account_balance
Investment manager · 13F filer · SEC CIK 1815123
Horizon Wealth Management, LLC
Reported value$794Mas of Sep 30, 2026
Positions157 25 new, 16 sold out
Top 10 weight42.5%XLK alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
6.2%
WTVWisdomtree Tr
5.3%New
QQQInvesco QQQ Tr
5.2%Added +21%
BYLDiShares Tr
4.6%Trimmed −32%
QQQMInvesco Exch Traded Fd Tr II
4.5%
VTIVanguard Index FDS
4.0%
SPYGSPDR Series Trust
3.6%
GLDSPDR Gold Trust
3.3%Added +3%
EMEQNomura ETF Tr
2.9%
XLCSelect Sector SPDR Tr
2.8%Added +34%
GCCWisdomtree Tr
2.8%New
XLFSelect Sector SPDR Tr
2.7%
XLKSelect Sector SPDR Tr
6.2%
WTVWisdomtree Tr
5.3%
QQQInvesco QQQ Tr
5.2%
BYLDiShares Tr
4.6%
QQQMInvesco Exch Traded Fd Tr II
4.5%
VTIVanguard Index FDS
4.0%
SPYGSPDR Series Trust
3.6%
GLDSPDR Gold Trust
3.3%
EMEQNomura ETF Tr
2.9%
XLC2.8%
GCC2.8%
XLF2.7%
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
XLK Select Sector SPDR Tr 6.2% Held
WTV Wisdomtree Tr 5.3% New
QQQ Invesco QQQ Tr 5.2% Added +21%
BYLD iShares Tr 4.6% Trimmed −32%
QQQM Invesco Exch Traded Fd Tr II 4.5% Held
VTI Vanguard Index FDS 4.0% Held
SPYG SPDR Series Trust 3.6% Held
GLD SPDR Gold Trust 3.3% Added +3%EMEQ Nomura ETF Tr 2.9% Held
XLC Select Sector SPDR Tr 2.8% Added +34%
GCC Wisdomtree Tr 2.8% New
XLF Select Sector SPDR Tr 2.7% Trimmed −28%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- WTV $42.4M
- GCC $22.1M
- HFXI $20.9M
- FWD $18.4M
arrow_upwardAdded
- SMH +579%
- SJNK +177%
- RING +95%
- IBB +49%
arrow_downwardTrimmed
- XLI −63%
- XAGG −42%
- BYLD −32%
- XLF −28%
remove_circleSold out
- ACWI $42.9M
- SOXX $25.7M
- DDWM $20.4M
- XLB $17.3M
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