Horizon Wealth Management, LLC
•CIK: 1815123•Filing: Q4 2025
**Horizon Wealth Management, LLC** manages $644M across a diversified portfolio of 127 positions. The fund exhibits a pronounced technology and growth tilt, evidenced by top holdings including PYLD at $59.2M and XLK at $55.5M. Significant allocations are also directed toward specialized sectors, notably GQI ($49.2M) and DYNF ($44.7M). This concentration suggests a tactical focus on high-growth, sector-specific opportunities within the broader market landscape.
Total AUM
$644.1M
QoQ Performance
-5.4%
Positions
89
Top 10 Concentration
61.1%
Latest Filing
Q4 2025
Top Holdings Allocation
PYLD
XLK
GQI
DYNF
NDQ
PYLD9.2%
XLK8.6%
GQI7.6%
DYNF6.9%
NDQ6.9%
EVTR4.8%
QGRW4.7%
QQQM4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.4%
Technology5.0%
Consumer1.2%
ETF0.8%
Financial0.8%
Industrial0.7%
Communication0.5%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW14 new positions
↑63 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023