Horizon Family Wealth, Inc.
•CIK: 1910660•Filing: Q4 2025
**Horizon Family Wealth, Inc.** manages $188M across a portfolio of 83 distinct positions. The strategy exhibits notable concentration in growth and technology sectors, highlighted by the top holdings including GSLC at $17.9M and VUG at $16.1M. Significant allocations are also maintained in GSIE ($14.6M) and BILS ($14.5M). This positioning suggests a tactical overweight toward established, high-growth market segments.
Total AUM
$187.8M
QoQ Performance
+7.9%
Positions
55
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GSLC
VUG
GSIE
BILS
IVW
GSLC9.5%
VUG8.6%
GSIE7.8%
BILS7.7%
IVW6.5%
VO4.6%
SPYV2.9%
BRK/B2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.3%
Technology5.3%
Financial4.0%
Consumer1.4%
Communication1.3%
ETF1.0%
Consumer Staples0.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑45 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023