Horizons Wealth Management

Name: Horizons Wealth Management — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001943228 · ASHEVILLE, NC · Quarter end: 2026-03-31 · Filed on: 2026-04-02 · Open the SEC source ↗

Horizons Wealth Management reported 170 positions worth $152.5M as of March 31, 2026 (13F filed April 2, 2026). Largest holding: VV (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$152.5M

2026 Q1

Positions

170

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

58.4%

Est. Net Flow (Q)

—

2026 Q1

Positions Changes Mix History BacktestPRO

10 / 170 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VV	VANGUARD LARGE-CAP ETF	SH	$15.4M	10.11%	51,595	—	—
▸ 2	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$13.6M	8.93%	212,549	—	—
▸ 3	VO	VANGUARD MID-CAP ETF	SH	$11.1M	7.29%	38,722	—	—
▸ 4	VB	VANGUARD SMALL-CAP ETF	SH	$10.6M	6.94%	40,388	—	—
▸ 5	VNQ	VANGUARD REAL ESTATE ETF	SH	$10.4M	6.81%	117,118	—	—
▸ 6	BND	VANGUARD TOTAL BOND MARKET ETF	SH	$6.4M	4.23%	87,499	—	—
▸ 7	TIP	ISHARES TIPS BOND ETF	SH	$6.3M	4.11%	56,764	—	—
▸ 8	BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	SH	$5.5M	3.59%	113,882	—	—
▸ 9	CMDY	ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	SH	$5.4M	3.57%	91,840	—	—
▸ 10	BSCT	INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	SH	$4.3M	2.79%	228,195	—	—

The free plan shows the top 10 positions. The remaining 160 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Horizons Wealth Management hold as of Q1 2026?

Horizons Wealth Management reported 170 positions worth $152.5M in its Q1 2026 13F filing. Largest positions: VV (10.1%), VEA (8.9%), VO (7.3%), VB (6.9%) and VNQ (6.8%).

What did Horizons Wealth Management buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Horizons Wealth Management sell in Q1 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.