Horizon Family Wealth, Inc. Top Holdings and 13F Report (2026) About Horizon Family Wealth, Inc.Investment ActivityHorizon Family Wealth, Inc. has $189.27 million in total holdings as of March 31, 2026.Horizon Family Wealth, Inc. owns shares of 88 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.29% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, Horizon Family Wealth, Inc. has purchased 83 new stocks and bought additional shares in 41 stocks.Horizon Family Wealth, Inc. sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg 3-12 Month T-Bill ETF $17,355,122Vanguard Growth ETF $14,214,000Goldman Sachs ActiveBeta International Equity ETF $13,681,194Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $11,665,006iShares S&P 500 Growth ETF $11,087,934 Largest New Holdings this Quarter 464286772 - iShares MSCI South Korea ETF $497,575 HoldingG0176J109 - Allegion $459,994 Holding46138J510 - Invesco BulletShares 2026 Municipal Bond ETF $426,277 Holding922908538 - Vanguard Mid-Cap Growth ETF $328,533 Holding573874104 - Marvell Technology $321,421 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 93,268 shares (about $4.33M)SPDR Bloomberg 3-12 Month T-Bill ETF 28,603 shares (about $2.84M)iShares Morningstar Mid-Cap Growth ETF 13,231 shares (about $1.04M)Invesco S&P SmallCap 600 Pure Growth ETF 12,230 shares (about $696.62K)Invesco S&P 500 Quality ETF 7,863 shares (about $591.21K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 41,850 shares (about $5.24M)Goldman Sachs ActiveBeta International Equity ETF 22,924 shares (about $988.71K)Vanguard Mid-Cap ETF 1,204 shares (about $345.76K)Taiwan Semiconductor Manufacturing 953 shares (about $322.04K)LAM RESEARCH CORP 1,336 shares (about $285.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizon Family Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSSPDR Bloomberg 3-12 Month T-Bill ETF$17,355,122$2,844,275 â–²19.6%174,5299.2%ETFVUGVanguard Growth ETF$14,214,000$181,704 â–¼-1.3%32,5427.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$13,681,194$988,713 â–¼-6.7%317,2087.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$11,665,006$5,236,696 â–¼-31.0%93,2236.2%ETFIVWiShares S&P 500 Growth ETF$11,087,934$111,753 â–¼-1.0%98,0285.9%ETFPVALPutnam Focused Large Cap Value ETF$8,568,363$4,327,635 â–²102.0%184,6634.5%ETFVOVanguard Mid-Cap ETF$8,233,882$345,759 â–¼-4.0%28,6724.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,249,077$167,080 â–¼-3.1%92,7732.8%ETFBRK.BBerkshire Hathaway$5,074,728$138,489 â–²2.8%10,5902.7%FinanceRZGInvesco S&P SmallCap 600 Pure Growth ETF$4,832,165$696,624 â–²16.8%84,8342.6%ETFINTFiShares International Equity Factor ETF$4,336,523$95,413 â–¼-2.2%111,3072.3%ETF2023 ETF SERIES TRUST$4,084,171$96,579 â–²2.4%99,0822.2%BRANDES INTERNATINVESCO EXCH TRADED FD TR II$3,653,046$75,500 â–¼-2.0%105,5761.9%S&P 500 HIGH DIVPWVInvesco Large Cap Value ETF$3,650,295$17,776 â–²0.5%52,3641.9%ETFVBVanguard Small-Cap ETF$3,334,815$14,406 â–²0.4%12,7321.8%ETFBBINJPMorgan BetaBuilders International Equity ETF$3,283,031$19,084 â–²0.6%44,8991.7%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$3,200,706$1,042,195 â–²48.3%40,6341.7%ETFJSMLSmall Cap Growth Alpha ETF$3,135,365$35,155 â–¼-1.1%44,7721.7%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,858,087$152,840 â–²5.6%28,4051.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,481,058$406,765 â–²19.6%24,6481.3%ETFXMHQInvesco S&P MidCap Quality ETF$2,470,450$5,582 â–²0.2%23,8991.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,442,302$334,285 â–²15.9%51,0621.3%FinanceVFHVanguard Financials ETF$2,419,373$5,799 â–¼-0.2%20,0261.3%ETFCARILLON SER TR$2,408,346$60,321 â–¼-2.4%96,6191.3%RJ EAGLE VERTICANVDANVIDIA$1,958,609$113,540 â–¼-5.5%11,2301.0%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$1,874,801$25,296 â–¼-1.3%38,6881.0%ManufacturingAAPLApple$1,781,137$158,092 â–¼-8.2%7,0190.9%Computer and TechnologyGOOGLAlphabet$1,771,934$54,349 â–²3.2%6,1620.9%Computer and TechnologyVOOVanguard S&P 500 ETF$1,736,421$65,131 â–¼-3.6%2,9060.9%ETFDISWalt Disney$1,728,426$59,853 â–²3.6%17,9330.9%Consumer DiscretionarySPHQInvesco S&P 500 Quality ETF$1,578,808$591,207 