Horizons Wealth Management
Horizons Wealth Management reported 162 stocks worth $158M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VV (11.1%), VEA (9.6%) and VO (7.8%). Compared with Q1 2026, the fund opened new positions in BSCX, IBTJ and BSMW, added to VEA, VO and VNQ, trimmed VV, VB and CMDY and sold out of ESML, EAGG and HYXF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $17.6M | 11.1% | 50K | −1,684 (−3%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $15.1M | 9.6% | 214K | +1,859 (+1%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $12.3M | 7.8% | 157K | +118K (+305%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $11.4M | 7.2% | 40K | −406 (−1%) | 8 of 8 | |
| 5 |  VNQ Vanguard Index Fds | $10.9M | 6.9% | 122K | +4,723 (+4%) | 8 of 8 | |
| 6 |  BND Vanguard BD Index Fds | $6.6M | 4.2% | 94K | +6,042 (+7%) | 8 of 8 | |
| 7 |  TIP Ishares Tips Bond ETF | $6.1M | 3.9% | 59K | +2,336 (+4%) | 8 of 8 | |
| 8 |  CMDY Ishares US | $5.7M | 3.6% | 90K | −1,895 (−2%) | 8 of 8 | |
| 9 |  BNDX Vanguard Total | $5.6M | 3.5% | 119K | +4,934 (+4%) | 8 of 8 | |
| 10 |  BSCT Invesco Exch Trd Slf Idx FD | $4.2M | 2.7% | 232K | +4,163 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ESML Ishares TR | $95K | 2,014 |
 EAGG Ishares TR | $83K | 1,737 |
 HYXF Ishares Esg Advanced High Yield Corporate Bond ETF | $60K | 1,299 |
 CI The Cigna Group | $25K | 94 |
 YUMC Yum China Hldgs Inc | $13K | 263 |
🔒 Free account: see all 14.
Options
valued at the underlying shares
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 | |
|---|---|---|---|
| Oct 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Horizons Wealth Management 13F FAQ
What does Horizons Wealth Management own?
Horizons Wealth Management reported 162 stocks worth $158M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VV (11.1%), VEA (9.6%) and VO (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Horizons Wealth Management buy and sell in Q3 2026?
Compared with Q1 2026: 10 new positions, 35 added to, 46 trimmed and 14 sold out. New positions include BSCX, IBTJ and BSMW. It sold all of ESML, EAGG and HYXF.
When will Horizons 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 Horizons Wealth Management's portfolio worth?
The Q3 2026 filing reports $158M in US stocks ($160M including options). 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.