Horizons Wealth Management - Portfolio overview

Horizons Wealth Management has 175 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD LARGE-CAP ETF, 9.90%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 8.75%
3. VO - VANGUARD MID-CAP ETF, 7.14%

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

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