Horizon Wealth Management
Horizon Wealth Management reported 157 stocks worth $794M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLK (6.2%), WTV (5.3%) and QQQ (5.2%). Compared with Q2 2026, the fund opened new positions in WTV, GCC and HFXI, added to XLK, QQQ and QQQM, trimmed BYLD, VTI and SPYG and sold out of ACWI, SOXX and DDWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $49.3M | 6.2% | 252K | +1,288 (+1%) | 6 of 8 | |
| 2 |  WTV Wisdomtree TR | $42.4M | 5.3% | 414K | New position | 3 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $41.2M | 5.2% | 56K | +9,643 (+21%) | 8 of 8 | |
| 4 |  BYLD Ishares Yield | $36.5M | 4.6% | 1.7M | −816K (−32%) | 3 of 8 | |
| 5 |  QQQM Invesco Nasdaq | $35.9M | 4.5% | 118K | +1,255 (+1%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $31.9M | 4.0% | 85K | −265 (−0%) | 8 of 8 | |
| 7 |  SPYG Spdr Series Trust | $28.2M | 3.6% | 229K | −4,051 (−2%) | 8 of 8 | |
| 8 |  GLD Spdr Gold TR | $25.9M | 3.3% | 68K | +1,948 (+3%) | 8 of 8 | |
| 9 |  EMEQ Nomura ETF TR | $23.2M | 2.9% | 353K | +5,140 (+1%) | 3 of 8 | |
| 10 |  XLC Select Sector Spdr TR | $22.5M | 2.8% | 202K | +52K (+34%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ACWI Ishares TR | $42.9M | 273K |
 SOXX Ishares Semiconductor | $25.7M | 40K |
 DDWM Wisdomtree TR | $20.4M | 443K |
 XLB Select Sector Spdr TR | $17.3M | 341K |
 WTAI Wisdomtree TR | $17M | 359K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Horizon Wealth Management 13F FAQ
What does Horizon Wealth Management own?
Horizon Wealth Management reported 157 stocks worth $794M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLK (6.2%), WTV (5.3%) and QQQ (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Horizon Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 53 added to, 35 trimmed and 17 sold out. New positions include WTV, GCC and HFXI. It sold all of ACWI, SOXX and DDWM.
When will Horizon Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Horizon Wealth Management's portfolio worth?
The Q3 2026 filing reports $794M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.