Horizons Wealth Management reported 52 positions worth $5.53M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 16.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 2,735 | $910.81K | 16.47% | – | – | – | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 1,998 | $687.47K | 12.43% | – | – | – | 0% |
| 3 | PRIM Primoris Services Corp | Industrials | 6,343 | $472.68K | 8.55% | – | – | – | 0.01% |
| 4 | LLY ELI LILLY & Co | Healthcare | 338 | $391.09K | 7.07% | – | – | – | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 747 | $371.97K | 6.73% | – | – | – | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,373 | $342.08K | 6.19% | – | – | – | 0% |
| 7 | TRV Travelers Companies, Inc. | Financial Services | 812 | $289.49K | 5.23% | – | – | – | 0% |
| 8 | NVDA Nvidia Corp | Technology | 1,000 | $228.38K | 4.13% | – | – | – | 0% |
| 9 | MSFT Microsoft Corp | Technology | 444 | $227.73K | 4.12% | – | – | – | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 249 | $201.89K | 3.65% | – | – | – | 0% |
| 11 | ANET Arista Networks, Inc. | Technology | 800 | $162.87K | 2.95% | – | – | – | 0% |
| 12 | BAC Bank Of America Corp | Financial Services | 2,496 | $135.86K | 2.46% | – | – | – | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 380 | $129.48K | 2.34% | – | – | – | 0% |
| 14 | IAU Ishares Gold Trust | Others | 1,039 | $81.15K | 1.47% | – | – | – | 0% |
| 15 | CB Chubb Ltd | Financial Services | 239 | $77.74K | 1.41% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Horizons Wealth Management.
As of its Q3 2026 13F filing, Horizons Wealth Management’s five largest positions were Apple Inc. (AAPL) at 16.5%, Alphabet Inc. (GOOGL) at 12.4%, Primoris Services Corp (PRIM) at 8.5%, ELI LILLY & Co (LLY) at 7.1%, Berkshire Hathaway Inc (BRK-B) at 6.7% of the reported portfolio.
Horizons Wealth Management reported a 13F portfolio worth $5.53M across 52 positions for Q3 2026.
From the Form 13F-HR reports Horizons Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.