StockDriftsStockDriftsTop 50 Horizon Family Wealth INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 9.54% | 210.3K | $20.9M | +20.50%(+35.78K) | $99.37(-0.06%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.72% | 170.9K | $14.7M | -12.49%(-24.39K) | $45.39(+96.49%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 6.69% | 320.6K | $14.7M | +1.07%(+3.40K) | $33.62(+43.51%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.07% | 96.7K | $13.3M | -1.38%(-1.35K) | $72.33(+95.80%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 5.05% | 77.9K | $11.1M | -16.41%(-15.30K) | $90.16(+64.97%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 4.57% | 196.5K | $10.0M | +6.39%(+11.80K) | $43.03(+26.19%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.17% | 113.5K | $9.1M | -1.06%(-1.22K) | $61.70(+36.67%) | 2026-06-30 | |
| RZG | INVESCO EXCHANGE TRADED FD T | 2.82% | 85.0K | $6.2M | +0.19%(+162) | $53.58(+30.19%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.6% | 93.8K | $5.7M | +1.13%(+1.05K) | $42.60(+48.86%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.31% | 10.1K | $5.1M | -4.32%(-457) | $421.57(+18.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.38% | +53.58% | — | — | +40.19% |
| Top 20 Holdings Unweighted | +14.22% | +49.00% | — | — | +35.71% |
Horizon Family Wealth INC reports $219.10M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are BILS (9.5%), VUG (6.7%) and GSIE (6.7%). The top 20 holdings account for 68.32% of reported assets. Its disclosed equity book has returned +53.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Horizon Family Wealth INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910660). View Horizon Family Wealth INC’s 13F filings on SEC