Horizon Family Wealth, Inc. - Portfolio overview

Horizon Family Wealth, Inc. has 93 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BILS - SPDR SERIES TRUST, 9.42%
2. VUG - VANGUARD INDEX FDS, 7.72%
3. GSIE - GOLDMAN SACHS ETF TR, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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