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.
Horizons Wealth Management (CIK 1943228) reported $152.5M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($15.4M, 10.11%), VEA ($13.6M, 8.93%), VO ($11.1M, 7.29%), VB ($10.6M, 6.94%), VNQ ($10.4M, 6.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | $15.4M | 10.11% | 51,595 | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $13.6M | 8.93% | 212,549 | Trimmed |
| 3 | VO | VANGUARD MID-CAP ETF | $11.1M | 7.29% | 38,722 | Added |
| 4 | VB | VANGUARD SMALL-CAP ETF | $10.6M | 6.94% | 40,388 | Trimmed |
| 5 | VNQ | VANGUARD REAL ESTATE ETF | $10.4M | 6.81% | 117,118 | Added |
| 6 | BND | VANGUARD TOTAL BOND MARKET ETF | $6.4M | 4.23% | 87,499 | Added |
| 7 | TIP | ISHARES TIPS BOND ETF | $6.3M | 4.11% | 56,764 | Added |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $5.5M | 3.59% | 113,882 | Trimmed |
| 9 | CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $5.4M | 3.57% | 91,840 | Trimmed |
| 10 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $4.3M | 2.79% | 228,195 | Added |
| 11 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $4.2M | 2.74% | 214,225 | Added |
| 12 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $4.1M | 2.71% | 202,139 | Added |
| 13 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $3.9M | 2.54% | 197,215 | Added |
| 14 | BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $3.9M | 2.54% | 231,938 | Trimmed |
| 15 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $3.6M | 2.34% | 216,913 | Added |
| 16 | BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2.8M | 1.81% | 119,356 | Trimmed |
| 17 | BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $2.8M | 1.81% | 123,176 | Added |
| 18 | BLV | VANGUARD LONG-TERM BOND ETF | $2.5M | 1.63% | 36,023 | Added |
| 19 | EFA | ISHARES MSCI EAFE ETF | $2.4M | 1.57% | 24,617 | Added |
| 20 | XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.0M | 1.34% | 50,096 | Trimmed |
| 21 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.7M | 1.11% | 17,094 | Trimmed |
| 22 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1.7M | 1.10% | 33,650 | Added |
| 23 | SCHP | SCHWAB US TIPS ETF | $1.4M | 0.89% | 50,855 | Trimmed |
| 24 | BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $1.3M | 0.88% | 65,043 | Added |
| 25 | AAPL | APPLE INC COM | $1.3M | 0.85% | 5,120 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31