Horizon Wealth Management, LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$644.1M

Holdings

127

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (127 positions)

StockValue
PYLDPIMCO ETF TR
$59.2M
XLKSELECT SECTOR SPDR TR
$55.5M
GQINATIXIS ETF TR
$49.2M
DYNFBLACKROCK ETF TRUST
$44.7M
NDQINVESCO QQQ TR
$44.2M
EVTRMORGAN STANLEY ETF TRUST
$30.9M
QGRWWISDOMTREE TR
$30.2M
QQQMINVESCO EXCH TRADED FD TR II
$28.4M
VTIVANGUARD INDEX FDS
$27.2M
SPYGSPDR SERIES TRUST
$23.7M
GQ9SPDR GOLD TR
$17.6M
IVEISHARES TR
$15.6M
WTAIWISDOMTREE TR
$15.4M
RINGISHARES INC
$15.2M
SMHVANECK ETF TRUST
$14.7M
AAPLAPPLE INC
$13.7M
EMHYISHARES INC
$10.4M
PULSPGIM ETF TR
$9.7M
IBBISHARES TR
$9.2M
HYGISHARES TR
$9.2M
NVDANVIDIA CORPORATION
$7.0M
COINCOINBASE GLOBAL INC
$6.9M
SPYMSPDR SERIES TRUST
$6.2M
MSFTMICROSOFT CORP
$5.2M
RSPINVESCO EXCHANGE TRADED FD T
$5.2M
XARSPDR SERIES TRUST
$5.2M
SLVPISHARES INC
$5.1M
IPKWINVESCO EXCH TRADED FD TR II
$4.6M
SPYSPDR S&P 500 ETF TR
$4.2M
CARZFIRST TR EXCHANGE TRADED FD
$4.2M
AMZNAMAZON COM INC
$3.9M
MEARISHARES U S ETF TR
$3.2M
BABOEING CO
$2.2M
TSLATESLA INC
$2.1M
DISDISNEY WALT CO
$1.9M
GOOGALPHABET INC
$1.9M
JPMJPMORGAN CHASE & CO.
$1.7M
LRGGNOMURA ETF TR
$1.5M
QUALISHARES TR
$1.4M
IWDISHARES TR
$1.4M
VIGVANGUARD SPECIALIZED FUNDS
$1.4M
ONEYSPDR SERIES TRUST
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
CATCATERPILLAR INC
$1.3M
METAMETA PLATFORMS INC
$1.2M
IVVISHARES TR
$1.2M
EFVISHARES TR
$1.2M
XLGINVESCO EXCHANGE TRADED FD T
$1.1M
IEMGISHARES INC
$1.1M
GOOGLALPHABET INC
$1.0M
YEARAB ACTIVE ETFS INC
$961K
TAT&T INC
$944K
BAIBLACKROCK ETF TRUST
$899K
ABBVABBVIE INC
$852K
DGRWWISDOMTREE TR
$829K
IBMINTERNATIONAL BUSINESS MACHS
$800K
AXPAMERICAN EXPRESS CO
$791K
TJXTJX COS INC NEW
$750K
GEGE AEROSPACE
$725K
SJNKSPDR SERIES TRUST
$719K
XLCSELECT SECTOR SPDR TR
$668K
AQLTISHARES TR
$622K
QLDPROSHARES TR
$620K
USMVISHARES TR
$612K
0DFCDIREXION SHS ETF TR
$608K
SPSMSPDR SERIES TRUST
$593K
NFLXNETFLIX INC
$576K
IVWISHARES TR
$574K
BACVERIZON COMMUNICATIONS INC
$563K
ARKKARK ETF TR
$551K
MCDMCDONALDS CORP
$550K
XOMEXXON MOBIL CORP
$514K
ORCLORACLE CORP
$511K
OAKMHARRIS OAKMARK ETF TRUST
$501K
JQUAJ P MORGAN EXCHANGE TRADED F
$499K
NEENEXTERA ENERGY INC
$496K
DONSPDR DOW JONES INDL AVERAGE
$489K
CVXCHEVRON CORP NEW
$478K
DHRDANAHER CORPORATION
$438K
DWDMORGAN STANLEY
$437K
VTVVANGUARD INDEX FDS
$431K
XYLDGLOBAL X FDS
$425K
ABTABBOTT LABS
$418K
KOCOCA COLA CO
$416K
AMGNAMGEN INC
$416K
INTCINTEL CORP
$410K
SUSLISHARES TR
$408K
SYKSTRYKER CORPORATION
$378K
CEGCONSTELLATION ENERGY CORP
$376K
DFACDIMENSIONAL ETF TRUST
$375K
ITOTISHARES TR
$372K
GEVGE VERNOVA INC
$369K
WMTWALMART INC
$363K
VVISA INC
$343K
EZBCFRANKLIN TEMPLETON DIGITAL H
$334K
JNJJOHNSON & JOHNSON
$326K
XLYSELECT SECTOR SPDR TR
$325K
NVSNNOVARTIS AG
$324K
ALSALLSTATE CORP
$320K
XLISELECT SECTOR SPDR TR
$307K
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