Horizons Wealth Management Top Holdings and 13F Report (2026) About Horizons Wealth ManagementInvestment ActivityHorizons Wealth Management has $152.45 million in total holdings as of March 31, 2026.Horizons Wealth Management owns shares of 166 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Horizons Wealth Management has purchased 165 new stocks and bought additional shares in 20 stocks.Horizons Wealth Management sold shares of 35 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $15,419,166Vanguard FTSE Developed Markets ETF $13,620,140Vanguard Mid-Cap ETF $11,120,184Vanguard Small-Cap ETF $10,578,425Vanguard Real Estate ETF $10,388,360 Largest New Holdings this Quarter 22160K105 - Costco Wholesale $24,911 Holding091749101 - BITWISE 10 CRYPTO INDEX ETF $24,891 Holding74316P579 - AKRE Focus ETF $2,114 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 2,211 shares (about $214.75K)Invesco BulletShares 2028 Corporate Bond ETF 9,761 shares (about $199.35K)Invesco BulletShares 2029 Corporate Bond ETF 10,131 shares (about $189.05K)Vanguard Real Estate ETF 1,832 shares (about $162.50K)iShares Core International Aggregate Bond ETF 3,231 shares (about $161.68K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 5,873 shares (about $376.34K)Berkshire Hathaway 475 shares (about $227.62K)Vanguard Small-Cap ETF 689 shares (about $180.46K)iShares ESG Aware MSCI USA ETF 1,117 shares (about $157.97K)Vanguard Total International Bond ETF 2,892 shares (about $138.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizons Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$15,419,166$70,529 â–²0.5%51,59510.1%ETFVEAVanguard FTSE Developed Markets ETF$13,620,140$376,342 â–¼-2.7%212,5498.9%ETFVOVanguard Mid-Cap ETF$11,120,184$78,687 â–²0.7%38,7227.3%ETFVBVanguard Small-Cap ETF$10,578,425$180,463 â–¼-1.7%40,3886.9%ETFVNQVanguard Real Estate ETF$10,388,360$162,498 â–²1.6%117,1186.8%ETFBNDVanguard Total Bond Market ETF$6,443,426$99,561 â–²1.6%87,4994.2%ETFTIPiShares TIPS Bond ETF$6,264,484$40,392 â–²0.6%56,7644.1%ETFBNDXVanguard Total International Bond ETF$5,472,023$138,960 â–¼-2.5%113,8823.6%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$5,443,759$87,074 â–¼-1.6%91,8403.6%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,258,210$189,049 â–²4.6%228,1952.8%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,183,814$125,383 â–²3.1%214,2252.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$4,128,285$199,349 â–²5.1%202,1392.7%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,877,795$17,990 â–¼-0.5%231,9382.5%ManufacturingBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,870,345$149,798 â–²4.0%197,2152.5%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$3,570,388$10,156 â–²0.3%216,9132.3%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$2,766,076$26,280 â–¼-0.9%119,3561.8%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$2,754,832$24,579 â–²0.9%123,1761.8%ETFBLVVanguard Long-Term Bond ETF$2,477,662$9,492 â–²0.4%36,0231.6%ETFEFAiShares MSCI EAFE ETF$2,391,049$214,754 â–²9.9%24,6171.6%FinanceXLREReal Estate Select Sector SPDR Fund$2,045,420$26,213 â–¼-1.3%50,0961.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,696,921$7,545 â–¼-0.4%17,0941.1%FinanceIAGGiShares Core International Aggregate Bond ETF$1,683,846$161,679 â–²10.6%33,6501.1%ETFSCHPSchwab U.S. TIPS ETF$1,353,252$16,392 â–¼-1.2%50,8550.9%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,339,099$66,293 â–²5.2%65,0430.9%ETFAAPLApple$1,299,4050.0%5,1200.9%Computer and TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,202,877$6,393 â–¼-0.5%52,4930.8%ManufacturingGOOGLAlphabet$1,187,623$38,821 â–¼-3.2%4,1300.8%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$1,148,533$19,097 â–²1.7%51,5430.8%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,061,432$23,686 â–²2.3%47,3220.7%ManufacturingQQQInvesco QQQ$1,021,609$1,154 â–¼-0.1%1,7700.7%FinanceIJRiShares Core S&P Small-Cap ETF$825,543$622 â–¼-0.1%6,6410.5%ETFVTEBVanguard Tax-Exempt Bond ETF$816,4500.0%16,3650.5%ETFIVViShares Core S&P 500 ETF$804,670$3,266 â–¼-0.4%1,2320.5%ETFICFiShares Select U.S. REIT ETF$746,765$117,282 â–¼-13.6%12,0660.