC | $14.4M | 1.84% | 49,814 | Added |
| 22 | IGV | ISHARES TR | $13.7M | 1.75% | 151,353 | Added |
| 23 | IBB | ISHARES TR | $11.5M | 1.46% | 60,285 | Added |
| 24 | IFRA | ISHARES TR | $10.6M | 1.35% | 167,863 | New |
| 25 | PULS | PGIM ETF TR | $10.3M | 1.32% | 208,399 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR