Horizon Wealth Management, LLC - Portfolio overview
Horizon Wealth Management, LLC has 156 reported holdings in this dataset, with the latest filing dated 2026-04-24.
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
- BYLD - ISHARES TR, 6.68%
- RSPT - INVESCO EXCHANGE TRADED FD T, 6.26%
- OAKM - HARRIS OAKMARK ETF TRUST, 4.83%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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