StockDriftsStockDriftsTop 50 Horizons Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | 11.1% | 49.9K | $17.6M | new | $194.06(+82.08%) | 2026-09-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.57% | 214.4K | $15.1M | new | $45.47(+52.55%) | 2026-09-30 | |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | 7.78% | 156.9K | $12.3M | new | $55.95(+43.14%) | 2026-09-30 | |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 7.19% | 40.0K | $11.4M | new | $197.70(+43.87%) | 2026-09-30 | |
| VNQ | VANGUARD REAL ESTATE ETF | 6.9% | 121.8K | $10.9M | new | $95.94(-5.45%) | 2026-09-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 4.15% | 93.5K | $6.6M | new | $75.78(-6.83%) | 2026-09-30 | |
| TIP | ISHARES TIPS BOND ETF | 3.89% | 59.1K | $6.1M | new | $116.09(-9.33%) | 2026-09-30 | |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 3.62% | 89.9K | $5.7M | new | $52.23(+23.32%) | 2026-09-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 3.52% | 118.8K | $5.6M | new | $50.04(-6.01%) | 2026-09-30 | |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 2.67% | 232.4K | $4.2M | new | $18.11(+0.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.56% | +17.64% | — | — | +21.66% |
| Top 20 Holdings Unweighted | +3.47% | +10.79% | — | — | +11.62% |
Horizons Wealth Management reports $160.35M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are VV (11.1%), VEA (9.6%) and VO (7.8%). The top 20 holdings account for 80.04% of reported assets. Its disclosed equity book has returned +17.64% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
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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