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$728,473$47,605 â–²7.0%16,3890.5%ETFRSPInvesco S&P 500 Equal Weight ETF$675,3660.0%3,5190.4%ETFIJHiShares Core S&P Mid-Cap ETF$640,725$13,236 â–¼-2.0%9,4880.4%ETFPRIMORIS SVCS CORP COM$568,7270.0%3,9760.4%StockVTIVanguard Total Stock Market ETF$568,4750.0%1,7720.4%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$556,1110.0%25,4940.4%ManufacturingBSMQInvesco BulletShares 2026 Municipal Bond ETF$540,1380.0%22,8630.4%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$537,445$967 â–²0.2%23,3430.4%ETFVOOVanguard S&P 500 ETF$504,342$10,756 â–¼-2.1%8440.3%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$503,8620.0%21,5370.3%ETFBRK.BBerkshire Hathaway$475,846$227,620 â–¼-32.4%9930.3%FinanceVWOVanguard FTSE Emerging Markets ETF$451,804$20,539 â–¼-4.3%8,3590.3%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$416,7360.0%17,6180.3%ETFIWFiShares Russell 1000 Growth ETF$312,1250.0%7320.2%ETFLLYEli Lilly and Company$310,8820.0%3380.2%MedicalAMZNAmazon.com$304,4910.0%1,4620.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$293,4540.0%4,2070.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$273,354$25,379 â–²10.2%11,2770.2%ETFBSMVInvesco BulletShares 2031 Municipal Bond ETF$263,1960.0%12,6050.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$258,956$28,579 â–¼-9.9%10,6830.2%ETFSCHASchwab US Small-Cap ETF$244,5630.0%8,4100.2%ETFTRVTravelers Companies$236,8440.0%8120.2%FinanceNVDANVIDIA$230,2080.0%1,3200.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$204,961$9,917 â–¼-4.6%2,1080.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$183,929$28,637 â–¼-13.5%3,7060.1%ETFMSFTMicrosoft$180,643$19,619 â–¼-9.8%4880.1%Computer and TechnologyCATCaterpillar$176,4070.0%2490.1%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$174,698$4,399 â–¼-2.5%1,8270.1%ManufacturingIAUiShares Gold Trust$155,162$14,017 â–¼-8.3%1,7600.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$144,002$2,395 â–¼-1.6%1,7440.1%ManufacturingHYLBXtrackers USD High Yield Corporate Bond ETF$130,3570.0%3,6050.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$127,941$8,508 â–¼-6.2%2,7670.1%ETFVOOVVanguard S&P 500 Value ETF$126,6570.0%6220.1%ETFSDYSPDR S&P Dividend ETF$124,0490.0%8500.1%ETFESGUiShares ESG Aware MSCI USA ETF$123,601$157,966 â–¼-56.1%8740.1%ManufacturingIWMiShares Russell 2000 ETF$123,0080.0%4960.1%FinanceBACBank of America$121,6800.0%2,4960.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$110,567$1,965 â–¼-1.7%1,0690.1%ETFGOOGAlphabet$109,0070.0%3800.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$101,1490.0%1640.1%ETFARISTA NETWORKS INC COM SHS$98,2240.0%8000.1%StockCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$97,733$8,379 â–¼-7.9%1,3180.1%ManufacturingLOWLowe's Companies$96,1660.0%4070.1%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$94,698$26,566 â–¼-21.9%2,0140.1%ETFCBChubb$91,9120.0%2820.1%FinanceEZMWisdomTree U.S. MidCap Fund$82,8820.0%1,2330.1%FinanceBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$82,6200.0%3,8100.1%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$82,594$57,393 â–¼-41.0%1,7370.1%ETFVEUVanguard FTSE All-World ex-US ETF$76,1510.0%1,0140.0%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$75,5580.0%3,5920.0%ETFRFGInvesco S&P MidCap 400 Pure Growth ETF$73,9420.0%1,3490.0%ETFHDHome Depot$67,4220.0%2050.0%Retail/WholesaleMDYGSPDR S&P 400 Mid Cap Growth ETF$62,1820.0%6480.0%ETFIWBiShares Russell 1000 ETF$60,6150.0%1700.0%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$60,1590.0%1,2990.0%ETFISHARES BITCOIN TRUST ETF$59,6660.0%1,5530.0%ETFDEDeere & Company$59,1470.0%1050.0%IndustrialsIDXXIDEXX Laboratories$56,1890.0%1000.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$54,5790.0%4260.0%ETFDVYiShares Select Dividend ETF$54,5080.0%3600.0%ETFITAiShares U.S. Aerospace & Defense ETF$54,0310.0%2470.0%ETFVGTVanguard Information Technology ETF$53,7240.0%770.0%ETFVOTVanguard Mid-Cap Growth ETF$50,1830.0%1950.0%ETFEESWisdomTree U.S. SmallCap Fund$48,2970.0%8320.0%FinanceVIGVanguard Dividend Appreciation ETF$47,7430.0%2220.0%ETFIWViShares Russell 3000 ETF$45,2230.0%1220.0%ETFShowing 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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