account_balance
Investment manager · 13F filer · SEC CIK 1943228
Horizons Wealth Management
Follow Horizons Wealth Management
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$158Mas of Sep 30, 2026
Positions162 9 new, 13 sold out
Top 10 weight60.4%VV alone is 11%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Morningstar Large-Cap ETF
11.1%Trimmed −3%
VEAVanguard Ftse Developed Markets ETF
9.6%
VOVanguard Morningstar Mid-Cap ETF
7.8%Added +305%
VBVanguard Morningstar Small-Cap ETF
7.2%
VNQVanguard Real Estate ETF
6.9%Added +4%
BNDVanguard Total Bond Market ETF
4.1%Added +7%
TIPiShares Tips Bond ETF
3.9%Added +4%
CMDYiShares Bloomberg Roll Select Commodity Strategy ETF
3.6%Trimmed −2%
BNDXVanguard Total International Bond ETF
3.5%Added +4%
BSCTInvesco Bulletshares 2029 Corporate Bond ETF
2.7%
BSCSInvesco Bulletshares 2028 Corporate Bond ETF
2.7%+3%
BSCRInvesco Bulletshares 2027 Corporate Bond ETF
2.5%+4%
VVVanguard Morningstar Large-Cap ETF
11.1%Trimmed −3%
VEAVanguard Ftse Developed Markets ETF
9.6%
VOVanguard Morningstar Mid-Cap ETF
7.8%
VBVanguard Morningstar Small-Cap ETF
7.2%
VNQVanguard Real Estate ETF
6.9%Added +4%
BNDVanguard Total Bond Market ETF
4.1%
TIPiShares Tips Bond ETF
3.9%
CMDYiShares Bloomberg Roll Select Commodity Strategy ETF
3.6%
BNDX3.5%
BSCT
BSCS
BSCR
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
VV Vanguard Morningstar Large-Cap ETF 11.1% Trimmed −3%
VEA Vanguard Ftse Developed Markets ETF 9.6% Held
VO Vanguard Morningstar Mid-Cap ETF 7.8% Added +305%
VB Vanguard Morningstar Small-Cap ETF 7.2% Held
VNQ Vanguard Real Estate ETF 6.9% Added +4%
BND Vanguard Total Bond Market ETF 4.1% Added +7%
TIP iShares Tips Bond ETF 3.9% Added +4%
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF 3.6% Trimmed −2%
BNDX Vanguard Total International Bond ETF 3.5% Added +4%
BSCT Invesco Bulletshares 2029 Corporate Bond ETF 2.7% Held
BSCS Invesco Bulletshares 2028 Corporate Bond ETF 2.7% Added +3%
BSCR Invesco Bulletshares 2027 Corporate Bond ETF 2.5% Added +4%
What changed
Biggest moves since Mar 31, 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.