Horizons Wealth Management
Horizons Wealth Management is a fee-only Registered Investment Adviser (RIA) based in Asheville, North Carolina. Founded in 2007, the firm manages approximately $219.5 million in assets (as of January 2025) and serves primarily individuals, including both non-high-net-worth and high-net-worth clients, as well as a small number of pension and profit-sharing plans. The team consists of 4 employees, who focus on providing independent financial and investment advice. Horizons Wealth Management emphasizes fiduciary standards and portfolio management for individuals seeking personalized wealth guidance.
Investment Strategy
Horizons Wealth Management provides discretionary portfolio management tailored to individual clients' needs with an emphasis on long-term financial planning. The firm allocates diversified portfolios across equities, fixed income, and other securities based on evidence-based strategies and individual risk tolerance. They serve mainly individuals, delivering customized asset allocation and ongoing financial advice while adhering to fiduciary standards and avoiding conflicts of interest. Their approach prioritizes client education, maintaining discipline in market volatility, and transparent fee arrangements.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD LARGE-CAP ETF | 10.59% | $15.6M | 50,514 | $177.42 | $307.86 | +$923.6K |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.82% | $12.9M | 216,017 | $41.79 | $59.92 | +$949.2K |
V VO | VANGUARD MID-CAP ETF | 7.51% | $11.0M | 37,552 | $202.07 | $293.74 | +$554.0K |
V VNQ | VANGUARD REAL ESTATE ETF | 7.13% | $10.5M | 114,432 | $89.51 | $91.42 | +$479.5K |
V VB | VANGUARD SMALL-CAP ETF | 6.94% | $10.2M | 40,091 | $180.30 | $254.28 | +$702.6K |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | Sold | Put | $611.1K | 24 | $254.63 | $216.75 | -2 | +$77.7K |
G GOOGL | ALPHABET INC CAP STK CL A | — | Put | $461.9K | 19 | $243.10 | $182.99 | 0 | +$127.1K |