account_balance
Investment manager · 13F filer · SEC CIK 1799006
Horizon Advisory Services, Inc.
Reported value$264Mas of Sep 30, 2026
Positions49 4 new, 4 sold out
Top 10 weight94.4%FTCE alone is 19%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTCEFirst Tr Exchange Traded Fd
19.3%
HGERHarbor ETF Trust
15.3%
RDVYFirst Tr Exchange Traded Fd
15.1%Trimmed −2%
JEPIJ P Morgan Exchange Traded F
14.0%
SGRWHarbor ETF Trust
8.6%New
IBTIiShares Tr
7.9%Added +3%
IBTKiShares Tr
7.8%New
IEMGiShares Inc
5.5%
JSMD
QXOFTCEFirst Tr Exchange Traded Fd
19.3%
HGERHarbor ETF Trust
15.3%
RDVYFirst Tr Exchange Traded Fd
15.1%Trimmed −2%
JEPIJ P Morgan Exchange Traded F
14.0%
SGRWHarbor ETF Trust
8.6%
IBTIiShares Tr
7.9%
IBTKiShares Tr
7.8%
IEMGiShares Inc
5.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTCE First Tr Exchange Traded Fd 19.3% Held
HGER Harbor ETF Trust 15.3% Held
RDVY First Tr Exchange Traded Fd 15.1% Trimmed −2%
JEPI J P Morgan Exchange Traded F 14.0% Held
SGRW Harbor ETF Trust 8.6% New
IBTI iShares Tr 7.9% Added +3%
IBTK iShares Tr 7.8% New
IEMG iShares Inc 5.5% Held
NBTB NBT Bancorp Inc 0.7% HeldSDVY First Tr Exchange Traded Fd 0.4% Added +4%
JSMD Janus Detroit STR Tr 0.3% Added +6%
QXO QXO, Inc. 0.3% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.