account_balance
Investment manager · 13F filer · SEC CIK 1910660
Horizon Family Wealth, Inc.
Reported value$219Mas of Jun 30, 2026
Positions93 6 new, 1 sold out
Top 10 weight50.5%BILS alone is 10%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BILSSPDR Series Trust
9.5%Added +21%
VUGVanguard Index FDS
6.7%Trimmed −12%
GSIEGoldman Sachs ETF Tr
6.7%
IVWiShares Tr
6.1%
GSLCGoldman Sachs ETF Tr
5.0%Trimmed −16%
PVALPutnam ETF Trust
4.6%Added +6%
VOVanguard Index FDS
4.2%
RZGInvesco Exchange Traded Fd T
2.8%
SPYVSPDR Series Trust
2.6%
BRK-BBerkshire Hathaway Inc
2.3%−4%
INTFiShares Tr
2.1%
BINV2023 ETF Series Trust
2.0%+7%
BILSSPDR Series Trust
9.5%Added +21%
VUGVanguard Index FDS
6.7%Trimmed −12%
GSIEGoldman Sachs ETF Tr
6.7%
IVWiShares Tr
6.1%
GSLCGoldman Sachs ETF Tr
5.0%−16%
PVALPutnam ETF Trust
4.6%
VOVanguard Index FDS
4.2%
RZG2.8%
SPYV
BRK-BINTF
BINV
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
BILS SPDR Series Trust 9.5% Added +21%
VUG Vanguard Index FDS 6.7% Trimmed −12%
GSIE Goldman Sachs ETF Tr 6.7% Held
IVW iShares Tr 6.1% Held
GSLC Goldman Sachs ETF Tr 5.0% Trimmed −16%
PVAL Putnam ETF Trust 4.6% Added +6%
VO Vanguard Index FDS 4.2% Held
RZG Invesco Exchange Traded Fd T 2.8% Held
SPYV SPDR Series Trust 2.6% Held
BRK-B Berkshire Hathaway Inc 2.3% Trimmed −4%INTF iShares Tr 2.1% Held
BINV 2023 ETF Series Trust 2.0% Added +7%
What changed
Biggest moves since Mar 31, 2026
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