Horizons Wealth Management
•CIK: 1943228•Filing: Q4 2025
**Horizons Wealth Management** manages $149M across a diversified portfolio of 165 positions. The strategy exhibits significant allocation to broad market indices and fixed income, highlighted by top holdings including VV ($16.2M) and VEA ($13.6M). Notable overweight positions also include VO ($11.2M), VB ($10.6M), and VNQ ($10.2M). The fund maintains substantial exposure to fixed income and inflation-protected assets, evidenced by $6.4M in BND and $6.2M in TIP.
Total AUM
$147.8M
+ $1.6M in options
QoQ Performance
+1.4%
Positions
162
+ 3 options
Top 10 Concentration
59.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VEA
VO
VB
VNQ
VV10.8%
VEA9.1%
VO7.5%
VB7.1%
VNQ6.8%
BND4.3%
TIP4.2%
BNDX3.8%
📈 Biggest Buys
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
+128.2%
2.4% of portfolio
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+872.1%
0.9% of portfolio
CMDY
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF
+30.4%
3.0% of portfolio
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+1421.6%
0.8% of portfolio
BSJR
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF
+44.9%
1.8% of portfolio
📉 Biggest Sells
Sector Breakdown
Other96.2%
Technology1.4%
ETF0.9%
Financial0.7%
Consumer0.3%
Healthcare0.3%
Industrial0.1%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
SOLD
$965.8K
—
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF
SOLD
$325.5K
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑43 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023