Horizon Wealth Management, LLC
Horizon Wealth Management, LLC reported 148 positions worth $784.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: BYLD (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BYLD | SH | $56.9M | 7.25% | 2,511,534 | — | — | |
| ▸ 2 | XLK | SH | $47.8M | 6.09% | 250,751 | — | — | |
| ▸ 3 | ACWI | SH | $42.9M | 5.47% | 273,345 | — | — | |
| ▸ 4 | XLI | SH | $42.6M | 5.43% | 230,058 | — | — | |
| ▸ 5 | QQQM | SH | $35.4M | 4.51% | 116,737 | — | — | |
| ▸ 6 | QQQ | SH | $33.9M | 4.32% | 46,062 | — | — | |
| ▸ 7 | VTI | SH | $31.7M | 4.04% | 85,605 | — | — | |
| ▸ 8 | XLF | SH | $30.2M | 3.85% | 562,980 | — | — | |
| ▸ 9 | IWM | SH | $28.5M | 3.64% | 94,986 | — | — | |
| ▸ 10 | SPYG | SH | $27.8M | 3.54% | 233,299 | — | — |
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Frequently Asked Questions
What stocks does Horizon Wealth Management, LLC hold as of Q2 2026?
Horizon Wealth Management, LLC reported 148 positions worth $784.5M in its Q2 2026 13F filing. Largest positions: BYLD (7.3%), XLK (6.1%), ACWI (5.5%), XLI (5.4%) and QQQM (4.5%).
What did Horizon Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Horizon Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.