â–²59.9%20,9980.8%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$1,578,721$462 â–²0.0%10,2420.8%ETFXLUUtilities Select Sector SPDR Fund$1,445,408$33,821 â–²2.4%31,4970.8%ETFXLKTechnology Select Sector SPDR Fund$1,434,586$1,728 â–¼-0.1%10,7940.8%ETFAXPAmerican Express$1,059,798$413,152 â–²63.9%3,5040.6%FinanceDINTDavis Select International ETF$1,057,189$386,363 â–²57.6%39,2790.6%ETFAMZNAmazon.com$1,015,941$27,700 â–¼-2.7%4,8780.5%Retail/WholesaleCBOECboe Global Markets$975,636$129,860 â–²15.4%3,4710.5%Financial ServicesXLVHealth Care Select Sector SPDR Fund$964,042$3,812 â–²0.4%6,5760.5%ETFCARILLON SER TR$867,740$64,207 â–²8.0%34,2870.5%RJ EAGLE MUNICIPAVGOBroadcom$844,313$21,974 â–²2.7%2,7280.4%Computer and TechnologyGSThe Goldman Sachs Group$842,923$37,238 â–¼-4.2%9960.4%FinanceTSMTaiwan Semiconductor Manufacturing$786,015$322,043 â–¼-29.1%2,3260.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$785,2300.0%6,3170.4%ETFQDFFlexShares Quality Dividend Index Fund$760,820$1,898 â–²0.3%9,6200.4%ETFLAM RESEARCH CORP$731,967$285,437 â–¼-28.1%3,4260.4%COM NEWVRTVertiv$695,960$144,856 â–¼-17.2%2,7770.4%Computer and TechnologyKOCocaCola$687,878$118,791 â–¼-14.7%9,0450.4%Consumer StaplesKRESPDR S&P Regional Banking ETF$666,714$9,772 â–¼-1.4%10,2340.4%ETFMSFTMicrosoft$636,519$66,242 â–¼-9.4%1,7200.3%Computer and TechnologyINGRIngredion$623,026$240,535 â–²62.9%5,5300.3%Consumer StaplesUBERUber Technologies$589,610$14,314 â–¼-2.4%8,1970.3%Computer and TechnologyJPMJPMorgan Chase & Co.$583,078$2,353 â–²0.4%1,9820.3%FinanceUNPUnion Pacific$580,815$294,775 â–²103.1%2,3940.3%TransportationVGITVanguard Intermediate-Term Treasury ETF$559,433$81,110 â–²17.0%9,3940.3%ETFIDViShares International Select Dividend ETF$557,719$5,490 â–²1.0%13,1040.3%ETFTMUST-Mobile US$502,003$27,306 â–²5.8%2,3900.3%Computer and TechnologyEWYiShares MSCI South Korea ETF$497,575$497,575 â–²New Holding4,0450.3%ETFVISVanguard Industrials ETF$496,934$2,185 â–²0.4%1,5920.3%ETFWALMART INC$494,195$70,848 â–¼-12.5%3,9760.3%COMAEPAmerican Electric Power$493,381$98,335 â–²24.9%3,7630.3%UtilitiesGTLSChart Industries$465,395$27,084 â–¼-5.5%2,2510.2%IndustrialsEFAViShares MSCI EAFE Min Vol Factor ETF$464,7990.0%5,0870.2%ETFALLEAllegion$459,994$459,994 â–²New Holding3,1670.2%IndustrialsHCAHCA Healthcare$450,902$8,043 â–²1.8%9530.2%MedicalCCKCrown$445,690$244,297 â–²121.3%4,4460.2%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$436,728$55,737 â–¼-11.3%5,2890.2%ManufacturingASMLASML$427,394$1,323 â–¼-0.3%3230.2%Computer and TechnologyBSMQInvesco BulletShares 2026 Municipal Bond ETF$426,277$426,277 â–²New Holding18,0430.2%ETFINTUIntuit$413,718$3,891 â–²0.9%9570.2%Computer and TechnologyIYGiShares U.S. Financial Services ETF$403,044$12,510 â–²3.2%4,8650.2%ETFCEGConstellation Energy$389,547$55,011 â–¼-12.4%1,3950.2%EnergyCRSCarpenter Technology$377,747$84,776 â–¼-18.3%9580.2%Basic MaterialsDEDeere & Company$361,2140.0%6410.2%IndustrialsVOTVanguard Mid-Cap Growth ETF$328,533$328,533 â–²New Holding1,2770.2%ETFPANWPalo Alto Networks$323,045$44,088 â–²15.8%2,0150.2%Computer and TechnologyMRVLMarvell Technology$321,421$321,421 â–²New Holding3,2450.2%Computer and TechnologyPWBInvesco Large Cap Growth ETF$306,9100.0%2,4370.2%ETFTTTrane Technologies$304,738$417 â–¼-0.1%7310.2%ConstructionMETAMeta Platforms$292,129$2,287 â–²0.8%5110.2%Computer and TechnologyIMFLInvesco International Developed Dynamic Multifactor ETF$288,9360.0%9,1320.2%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$269,353$269,353 â–²New Holding5,3390.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$257,258$22,840 â–²9.7%5,0460.1%ETFBSXBoston Scientific$238,074$1,506 â–²0.6%3,7940.1%MedicalEOGEOG Resources$224,972$224,972 â–²New Holding1,5560.1%EnergyGOOGAlphabet$214,1770.0%7470.1%Computer and TechnologyPEPPepsiCo$209,394$209,394 â–²New Holding1,3480.1%Consumer StaplesPGProcter & Gamble$206,984$289 â–¼-0.1%1,4330.1%Consumer StaplesASTRAZENECA PLC$0$388,873 â–¼-100.0%00.0%SPONSORED ADRKBWBInvesco KBW Bank ETF$0$239,681 â–¼-100.0%00.0%ManufacturingTSLATesla$0$224,860 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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