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Horizon Wealth Management, LLC
Horizon Wealth Management LLC is a financial management firm that provides investment services to high net worth individuals and others. It focuses on discretionary investments and maintains a diverse portfolio across various sectors.
Investment Strategy
Diversified portfolio across sectors including technology and precious metals
Latest 13F Filing Activity
Horizon Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $569M. The fund increased holdings in Pgim Etf TR, Ishares TR, Harris Oakmark Etf Trust among other positions. Horizon Wealth Management, LLC reduced exposure to SPDR Series Trust, SPDR Series Trust, Ishares TR among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 12.62% | $71.9M | 130,271 | $464.38 | $551.64 | +$11.2M |
P PULS | PGIM ETF TR | 10.98% | $62.5M | 1,255,960 | $49.76 | $49.76 | +$62.5M |
D DGRW | WISDOMTREE TR | 9.82% | $55.9M | 667,745 | $80.66 | $83.74 | +$2.7M |
I IVV | ISHARES TR | 7.73% | $44.0M | 70,932 | $620.13 | $620.90 | +$43.1M |
O OAKM | HARRIS OAKMARK ETF TRUST | 6.61% | $37.7M | 1,466,663 | $25.68 | $25.68 | +$37.7M |
Industry Allocation
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