StockDriftsStockDriftsTop 50 Horizon Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | 7.25% | 2.51M | $56.9M | +9.17%(+210.91K) | $22.64(-1.29%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 6.09% | 250.8K | $47.8M | -2.43%(-6.24K) | $119.66(+59.39%) | 2026-06-30 | |
| ACWI | ISHARES TR | 5.47% | 273.3K | $42.9M | new | $145.58(+11.54%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 5.43% | 230.1K | $42.6M | +99.25%(+114.60K) | $164.31(+14.02%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.51% | 116.7K | $35.4M | -0.71%(-834) | $226.83(+32.89%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.32% | 46.1K | $33.9M | -2.39%(-1.13K) | $478.40(+53.12%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.04% | 85.6K | $31.7M | -0.13%(-111) | $236.85(+61.86%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 3.85% | 563.0K | $30.2M | new | $50.90(+14.17%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.64% | 95.0K | $28.5M | +3.05%(+2.81K) | $239.82(+26.66%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.54% | 233.3K | $27.8M | -0.41%(-949) | $62.27(+97.32%) | 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 | +18.08% | +64.65% | — | — | +39.67% |
| Top 20 Holdings Unweighted | +21.02% | +77.23% | — | — | +50.68% |
Horizon Wealth Management, LLC reports $784.54M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are BYLD (7.3%), XLK (6.1%) and ACWI (5.5%). The top 20 holdings account for 74.52% of reported assets. Its disclosed equity book has returned +64.65% 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 Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1815123). View Horizon Wealth Management, LLC’s 13F filings on SEC