StockDriftsStockDriftsTop 50 Horizons Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 10.26% | 51.6K | $15.4M | +0.46%(+236) | $194.06(+71.52%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.06% | 212.5K | $13.6M | -2.69%(-5.87K) | $45.24(+52.46%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 7.4% | 38.7K | $11.1M | +0.71%(+274) | $55.64(+39.65%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 7.04% | 40.4K | $10.6M | -1.68%(-689) | $197.70(+45.01%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 6.91% | 117.1K | $10.4M | +1.59%(+1.83K) | $96.06(-0.31%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 4.29% | 87.5K | $6.4M | +1.57%(+1.35K) | $76.05(-3.70%) | 2026-03-31 | |
| TIP | ISHARES TIPS BOND ETF | 4.17% | 56.8K | $6.3M | +0.65%(+366) | $116.47(-4.64%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 3.64% | 113.9K | $5.5M | -2.48%(-2.89K) | $50.14(-4.49%) | 2026-03-31 | |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 3.62% | 91.8K | $5.4M | -1.57%(-1.47K) | $52.23(+19.57%) | 2026-03-31 | |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 2.83% | 228.2K | $4.3M | +4.65%(+10.13K) | $18.11(+2.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.08% | +19.36% | — | — | +21.58% |
| Top 20 Holdings Unweighted | +3.44% | +10.69% | — | — | +11.46% |
Horizons Wealth Management reports $152.45M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are VV (10.3%), VEA (9.1%) and VO (7.4%). The top 20 holdings account for 80.55% of reported assets. Its disclosed equity book has returned +19.36% on a three-year cumulative basis. Figures reflect the Q1 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 Horizons Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1943228). View Horizons Wealth Management’s 13F filings on SEC